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Cynthia Schlanger

@Onyx Bridge Wealth Group Llc

Latest period2024 - Q3ReportedManaged Assets$663.322MTotal holdings285
Assets growth rate8.91%Assets growth rate (2-Q avg)8.86%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Onyx Bridge Wealth Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 285 positions.

Assets under management

The assets under management (AUM) of Onyx Bridge Wealth Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 663.322M in assets, with a quarterly growth rate of 8.91% and a 2-quarter average growth rate of 8.86%. The portfolio is managed by Cynthia Schlanger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -4.87%
11.58%
$76.748M
133,054 shares@ $576.82 avg price
COWZPacer Fds Tr
Recent Activity
Increased 20.01%
5.15%
$34.134M
590,242 shares@ $57.83 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -3.06%
3.64%
$24.129M
49,438 shares@ $488.07 avg price
AAPLApple Inc
Recent Activity
Decreased -0.68%
3.25%
$21.495M
92,252 shares@ $233.0 avg price
AGGIshares Tr
Recent Activity
Increased 5.47%
3.19%
$21.127M
208,617 shares@ $101.28 avg price
VUGVanguard Index Fds
Recent Activity
Increased 10.53%
2.69%
$17.82M
46,416 shares@ $383.93 avg price
SHVIshares Tr
Recent Activity
Decreased -3.19%
2.52%
$16.674M
150,717 shares@ $110.64 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.38%
2.46%
$16.259M
82,093 shares@ $198.06 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 5.36%
2.26%
$14.969M
330,302 shares@ $45.33 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -0.39%
2%
$13.232M
136,484 shares@ $96.95 avg price