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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
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
SHVIshares Tr
Recent Activity
Decreased -3.19%
2.52%
$16.674M
150,717 shares@ $110.64 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -0.39%
2%
$13.232M
136,484 shares@ $96.95 avg price
VHTVanguard World Fd
Recent Activity
Decreased -2.64%
1.27%
$8.399M
29,762 shares@ $282.2 avg price
CSMProshares Tr
Recent Activity
Decreased -0.94%
1.22%
$8.033M
122,876 shares@ $65.38 avg price
FFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -1.33%
0.83%
$5.499M
113,240 shares@ $48.56 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.18%
0.59%
$3.905M
23,358 shares@ $167.19 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.94%
0.56%
$3.705M
6,457 shares@ $573.73 avg price