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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
XLUSelect Sector Spdr Tr
Recent Activity
New Position
1.93%
$12.749M
157,818 shares@ $80.79 avg price
SPHYSpdr Ser Tr
Recent Activity
New Position
0.92%
$6.052M
251,661 shares@ $24.05 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
New Position
0.88%
$5.803M
56,570 shares@ $102.59 avg price
EWCIshares Inc
Recent Activity
New Position
0.82%
$5.422M
130,588 shares@ $41.53 avg price
FXOFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.23%
$1.509M
29,522 shares@ $51.14 avg price
EWNIshares Inc
Recent Activity
New Position
0.18%
$1.162M
22,853 shares@ $50.87 avg price
RDIVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.18%
$1.132M
22,660 shares@ $49.94 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.07%
$401,859
818 shares@ $491.28 avg price
PWRQuanta Svcs Inc
Recent Activity
New Position
0.06%
$357,184
1,198 shares@ $298.16 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
New Position
0.06%
$336,718
724 shares@ $465.09 avg price