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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
EWJIshares Inc
Recent Activity
Exited
0%
$4.652M
68,175 shares@ $68.24 avg price
QTECFirst Tr Nasdaq 100 Tech Ind
Recent Activity
Exited
0%
$1.681M
8,514 shares@ $197.46 avg price
TURIshares Inc
Recent Activity
Exited
0%
$1.31M
31,169 shares@ $42.02 avg price
CDNSCadence Design System Inc
Recent Activity
Exited
0%
$354,836
1,153 shares@ $307.76 avg price
ESGEIshares Inc
Recent Activity
Exited
0%
$347,505
10,364 shares@ $33.54 avg price
QQQJInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$315,926
11,336 shares@ $27.87 avg price
CCEFCalamos Etf Tr
Recent Activity
Exited
0%
$296,617
11,000 shares@ $26.97 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$265,913
250 shares@ $1063.66 avg price
DASHDoordash Inc
Recent Activity
Exited
0%
$228,873
2,104 shares@ $108.78 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$225,067
2,460 shares@ $91.5 avg price