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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
XLISelect Sector Spdr Tr
Recent Activity
Increased 2527.47%
1.99%
$13.192M
97,400 shares@ $135.45 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
1.93%
$12.749M
157,818 shares@ $80.79 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 3082.81%
1.81%
$12M
77,915 shares@ $154.02 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 9.4%
1.81%
$11.997M
141,930 shares@ $84.53 avg price
ICOWPacer Fds Tr
Recent Activity
Increased 5.03%
1.49%
$9.86M
311,739 shares@ $31.64 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.52%
1.45%
$9.58M
33,831 shares@ $283.16 avg price
UAUGInnovator Etfs Trust
Recent Activity
Increased 0.27%
1.3%
$8.58M
244,943 shares@ $35.03 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
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 23.88%
1.11%
$7.319M
156,596 shares@ $46.74 avg price