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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
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -76.55%
0.55%
$3.594M
15,921 shares@ $225.76 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -27.18%
0.51%
$3.366M
55,920 shares@ $60.2 avg price
AOMIshares Tr
Recent Activity
Decreased -0.12%
0.45%
$2.973M
65,913 shares@ $45.11 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.17%
0.44%
$2.861M
95,728 shares@ $29.9 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -6.03%
0.35%
$2.315M
43,801 shares@ $52.86 avg price
HYLBDbx Etf Tr
Recent Activity
Decreased -67.89%
0.32%
$2.121M
57,459 shares@ $36.93 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -4.98%
0.32%
$2.102M
25,349 shares@ $82.94 avg price
FTHIFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.06%
0.31%
$2.049M
88,990 shares@ $23.02 avg price
VVisa Inc
Recent Activity
Decreased -1.08%
0.31%
$2.036M
7,405 shares@ $274.94 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -1.95%
0.3%
$1.977M
31,141 shares@ $63.47 avg price