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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
UAUGInnovator Etfs Trust
Recent Activity
Increased 0.27%
1.3%
$8.58M
244,943 shares@ $35.03 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 23.88%
1.11%
$7.319M
156,596 shares@ $46.74 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.11%
1.09%
$7.203M
59,310 shares@ $121.45 avg price
EWIIshares Inc
Recent Activity
Increased 6.36%
1%
$6.628M
170,111 shares@ $38.96 avg price
EWUIshares Tr
Recent Activity
Increased 8.18%
0.98%
$6.471M
172,978 shares@ $37.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.18%
0.96%
$6.357M
14,774 shares@ $430.32 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 19.02%
0.95%
$6.27M
188,574 shares@ $33.26 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Increased 1.12%
0.94%
$6.187M
109,361 shares@ $56.57 avg price
LQDIshares Tr
Recent Activity
Increased 33.04%
0.93%
$6.142M
54,362 shares@ $112.98 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 34.41%
0.92%
$6.059M
91,294 shares@ $66.38 avg price