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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
IBMInternational Business Machs
Recent Activity
Decreased -1.23%
0.29%
$1.88M
8,504 shares@ $221.07 avg price
DSIIshares Tr
Recent Activity
Decreased -15.45%
0.28%
$1.847M
16,979 shares@ $108.8 avg price
FPXFirst Tr Exchange-traded Fd
Recent Activity
Decreased -6.27%
0.27%
$1.772M
16,078 shares@ $110.2 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.63%
0.26%
$1.705M
18,776 shares@ $90.81 avg price
EDConsolidated Edison Inc
Recent Activity
Decreased -7.35%
0.24%
$1.587M
15,238 shares@ $104.13 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.25%
0.24%
$1.57M
7,411 shares@ $211.83 avg price
MAMastercard Incorporated
Recent Activity
Decreased -7.44%
0.22%
$1.449M
2,935 shares@ $493.82 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -0.61%
0.22%
$1.445M
3,414 shares@ $423.16 avg price
FTGSFirst Tr Exchange Traded Fd
Recent Activity
Decreased -2.69%
0.22%
$1.443M
46,205 shares@ $31.22 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -83.04%
0.21%
$1.373M
33,262 shares@ $41.29 avg price