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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
FLQMFranklin Templeton Etf Tr
Recent Activity
New Position
0.04%
$208,548
3,744 shares@ $55.71 avg price
HSYHershey Co
Recent Activity
New Position
0.04%
$207,890
1,084 shares@ $191.79 avg price
DHRDanaher Corporation
Recent Activity
New Position
0.04%
$206,569
743 shares@ $278.03 avg price
FEFirstenergy Corp
Recent Activity
New Position
0.04%
$206,316
4,652 shares@ $44.35 avg price
MINTPimco Etf Tr
Recent Activity
New Position
0.04%
$205,106
2,037 shares@ $100.7 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.03%
$138,111
12,298 shares@ $11.24 avg price
ABEVAmbev Sa
Recent Activity
New Position
0.02%
$71,324
29,231 shares@ $2.45 avg price