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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
EWGIshares Inc
Recent Activity
Increased 9.4%
0.91%
$6.02M
177,893 shares@ $33.84 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.13%
0.79%
$5.227M
28,050 shares@ $186.34 avg price
BABInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 176.42%
0.76%
$5.033M
182,539 shares@ $27.57 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 786.01%
0.75%
$4.949M
104,823 shares@ $47.22 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 27.51%
0.61%
$4.031M
31,441 shares@ $128.2 avg price
BILSSpdr Ser Tr
Recent Activity
Increased 13.96%
0.58%
$3.828M
38,444 shares@ $99.59 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 9.7%
0.54%
$3.531M
17,578 shares@ $200.86 avg price
NJULInnovator Etfs Trust
Recent Activity
Increased 1.62%
0.49%
$3.241M
53,289 shares@ $60.83 avg price
QOWZInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 98%
0.45%
$2.927M
90,871 shares@ $32.22 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.76%
0.44%
$2.902M
13,763 shares@ $210.87 avg price