Lyndsay Goody

@Onyx Financial Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$182.281M

Total holdings14

Assets growth rate0.07%

Assets growth rate (2-Q avg)4.6%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Onyx Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Onyx Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 182.281M in assets, with a quarterly growth rate of 0.07% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Lyndsay Goody, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FDVVFidelity Covington Trust Recent Activity	0.46%	$823,810 16,496 shares@ $49.94 avg price
ORCLOracle Corp Recent Activity Increased 0.22%	0.38%	$686,295 4,118 shares@ $166.66 avg price	Increased 0.22%
DCORDimensional Etf Trust Recent Activity Decreased -3.77%	0.21%	$381,574 5,947 shares@ $64.17 avg price	Decreased -3.77%
CATCaterpillar Inc Recent Activity Increased 0.39%	0.21%	$379,683 1,047 shares@ $362.64 avg price	Increased 0.39%