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9258 Wealth Management

Latest statistics and disclosures from 9258 Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SPYG, AAPL, IWY, PG, and represent 21.34% of 9258 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$6.0M), Blackrock, HACK, CTAS, AMZN, HD, XLF, AMGN, NVDA, MSFT.
Started 21 new stock positions in HWM, Advent Conv & Income, ECL, JD, QABA, IWO, WELL, ETR, XEL, Blackrock. BK, EFX, TLT, GEHC, EFA, ITA, HACK, SNY, AJG, SONY, MCO.
Reduced shares in these 10 stocks: , PKW, AGG, IUSB, OEF, UYG, CME, ORCL, XLC, .
Sold out of its positions in BLK, FCX, HLT, TIP, LRCX, MCK, DGRS.
9258 Wealth Management was a net seller of stock by $-282k.
9258 Wealth Management has $677M in assets under management (AUM), dropping by 4.12%.
Central Index Key (CIK): 0001766506

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Portfolio Holdings for 9258 Wealth Management

9258 Wealth Management holds 356 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corp Stock (NVDA)	7.6	$51M		422k	121.44	View chart
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)	3.7	$25M		300k	82.94	View chart
Apple Stock (AAPL)	3.6	$25M		105k	233.00	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	3.4	$23M		104k	220.05	View chart
Procter & Gamble Stock (PG)	3.1	$21M		121k	173.20	View chart
Microsoft Corp Stock (MSFT)	2.9	$20M		46k	430.30	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	2.7	$19M		295k	62.69	View chart
SPDR Portfolio S&P 500 ETF Etf (SPLG)	2.4	$16M		238k	67.51	View chart
iShares Russell Top 200 Value ETF Etf (IWX)	2.3	$16M		194k	81.27	View chart
Oracle Corp Stock (ORCL)	2.2	$15M	-2%	86k	170.40	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	2.0	$14M	-4%	133k	101.27	View chart
Vanguard Total International Stock ETF Etf (VXUS)	2.0	$13M	-2%	207k	64.74	View chart
iShares Core Total USD Bond Market ETF Etf (IUSB)	1.9	$13M	-4%	272k	47.12	View chart
Vanguard Mega Cap Value ETF Etf (MGV)	1.9	$13M		99k	128.28	View chart
Cincinnati Financial Corp Stock (CINF)	1.7	$11M		83k	136.12	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	1.4	$9.4M	-3%	96k	98.12	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	1.3	$8.8M		100k	88.14	View chart
United Parcel Service Inc Class B Stock (UPS)	1.2	$8.4M		61k	136.34	View chart
iShares Core S&P 500 ETF Etf (IVV)	1.2	$8.3M		14k	576.82	View chart
Broadcom Stock (AVGO)	1.0	$6.7M	+892%	39k	172.50	View chart
Vanguard Mega Cap Growth ETF Etf (MGK)	1.0	$6.6M		20k	321.95	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	0.9	$6.3M	-2%	71k	89.36	View chart
Home Depot Stock (HD)	0.9	$6.3M	+7%	16k	405.19	View chart
JPMorgan Chase & Co Stock (JPM)	0.9	$6.2M	-3%	29k	210.86	View chart
Amazon.com Stock (AMZN)	0.9	$5.9M	+12%	32k	186.33	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.8	$5.4M		46k	117.29	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$5.0M	+3%	10k	488.07	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.7	$4.7M	-7%	26k	179.16	View chart
Eli Lilly and Stock (LLY)	0.7	$4.5M		5.1k	886.02	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$4.4M	-3%	37k	117.22	View chart
WisdomTree US SmallCap Earnings ETF Etf (EES)	0.6	$4.2M	-7%	80k	52.75	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.6	$4.1M	-4%	34k	119.61	View chart
Micron Technology Stock (MU)	0.6	$4.0M	+3%	39k	103.71	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.6	$3.8M	-6%	17k	225.76	View chart
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)	0.6	$3.8M		3.8M	1.00	View chart
WisdomTree US Quality Dividend Gr ETF Etf (DGRW)	0.5	$3.7M	-3%	44k	83.21	View chart
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK)	0.5	$3.6M	-10%	40k	91.93	View chart
Alphabet Inc A Stock (GOOGL)	0.5	$3.5M	-2%	21k	165.85	View chart
AbbVie Stock (ABBV)	0.5	$3.5M		18k	197.48	View chart
iShares Russell Top 200 ETF Etf (IWL)	0.5	$3.3M	-8%	24k	140.44	View chart
Johnson & Johnson Stock (JNJ)	0.5	$3.3M	-3%	20k	162.06	View chart
Walmart Stock (WMT)	0.5	$3.2M		40k	80.75	View chart
iShares S&P 100 ETF Etf (OEF)	0.5	$3.1M	-13%	11k	276.76	View chart
iShares Core International Aggt Bd ETF Etf (IAGG)	0.4	$3.0M	-2%	59k	51.82	View chart
Vanguard FTSE All-Wld ex-US ETF Etf (VEU)	0.4	$3.0M	-2%	47k	63.00	View chart
Marathon Petroleum Corp Stock (MPC)	0.4	$2.9M	-3%	18k	162.91	View chart
Cisco Systems Stock (CSCO)	0.4	$2.7M	-2%	51k	53.22	View chart
Bank of America Corp Stock (BAC)	0.4	$2.6M		66k	39.68	View chart
Merck & Co Stock (MRK)	0.4	$2.6M		23k	113.56	View chart
iShares Russell 3000 ETF Etf (IWV)	0.4	$2.6M	-6%	7.8k	326.73	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.4	$2.5M		13k	198.06	View chart
Vanguard Mid-Cap ETF Etf (VO)	0.4	$2.5M		9.4k	263.83	View chart
Marathon Oil Corp Stock (MRO)	0.4	$2.4M		92k	26.63	View chart
Invesco BuyBack Achievers ETF Etf (PKW)	0.4	$2.4M	-22%	21k	114.52	View chart
UnitedHealth Group Stock (UNH)	0.4	$2.4M		4.1k	584.61	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.4	$2.4M		25k	96.95	View chart
U.S. Bancorp Stock (USB)	0.3	$2.3M	-14%	51k	45.73	View chart
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)	0.3	$2.3M	+3%	13k	179.30	View chart
Goldman Sachs Group Stock (GS)	0.3	$2.3M	+9%	4.6k	495.14	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.3	$2.2M	-9%	19k	116.96	View chart
Visa Inc Class A Stock (V)	0.3	$2.2M		8.0k	274.96	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.3	$2.2M	-3%	4.1k	527.72	View chart
Chevron Corp Stock (CVX)	0.3	$2.1M		14k	147.27	View chart
Health Care Select Sector SPDR ETF Etf (XLV)	0.3	$2.1M	-11%	13k	154.02	View chart
Allstate Corp Stock (ALL)	0.3	$2.1M		11k	189.64	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.3	$2.1M		12k	173.67	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.3	$2.0M		32k	62.32	View chart
General Electric Stock (GE)	0.3	$2.0M	+6%	11k	188.59	View chart
Advanced Micro Devices Stock (AMD)	0.3	$2.0M	+5%	12k	164.08	View chart
Cigna Corp Stock (CI)	0.3	$1.9M		5.6k	346.44	View chart
Meta Platforms Stock (META)	0.3	$1.9M		3.4k	572.37	View chart
Salesforce.com Stock (CRM)	0.3	$1.9M	-5%	6.9k	273.70	View chart
Vanguard FTSE Pacific ETF Etf (VPL)	0.3	$1.9M	+3%	24k	78.39	View chart
Kroger Stock (KR)	0.3	$1.9M		33k	57.30	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.3	$1.9M	-2%	3.2k	573.84	View chart
Raymond James Financial Stock (RJF)	0.3	$1.8M		15k	122.46	View chart
PNC Financial Services Group Stock (PNC)	0.3	$1.8M		9.9k	184.85	View chart
TJX Companies Stock (TJX)	0.3	$1.8M		16k	117.54	View chart
iShares Core MSCI Total Intl Stk ETF Etf (IXUS)	0.3	$1.8M	-4%	24k	72.63	View chart
Berkshire Hathaway Inc Class B Stock (BRK.B)	0.3	$1.7M		3.8k	460.26	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.3	$1.7M		14k	123.62	View chart
Qualcomm Stock (QCOM)	0.2	$1.7M	+2%	9.9k	170.04	View chart
Caterpillar Stock (CAT)	0.2	$1.6M	+3%	4.1k	391.12	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.2	$1.6M		4.3k	375.42	View chart
Synopsys Stock (SNPS)	0.2	$1.6M	+9%	3.2k	506.39	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$1.6M		2.7k	584.55	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.6M	+2%	30k	52.81	View chart
BlackRock Stock	0.2	$1.6M	NEW	1.7k	949.28	View chart
Costco Wholesale Corp Stock (COST)	0.2	$1.5M		1.7k	886.36	View chart
Raytheon Technologies Corp Stock (RTX)	0.2	$1.5M	-3%	13k	121.16	View chart
Abbott Laboratories Stock (ABT)	0.2	$1.5M	+5%	13k	114.01	View chart
Trane Technologies Stock (TT)	0.2	$1.5M		3.9k	388.73	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$1.4M		3.1k	465.08	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.2	$1.4M		7.2k	197.16	View chart
iShares Edge MSCI Min Vol USA ETF Etf (USMV)	0.2	$1.4M		15k	91.31	View chart
PepsiCo Stock (PEP)	0.2	$1.4M		8.1k	170.05	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.2	$1.4M		11k	128.20	View chart
Linde Stock (LIN)	0.2	$1.4M		2.9k	476.79	View chart
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)	0.2	$1.3M		26k	52.86	View chart
Alphabet Inc Class C Stock (GOOG)	0.2	$1.3M		7.9k	167.20	View chart
Intercontinental Exchange Stock (ICE)	0.2	$1.3M		8.1k	160.64	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.2	$1.3M	-10%	14k	95.75	View chart
Mastercard Inc A Stock (MA)	0.2	$1.3M	+9%	2.6k	493.87	View chart
Adams Diversified Equity Fund Cef (ADX)	0.2	$1.3M		59k	21.56	View chart
NXP Semiconductors NV Stock (NXPI)	0.2	$1.3M		5.2k	240.01	View chart
Anthem Stock (ELV)	0.2	$1.2M		2.4k	520.00	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.2	$1.2M	+45%	27k	45.32	View chart
SPDR S&P MIDCAP 400 ETF Trust Etf (MDY)	0.2	$1.2M		2.2k	569.66	View chart
Eaton Corp Stock (ETN)	0.2	$1.2M		3.6k	331.41	View chart
Cintas Corp Stock (CTAS)	0.2	$1.2M	+286%	5.6k	205.88	View chart
International Business Machines Corp Stock (IBM)	0.2	$1.2M	+4%	5.2k	221.06	View chart
iShares Russell 2000 ETF Etf (IWM)	0.2	$1.2M	-5%	5.2k	220.89	View chart
Invesco S&P MidCap 400 Revenue ETF Etf (RWK)	0.2	$1.2M	+6%	9.9k	116.32	View chart
First Financial Bancorp Stock (FFBC)	0.2	$1.1M	-3%	45k	25.23	View chart
ETFMG Prime Cyber Security ETF Etf (HACK)	0.2	$1.1M	NEW	16k	68.28	View chart
L3Harris Technologies Stock (LHX)	0.2	$1.1M		4.6k	237.87	View chart
Tesla Stock (TSLA)	0.2	$1.1M		4.0k	261.63	View chart
AstraZeneca Adr (AZN)	0.2	$1.0M	-3%	14k	77.91	View chart
Consumer Discret Sel Sect SPDR ETF Etf (XLY)	0.2	$1.0M	+3%	5.1k	200.37	View chart
Vanguard Mid-Cap Value ETF Etf (VOE)	0.1	$1.0M	-5%	6.0k	167.67	View chart
S&P Global Stock (SPGI)	0.1	$995k		1.9k	516.62	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.1	$993k		11k	90.20	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.1	$985k		13k	78.05	View chart
First Trust Enhanced Equity Income Cef (FFA)	0.1	$963k		47k	20.34	View chart
First Trust Large Cap Val AlphaDEX ETF Etf (FTA)	0.1	$963k		12k	79.13	View chart
BlackRock Enhanced Equity Div Cef (BDJ)	0.1	$930k	-5%	108k	8.65	View chart
Uber Technologies Stock (UBER)	0.1	$927k	+2%	12k	75.16	View chart
Halliburton Stock (HAL)	0.1	$911k	-11%	31k	29.05	View chart
Deere & Co Stock (DE)	0.1	$899k		2.2k	417.33	View chart
Motley Fool Global Opportunities Etf Etf (TMFG)	0.1	$890k		28k	31.71	View chart
McDonald's Corp Stock (MCD)	0.1	$890k		2.9k	304.51	View chart
Roper Technologies Stock (ROP)	0.1	$889k	-16%	1.6k	556.49	View chart
At&t Stock (T)	0.1	$876k		40k	22.00	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.1	$871k	+12%	10k	84.53	View chart
iShares Core S&P US Growth ETF Etf (IUSG)	0.1	$868k		6.6k	131.91	View chart
Communication Services Sel Sect SPDR ETF Etf (XLC)	0.1	$840k	-34%	9.3k	90.40	View chart
Viking Therapeutics Stock (VKTX)	0.1	$838k	+2%	13k	63.31	View chart
Monolithic Power Systems Stock (MPWR)	0.1	$822k		890.00	924.07	View chart
Duke Energy Corp Stock (DUK)	0.1	$812k	-30%	7.0k	115.30	View chart
Consumer Staples Select Sector SPDR ETF Etf (XLP)	0.1	$811k	+21%	9.8k	83.00	View chart
Bristol-Myers Squibb Company Stock (BMY)	0.1	$807k	-10%	16k	51.74	View chart
Fiserv Stock (FI)	0.1	$806k	-4%	4.5k	179.65	View chart
Royce Value Trust Cef (RVT)	0.1	$803k	-3%	51k	15.70	View chart
iShares Edge MSCI USA Momentum Fctr ETF Etf (MTUM)	0.1	$789k		3.9k	202.76	View chart
ProShares Ultra Financials Etf (UYG)	0.1	$783k	-36%	10k	76.42	View chart
Ford Motor Stock (F)	0.1	$782k	+3%	74k	10.56	View chart
Coca-Cola Stock (KO)	0.1	$769k	+9%	11k	71.86	View chart
Union Pacific Corp Stock (UNP)	0.1	$765k		3.1k	246.51	View chart
Walt Disney Stock (DIS)	0.1	$765k	+2%	7.9k	96.19	View chart
Honeywell International Stock (HON)	0.1	$759k	+2%	3.7k	206.71	View chart
Energy Transfer Stock (ET)	0.1	$752k		47k	16.05	View chart
ServiceNow Stock (NOW)	0.1	$750k		839.00	894.39	View chart
Boeing Stock (BA)	0.1	$749k	-4%	4.9k	152.05	View chart
Comcast Corp Class A Stock (CMCSA)	0.1	$746k	+2%	18k	41.77	View chart
Calamos Strategic Total Return Cef (CSQ)	0.1	$746k		43k	17.35	View chart
CVS Health Corp Stock (CVS)	0.1	$739k	-4%	12k	62.88	View chart
Wells Fargo & Co Stock (WFC)	0.1	$725k		13k	56.49	View chart
Vanguard Growth ETF Etf (VUG)	0.1	$712k	-33%	1.9k	383.83	View chart
IQVIA Holdings Stock (IQV)	0.1	$710k		3.0k	236.97	View chart
Advent Convertible & Income Cef (AVK)	0.1	$697k		59k	11.74	View chart
Marsh & McLennan Companies Stock (MMC)	0.1	$690k	+4%	3.1k	223.09	View chart
KKR & Co Inc Ordinary Shares Stock (KKR)	0.1	$684k		5.2k	130.58	View chart
O'Reilly Automotive Stock (ORLY)	0.1	$683k		593.00	1151.60	View chart
Waste Management Stock (WM)	0.1	$678k	+6%	3.3k	207.60	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$678k	-9%	10k	65.99	View chart
Trade Desk Inc A Stock (TTD)	0.1	$677k		6.2k	109.65	View chart
MetLife Stock (MET)	0.1	$672k	-5%	8.2k	82.48	View chart
NextEra Energy Stock (NEE)	0.1	$665k		7.9k	84.53	View chart
Barron's 400 ETF Etf (BFOR)	0.1	$665k	-30%	9.3k	71.72	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.1	$663k	-9%	26k	26.03	View chart
Gabelli Dividend & Income Cef (GDV)	0.1	$659k		27k	24.45	View chart
Pfizer Stock (PFE)	0.1	$647k	-14%	22k	28.94	View chart
Amgen Stock (AMGN)	0.1	$637k	+101%	2.0k	322.15	View chart
American Express Stock (AXP)	0.1	$635k		2.3k	271.21	View chart
Comfort Systems USA Stock (FIX)	0.1	$624k		1.6k	390.35	View chart
Royal Dutch Shell PLC ADR Class A Adr (SHEL)	0.1	$622k	-6%	9.4k	65.95	View chart
Palo Alto Networks Stock (PANW)	0.1	$618k	+37%	1.8k	341.80	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$611k	+26%	988.00	618.57	View chart
AdvisorShares DoubleLine Value Eq ETF Etf (SURE)	0.1	$598k	-28%	5.0k	119.04	View chart
Sherwin-Williams Stock (SHW)	0.1	$595k	+48%	1.6k	381.67	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.1	$593k		5.5k	107.65	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$590k		14k	42.84	View chart
Verizon Communications Stock (VZ)	0.1	$580k	+6%	13k	44.91	View chart
Lowe's Companies Stock (LOW)	0.1	$579k	+16%	2.1k	270.85	View chart
Southern Stock (SO)	0.1	$562k	+11%	6.2k	90.18	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$553k		6.3k	87.80	View chart
SPDR Dow Jones Industrial Avrg ETF Tr Etf (DIA)	0.1	$545k		1.3k	423.12	View chart
Intuitive Surgical Stock (ISRG)	0.1	$545k		1.1k	491.27	View chart
Philip Morris International Stock (PM)	0.1	$544k		4.5k	121.41	View chart
Progressive Corp Stock (PGR)	0.1	$541k	-2%	2.1k	253.80	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	0.1	$540k		4.1k	132.25	View chart
iShares MSCI ACWI ex U.S. ETF Etf (ACWX)	0.1	$532k		9.3k	57.22	View chart
Texas Instruments Stock (TXN)	0.1	$531k		2.6k	206.53	View chart
Gabelli Health & Wellness Cef (GRX)	0.1	$528k		48k	10.95	View chart
Analog Devices Stock (ADI)	0.1	$522k		2.3k	230.16	View chart
Ge Vernova Stock (GEV)	0.1	$514k	-4%	2.0k	254.98	View chart
American Electric Power Stock (AEP)	0.1	$514k		5.0k	102.61	View chart
iShares National Muni Bond ETF Etf (MUB)	0.1	$503k	+10%	4.6k	108.63	View chart
Kinder Morgan Inc Class P Stock (KMI)	0.1	$500k		23k	22.09	View chart
Target Corp Stock (TGT)	0.1	$498k		3.2k	155.86	View chart
Steris PLC SHS USD Stock (STE)	0.1	$497k	-8%	2.1k	242.54	View chart
Diageo Adr (DEO)	0.1	$497k		3.5k	140.34	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$489k	+2%	11k	45.86	View chart
HCA Healthcare Stock (HCA)	0.1	$482k	-2%	1.2k	406.43	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.1	$480k		3.1k	157.34	View chart
ConocoPhillips Stock (COP)	0.1	$480k		4.6k	105.28	View chart
First Trust Technology AlphaDEX ETF Etf (FXL)	0.1	$480k		3.5k	138.64	View chart
Cambria Shareholder Yield ETF Etf (SYLD)	0.1	$478k		6.6k	72.37	View chart
Consolidated Edison Stock (ED)	0.1	$478k		4.6k	104.13	View chart
Zoetis Inc Class A Stock (ZTS)	0.1	$473k		2.4k	195.34	View chart
Netflix Stock (NFLX)	0.1	$468k		660.00	709.27	View chart
Johnson Controls International Stock (JCI)	0.1	$465k	-21%	6.0k	77.61	View chart
Utilities Select Sector SPDR ETF Etf (XLU)	0.1	$464k		5.7k	80.79	View chart
Carrier Global Corp Ordinary Shares Stock (CARR)	0.1	$457k		5.7k	80.48	View chart
BlackRock Float Rate Strat Cef (FRA)	0.1	$451k		34k	13.20	View chart
Rayonier Reit (RYN)	0.1	$450k	-16%	14k	32.18	View chart
Alpha Architect US Quantitative Val ETF Etf (QVAL)	0.1	$448k		9.7k	46.14	View chart
Avidity Biosciences Stock (RNA)	0.1	$444k		9.7k	45.93	View chart
SPDR S&P Health Care Equipment ETF Etf (XHE)	0.1	$439k		4.9k	90.51	View chart
Citigroup Stock (C)	0.1	$432k	-7%	6.9k	62.60	View chart
Duolingo Inc Cl A Stock (DUOL)	0.1	$431k		1.5k	282.02	View chart
Chubb Stock (CB)	0.1	$431k		1.5k	288.39	View chart
Stryker Corp Stock (SYK)	0.1	$430k	-28%	1.2k	361.26	View chart
iShares S&P Small-Cap 600 Growth ETF Etf (IJT)	0.1	$429k		3.1k	139.49	View chart
Vanguard Interm-Term Bond ETF Etf (BIV)	0.1	$425k	-10%	5.4k	78.37	View chart
CSX Corp Stock (CSX)	0.1	$421k		12k	34.53	View chart
Alerian MLP ETF Etf (AMLP)	0.1	$419k		8.9k	47.13	View chart
Vanguard Value ETF Etf (VTV)	0.1	$415k	+4%	2.4k	174.57	View chart
BlackRock Resources & Commdty Cef (BCX)	0.1	$412k		43k	9.60	View chart
Rockwell Automation Stock (ROK)	0.1	$406k		1.5k	268.46	View chart
Danaher Corp Stock (DHR)	0.1	$402k		1.4k	278.02	View chart
Chipotle Mexican Grill Inc Class A Stock (CMG)	0.1	$401k	+73%	7.0k	57.62	View chart
Suncor Energy Stock (SU)	0.1	$399k	-14%	11k	36.92	View chart
Diamondback Energy Stock (FANG)	0.1	$398k	+2%	2.3k	172.37	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.1	$396k	-4%	3.1k	128.56	View chart
Intuit Stock (INTU)	0.1	$396k		637.00	621.00	View chart
iShares S&P Small-Cap 600 Value ETF Etf (IJS)	0.1	$394k		3.7k	107.66	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$390k		738.00	528.14	View chart
Realty Income Corp Reit (O)	0.1	$390k	+9%	6.1k	63.42	View chart
Mondelez International Inc Class A Stock (MDLZ)	0.1	$389k		5.3k	73.67	View chart
Ellsworth Growth and Income Cef (ECF)	0.1	$384k	-2%	43k	8.99	View chart
Canadian Pacific Railway Stock (CP)	0.1	$381k		4.5k	85.54	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.1	$373k	+2%	6.5k	57.83	View chart
Boston Scientific Corp Stock (BSX)	0.1	$369k		4.4k	83.80	View chart
Adobe Stock (ADBE)	0.1	$365k	-27%	705.00	517.78	View chart
SS&C Technologies Holdings Stock (SSNC)	0.1	$363k		4.9k	74.20	View chart
D.R. Horton Stock (DHI)	0.1	$357k		1.9k	190.77	View chart
Intel Corp Stock (INTC)	0.1	$356k	-23%	15k	23.46	View chart
Invesco S&p Midcap 400 Pure Value Etf Etf (RFV)	0.1	$352k	+4%	3.0k	118.45	View chart
Medtronic Stock (MDT)	0.1	$351k		3.9k	90.03	View chart
iShares Core MSCI Europe ETF Etf (IEUR)	0.1	$351k		5.8k	60.93	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$347k	+30%	3.3k	104.67	View chart
Fastenal Stock (FAST)	0.1	$344k		4.8k	71.41	View chart
Estee Lauder Companies Inc Class A Stock (EL)	0.1	$343k	-4%	3.4k	99.69	View chart
BlackRock Core Bond Cef (BHK)	0.1	$342k		28k	12.04	View chart
Nike Inc B Stock (NKE)	0.1	$341k	-6%	3.9k	88.41	View chart
BlackRock Corp High Yield Cef (HYT)	0.0	$337k		34k	10.06	View chart
Parker Hannifin Corp Stock (PH)	0.0	$336k		531.00	631.82	View chart
Guggenheim Strategic Opportun COM SBI Cef (GOF)	0.0	$335k	-3%	21k	15.76	View chart
Blackstone Group Stock (BX)	0.0	$334k	+10%	2.2k	153.13	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$330k	+2%	2.8k	119.78	View chart
RPM International Stock (RPM)	0.0	$328k		2.7k	121.02	View chart
Automatic Data Processing Stock (ADP)	0.0	$328k		1.2k	276.73	View chart
Emerson Electric Stock (EMR)	0.0	$325k		3.0k	109.37	View chart
Principal Financial Group Stock (PFG)	0.0	$323k		3.8k	85.90	View chart
Constellation Brands Inc A Stock (STZ)	0.0	$322k		1.2k	257.64	View chart
Sysco Corp Stock (SYY)	0.0	$319k	-3%	4.1k	78.06	View chart
Axon Enterprise Stock (AXON)	0.0	$319k		797.00	399.60	View chart
Gilead Sciences Stock (GILD)	0.0	$316k	+3%	3.8k	83.83	View chart
Arista Networks Stock (ANET)	0.0	$316k	-8%	823.00	383.82	View chart
Accenture PLC Class A Stock (ACN)	0.0	$306k	+3%	865.00	353.48	View chart
Novo Nordisk A/S Adr (NVO)	0.0	$305k		2.6k	119.07	View chart
Ball Corp Stock (BALL)	0.0	$291k		4.3k	67.91	View chart
iShares 0-5 Year Investment Grade Corporate Bond ETF Etf (SLQD)	0.0	$291k	-4%	5.8k	50.43	View chart
Applied Materials Stock (AMAT)	0.0	$291k	-14%	1.4k	202.05	View chart
Vanguard Mid-Cap Growth ETF Etf (VOT)	0.0	$291k	-22%	1.2k	243.47	View chart
EOG Resources Stock (EOG)	0.0	$289k	+31%	2.4k	122.93	View chart
Brookfield Infrastructure Partners Stock (BIP)	0.0	$283k		8.1k	35.04	View chart
Tractor Supply Stock (TSCO)	0.0	$280k	+5%	961.00	290.93	View chart
Equinix Reit (EQIX)	0.0	$279k		314.00	887.71	View chart
Otis Worldwide Corp Ordinary Shares Stock (OTIS)	0.0	$279k		2.7k	103.95	View chart
3M Stock (MMM)	0.0	$278k	-18%	2.0k	136.70	View chart
Total SE Adr (TTE)	0.0	$274k		4.2k	64.62	View chart
Occidental Petroleum Corp Stock (OXY)	0.0	$272k		5.3k	51.54	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.0	$271k		4.7k	57.41	View chart
Baxter International Stock (BAX)	0.0	$269k	-16%	7.1k	37.97	View chart
Fidelity National Information Services Stock (FIS)	0.0	$267k	+5%	3.2k	83.76	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$265k	-26%	2.0k	135.07	View chart
Schlumberger Stock (SLB)	0.0	$265k		6.3k	41.95	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.0	$263k		1.4k	189.80	View chart
Invesco S&P MidCap Value with Momt ETF Etf (XMVM)	0.0	$263k	+13%	4.7k	55.43	View chart
Spdr S&p Emerging Asia Pacific Etf Etf (GMF)	0.0	$259k		2.1k	123.12	View chart
Novartis Adr (NVS)	0.0	$258k	-3%	2.2k	115.00	View chart
Martin Marietta Materials Stock (MLM)	0.0	$257k	+8%	478.00	538.25	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$257k		2.8k	93.11	View chart
Cummins Stock (CMI)	0.0	$256k	-7%	791.00	323.79	View chart
Lazard Glb Total Return & Income Cef (LGI)	0.0	$256k		14k	18.14	View chart
Waste Connections Stock (WCN)	0.0	$254k	+8%	1.4k	178.76	View chart
Republic Services Inc Class A Stock (RSG)	0.0	$253k	+5%	1.3k	200.84	View chart
Avery Dennison Corp Stock (AVY)	0.0	$252k		1.1k	220.76	View chart
Dow Stock (DOW)	0.0	$252k	-11%	4.6k	54.63	View chart
CME Group Inc Class A Stock (CME)	0.0	$249k	-63%	1.1k	220.65	View chart
iShares US Technology ETF Etf (IYW)	0.0	$249k		1.6k	151.62	View chart
BlackRock Credit Allocation Cef (BTZ)	0.0	$248k		22k	11.28	View chart
Entergy Corp Stock (ETR)	0.0	$246k	NEW	1.9k	131.61	View chart
First Trust Small Cap Value Alphadex Fund Etf (FYT)	0.0	$243k	+6%	4.4k	55.55	View chart
iShares MSCI Canada ETF Etf (EWC)	0.0	$243k		5.9k	41.52	View chart
Welltower Reit (WELL)	0.0	$240k	NEW	1.9k	128.03	View chart
AutoZone Stock (AZO)	0.0	$239k	+11%	76.00	3150.04	View chart
PIMCO Active Bond ETF Etf (BOND)	0.0	$237k	-6%	2.5k	94.61	View chart
MFS Charter Income Cef (MCR)	0.0	$236k	-2%	36k	6.57	View chart
Unilever Adr (UL)	0.0	$232k	-2%	3.6k	64.96	View chart
FedEx Corp Stock (FDX)	0.0	$232k		846.00	273.82	View chart
iShares Russell 1000 ETF Etf (IWB)	0.0	$231k		734.00	314.39	View chart
Equifax Stock (EFX)	0.0	$230k	NEW	783.00	293.86	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.0	$229k	NEW	2.7k	83.63	View chart
Valero Energy Corp Stock (VLO)	0.0	$229k		1.7k	135.06	View chart
Synnex Corp Stock (SNX)	0.0	$227k		1.9k	120.08	View chart
Bank of New York Mellon Corp Stock (BK)	0.0	$226k	NEW	3.1k	71.87	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$226k		215.00	1051.24	View chart
Sony Corp Adr (SONY)	0.0	$225k	NEW	2.3k	96.57	View chart
Tri-Continental Corporation Cef (TY)	0.0	$223k	-4%	6.7k	33.04	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$222k	NEW	789.00	281.37	View chart
Travelers Companies Stock (TRV)	0.0	$222k	-8%	948.00	234.12	View chart
KLA Corp Stock (KLAC)	0.0	$222k		286.00	774.41	View chart
GE HealthCare Technologies Stock (GEHC)	0.0	$221k	NEW	2.4k	93.85	View chart
Synchrony Financial Stock (SYF)	0.0	$220k		4.4k	49.88	View chart
Howmet Aerospace Stock (HWM)	0.0	$219k	NEW	2.2k	100.25	View chart
iShares US Aerospace & Defense ETF Etf (ITA)	0.0	$217k	NEW	1.5k	149.65	View chart
Sanofi SA Adr (SNY)	0.0	$215k	NEW	3.7k	57.63	View chart
JD.com Adr (JD)	0.0	$214k	NEW	5.4k	40.00	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$213k		4.6k	46.74	View chart
Invesco S&P SmallCap 600 Revenue ETF Etf (RWJ)	0.0	$213k	-11%	4.7k	45.71	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.0	$212k	NEW	748.00	284.00	View chart
Calamos Global Dynamic Income Cef (CHW)	0.0	$212k	-3%	30k	7.17	View chart
Ecolab Stock (ECL)	0.0	$212k	NEW	831.00	255.33	View chart
DexCom Stock (DXCM)	0.0	$211k	-30%	3.1k	67.04	View chart
iShares 20 Year Treasury Bond ETF Etf (TLT)	0.0	$210k	NEW	2.1k	98.10	View chart
BlackRock Enhanced Glbl Div Trust Cef (BOE)	0.0	$209k		19k	11.26	View chart
First Trust NASDAQ ABA Community Bk ETF Etf (QABA)	0.0	$209k	NEW	3.9k	52.89	View chart
Humana Stock (HUM)	0.0	$207k		652.00	316.74	View chart
Enbridge Stock (ENB)	0.0	$207k	-48%	5.1k	40.61	View chart
Honda Motor Adr (HMC)	0.0	$206k		6.5k	31.73	View chart
Moody's Corporation Stock (MCO)	0.0	$205k	NEW	432.00	474.59	View chart
Xcel Energy Stock (XEL)	0.0	$203k	NEW	3.1k	65.30	View chart
Ares Dynamic Credit Allocation Fund Cef (ARDC)	0.0	$192k		13k	15.28	View chart
Franklin Limited Duration Income Trust Cef (FTF)	0.0	$178k		27k	6.67	View chart
Nuveen Dow 30 Dynamic Overwrite Cef (DIAX)	0.0	$175k		12k	14.85	View chart
Mitsubishi UFJ Financial Group Adr (MUFG)	0.0	$126k	-27%	12k	10.18	View chart
NatWest Group PLC Spons Adr (NWG)	0.0	$122k		13k	9.36	View chart
BGC Partners Inc Class A Stock (BGC)	0.0	$117k		13k	9.18	View chart
ProPetro Holding Corp Stock (PUMP)	0.0	$94k		12k	7.66	View chart
EV Tax-Mgd Gbl Div Equity Income Cef (EXG)	0.0	$91k		10k	8.72	View chart
Sprott Focus Trust Cef (FUND)	0.0	$81k	-2%	11k	7.70	View chart
MannKind Corp Stock (MNKD)	0.0	$70k		11k	6.29	View chart
Advent Conv & Income Fd Rt Exp 101724 Stock	0.0	$1.2k	NEW	60k	0.02	View chart

Past Filings by 9258 Wealth Management

SEC 13F filings are viewable for 9258 Wealth Management going back to 2018

9258 Wealth Management 2024 Q3 filed Nov. 12, 2024
9258 Wealth Management 2024 Q2 filed Aug. 2, 2024
9258 Wealth Management 2024 Q1 filed May 3, 2024
9258 Wealth Management 2023 Q4 restated filed Feb. 9, 2024
9258 Wealth Management 2023 Q4 filed Feb. 6, 2024
9258 Wealth Management 2023 Q3 filed Nov. 8, 2023
9258 Wealth Management 2023 Q2 filed Aug. 8, 2023
9258 Wealth Management 2023 Q1 filed May 3, 2023
9258 Wealth Management 2022 Q4 filed Feb. 3, 2023
9258 Wealth Management 2022 Q3 filed Nov. 8, 2022
9258 Wealth Management 2022 Q2 filed Aug. 4, 2022
9258 Wealth Management 2022 Q1 filed May 13, 2022
9258 Wealth Management 2021 Q4 filed Feb. 11, 2022
9258 Wealth Management 2021 Q3 filed Nov. 12, 2021
9258 Wealth Management 2021 Q2 filed Aug. 13, 2021
9258 Wealth Management 2021 Q1 filed May 11, 2021

View all past filings

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