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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 AAPL, NVDA, SPYG, IWY, PG, and represent 17.65% of 9258 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWY, SPYG, VXUS, IWX, DGRO, IUSB, SPLG, AMD, MGV, ET.
Started 16 new stock positions in YUM, IYW, DXCM, MLM, SONY, SNX, XRAY, IWD, EWC, ET. ANET, RWJ, IWN, KLAC, AXON, BALL.
Reduced shares in these 10 stocks: IBOC, , RSP, DGRW, Etf Managers Tr purefunds ise cy, Crestwood Equity Partners master ltd part, MU, IJK, VO, BDX.
Sold out of its positions in ARDC, BDX, BGC, CHW, STZ, Crestwood Equity Partners master ltd part, DKNG, EOG, Etf Managers Tr purefunds ise cy, EXG.
9258 Wealth Management was a net buyer of stock by $6.5M.
9258 Wealth Management has $569M in assets under management (AUM), dropping by 10.55%.
Central Index Key (CIK): 0001766506

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Portfolio Holdings for 9258 Wealth Management

9258 Wealth Management holds 310 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.8	$22M		113k	192.53	View chart
NVIDIA Corp Stock (NVDA)	3.7	$21M		42k	495.22	View chart
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)	3.6	$21M	+11%	315k	65.06	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	3.3	$19M	+12%	109k	175.22	View chart
Procter & Gamble Stock (PG)	3.2	$18M		125k	146.54	View chart
Microsoft Corp Stock (MSFT)	3.0	$17M		46k	376.04	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	3.0	$17M	+5%	313k	53.82	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	2.7	$15M	+4%	153k	99.25	View chart
iShares Core Total USD Bond Market ETF Etf (IUSB)	2.6	$15M	+6%	316k	46.07	View chart
iShares Russell Top 200 Value ETF Etf (IWX)	2.5	$14M	+8%	203k	70.17	View chart
SPDR Portfolio S&P 500 ETF Etf (SPLG)	2.5	$14M	+5%	254k	55.90	View chart
Vanguard Total International Stock ETF Etf (VXUS)	2.3	$13M	+12%	224k	57.96	View chart
Vanguard Mega Cap Value ETF Etf (MGV)	1.9	$11M	+6%	101k	109.37	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	1.8	$11M	+5%	109k	96.39	View chart
United Parcel Service Inc Class B Stock (UPS)	1.8	$10M		64k	157.23	View chart
Oracle Corp Stock (ORCL)	1.7	$9.5M		90k	105.43	View chart
Cincinnati Financial Corp Stock (CINF)	1.5	$8.5M		82k	103.46	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	1.4	$8.2M	+3%	106k	77.73	View chart
iShares Core S&P 500 ETF Etf (IVV)	1.2	$7.0M	-4%	15k	477.62	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	1.1	$6.1M	+4%	75k	81.10	View chart
Vanguard Mega Cap Growth ETF Etf (MGK)	0.9	$5.3M		20k	259.51	View chart
JPMorgan Chase & Co Stock (JPM)	0.9	$5.1M		30k	170.10	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.9	$5.0M	+10%	48k	104.46	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.9	$4.9M	-20%	31k	157.80	View chart
Home Depot Stock (HD)	0.8	$4.8M	+4%	14k	346.56	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.8	$4.6M	+4%	40k	117.13	View chart
Amazon.com Stock (AMZN)	0.8	$4.4M		29k	151.94	View chart
Broadcom Stock (AVGO)	0.8	$4.3M		3.9k	1116.33	View chart
WisdomTree US SmallCap Earnings ETF Etf (EES)	0.8	$4.3M		86k	49.82	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$4.2M		10k	409.52	View chart
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK)	0.6	$3.7M	-10%	46k	79.22	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.6	$3.6M	-3%	19k	192.48	View chart
Johnson & Johnson Stock (JNJ)	0.6	$3.5M	+2%	22k	156.74	View chart
WisdomTree US Quality Dividend Gr ETF Etf (DGRW)	0.6	$3.4M	-26%	49k	70.28	View chart
iShares Core International Aggt Bd ETF Etf (IAGG)	0.6	$3.4M	+5%	68k	49.80	View chart
iShares Russell Top 200 ETF Etf (IWL)	0.6	$3.3M	+10%	29k	115.09	View chart
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)	0.6	$3.3M	+20%	3.3M	1.00	View chart
Micron Technology Stock (MU)	0.5	$3.1M	-13%	36k	85.34	View chart
iShares S&P 100 ETF Etf (OEF)	0.5	$3.1M		14k	223.39	View chart
Eli Lilly and Stock (LLY)	0.5	$3.0M		5.1k	582.97	View chart
Alphabet Inc A Stock (GOOGL)	0.5	$2.8M	+2%	20k	139.69	View chart
Vanguard FTSE All-Wld ex-US ETF Etf (VEU)	0.5	$2.8M		50k	56.14	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$2.8M		28k	99.98	View chart
Marathon Petroleum Corp Stock (MPC)	0.5	$2.7M		18k	148.36	View chart
Invesco BuyBack Achievers ETF Etf (PKW)	0.5	$2.7M		27k	99.02	View chart
AbbVie Stock (ABBV)	0.5	$2.6M		17k	154.97	View chart
U.S. Bancorp Stock (USB)	0.5	$2.6M		60k	43.28	View chart
Cisco Systems Stock (CSCO)	0.4	$2.6M	-6%	51k	50.52	View chart
Merck & Co Stock (MRK)	0.4	$2.5M		23k	109.02	View chart
Vanguard Mid-Cap ETF Etf (VO)	0.4	$2.5M	-13%	11k	232.64	View chart
Health Care Select Sector SPDR ETF Etf (XLV)	0.4	$2.5M	+5%	18k	136.38	View chart
Bank of America Corp Stock (BAC)	0.4	$2.3M	-2%	70k	33.67	View chart
iShares Russell 3000 ETF Etf (IWV)	0.4	$2.3M	-3%	8.4k	273.74	View chart
UnitedHealth Group Stock (UNH)	0.4	$2.2M	+7%	4.3k	526.48	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.4	$2.2M	-3%	21k	108.25	View chart
Marathon Oil Corp Stock (MRO)	0.4	$2.2M		92k	24.16	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.4	$2.1M		12k	170.41	View chart
Visa Inc Class A Stock (V)	0.4	$2.1M	+20%	8.0k	260.37	View chart
Walmart Stock (WMT)	0.4	$2.0M		13k	157.65	View chart
Chevron Corp Stock (CVX)	0.4	$2.0M		14k	149.16	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.3	$1.9M	-14%	7.0k	277.14	View chart
iShares Core MSCI Total Intl Stk ETF Etf (IXUS)	0.3	$1.9M	+12%	29k	64.93	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.3	$1.9M	+4%	22k	84.87	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.3	$1.9M	-3%	4.3k	436.81	View chart
Advanced Micro Devices Stock (AMD)	0.3	$1.8M	+70%	12k	147.41	View chart
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)	0.3	$1.8M	+2%	12k	147.14	View chart
Salesforce.com Stock (CRM)	0.3	$1.7M	+23%	6.5k	263.14	View chart
Raymond James Financial Stock (RJF)	0.3	$1.7M		15k	111.50	View chart
BlackRock Stock (BLK)	0.3	$1.7M		2.1k	811.64	View chart
Vanguard FTSE Pacific ETF Etf (VPL)	0.3	$1.6M	+3%	23k	72.03	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.3	$1.6M	+2%	14k	114.04	View chart
Goldman Sachs Group Stock (GS)	0.3	$1.6M		4.2k	385.79	View chart
Cigna Corp Stock (CI)	0.3	$1.6M	-2%	5.4k	299.45	View chart
PNC Financial Services Group Stock (PNC)	0.3	$1.6M		10k	154.86	View chart
Kroger Stock (KR)	0.3	$1.6M		34k	45.71	View chart
Berkshire Hathaway Inc Class B Stock (BRK.B)	0.3	$1.6M	+13%	4.4k	356.66	View chart
Tesla Stock (TSLA)	0.3	$1.5M		6.2k	248.48	View chart
Synopsys Stock (SNPS)	0.3	$1.5M		2.9k	514.91	View chart
Qualcomm Stock (QCOM)	0.3	$1.5M		10k	144.63	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.3	$1.5M		3.1k	475.32	View chart
Meta Platforms Stock (META)	0.2	$1.4M	+66%	4.0k	353.96	View chart
Boeing Stock (BA)	0.2	$1.4M		5.4k	260.67	View chart
PepsiCo Stock (PEP)	0.2	$1.4M	+56%	8.3k	169.85	View chart
Allstate Corp Stock (ALL)	0.2	$1.4M	+10%	10k	139.98	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.4M		29k	47.90	View chart
Abbott Laboratories Stock (ABT)	0.2	$1.4M		12k	110.07	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$1.3M	-3%	2.9k	453.23	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.2	$1.3M		13k	104.00	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.2	$1.3M	-2%	7.3k	173.89	View chart
TJX Companies Stock (TJX)	0.2	$1.3M	+36%	14k	93.81	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.2	$1.2M	-6%	11k	111.63	View chart
iShares Edge MSCI Min Vol USA ETF Etf (USMV)	0.2	$1.2M	-23%	16k	78.03	View chart
Linde Stock (LIN)	0.2	$1.2M	-3%	2.9k	410.67	View chart
General Electric Stock (GE)	0.2	$1.2M	-2%	9.1k	127.63	View chart
NXP Semiconductors NV Stock (NXPI)	0.2	$1.2M	+21%	5.0k	229.68	View chart
First Financial Bancorp Stock (FFBC)	0.2	$1.2M		49k	23.75	View chart
Costco Wholesale Corp Stock (COST)	0.2	$1.2M	-5%	1.7k	659.96	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.2	$1.2M		15k	75.10	View chart
Anthem Stock (ELV)	0.2	$1.1M		2.4k	471.56	View chart
SPDR S&P MIDCAP 400 ETF Trust Etf (MDY)	0.2	$1.1M		2.3k	507.38	View chart
Caterpillar Stock (CAT)	0.2	$1.1M		3.8k	295.67	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$1.1M		2.8k	406.89	View chart
Intel Corp Stock (INTC)	0.2	$1.1M		22k	50.25	View chart
iShares Russell 2000 ETF Etf (IWM)	0.2	$1.1M	-8%	5.6k	200.71	View chart
Halliburton Stock (HAL)	0.2	$1.1M	+14%	31k	36.15	View chart
Consumer Staples Select Sector SPDR ETF Etf (XLP)	0.2	$1.1M	+8%	15k	72.03	View chart
Communication Services Sel Sect SPDR ETF Etf (XLC)	0.2	$1.1M	+8%	15k	72.66	View chart
Bristol-Myers Squibb Company Stock (BMY)	0.2	$1.1M	-6%	21k	51.31	View chart
Adams Diversified Equity Fund Cef (ADX)	0.2	$1.0M	+5%	59k	17.71	View chart
Mastercard Inc A Stock (MA)	0.2	$1.0M		2.4k	426.58	View chart
Pioneer Natural Resources Stock (PXD)	0.2	$1.0M	-2%	4.6k	224.88	View chart
Roper Technologies Stock (ROP)	0.2	$1.0M	+11%	1.9k	545.21	View chart
Eaton Corp Stock (ETN)	0.2	$1.0M		4.2k	240.81	View chart
CVS Health Corp Stock (CVS)	0.2	$995k	-3%	13k	78.96	View chart
Duke Energy Corp Stock (DUK)	0.2	$985k		10k	97.04	View chart
Intercontinental Exchange Stock (ICE)	0.2	$977k	+29%	7.6k	128.44	View chart
Vanguard Mid-Cap Value ETF Etf (VOE)	0.2	$974k	-6%	6.7k	145.01	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.2	$973k	+15%	3.2k	303.19	View chart
Alphabet Inc Class C Stock (GOOG)	0.2	$971k	-4%	6.9k	140.93	View chart
Raytheon Technologies Corp Stock (RTX)	0.2	$967k		12k	84.14	View chart
ProShares Ultra Financials Etf (UYG)	0.2	$963k		18k	55.20	View chart
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)	0.2	$956k	-4%	21k	46.63	View chart
Cintas Corp Stock (CTAS)	0.2	$926k		1.5k	602.66	View chart
L3Harris Technologies Stock (LHX)	0.2	$921k	+19%	4.4k	210.62	View chart
BlackRock Enhanced Equity Div Cef (BDJ)	0.2	$913k	-2%	119k	7.69	View chart
Trane Technologies Stock (TT)	0.2	$891k	+17%	3.7k	243.90	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.2	$882k	+10%	13k	70.35	View chart
First Trust Enhanced Equity Income Cef (FFA)	0.2	$863k	-3%	47k	18.27	View chart
Consumer Discret Sel Sect SPDR ETF Etf (XLY)	0.2	$857k	-3%	4.8k	178.81	View chart
Vanguard Growth ETF Etf (VUG)	0.2	$855k		2.8k	310.82	View chart
AstraZeneca Adr (AZN)	0.1	$847k	-2%	13k	67.35	View chart
International Business Machines Corp Stock (IBM)	0.1	$842k		5.2k	163.54	View chart
Ford Motor Stock (F)	0.1	$829k		68k	12.19	View chart
McDonald's Corp Stock (MCD)	0.1	$829k	+4%	2.8k	296.51	View chart
Barron's 400 ETF Etf (BFOR)	0.1	$826k		13k	62.20	View chart
Honeywell International Stock (HON)	0.1	$820k		3.9k	209.71	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$803k	+24%	11k	76.25	View chart
Comcast Corp Class A Stock (CMCSA)	0.1	$794k		18k	43.85	View chart
Deere & Co Stock (DE)	0.1	$790k	+9%	2.0k	399.87	View chart
Motley Fool Global Opportunities Etf Etf (TMFG)	0.1	$781k		28k	27.82	View chart
S&P Global Stock (SPGI)	0.1	$774k	+30%	1.8k	440.52	View chart
Union Pacific Corp Stock (UNP)	0.1	$767k	+2%	3.1k	245.61	View chart
Royce Value Trust Cef (RVT)	0.1	$755k	+2%	52k	14.56	View chart
Uber Technologies Stock (UBER)	0.1	$747k	+52%	12k	61.57	View chart
Pfizer Stock (PFE)	0.1	$738k		26k	28.79	View chart
AdvisorShares DoubleLine Value Eq ETF Etf (SURE)	0.1	$733k	+7%	7.0k	104.47	View chart
iShares Core S&P US Growth ETF Etf (IUSG)	0.1	$703k		6.8k	104.10	View chart
Rayonier Reit (RYN)	0.1	$688k		21k	33.41	View chart
Royal Dutch Shell PLC ADR Class A Adr (SHEL)	0.1	$683k		10k	65.80	View chart
IQVIA Holdings Stock (IQV)	0.1	$675k	+35%	2.9k	231.38	View chart
At&t Stock (T)	0.1	$670k		40k	16.78	View chart
Adobe Stock (ADBE)	0.1	$669k	-22%	1.1k	596.60	View chart
Advent Convertible & Income Cef (AVK)	0.1	$666k	-6%	59k	11.38	View chart
CME Group Inc Class A Stock (CME)	0.1	$663k	+3%	3.1k	210.60	View chart
Energy Transfer Stock (ET)	0.1	$645k	NEW	47k	13.80	View chart
Wells Fargo & Co Stock (WFC)	0.1	$639k	+4%	13k	49.22	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.1	$635k	-8%	30k	21.24	View chart
Calamos Strategic Total Return Cef (CSQ)	0.1	$622k	-3%	42k	14.87	View chart
Gabelli Dividend & Income Cef (GDV)	0.1	$615k	-3%	28k	21.64	View chart
iShares Edge MSCI USA Momentum Fctr ETF Etf (MTUM)	0.1	$610k		3.9k	156.89	View chart
ServiceNow Stock (NOW)	0.1	$600k		849.00	706.49	View chart
MetLife Stock (MET)	0.1	$583k		8.8k	66.13	View chart
Monolithic Power Systems Stock (MPWR)	0.1	$569k		903.00	630.49	View chart
Walt Disney Stock (DIS)	0.1	$568k	-6%	6.3k	90.29	View chart
Marsh & McLennan Companies Stock (MMC)	0.1	$562k	-2%	3.0k	189.47	View chart
ConocoPhillips Stock (COP)	0.1	$561k		4.8k	116.07	View chart
Philip Morris International Stock (PM)	0.1	$555k		5.9k	94.08	View chart
Fiserv Stock (FI)	0.1	$552k		4.2k	132.84	View chart
Waste Management Stock (WM)	0.1	$551k	-2%	3.1k	179.10	View chart
iShares National Muni Bond ETF Etf (MUB)	0.1	$551k	-14%	5.1k	108.41	View chart
Coca-Cola Stock (KO)	0.1	$540k	-2%	9.2k	58.93	View chart
NextEra Energy Stock (NEE)	0.1	$539k		8.9k	60.74	View chart
Gabelli Health & Wellness Cef (GRX)	0.1	$536k		57k	9.33	View chart
O'Reilly Automotive Stock (ORLY)	0.1	$535k		563.00	950.08	View chart
Texas Instruments Stock (TXN)	0.1	$535k	-8%	3.1k	170.43	View chart
Lowe's Companies Stock (LOW)	0.1	$531k	+24%	2.4k	222.55	View chart
Diageo Adr (DEO)	0.1	$529k	+7%	3.6k	145.68	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$527k	-4%	6.3k	83.84	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.1	$525k		5.4k	96.85	View chart
Gilead Sciences Stock (GILD)	0.1	$516k		6.4k	81.01	View chart
Stryker Corp Stock (SYK)	0.1	$494k		1.6k	299.46	View chart
Zoetis Inc Class A Stock (ZTS)	0.1	$490k		2.5k	197.33	View chart
SPDR Dow Jones Industrial Avrg ETF Tr Etf (DIA)	0.1	$485k		1.3k	376.87	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$484k	+4%	14k	34.49	View chart
Mondelez International Inc Class A Stock (MDLZ)	0.1	$483k	-7%	6.7k	72.43	View chart
Nike Inc B Stock (NKE)	0.1	$474k	+23%	4.4k	108.58	View chart
Cambria Shareholder Yield ETF Etf (SYLD)	0.1	$474k	-14%	7.0k	67.57	View chart
Target Corp Stock (TGT)	0.1	$469k		3.3k	142.42	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	0.1	$468k	-3%	4.0k	116.29	View chart
iShares S&P Small-Cap 600 Growth ETF Etf (IJT)	0.1	$462k		3.7k	125.14	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$461k		984.00	468.03	View chart
Accenture PLC Class A Stock (ACN)	0.1	$459k	+3%	1.3k	350.91	View chart
First Trust Technology AlphaDEX ETF Etf (FXL)	0.1	$452k		3.5k	128.07	View chart
American Express Stock (AXP)	0.1	$449k		2.4k	187.35	View chart
Steris PLC SHS USD Stock (STE)	0.1	$449k	+49%	2.0k	219.85	View chart
Estee Lauder Companies Inc Class A Stock (EL)	0.1	$445k	+59%	3.0k	146.25	View chart
Analog Devices Stock (ADI)	0.1	$444k	+3%	2.2k	198.52	View chart
Johnson Controls International Stock (JCI)	0.1	$443k		7.7k	57.64	View chart
Trade Desk Inc A Stock (TTD)	0.1	$443k		6.2k	71.96	View chart
BlackRock Float Rate Strat Cef (FRA)	0.1	$439k	+2%	35k	12.66	View chart
Sherwin-Williams Stock (SHW)	0.1	$435k		1.4k	311.90	View chart
Kinder Morgan Inc Class P Stock (KMI)	0.1	$428k		24k	17.64	View chart
CSX Corp Stock (CSX)	0.1	$422k	+7%	12k	34.67	View chart
Consolidated Edison Stock (ED)	0.1	$417k		4.6k	90.97	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.1	$413k		3.1k	135.42	View chart
SPDR S&P Health Care Equipment ETF Etf (XHE)	0.1	$411k	-4%	4.9k	84.26	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$409k		771.00	530.79	View chart
iShares MSCI ACWI ex U.S. ETF Etf (ACWX)	0.1	$408k	-33%	8.0k	51.04	View chart
Suncor Energy Stock (SU)	0.1	$407k		13k	32.04	View chart
Vanguard Interm-Term Bond ETF Etf (BIV)	0.1	$407k		5.3k	76.38	View chart
Intuit Stock (INTU)	0.1	$406k	+28%	650.00	625.03	View chart
iShares S&P Small-Cap 600 Value ETF Etf (IJS)	0.1	$406k		3.9k	103.07	View chart
Progressive Corp Stock (PGR)	0.1	$404k	+18%	2.5k	159.30	View chart
American Electric Power Stock (AEP)	0.1	$403k	-8%	5.0k	81.23	View chart
KKR & Co Inc Ordinary Shares Stock (KKR)	0.1	$400k		4.8k	82.85	View chart
Rockwell Automation Stock (ROK)	0.1	$397k	-5%	1.3k	310.48	View chart
Alpha Architect US Quantitative Val ETF Etf (QVAL)	0.1	$393k		9.7k	40.49	View chart
3M Stock (MMM)	0.1	$392k	-6%	3.6k	109.32	View chart
Alerian MLP ETF Etf (AMLP)	0.1	$387k		9.1k	42.52	View chart
Ellsworth Growth and Income Cef (ECF)	0.1	$382k	-13%	47k	8.08	View chart
BlackRock Resources & Commdty Cef (BCX)	0.1	$380k	-6%	43k	8.88	View chart
Chubb Stock (CB)	0.1	$368k	-15%	1.6k	226.00	View chart
Travelers Companies Stock (TRV)	0.1	$362k		1.9k	190.49	View chart
Verizon Communications Stock (VZ)	0.1	$359k	+3%	9.5k	37.70	View chart
Citigroup Stock (C)	0.1	$358k	-4%	7.0k	51.44	View chart
Utilities Select Sector SPDR ETF Etf (XLU)	0.1	$356k	-45%	5.6k	63.33	View chart
Enbridge Stock (ENB)	0.1	$355k		9.9k	36.02	View chart
Canadian Pacific Railway Stock (CP)	0.1	$353k	-25%	4.5k	79.06	View chart
Humana Stock (HUM)	0.1	$353k	-8%	770.00	457.81	View chart
Danaher Corp Stock (DHR)	0.1	$350k		1.5k	231.34	View chart
Duolingo Inc Cl A Stock (DUOL)	0.1	$347k	+4%	1.5k	226.85	View chart
Invesco S&P MidCap 400 Revenue ETF Etf (RWK)	0.1	$343k	-36%	3.3k	105.03	View chart
Vanguard Mid-Cap Growth ETF Etf (VOT)	0.1	$342k	-5%	1.6k	219.57	View chart
Freeport-McMoRan Stock (FCX)	0.1	$339k		8.0k	42.57	View chart
Northern Trust Corp Stock (NTRS)	0.1	$338k	-5%	4.0k	84.38	View chart
Amgen Stock (AMGN)	0.1	$336k		1.2k	288.13	View chart
Baxter International Stock (BAX)	0.1	$335k	+2%	8.7k	38.66	View chart
Darden Restaurants Stock (DRI)	0.1	$335k		2.0k	164.30	View chart
Comfort Systems USA Stock (FIX)	0.1	$331k	-7%	1.6k	205.67	View chart
Medtronic Stock (MDT)	0.1	$330k		4.0k	82.38	View chart
HCA Healthcare Stock (HCA)	0.1	$330k		1.2k	270.68	View chart
iShares 0-5 Year Investment Grade Corporate Bond ETF Etf (SLQD)	0.1	$329k		6.7k	49.20	View chart
Carrier Global Corp Ordinary Shares Stock (CARR)	0.1	$326k	-7%	5.7k	57.45	View chart
BlackRock Corp High Yield Cef (HYT)	0.1	$323k		34k	9.43	View chart
Intuitive Surgical Stock (ISRG)	0.1	$322k		953.00	337.36	View chart
BlackRock Core Bond Cef (BHK)	0.1	$321k	+3%	30k	10.91	View chart
Southern Stock (SO)	0.1	$319k		4.6k	70.12	View chart
Fastenal Stock (FAST)	0.1	$319k		4.9k	64.76	View chart
Occidental Petroleum Corp Stock (OXY)	0.1	$314k		5.3k	59.71	View chart
iShares Core MSCI Europe ETF Etf (IEUR)	0.1	$314k	+5%	5.7k	55.02	View chart
Sysco Corp Stock (SYY)	0.1	$308k	-5%	4.2k	73.12	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.1	$306k	-11%	1.2k	252.22	View chart
WisdomTree US SmallCap Qual Div Gr ETF Etf (DGRS)	0.1	$304k		6.4k	47.44	View chart
iShares TIPS Bond ETF Etf (TIP)	0.1	$300k		2.8k	107.49	View chart
Schlumberger Stock (SLB)	0.1	$298k		5.7k	52.04	View chart
SS&C Technologies Holdings Stock (SSNC)	0.1	$298k		4.9k	61.11	View chart
RPM International Stock (RPM)	0.1	$298k		2.7k	111.65	View chart
Principal Financial Group Stock (PFG)	0.1	$298k		3.8k	78.67	View chart
Emerson Electric Stock (EMR)	0.1	$290k	-8%	3.0k	97.33	View chart
Dow Stock (DOW)	0.1	$287k		5.2k	54.84	View chart
DexCom Stock (DXCM)	0.1	$286k	NEW	2.3k	124.09	View chart
Applied Materials Stock (AMAT)	0.0	$284k		1.8k	162.07	View chart
Guggenheim Strategic Opportun COM SBI Cef (GOF)	0.0	$284k	-5%	22k	12.80	View chart
D.R. Horton Stock (DHI)	0.0	$283k		1.9k	151.98	View chart
Hershey Stock (HSY)	0.0	$272k	-34%	1.5k	186.44	View chart
Palo Alto Networks Stock (PANW)	0.0	$270k		915.00	294.88	View chart
Ansys Stock (ANSS)	0.0	$266k		733.00	362.88	View chart
Vanguard Value ETF Etf (VTV)	0.0	$263k	+2%	1.8k	149.50	View chart
Total SE Adr (TTE)	0.0	$262k	+18%	3.9k	67.38	View chart
Novo Nordisk A/S Adr (NVO)	0.0	$260k	+4%	2.5k	103.45	View chart
Automatic Data Processing Stock (ADP)	0.0	$258k		1.1k	232.97	View chart
Boston Scientific Corp Stock (BSX)	0.0	$256k		4.4k	57.81	View chart
Altria Group Stock (MO)	0.0	$254k	+17%	6.3k	40.34	View chart
Equinix Reit (EQIX)	0.0	$254k		315.00	805.41	View chart
GE HealthCare Technologies Stock (GEHC)	0.0	$253k	+5%	3.3k	77.31	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.0	$252k	-11%	5.0k	50.58	View chart
Brookfield Infrastructure Partners Stock (BIP)	0.0	$251k		8.0k	31.49	View chart
STMicroelectronics NV Adr (STM)	0.0	$251k		5.0k	50.13	View chart
PIMCO Active Bond ETF Etf (BOND)	0.0	$247k	-10%	2.7k	92.46	View chart
iShares Short-Term National Muni Bd ETF Etf (SUB)	0.0	$243k	-17%	2.3k	105.43	View chart
Arista Networks Stock (ANET)	0.0	$240k	NEW	1.0k	235.51	View chart
Otis Worldwide Corp Ordinary Shares Stock (OTIS)	0.0	$240k	-2%	2.7k	89.48	View chart
MFS Charter Income Cef (MCR)	0.0	$235k	-11%	36k	6.46	View chart
Alibaba Group Holding Adr (BABA)	0.0	$234k	+2%	3.0k	77.51	View chart
Novartis Adr (NVS)	0.0	$234k		2.3k	100.98	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$231k		2.8k	83.63	View chart
Avery Dennison Corp Stock (AVY)	0.0	$231k		1.1k	202.16	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$230k		2.0k	117.22	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.0	$229k	NEW	1.4k	165.25	View chart
Lazard Glb Total Return & Income Cef (LGI)	0.0	$226k	-2%	15k	15.32	View chart
Viking Therapeutics Stock (VKTX)	0.0	$224k		12k	18.61	View chart
BlackRock Credit Allocation Cef (BTZ)	0.0	$222k	+3%	22k	10.32	View chart
Valero Energy Corp Stock (VLO)	0.0	$222k	+7%	1.7k	130.01	View chart
Invesco S&P SmallCap 600 Revenue ETF Etf (RWJ)	0.0	$221k	NEW	5.3k	41.43	View chart
Sony Corp Adr (SONY)	0.0	$221k	NEW	2.3k	94.69	View chart
Netflix Stock (NFLX)	0.0	$217k	-30%	446.00	486.88	View chart
Lam Research Corp Stock (LRCX)	0.0	$216k	-17%	276.00	783.26	View chart
iShares MSCI Canada ETF Etf (EWC)	0.0	$215k	NEW	5.9k	36.68	View chart
Ball Corp Stock (BALL)	0.0	$211k	NEW	3.7k	57.52	View chart
KLA Corp Stock (KLAC)	0.0	$210k	NEW	361.00	581.30	View chart
Synnex Corp Stock (SNX)	0.0	$207k	NEW	1.9k	107.61	View chart
Yum Brands Stock (YUM)	0.0	$205k	NEW	1.6k	130.66	View chart
Unilever Adr (UL)	0.0	$204k	-8%	4.2k	48.48	View chart
Axon Enterprise Stock (AXON)	0.0	$204k	NEW	791.00	258.33	View chart
Martin Marietta Materials Stock (MLM)	0.0	$203k	NEW	407.00	498.91	View chart
Dentsply Sirona Stock (XRAY)	0.0	$203k	NEW	5.7k	35.59	View chart
iShares US Technology ETF Etf (IYW)	0.0	$202k	NEW	1.6k	122.75	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.0	$201k	NEW	1.3k	155.33	View chart
BlackRock Enhanced Glbl Div Trust Cef (BOE)	0.0	$201k		20k	9.92	View chart
Honda Motor Adr (HMC)	0.0	$201k		6.5k	30.91	View chart

Past Filings by 9258 Wealth Management

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

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
9258 Wealth Management 2020 Q4 filed Feb. 10, 2021
9258 Wealth Management 2020 Q3 filed Nov. 13, 2020
9258 Wealth Management 2020 Q2 filed Aug. 13, 2020

View all past filings

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