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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 PG, AAPL, RSP, DGRW, SPLG, and represent 16.18% of 9258 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IEF (+$6.1M), RWK, VXUS, Linde, PG, IUSB, IJK, AGG, RSP, SPLG.
Started 16 new stock positions in XRAY, RWK, TWLO, STM, SLYG, ANSS, KMB, IXUS, SONY, FUND. LRCX, Canadian Pacific Kansas City, Linde, AMT, GEHC, NFLX.
Reduced shares in these 10 stocks: IWL (-$7.9M), ACWI, Linde, SILV, SUSA, IWB, , VOE, EFA, VBR.
Sold out of its positions in CP, CNXC, DHI, EVA, FIS, QABA, EFA, IWB, ACWI, SUSA. IBTE, KLAC, NBIX, SCHW, SILV, TMUS, TTE, TY, VBR, Linde.
9258 Wealth Management was a net buyer of stock by $7.6M.
9258 Wealth Management has $495M in assets under management (AUM), dropping by 7.15%.
Central Index Key (CIK): 0001766506

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Portfolio Holdings for 9258 Wealth Management

9258 Wealth Management holds 321 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Procter & Gamble Stock (PG)	4.0	$20M	+5%	132k	148.69	View chart
Apple Stock (AAPL)	3.8	$19M		114k	164.90	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	2.9	$14M	+4%	99k	144.62	View chart
WisdomTree US Quality Dividend Gr ETF Etf (DGRW)	2.8	$14M	+3%	225k	62.34	View chart
SPDR Portfolio S&P 500 ETF Etf (SPLG)	2.7	$13M	+4%	278k	48.15	View chart
Microsoft Corp Stock (MSFT)	2.7	$13M		46k	288.30	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	2.7	$13M	+6%	132k	99.64	View chart
United Parcel Service Inc Class B Stock (UPS)	2.5	$13M		65k	193.99	View chart
iShares Core Total USD Bond Market ETF Etf (IUSB)	2.4	$12M	+8%	254k	46.15	View chart
NVIDIA Corp Stock (NVDA)	2.4	$12M		42k	277.77	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	2.0	$9.8M		196k	49.99	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	1.9	$9.3M	+195%	94k	99.12	View chart
Cincinnati Financial Corp Stock (CINF)	1.8	$9.1M		81k	112.08	View chart
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)	1.7	$8.4M	+7%	152k	55.36	View chart
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Oracle Corp Stock (ORCL)	1.7	$8.3M		90k	92.92	View chart
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK)	1.6	$7.9M	+11%	111k	71.51	View chart
iShares Core S&P 500 ETF Etf (IVV)	1.5	$7.5M	-3%	18k	411.08	View chart
Vanguard Total International Stock ETF Etf (VXUS)	1.5	$7.3M	+16%	133k	55.21	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	1.5	$7.2M	+6%	103k	69.92	View chart
Vanguard Mega Cap Value ETF Etf (MGV)	1.4	$7.1M	+2%	70k	101.02	View chart
Vanguard Mid-Cap ETF Etf (VO)	1.4	$6.9M	+7%	33k	210.92	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	1.2	$6.1M	+5%	44k	138.93	View chart
iShares Russell Top 200 Value ETF Etf (IWX)	1.2	$6.0M	+6%	92k	65.10	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	1.2	$5.8M	+10%	80k	72.08	View chart
Vanguard Mega Cap Growth ETF Etf (MGK)	0.9	$4.3M		21k	204.51	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.9	$4.3M	+3%	37k	117.65	View chart
WisdomTree US SmallCap Earnings ETF Etf (EES)	0.8	$3.9M		91k	43.22	View chart
Home Depot Stock (HD)	0.8	$3.9M		13k	295.12	View chart
JPMorgan Chase & Co Stock (JPM)	0.8	$3.8M		29k	130.31	View chart
iShares Russell Top 200 ETF Etf (IWL)	0.7	$3.6M	-69%	37k	97.31	View chart
Johnson & Johnson Stock (JNJ)	0.7	$3.5M		23k	155.00	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$3.3M	-2%	10k	320.93	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.7	$3.3M	-4%	22k	151.01	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$3.1M		28k	109.66	View chart
Vanguard FTSE All-Wld ex-US ETF Etf (VEU)	0.6	$2.9M	-4%	54k	53.47	View chart
iShares Core International Aggt Bd ETF Etf (IAGG)	0.6	$2.9M	+6%	59k	48.95	View chart
Amazon.com Stock (AMZN)	0.6	$2.9M	+2%	28k	103.29	View chart
Cisco Systems Stock (CSCO)	0.6	$2.8M		54k	52.28	View chart
AbbVie Stock (ABBV)	0.6	$2.7M		17k	159.37	View chart
Broadcom Stock (AVGO)	0.6	$2.7M		4.3k	641.47	View chart
Micron Technology Stock (MU)	0.5	$2.6M	+2%	43k	60.34	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.5	$2.6M	NEW	29k	90.62	View chart
Marathon Petroleum Corp Stock (MPC)	0.5	$2.6M		19k	134.83	View chart
iShares S&P 100 ETF Etf (OEF)	0.5	$2.6M		14k	187.04	View chart
Merck & Co Stock (MRK)	0.5	$2.5M	+2%	23k	106.39	View chart
Invesco BuyBack Achievers ETF Etf (PKW)	0.5	$2.3M		27k	85.07	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.5	$2.3M		9.2k	250.17	View chart
Marathon Oil Corp Stock (MRO)	0.4	$2.2M		92k	23.96	View chart
U.S. Bancorp Stock (USB)	0.4	$2.2M	+28%	61k	36.05	View chart
Chevron Corp Stock (CVX)	0.4	$2.2M		13k	163.16	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.4	$2.1M	-2%	5.7k	376.05	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.4	$2.1M		22k	96.70	View chart
Bank of America Corp Stock (BAC)	0.4	$2.1M		73k	28.60	View chart
Health Care Select Sector SPDR ETF Etf (XLV)	0.4	$2.1M	-3%	16k	129.46	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.4	$2.0M		13k	154.01	View chart
Alphabet Inc A Stock (GOOGL)	0.4	$2.0M	-2%	19k	103.73	View chart
Kimco Rlty Corp Reit (KIM)	0.4	$1.9M		99k	19.53	View chart
International Bancshares Corp Stock (IBOC)	0.4	$1.9M		45k	42.82	View chart
Walmart Stock (WMT)	0.4	$1.9M	+2%	13k	147.45	View chart
iShares Edge MSCI Min Vol USA ETF Etf (USMV)	0.4	$1.9M		26k	72.74	View chart
Eli Lilly and Stock (LLY)	0.4	$1.8M	+5%	5.3k	343.45	View chart
UnitedHealth Group Stock (UNH)	0.3	$1.7M	-3%	3.7k	472.57	View chart
Kroger Stock (KR)	0.3	$1.6M		33k	49.37	View chart
Bristol-Myers Squibb Company Stock (BMY)	0.3	$1.6M	+2%	23k	69.31	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.5M		3.1k	472.72	View chart
Vanguard FTSE Pacific ETF Etf (VPL)	0.3	$1.5M	+41%	22k	67.82	View chart
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)	0.3	$1.4M		12k	124.06	View chart
Goldman Sachs Group Stock (GS)	0.3	$1.4M	-2%	4.3k	327.08	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.3	$1.4M		14k	102.77	View chart
Raymond James Financial Stock (RJF)	0.3	$1.4M		15k	93.27	View chart
BlackRock Stock (BLK)	0.3	$1.4M		2.1k	668.99	View chart
iShares Russell 2000 ETF Etf (IWM)	0.3	$1.4M	-7%	7.8k	178.40	View chart
Abbott Laboratories Stock (ABT)	0.3	$1.4M		14k	101.26	View chart
PNC Financial Services Group Stock (PNC)	0.3	$1.4M	+2%	11k	127.10	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.3	$1.3M	-3%	18k	73.83	View chart
Cigna Corp Stock (CI)	0.3	$1.3M		5.3k	255.53	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.3	$1.3M	-6%	3.3k	409.34	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.3	$1.3M		13k	105.50	View chart
Qualcomm Stock (QCOM)	0.3	$1.3M		10k	127.58	View chart
Tesla Stock (TSLA)	0.3	$1.3M	+15%	6.2k	207.46	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.3	$1.3M		14k	93.02	View chart
Visa Inc Class A Stock (V)	0.3	$1.3M		5.6k	225.45	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.2	$1.2M		7.6k	151.77	View chart
Boeing Stock (BA)	0.2	$1.2M		5.4k	212.44	View chart
Vanguard Mid-Cap Value ETF Etf (VOE)	0.2	$1.1M	-28%	8.6k	134.07	View chart
First Financial Bancorp Stock (FFBC)	0.2	$1.1M		52k	21.77	View chart
Pfizer Stock (PFE)	0.2	$1.1M	+6%	28k	40.80	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.1M		25k	45.17	View chart
Raytheon Technologies Corp Stock (RTX)	0.2	$1.1M		11k	97.93	View chart
Synopsys Stock (SNPS)	0.2	$1.1M		2.9k	386.25	View chart
Anthem Stock (ELV)	0.2	$1.1M		2.4k	459.81	View chart
BlackRock Enhanced Equity Div Cef (BDJ)	0.2	$1.1M		128k	8.59	View chart
Berkshire Hathaway Inc Class B Stock (BRK.B)	0.2	$1.1M		3.5k	308.77	View chart
iShares Russell 3000 ETF Etf (IWV)	0.2	$1.1M	-10%	4.5k	235.41	View chart
SPDR S&P MIDCAP 400 ETF Trust Etf (MDY)	0.2	$1.0M	-3%	2.3k	458.41	View chart
Linde Stock	0.2	$1.0M	NEW	2.8k	355.44	View chart
Duke Energy Corp Stock (DUK)	0.2	$993k		10k	96.47	View chart
PepsiCo Stock (PEP)	0.2	$963k	+3%	5.3k	182.30	View chart
Consumer Staples Select Sector SPDR ETF Etf (XLP)	0.2	$950k	+17%	13k	74.71	View chart
Salesforce.com Stock (CRM)	0.2	$933k	-3%	4.7k	199.78	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.2	$927k		15k	63.89	View chart
Adams Diversified Equity Fund Cef (ADX)	0.2	$907k	-2%	58k	15.55	View chart
First Trust Enhanced Equity Income Cef (FFA)	0.2	$901k		55k	16.52	View chart
Communication Services Sel Sect SPDR ETF Etf (XLC)	0.2	$891k	+52%	15k	57.97	View chart
CVS Health Corp Stock (CVS)	0.2	$891k	-13%	12k	74.31	View chart
Allstate Corp Stock (ALL)	0.2	$883k		8.0k	110.81	View chart
General Electric Stock (GE)	0.2	$883k	-3%	9.2k	95.60	View chart
AstraZeneca Adr (AZN)	0.2	$881k	-2%	13k	69.41	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$880k		2.8k	315.07	View chart
Mastercard Inc A Stock (MA)	0.2	$879k		2.4k	363.47	View chart
ETFMG Prime Cyber Security ETF Etf (HACK)	0.2	$879k		18k	47.82	View chart
Costco Wholesale Corp Stock (COST)	0.2	$870k	+6%	1.8k	496.78	View chart
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)	0.2	$867k	+16%	21k	40.72	View chart
Caterpillar Stock (CAT)	0.2	$862k	-9%	3.8k	228.84	View chart
Ford Motor Stock (F)	0.2	$849k		67k	12.60	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.2	$822k		34k	24.40	View chart
Target Corp Stock (TGT)	0.2	$808k	+23%	4.9k	165.63	View chart
Honeywell International Stock (HON)	0.2	$800k	+2%	4.2k	191.12	View chart
Alphabet Inc Class C Stock (GOOG)	0.2	$799k	-5%	7.7k	104.00	View chart
McDonald's Corp Stock (MCD)	0.2	$786k	+4%	2.8k	279.61	View chart
Consumer Discret Sel Sect SPDR ETF Etf (XLY)	0.2	$781k	+58%	5.2k	149.54	View chart
Advanced Micro Devices Stock (AMD)	0.2	$780k	-9%	8.0k	98.01	View chart
Pioneer Natural Resources Stock (PXD)	0.2	$768k	+7%	3.8k	204.24	View chart
Deere & Co Stock (DE)	0.2	$767k	-2%	1.9k	412.88	View chart
Advent Convertible & Income Cef (AVK)	0.2	$755k	-10%	65k	11.56	View chart
TJX Companies Stock (TJX)	0.2	$747k		9.5k	78.36	View chart
ProShares Ultra Financials Etf (UYG)	0.2	$743k		18k	42.24	View chart
Royce Value Trust Cef (RVT)	0.1	$739k		54k	13.57	View chart
Eaton Corp Stock (ETN)	0.1	$734k		4.3k	171.35	View chart
Roper Technologies Stock (ROP)	0.1	$734k		1.7k	440.71	View chart
Walt Disney Stock (DIS)	0.1	$727k		7.3k	100.13	View chart
International Business Machines Corp Stock (IBM)	0.1	$726k		5.5k	131.10	View chart
Halliburton Stock (HAL)	0.1	$726k		23k	31.64	View chart
Barron's 400 ETF Etf (BFOR)	0.1	$723k		13k	54.47	View chart
Motley Fool Global Opportunities Etf Etf (TMFG)	0.1	$720k		28k	25.64	View chart
At&t Stock (T)	0.1	$712k		37k	19.25	View chart
Comcast Corp Class A Stock (CMCSA)	0.1	$695k	+8%	18k	37.91	View chart
Vanguard Growth ETF Etf (VUG)	0.1	$695k	+4%	2.8k	249.40	View chart
Rayonier Reit (RYN)	0.1	$685k		21k	33.26	View chart
iShares National Muni Bond ETF Etf (MUB)	0.1	$669k		6.2k	107.74	View chart
iShares MSCI ACWI ex U.S. ETF Etf (ACWX)	0.1	$667k		14k	48.77	View chart
Gabelli Dividend & Income Cef (GDV)	0.1	$657k		32k	20.79	View chart
Calamos Strategic Total Return Cef (CSQ)	0.1	$642k	-6%	46k	14.00	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.1	$636k	+16%	9.5k	66.85	View chart
Coca-Cola Stock (KO)	0.1	$630k	+8%	10k	62.03	View chart
L3Harris Technologies Stock (LHX)	0.1	$628k		3.2k	196.24	View chart
Texas Instruments Stock (TXN)	0.1	$628k	+3%	3.4k	186.02	View chart
Royal Dutch Shell PLC ADR Class A Adr (SHEL)	0.1	$627k		11k	57.54	View chart
Diageo Adr (DEO)	0.1	$625k	+3%	3.4k	181.17	View chart
NextEra Energy Stock (NEE)	0.1	$619k		8.0k	77.08	View chart
NXP Semiconductors NV Stock (NXPI)	0.1	$614k		3.3k	186.47	View chart
iShares Core S&P US Growth ETF Etf (IUSG)	0.1	$612k		6.9k	88.77	View chart
iShares Edge MSCI USA Momentum Fctr ETF Etf (MTUM)	0.1	$610k		4.4k	139.04	View chart
Gabelli Health & Wellness Cef (GRX)	0.1	$606k		60k	10.09	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$595k		7.2k	82.73	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.1	$592k	-17%	2.4k	244.33	View chart
Utilities Select Sector SPDR ETF Etf (XLU)	0.1	$589k	+39%	8.7k	67.69	View chart
Intel Corp Stock (INTC)	0.1	$582k	+5%	18k	32.67	View chart
CME Group Inc Class A Stock (CME)	0.1	$582k	+30%	3.0k	191.52	View chart
Union Pacific Corp Stock (UNP)	0.1	$580k	+2%	2.9k	201.24	View chart
Danaher Corp Stock (DHR)	0.1	$580k	+12%	2.3k	252.04	View chart
Cintas Corp Stock (CTAS)	0.1	$573k		1.2k	462.68	View chart
Mondelez International Inc Class A Stock (MDLZ)	0.1	$571k	-2%	8.2k	69.72	View chart
Hershey Stock (HSY)	0.1	$570k	+3%	2.2k	254.41	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$570k	-3%	6.9k	82.82	View chart
Philip Morris International Stock (PM)	0.1	$567k	+40%	5.8k	97.26	View chart
Nike Inc B Stock (NKE)	0.1	$540k	+27%	4.4k	122.65	View chart
Intercontinental Exchange Stock (ICE)	0.1	$534k	+9%	5.1k	104.28	View chart
Gilead Sciences Stock (GILD)	0.1	$532k		6.4k	82.97	View chart
Waste Management Stock (WM)	0.1	$529k		3.2k	163.17	View chart
MetLife Stock (MET)	0.1	$514k		8.9k	57.94	View chart
Invesco S&P SmallCap Low Volatility ETF Etf (XSLV)	0.1	$510k	-11%	12k	42.35	View chart
Adobe Stock (ADBE)	0.1	$510k		1.3k	385.37	View chart
Marsh & McLennan Companies Stock (MMC)	0.1	$506k		3.0k	166.55	View chart
Canadian Pacific Railway Stock	0.1	$505k	NEW	6.6k	76.94	View chart
Ellsworth Growth and Income Cef (ECF)	0.1	$501k		62k	8.11	View chart
SPDR S&P Health Care Equipment ETF Etf (XHE)	0.1	$499k		5.3k	93.61	View chart
Crestwood Equity Partners Lp Unit Ltd Partner Stock (CEQP)	0.1	$494k		20k	24.93	View chart
American Electric Power Stock (AEP)	0.1	$493k	-10%	5.4k	90.98	View chart
AdvisorShares DoubleLine Value Eq ETF Etf (SURE)	0.1	$493k		5.5k	89.80	View chart
Cambria Shareholder Yield ETF Etf (SYLD)	0.1	$482k		8.2k	58.70	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$474k		1.0k	461.92	View chart
Stryker Corp Stock (SYK)	0.1	$471k		1.6k	285.47	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$470k	+11%	815.00	576.37	View chart
Verizon Communications Stock (VZ)	0.1	$468k	+10%	12k	38.89	View chart
Johnson Controls International Stock (JCI)	0.1	$467k		7.8k	60.22	View chart
O'Reilly Automotive Stock (ORLY)	0.1	$465k		548.00	848.98	View chart
PIMCO Active Bond ETF Etf (BOND)	0.1	$459k	-7%	4.9k	92.76	View chart
Wells Fargo & Co Stock (WFC)	0.1	$458k		12k	37.38	View chart
Trane Technologies Stock (TT)	0.1	$458k	-5%	2.5k	183.98	View chart
Monolithic Power Systems Stock (MPWR)	0.1	$456k		912.00	500.31	View chart
BlackRock Resources & Commdty Cef (BCX)	0.1	$454k		48k	9.54	View chart
Vanguard Interm-Term Bond ETF Etf (BIV)	0.1	$451k	-2%	5.9k	76.74	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	0.1	$448k		4.2k	106.20	View chart
Estee Lauder Companies Inc Class A Stock (EL)	0.1	$444k	+25%	1.8k	246.46	View chart
Consolidated Edison Stock (ED)	0.1	$439k		4.6k	95.67	View chart
Kinder Morgan Inc Class P Stock (KMI)	0.1	$437k		25k	17.51	View chart
Suncor Energy Stock (SU)	0.1	$430k		14k	31.05	View chart
SPDR Dow Jones Industrial Avrg ETF Tr Etf (DIA)	0.1	$428k		1.3k	332.62	View chart
Chubb Stock (CB)	0.1	$427k	+16%	2.2k	194.18	View chart
iShares S&P Small-Cap 600 Growth ETF Etf (IJT)	0.1	$420k	-13%	3.8k	109.94	View chart
BlackRock Float Rate Strat Cef (FRA)	0.1	$418k	-4%	36k	11.70	View chart
3M Stock (MMM)	0.1	$417k	+27%	4.0k	105.11	View chart
Analog Devices Stock (ADI)	0.1	$414k		2.1k	197.20	View chart
Meta Platforms Stock (META)	0.1	$414k	-4%	2.0k	211.94	View chart
ConocoPhillips Stock (COP)	0.1	$412k	-2%	4.2k	99.22	View chart
ServiceNow Stock (NOW)	0.1	$410k		883.00	464.72	View chart
Zoetis Inc Class A Stock (ZTS)	0.1	$410k		2.5k	166.41	View chart
Humana Stock (HUM)	0.1	$410k		844.00	485.46	View chart
Northern Trust Corp Stock (NTRS)	0.1	$409k	+14%	4.6k	88.13	View chart
iShares Core MSCI Total Intl Stk ETF Etf (IXUS)	0.1	$404k	NEW	6.5k	61.95	View chart
Becton, Dickinson and Stock (BDX)	0.1	$404k	+21%	1.6k	247.54	View chart
Rockwell Automation Stock (ROK)	0.1	$398k	+2%	1.4k	293.34	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.1	$391k	-2%	8.1k	48.48	View chart
American Express Stock (AXP)	0.1	$382k	+10%	2.3k	164.96	View chart
Southern Stock (SO)	0.1	$381k	+28%	5.5k	69.58	View chart
Progressive Corp Stock (PGR)	0.1	$380k		2.7k	143.08	View chart
Lowe's Companies Stock (LOW)	0.1	$378k		1.9k	199.97	View chart
Fiserv Stock (FISV)	0.1	$377k	+10%	3.3k	113.03	View chart
Enbridge Stock (ENB)	0.1	$376k		9.9k	38.15	View chart
Guggenheim Strategic Opportun Com Sbi Cef (GOF)	0.1	$375k		23k	16.17	View chart
iShares S&P Small-Cap 600 Value ETF Etf (IJS)	0.1	$374k	-2%	4.0k	93.59	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.1	$374k		3.2k	116.91	View chart
First Trust Technology AlphaDEX ETF Etf (FXL)	0.1	$371k		3.5k	105.19	View chart
S&P Global Stock (SPGI)	0.1	$368k	-2%	1.1k	344.77	View chart
Trade Desk Inc A Stock (TTD)	0.1	$362k	+30%	5.9k	60.91	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.1	$362k		3.9k	93.68	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.1	$353k	+8%	7.2k	48.79	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$351k	+13%	13k	26.64	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$350k	-4%	1.8k	194.89	View chart
Baxter International Stock (BAX)	0.1	$342k	-14%	8.4k	40.56	View chart
Sherwin-Williams Stock (SHW)	0.1	$342k	+22%	1.5k	224.77	View chart
Citigroup Stock (C)	0.1	$342k	-6%	7.3k	46.89	View chart
Sysco Corp Stock (SYY)	0.1	$342k		4.4k	77.23	View chart
CSX Corp Stock (CSX)	0.1	$338k	-4%	11k	29.94	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.1	$338k		1.5k	226.82	View chart
Travelers Companies Stock (TRV)	0.1	$337k	-3%	2.0k	171.41	View chart
Accenture PLC Class A Stock (ACN)	0.1	$336k		1.2k	285.81	View chart
Alerian MLP ETF Etf (AMLP)	0.1	$336k		8.7k	38.65	View chart
Alpha Architect US Quantitative Val ETF Etf (QVAL)	0.1	$328k		9.7k	33.83	View chart
Medtronic Stock (MDT)	0.1	$323k	+7%	4.0k	80.62	View chart
Keysight Technologies Stock (KEYS)	0.1	$323k		2.0k	161.48	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.1	$322k		3.5k	91.05	View chart
HCA Healthcare Stock (HCA)	0.1	$321k		1.2k	263.68	View chart
Occidental Petroleum Corp Stock (OXY)	0.1	$321k		5.1k	62.43	View chart
IQVIA Holdings Stock (IQV)	0.1	$313k	-2%	1.6k	198.89	View chart
BlackRock Core Bond Cef (BHK)	0.1	$308k	-3%	28k	10.84	View chart
BlackRock Corp High Yield Cef (HYT)	0.1	$305k	-11%	35k	8.72	View chart
iShares Short-Term National Muni Bd ETF Etf (SUB)	0.1	$304k	+2%	2.9k	104.68	View chart
iShares TIPS Bond ETF Etf (TIP)	0.1	$303k	-8%	2.8k	110.25	View chart
Alibaba Group Holding Adr (BABA)	0.1	$302k		3.0k	102.18	View chart
Dow Stock (DOW)	0.1	$300k	+2%	5.5k	54.82	View chart
iShares iBonds Dec 2023 Term Tr ETF Etf (IBTD)	0.1	$290k	-6%	12k	24.81	View chart
Darden Restaurants Stock (DRI)	0.1	$288k	+19%	1.9k	155.16	View chart
Principal Financial Group Stock (PFG)	0.1	$287k		3.9k	74.32	View chart
SS&C Technologies Holdings Stock (SSNC)	0.1	$286k		5.1k	56.46	View chart
Emerson Electric Stock (EMR)	0.1	$282k		3.2k	87.14	View chart
iShares Core MSCI Europe ETF Etf (IEUR)	0.1	$280k	+24%	5.3k	52.38	View chart
Automatic Data Processing Stock (ADP)	0.1	$279k	-2%	1.3k	222.63	View chart
MFS Charter Income Cef (MCR)	0.1	$272k	-8%	43k	6.29	View chart
Amgen Stock (AMGN)	0.1	$271k	+34%	1.1k	241.73	View chart
Freeport-McMoRan Stock (FCX)	0.1	$268k		6.5k	40.91	View chart
STMicroelectronics NV Adr (STM)	0.1	$268k	NEW	5.0k	53.49	View chart
Brookfield Infrastructure Partners Stock (BIP)	0.1	$267k		7.9k	33.77	View chart
Comfort Systems USA Stock (FIX)	0.1	$267k	-5%	1.8k	145.96	View chart
WisdomTree US SmallCap Qual Div Gr ETF Etf (DGRS)	0.1	$266k		6.4k	41.57	View chart
Fastenal Stock (FAST)	0.1	$263k	-12%	4.9k	53.94	View chart
Altria Group Stock (MO)	0.1	$261k	+11%	5.8k	44.62	View chart
Carrier Global Corp Ordinary Shares Stock (CARR)	0.1	$259k		5.7k	45.75	View chart
KKR & Co Inc Ordinary Shares Stock (KKR)	0.1	$258k		4.9k	52.52	View chart
Ge Healthcare Technologies Stock (GEHC)	0.1	$258k	NEW	3.1k	82.02	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.1	$253k	-5%	6.3k	40.40	View chart
Nuveen Dow 30 Dynamic Overwrite Cef (DIAX)	0.1	$252k	-5%	17k	14.68	View chart
Novo Nordisk A/S Adr (NVO)	0.1	$251k		1.6k	159.14	View chart
Invesco S&P SmallCap Health Care ETF Etf (PSCH)	0.1	$251k	-30%	1.9k	130.97	View chart
Intuitive Surgical Stock (ISRG)	0.1	$251k		982.00	255.47	View chart
Dover Corp Stock (DOV)	0.1	$251k		1.6k	151.94	View chart
Calamos Global Dynamic Income Cef (CHW)	0.1	$248k		42k	5.98	View chart
Schlumberger Stock (SLB)	0.0	$243k		4.9k	49.10	View chart
Ansys Stock (ANSS)	0.0	$241k	NEW	724.00	332.80	View chart
Vanguard Value ETF Etf (VTV)	0.0	$241k	+4%	1.7k	138.11	View chart
Otis Worldwide Corp Ordinary Shares Stock (OTIS)	0.0	$240k		2.8k	84.41	View chart
Unilever Adr (UL)	0.0	$239k		4.6k	51.93	View chart
RPM International Stock (RPM)	0.0	$236k		2.7k	87.26	View chart
JD.com Adr (JD)	0.0	$235k		5.4k	43.89	View chart
Lazard Glb Total Return & Income Cef (LGI)	0.0	$230k	-4%	15k	15.43	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$230k		2.0k	117.18	View chart
iShares Short-Term Corporate Bond ETF Etf (IGSB)	0.0	$229k	-4%	4.5k	50.54	View chart
Invesco S&P SmallCap 600 Revenue ETF Etf (RWJ)	0.0	$226k	-25%	2.0k	112.15	View chart
Equinix Reit (EQIX)	0.0	$226k	-3%	313.00	721.46	View chart
Valero Energy Corp Stock (VLO)	0.0	$225k		1.6k	139.56	View chart
Constellation Brands Inc A Stock (STZ)	0.0	$224k	-3%	990.00	225.91	View chart
Netflix Stock (NFLX)	0.0	$221k	NEW	640.00	345.48	View chart
Lam Research Corp Stock (LRCX)	0.0	$221k	NEW	416.00	530.12	View chart
iShares US Aerospace & Defense ETF Etf (ITA)	0.0	$220k		1.9k	115.09	View chart
Invesco S&P 500 High Div Low Vol ETF Etf (SPHD)	0.0	$220k	-9%	5.2k	42.21	View chart
BlackRock Credit Allocation Cef (BTZ)	0.0	$218k	-5%	21k	10.29	View chart
Novartis Adr (NVS)	0.0	$215k		2.3k	91.98	View chart
American Tower Corp Reit (AMT)	0.0	$212k	NEW	1.0k	204.42	View chart
Sony Corp Adr (SONY)	0.0	$211k	NEW	2.3k	90.65	View chart
Dentsply Sirona Stock (XRAY)	0.0	$207k	NEW	5.3k	39.28	View chart
Kimberly-Clark Corp Stock (KMB)	0.0	$206k	NEW	1.5k	134.22	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$204k	NEW	2.8k	73.75	View chart
Avery Dennison Corp Stock (AVY)	0.0	$203k		1.1k	178.93	View chart
JM Smucker Stock (SJM)	0.0	$202k	-6%	1.3k	157.40	View chart
Twilio Inc A Stock (TWLO)	0.0	$200k	NEW	3.0k	66.63	View chart
BlackRock Enhanced Glbl Div Trust Cef (BOE)	0.0	$199k	-10%	20k	9.93	View chart
Ares Dynamic Credit Allocation Fund Cef (ARDC)	0.0	$169k	-13%	14k	11.97	View chart
Franklin Limited Duration Income Trust Cef (FTF)	0.0	$167k		27k	6.18	View chart
Royce Micro Cap Trust Cef (RMT)	0.0	$142k	+2%	16k	8.77	View chart
Mitsubishi UFJ Financial Group Adr (MUFG)	0.0	$136k		21k	6.39	View chart
BlackRock Energy & Resources Cef (BGR)	0.0	$134k		11k	12.16	View chart
Nuveen Multi Asset Income Fund Cef (NMAI)	0.0	$124k		11k	11.54	View chart
GDL Fund Cef (GDL)	0.0	$93k		12k	7.85	View chart
ProPetro Holding Corp Stock (PUMP)	0.0	$90k	-3%	13k	7.19	View chart
EV Tax-Mgd Gbl Div Equity Income Cef (EXG)	0.0	$83k		11k	7.81	View chart
Sprott Focus Trust Cef (FUND)	0.0	$82k	NEW	10k	8.10	View chart
BGC Partners Inc Class A Stock (BGCP)	0.0	$67k	-16%	13k	5.23	View chart
MannKind Corp Stock (MNKD)	0.0	$56k	-2%	14k	4.10	View chart
Workhorse Group Stock (WKHS)	0.0	$14k		10k	1.33	View chart
Inseego Corp Stock (INSG)	0.0	$7.0k		12k	0.58	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 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
9258 Wealth Management 2020 Q1 filed May 5, 2020
9258 Wealth Management 2019 Q4 filed Feb. 6, 2020
9258 Wealth Management 2019 Q3 filed Nov. 7, 2019
9258 Wealth Management 2019 Q2 filed Aug. 7, 2019

View all past filings

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9258 Wealth Management

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Portfolio Holdings for 9258 Wealth Management

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Past Filings by 9258 Wealth Management