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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, IWY, AAPL, PG, and represent 21.78% of 9258 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$47M), XOM, SCTXX, RNA, IAI, GEV, COWZ, O, CMG, FIS.
Started 9 new stock positions in O, SYF, GEV, FIS, UL, IAI, COWZ, MCK, RNA.
Reduced shares in these 10 stocks: IUSB, AGG, SPYG, SPLG, Pioneer Natural Resources, DGRO, IWY, VXUS, IEF, IWX.
Sold out of its positions in BABA, ANSS, BDX, DRI, EFX, GEHC, IWN, IWO, SUB, NTRS. Pioneer Natural Resources, STM, WKHS, YUM.
9258 Wealth Management was a net buyer of stock by $31M.
9258 Wealth Management has $650M in assets under management (AUM), dropping by 1.20%.
Central Index Key (CIK): 0001766506

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Portfolio Holdings for 9258 Wealth Management

9258 Wealth Management holds 342 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corp Stock (NVDA)	8.0	$52M	+899%	419k	123.54	View chart
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)	3.7	$24M	-5%	304k	80.13	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	3.5	$23M	-4%	106k	214.52	View chart
Apple Stock (AAPL)	3.5	$23M	-2%	107k	210.62	View chart
Procter & Gamble Stock (PG)	3.1	$20M		123k	164.92	View chart
Microsoft Corp Stock (MSFT)	3.1	$20M		45k	446.95	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	2.6	$17M	-6%	298k	57.61	View chart
SPDR Portfolio S&P 500 ETF Etf (SPLG)	2.4	$16M	-8%	242k	64.00	View chart
iShares Russell Top 200 Value ETF Etf (IWX)	2.2	$15M	-6%	195k	74.82	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	2.1	$14M	-9%	139k	97.07	View chart
iShares Core Total USD Bond Market ETF Etf (IUSB)	2.0	$13M	-10%	285k	45.22	View chart
Vanguard Total International Stock ETF Etf (VXUS)	2.0	$13M	-7%	213k	60.30	View chart
Oracle Corp Stock (ORCL)	1.9	$13M		88k	141.20	View chart
Vanguard Mega Cap Value ETF Etf (MGV)	1.8	$12M	-3%	100k	118.50	View chart
Cincinnati Financial Corp Stock (CINF)	1.5	$9.8M		83k	118.10	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	1.4	$9.3M	-9%	99k	93.65	View chart
United Parcel Service Inc Class B Stock (UPS)	1.3	$8.5M		62k	136.85	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	1.3	$8.2M	-6%	101k	81.08	View chart
iShares Core S&P 500 ETF Etf (IVV)	1.2	$7.9M		14k	547.25	View chart
Vanguard Mega Cap Growth ETF Etf (MGK)	1.0	$6.4M		20k	314.21	View chart
Broadcom Stock (AVGO)	1.0	$6.3M		3.9k	1605.55	View chart
JPMorgan Chase & Co Stock (JPM)	0.9	$6.1M		30k	202.26	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	0.9	$6.0M	-5%	73k	81.97	View chart
Amazon.com Stock (AMZN)	0.8	$5.4M	+2%	28k	193.25	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.8	$5.0M	-6%	46k	110.35	View chart
Home Depot Stock (HD)	0.8	$4.9M		14k	344.24	View chart
Micron Technology Stock (MU)	0.8	$4.9M		37k	131.53	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$4.7M	-4%	9.9k	479.11	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.7	$4.6M	-4%	28k	164.28	View chart
Eli Lilly and Stock (LLY)	0.7	$4.6M		5.1k	905.46	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$4.5M	+41%	39k	115.12	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.6	$4.1M	-8%	36k	115.47	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.6	$4.1M		18k	226.23	View chart
WisdomTree US SmallCap Earnings ETF Etf (EES)	0.6	$4.1M		86k	47.13	View chart
Alphabet Inc A Stock (GOOGL)	0.6	$4.0M	+2%	22k	182.15	View chart
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK)	0.6	$3.9M	-2%	44k	88.11	View chart
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)	0.6	$3.7M	+22%	3.7M	1.00	View chart
WisdomTree US Quality Dividend Gr ETF Etf (DGRW)	0.6	$3.6M	-4%	46k	78.05	View chart
iShares Russell Top 200 ETF Etf (IWL)	0.5	$3.5M	-11%	26k	133.95	View chart
iShares S&P 100 ETF Etf (OEF)	0.5	$3.4M	-6%	13k	264.30	View chart
Marathon Petroleum Corp Stock (MPC)	0.5	$3.2M		19k	173.48	View chart
Johnson & Johnson Stock (JNJ)	0.5	$3.1M	-5%	21k	146.16	View chart
iShares Core International Aggt Bd ETF Etf (IAGG)	0.5	$3.0M	-11%	60k	49.92	View chart
AbbVie Stock (ABBV)	0.5	$3.0M	+2%	18k	171.52	View chart
Vanguard FTSE All-Wld ex-US ETF Etf (VEU)	0.4	$2.8M	-2%	48k	58.64	View chart
Invesco BuyBack Achievers ETF Etf (PKW)	0.4	$2.8M		27k	103.90	View chart
Merck & Co Stock (MRK)	0.4	$2.8M	-2%	23k	123.80	View chart
Walmart Stock (WMT)	0.4	$2.7M	+2%	40k	67.71	View chart
Marathon Oil Corp Stock (MRO)	0.4	$2.6M		92k	28.67	View chart
Bank of America Corp Stock (BAC)	0.4	$2.6M	-6%	66k	39.77	View chart
iShares Russell 3000 ETF Etf (IWV)	0.4	$2.6M		8.4k	308.67	View chart
Cisco Systems Stock (CSCO)	0.4	$2.5M		52k	47.51	View chart
U.S. Bancorp Stock (USB)	0.4	$2.4M		60k	39.70	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.4	$2.3M		13k	182.55	View chart
Vanguard Mid-Cap ETF Etf (VO)	0.4	$2.3M	-12%	9.5k	242.11	View chart
Chevron Corp Stock (CVX)	0.3	$2.2M	+6%	14k	156.42	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.3	$2.2M		21k	106.66	View chart
Health Care Select Sector SPDR ETF Etf (XLV)	0.3	$2.2M	-18%	15k	145.75	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.3	$2.2M	+5%	25k	86.61	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.3	$2.2M		4.3k	500.16	View chart
UnitedHealth Group Stock (UNH)	0.3	$2.1M		4.2k	509.31	View chart
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)	0.3	$2.1M		12k	170.76	View chart
Visa Inc Class A Stock (V)	0.3	$2.1M	+2%	8.0k	262.47	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.3	$2.1M	-2%	12k	173.81	View chart
Qualcomm Stock (QCOM)	0.3	$1.9M	-5%	9.7k	199.19	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.3	$1.9M		32k	58.52	View chart
Goldman Sachs Group Stock (GS)	0.3	$1.9M		4.2k	452.35	View chart
Salesforce.com Stock (CRM)	0.3	$1.9M		7.3k	257.09	View chart
Advanced Micro Devices Stock (AMD)	0.3	$1.9M	+4%	12k	162.21	View chart
Raymond James Financial Stock (RJF)	0.3	$1.9M		15k	123.61	View chart
Cigna Corp Stock (CI)	0.3	$1.8M		5.6k	330.57	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.3	$1.8M		3.3k	544.27	View chart
Allstate Corp Stock (ALL)	0.3	$1.7M	+3%	11k	159.66	View chart
iShares Core MSCI Total Intl Stk ETF Etf (IXUS)	0.3	$1.7M	-17%	25k	67.56	View chart
Synopsys Stock (SNPS)	0.3	$1.7M		2.9k	595.06	View chart
Vanguard FTSE Pacific ETF Etf (VPL)	0.3	$1.7M		23k	74.18	View chart
TJX Companies Stock (TJX)	0.3	$1.7M	+5%	16k	110.10	View chart
BlackRock Stock (BLK)	0.3	$1.7M	+4%	2.2k	787.18	View chart
Meta Platforms Stock (META)	0.3	$1.7M	+3%	3.4k	504.28	View chart
Kroger Stock (KR)	0.3	$1.6M		33k	49.93	View chart
General Electric Stock (GE)	0.2	$1.6M	+2%	9.9k	158.97	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.2	$1.6M		14k	113.46	View chart
PNC Financial Services Group Stock (PNC)	0.2	$1.6M		10k	155.48	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.2	$1.5M		4.2k	364.54	View chart
Berkshire Hathaway Inc Class B Stock (BRK.B)	0.2	$1.5M		3.8k	406.80	View chart
Costco Wholesale Corp Stock (COST)	0.2	$1.5M	-2%	1.7k	849.84	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$1.5M	+8%	3.1k	468.72	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.4M		29k	49.42	View chart
Alphabet Inc Class C Stock (GOOG)	0.2	$1.4M	+14%	7.8k	183.42	View chart
NXP Semiconductors NV Stock (NXPI)	0.2	$1.4M	+4%	5.3k	269.09	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.2	$1.4M		15k	92.54	View chart
PepsiCo Stock (PEP)	0.2	$1.4M		8.2k	164.94	View chart
Caterpillar Stock (CAT)	0.2	$1.3M		4.0k	333.10	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.2	$1.3M		7.3k	182.02	View chart
Anthem Stock (ELV)	0.2	$1.3M		2.4k	541.86	View chart
Abbott Laboratories Stock (ABT)	0.2	$1.3M		13k	103.91	View chart
Raytheon Technologies Corp Stock (RTX)	0.2	$1.3M		13k	100.39	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$1.3M		2.8k	467.09	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.2	$1.3M		11k	118.60	View chart
iShares Edge MSCI Min Vol USA ETF Etf (USMV)	0.2	$1.3M		15k	83.96	View chart
Linde Stock (LIN)	0.2	$1.3M		2.9k	438.86	View chart
Trane Technologies Stock (TT)	0.2	$1.3M	+3%	3.9k	328.93	View chart
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)	0.2	$1.3M	+16%	26k	48.74	View chart
Adams Diversified Equity Fund Cef (ADX)	0.2	$1.3M		58k	21.49	View chart
Communication Services Sel Sect SPDR ETF Etf (XLC)	0.2	$1.2M		14k	85.66	View chart
Halliburton Stock (HAL)	0.2	$1.2M	+8%	36k	33.78	View chart
SPDR S&P MIDCAP 400 ETF Trust Etf (MDY)	0.2	$1.2M	-3%	2.2k	535.08	View chart
iShares Russell 2000 ETF Etf (IWM)	0.2	$1.1M		5.6k	202.89	View chart
Intercontinental Exchange Stock (ICE)	0.2	$1.1M	+5%	8.2k	136.89	View chart
Eaton Corp Stock (ETN)	0.2	$1.1M	-10%	3.6k	313.58	View chart
AstraZeneca Adr (AZN)	0.2	$1.1M	+12%	14k	77.99	View chart
Roper Technologies Stock (ROP)	0.2	$1.1M		1.9k	563.60	View chart
Mastercard Inc A Stock (MA)	0.2	$1.1M		2.4k	441.23	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$1.0M	+4%	11k	92.37	View chart
Vanguard Growth ETF Etf (VUG)	0.2	$1.0M		2.8k	373.94	View chart
ProShares Ultra Financials Etf (UYG)	0.2	$1.0M	-6%	16k	63.99	View chart
First Financial Bancorp Stock (FFBC)	0.2	$1.0M	-4%	46k	22.22	View chart
Cintas Corp Stock (CTAS)	0.2	$1.0M		1.5k	700.26	View chart
Invesco S&P MidCap 400 Revenue ETF Etf (RWK)	0.2	$1.0M	+15%	9.3k	109.78	View chart
Duke Energy Corp Stock (DUK)	0.2	$1.0M		10k	100.23	View chart
L3Harris Technologies Stock (LHX)	0.2	$1.0M	+5%	4.5k	224.58	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.2	$977k	+2%	11k	88.74	View chart
Vanguard Mid-Cap Value ETF Etf (VOE)	0.1	$955k	-4%	6.3k	150.43	View chart
First Trust Enhanced Equity Income Cef (FFA)	0.1	$943k		47k	19.92	View chart
Boeing Stock (BA)	0.1	$939k	-6%	5.2k	182.02	View chart
BlackRock Enhanced Equity Div Cef (BDJ)	0.1	$935k	-3%	114k	8.17	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.1	$922k		13k	72.64	View chart
Consumer Discret Sel Sect SPDR ETF Etf (XLY)	0.1	$901k	+2%	4.9k	182.40	View chart
First Trust Large Cap Val AlphaDEX ETF Etf (FTA)	0.1	$896k	+19%	12k	73.60	View chart
Ford Motor Stock (F)	0.1	$895k		71k	12.54	View chart
Barron's 400 ETF Etf (BFOR)	0.1	$880k		13k	66.28	View chart
Uber Technologies Stock (UBER)	0.1	$878k		12k	72.68	View chart
International Business Machines Corp Stock (IBM)	0.1	$869k	-2%	5.0k	172.94	View chart
S&P Global Stock (SPGI)	0.1	$858k	+5%	1.9k	446.00	View chart
iShares Core S&P US Growth ETF Etf (IUSG)	0.1	$847k		6.6k	127.48	View chart
Motley Fool Global Opportunities Etf Etf (TMFG)	0.1	$826k		28k	29.42	View chart
Tesla Stock (TSLA)	0.1	$794k	-19%	4.0k	197.88	View chart
Deere & Co Stock (DE)	0.1	$791k	+3%	2.1k	373.63	View chart
AdvisorShares DoubleLine Value Eq ETF Etf (SURE)	0.1	$786k		7.0k	112.01	View chart
Walt Disney Stock (DIS)	0.1	$773k		7.8k	99.29	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$769k	+28%	19k	41.11	View chart
Royce Value Trust Cef (RVT)	0.1	$768k		53k	14.47	View chart
Honeywell International Stock (HON)	0.1	$768k		3.6k	213.54	View chart
Wells Fargo & Co Stock (WFC)	0.1	$762k		13k	59.39	View chart
Energy Transfer Stock (ET)	0.1	$760k		47k	16.22	View chart
At&t Stock (T)	0.1	$760k		40k	19.11	View chart
iShares Edge MSCI USA Momentum Fctr ETF Etf (MTUM)	0.1	$758k		3.9k	194.87	View chart
McDonald's Corp Stock (MCD)	0.1	$754k	+4%	3.0k	254.84	View chart
Monolithic Power Systems Stock (MPWR)	0.1	$736k		896.00	821.30	View chart
Pfizer Stock (PFE)	0.1	$729k		26k	27.98	View chart
Royal Dutch Shell PLC ADR Class A Adr (SHEL)	0.1	$726k	-2%	10k	72.18	View chart
CVS Health Corp Stock (CVS)	0.1	$725k		12k	59.06	View chart
Bristol-Myers Squibb Company Stock (BMY)	0.1	$722k	-13%	17k	41.53	View chart
Calamos Strategic Total Return Cef (CSQ)	0.1	$721k		43k	16.84	View chart
Advent Convertible & Income Cef (AVK)	0.1	$711k		60k	11.92	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.1	$709k	+8%	9.1k	77.76	View chart
Fiserv Stock (FI)	0.1	$703k	+10%	4.7k	149.04	View chart
Union Pacific Corp Stock (UNP)	0.1	$694k		3.1k	226.23	View chart
Viking Therapeutics Stock (VKTX)	0.1	$684k	+4%	13k	53.01	View chart
Comcast Corp Class A Stock (CMCSA)	0.1	$684k		18k	39.16	View chart
ServiceNow Stock (NOW)	0.1	$663k		843.00	786.67	View chart
Waste Management Stock (WM)	0.1	$655k		3.1k	213.34	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.1	$633k	-2%	28k	22.48	View chart
O'Reilly Automotive Stock (ORLY)	0.1	$628k	+6%	595.00	1056.06	View chart
IQVIA Holdings Stock (IQV)	0.1	$627k	+6%	3.0k	211.44	View chart
Marsh & McLennan Companies Stock (MMC)	0.1	$626k		3.0k	210.72	View chart
Coca-Cola Stock (KO)	0.1	$621k	+6%	9.8k	63.65	View chart
Intel Corp Stock (INTC)	0.1	$618k	-12%	20k	30.97	View chart
Gabelli Dividend & Income Cef (GDV)	0.1	$618k	-4%	27k	22.71	View chart
Consumer Staples Select Sector SPDR ETF Etf (XLP)	0.1	$616k	+2%	8.0k	76.58	View chart
CME Group Inc Class A Stock (CME)	0.1	$609k	+3%	3.1k	196.60	View chart
MetLife Stock (MET)	0.1	$604k	-2%	8.6k	70.19	View chart
Trade Desk Inc A Stock (TTD)	0.1	$603k		6.2k	97.67	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$574k		6.3k	91.15	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.1	$564k		5.5k	102.30	View chart
Stryker Corp Stock (SYK)	0.1	$563k		1.7k	340.25	View chart
KKR & Co Inc Ordinary Shares Stock (KKR)	0.1	$561k	-5%	5.3k	105.25	View chart
NextEra Energy Stock (NEE)	0.1	$557k	-11%	7.9k	70.81	View chart
American Express Stock (AXP)	0.1	$542k		2.3k	231.56	View chart
Adobe Stock (ADBE)	0.1	$542k	-20%	975.00	555.54	View chart
ConocoPhillips Stock (COP)	0.1	$522k	-11%	4.6k	114.38	View chart
Analog Devices Stock (ADI)	0.1	$517k		2.3k	228.22	View chart
DexCom Stock (DXCM)	0.1	$514k	+9%	4.5k	113.38	View chart
Johnson Controls International Stock (JCI)	0.1	$510k		7.7k	66.47	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$507k		14k	36.49	View chart
SPDR Dow Jones Industrial Avrg ETF Tr Etf (DIA)	0.1	$504k		1.3k	391.13	View chart
Verizon Communications Stock (VZ)	0.1	$498k		12k	41.24	View chart
Intuitive Surgical Stock (ISRG)	0.1	$496k	+17%	1.1k	444.85	View chart
iShares MSCI ACWI ex U.S. ETF Etf (ACWX)	0.1	$494k	+18%	9.3k	53.13	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	0.1	$494k		4.1k	120.74	View chart
Texas Instruments Stock (TXN)	0.1	$492k	-4%	2.5k	194.56	View chart
Steris PLC SHS USD Stock (STE)	0.1	$491k	+6%	2.2k	219.54	View chart
Comfort Systems USA Stock (FIX)	0.1	$486k		1.6k	304.12	View chart
Rayonier Reit (RYN)	0.1	$485k	-6%	17k	29.09	View chart
Suncor Energy Stock (SU)	0.1	$484k		13k	38.10	View chart
Citigroup Stock (C)	0.1	$474k	-3%	7.5k	63.46	View chart
Target Corp Stock (TGT)	0.1	$473k	+4%	3.2k	148.04	View chart
First Trust Technology AlphaDEX ETF Etf (FXL)	0.1	$472k		3.5k	136.26	View chart
Gabelli Health & Wellness Cef (GRX)	0.1	$461k	-16%	48k	9.58	View chart
Progressive Corp Stock (PGR)	0.1	$455k		2.2k	207.74	View chart
Vanguard Interm-Term Bond ETF Etf (BIV)	0.1	$454k	+13%	6.1k	74.89	View chart
Philip Morris International Stock (PM)	0.1	$454k	-10%	4.5k	101.33	View chart
Cambria Shareholder Yield ETF Etf (SYLD)	0.1	$451k		6.6k	68.28	View chart
Kinder Morgan Inc Class P Stock (KMI)	0.1	$450k		23k	19.87	View chart
Diamondback Energy Stock (FANG)	0.1	$449k	+33%	2.2k	200.16	View chart
Diageo Adr (DEO)	0.1	$449k	-2%	3.6k	126.08	View chart
iShares National Muni Bond ETF Etf (MUB)	0.1	$446k	-18%	4.2k	106.55	View chart
BlackRock Float Rate Strat Cef (FRA)	0.1	$446k		34k	12.94	View chart
Netflix Stock (NFLX)	0.1	$445k	+48%	659.00	674.88	View chart
Palo Alto Networks Stock (PANW)	0.1	$444k	+15%	1.3k	339.01	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$442k	+22%	10k	42.59	View chart
American Electric Power Stock (AEP)	0.1	$437k		5.0k	87.75	View chart
Southern Stock (SO)	0.1	$433k	+26%	5.6k	77.57	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$433k		783.00	553.00	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.1	$427k		3.1k	139.98	View chart
Intuit Stock (INTU)	0.1	$427k		649.00	657.21	View chart
Alerian MLP ETF Etf (AMLP)	0.1	$425k		8.9k	47.98	View chart
Freeport-McMoRan Stock (FCX)	0.1	$421k	+9%	8.7k	48.60	View chart
Zoetis Inc Class A Stock (ZTS)	0.1	$420k	-2%	2.4k	173.33	View chart
Alpha Architect US Quantitative Val ETF Etf (QVAL)	0.1	$416k		9.7k	42.87	View chart
Rockwell Automation Stock (ROK)	0.1	$413k	+3%	1.5k	275.28	View chart
SPDR S&P Health Care Equipment ETF Etf (XHE)	0.1	$412k		4.9k	84.41	View chart
Consolidated Edison Stock (ED)	0.1	$410k		4.6k	89.42	View chart
CSX Corp Stock (CSX)	0.1	$408k		12k	33.45	View chart
Lowe's Companies Stock (LOW)	0.1	$405k	-2%	1.8k	220.46	View chart
iShares S&P Small-Cap 600 Growth ETF Etf (IJT)	0.1	$397k	-13%	3.1k	128.43	View chart
Utilities Select Sector SPDR ETF Etf (XLU)	0.1	$396k	-4%	5.8k	68.14	View chart
Applied Materials Stock (AMAT)	0.1	$395k		1.7k	235.99	View chart
Avidity Biosciences Stock (RNA)	0.1	$395k	NEW	9.7k	40.85	View chart
BlackRock Resources & Commdty Cef (BCX)	0.1	$393k		43k	9.19	View chart
HCA Healthcare Stock (HCA)	0.1	$392k		1.2k	321.28	View chart
Estee Lauder Companies Inc Class A Stock (EL)	0.1	$385k	+9%	3.6k	106.40	View chart
Chubb Stock (CB)	0.1	$381k	-5%	1.5k	255.08	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.1	$378k	NEW	3.2k	116.93	View chart
Novo Nordisk A/S Adr (NVO)	0.1	$370k	-4%	2.6k	142.74	View chart
Vanguard Value ETF Etf (VTV)	0.1	$366k	+29%	2.3k	160.41	View chart
Ellsworth Growth and Income Cef (ECF)	0.1	$363k	-6%	44k	8.24	View chart
Ge Vernova Stock (GEV)	0.1	$362k	NEW	2.1k	171.51	View chart
Danaher Corp Stock (DHR)	0.1	$362k	-4%	1.4k	249.85	View chart
Carrier Global Corp Ordinary Shares Stock (CARR)	0.1	$358k		5.7k	63.08	View chart
iShares S&P Small-Cap 600 Value ETF Etf (IJS)	0.1	$356k		3.7k	97.27	View chart
Vanguard Mid-Cap Growth ETF Etf (VOT)	0.1	$352k		1.5k	229.56	View chart
Canadian Pacific Railway Stock (CP)	0.1	$351k		4.5k	78.73	View chart
Enbridge Stock (ENB)	0.1	$351k		9.9k	35.59	View chart
Mondelez International Inc Class A Stock (MDLZ)	0.1	$346k	-21%	5.3k	65.44	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.1	$342k	NEW	6.3k	54.49	View chart
Boston Scientific Corp Stock (BSX)	0.1	$340k		4.4k	77.01	View chart
Occidental Petroleum Corp Stock (OXY)	0.1	$332k		5.3k	63.03	View chart
BlackRock Corp High Yield Cef (HYT)	0.1	$331k		34k	9.69	View chart
Emerson Electric Stock (EMR)	0.1	$329k		3.0k	110.16	View chart
Guggenheim Strategic Opportun COM SBI Cef (GOF)	0.1	$327k		22k	14.91	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$327k	-2%	750.00	435.95	View chart
iShares Core MSCI Europe ETF Etf (IEUR)	0.1	$325k		5.7k	56.95	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$322k	+47%	2.7k	120.98	View chart
Constellation Brands Inc A Stock (STZ)	0.0	$321k	+55%	1.2k	257.23	View chart
Duolingo Inc Cl A Stock (DUOL)	0.0	$319k		1.5k	208.67	View chart
Invesco S&p Midcap 400 Pure Value Etf Etf (RFV)	0.0	$317k		2.8k	111.71	View chart
Arista Networks Stock (ANET)	0.0	$317k	-3%	904.00	350.48	View chart
Sherwin-Williams Stock (SHW)	0.0	$313k	-24%	1.0k	298.43	View chart
Nike Inc B Stock (NKE)	0.0	$312k	-6%	4.1k	75.37	View chart
BlackRock Core Bond Cef (BHK)	0.0	$308k		29k	10.65	View chart
Medtronic Stock (MDT)	0.0	$307k	-2%	3.9k	78.71	View chart
SS&C Technologies Holdings Stock (SSNC)	0.0	$306k		4.9k	62.67	View chart
Amgen Stock (AMGN)	0.0	$306k		979.00	312.43	View chart
Fastenal Stock (FAST)	0.0	$304k		4.8k	62.84	View chart
Sysco Corp Stock (SYY)	0.0	$302k		4.2k	71.39	View chart
WisdomTree US SmallCap Qual Div Gr ETF Etf (DGRS)	0.0	$302k		6.4k	47.11	View chart
iShares 0-5 Year Investment Grade Corporate Bond ETF Etf (SLQD)	0.0	$298k	-9%	6.1k	49.25	View chart
Schlumberger Stock (SLB)	0.0	$298k	+7%	6.3k	47.18	View chart
Realty Income Corp Reit (O)	0.0	$296k	NEW	5.6k	52.82	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$296k	+3%	2.7k	110.22	View chart
Principal Financial Group Stock (PFG)	0.0	$295k		3.8k	78.45	View chart
RPM International Stock (RPM)	0.0	$291k		2.7k	107.70	View chart
Baxter International Stock (BAX)	0.0	$284k	-2%	8.5k	33.45	View chart
Automatic Data Processing Stock (ADP)	0.0	$283k	+6%	1.2k	238.69	View chart
Total SE Adr (TTE)	0.0	$282k	+7%	4.2k	66.68	View chart
Dow Stock (DOW)	0.0	$277k		5.2k	53.05	View chart
Parker Hannifin Corp Stock (PH)	0.0	$269k		532.00	505.81	View chart
Valero Energy Corp Stock (VLO)	0.0	$267k		1.7k	156.78	View chart
D.R. Horton Stock (DHI)	0.0	$263k		1.9k	140.93	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$260k	+17%	2.5k	102.78	View chart
Otis Worldwide Corp Ordinary Shares Stock (OTIS)	0.0	$258k		2.7k	96.27	View chart
Ball Corp Stock (BALL)	0.0	$257k	+17%	4.3k	60.02	View chart
3M Stock (MMM)	0.0	$254k	-29%	2.5k	102.19	View chart
Accenture PLC Class A Stock (ACN)	0.0	$254k	-35%	837.00	303.41	View chart
FedEx Corp Stock (FDX)	0.0	$253k	+14%	845.00	299.71	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.0	$251k	+4%	4.7k	53.53	View chart
Chipotle Mexican Grill Inc Class A Stock (CMG)	0.0	$251k	+4963%	4.0k	62.65	View chart
Gilead Sciences Stock (GILD)	0.0	$250k	-9%	3.6k	68.60	View chart
Avery Dennison Corp Stock (AVY)	0.0	$250k		1.1k	218.65	View chart
Novartis Adr (NVS)	0.0	$247k		2.3k	106.44	View chart
iShares US Technology ETF Etf (IYW)	0.0	$247k		1.6k	150.50	View chart
Tractor Supply Stock (TSCO)	0.0	$247k		915.00	270.00	View chart
Blackstone Group Stock (BX)	0.0	$245k	+3%	2.0k	123.80	View chart
Humana Stock (HUM)	0.0	$243k		651.00	373.65	View chart
PIMCO Active Bond ETF Etf (BOND)	0.0	$243k		2.7k	91.09	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.0	$242k		1.4k	174.47	View chart
Cummins Stock (CMI)	0.0	$238k		859.00	276.93	View chart
Martin Marietta Materials Stock (MLM)	0.0	$238k	+12%	439.00	541.80	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$237k		2.8k	85.86	View chart
Equinix Reit (EQIX)	0.0	$237k		313.00	757.53	View chart
Axon Enterprise Stock (AXON)	0.0	$237k		804.00	294.24	View chart
Lazard Glb Total Return & Income Cef (LGI)	0.0	$236k	-3%	14k	16.66	View chart
KLA Corp Stock (KLAC)	0.0	$236k	-17%	286.00	824.51	View chart
BlackRock Credit Allocation Cef (BTZ)	0.0	$235k	+2%	22k	10.71	View chart
Spdr S&p Emerging Asia Pacific Etf Etf (GMF)	0.0	$234k	+3%	2.1k	111.40	View chart
Republic Services Inc Class A Stock (RSG)	0.0	$231k	+11%	1.2k	194.28	View chart
MFS Charter Income Cef (MCR)	0.0	$230k		37k	6.27	View chart
Waste Connections Stock (WCN)	0.0	$230k		1.3k	175.41	View chart
Fidelity National Information Services Stock (FIS)	0.0	$228k	NEW	3.0k	75.37	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$226k		215.00	1051.03	View chart
EOG Resources Stock (EOG)	0.0	$225k	+10%	1.8k	125.87	View chart
Hilton Worldwide Holdings Stock (HLT)	0.0	$224k		1.0k	218.20	View chart
iShares TIPS Bond ETF Etf (TIP)	0.0	$223k	+2%	2.1k	106.78	View chart
Lam Research Corp Stock (LRCX)	0.0	$222k	-13%	208.00	1064.85	View chart
Brookfield Infrastructure Partners Stock (BIP)	0.0	$221k		8.0k	27.44	View chart
iShares Russell 1000 ETF Etf (IWB)	0.0	$220k	+2%	740.00	297.54	View chart
Synnex Corp Stock (SNX)	0.0	$218k	-2%	1.9k	115.40	View chart
Tri-Continental Corporation Cef (TY)	0.0	$217k		7.0k	30.97	View chart
iShares MSCI Canada ETF Etf (EWC)	0.0	$217k		5.9k	37.09	View chart
Invesco S&P MidCap Value with Momt ETF Etf (XMVM)	0.0	$216k		4.2k	51.64	View chart
McKesson Corp Stock (MCK)	0.0	$216k	NEW	369.00	584.04	View chart
First Trust Small Cap Value Alphadex Fund Etf (FYT)	0.0	$212k	+9%	4.1k	51.75	View chart
Travelers Companies Stock (TRV)	0.0	$211k	-12%	1.0k	203.34	View chart
Calamos Global Dynamic Income Cef (CHW)	0.0	$211k	-2%	31k	6.86	View chart
Invesco S&P SmallCap 600 Revenue ETF Etf (RWJ)	0.0	$210k		5.2k	40.07	View chart
Honda Motor Adr (HMC)	0.0	$209k		6.5k	32.24	View chart
Synchrony Financial Stock (SYF)	0.0	$208k	NEW	4.4k	47.19	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$205k		4.6k	44.93	View chart
AutoZone Stock (AZO)	0.0	$202k		68.00	2964.10	View chart
Unilever Adr (UL)	0.0	$201k	NEW	3.7k	54.99	View chart
BlackRock Enhanced Glbl Div Trust Cef (BOE)	0.0	$197k	-8%	19k	10.61	View chart
Ares Dynamic Credit Allocation Fund Cef (ARDC)	0.0	$186k		13k	14.89	View chart
Mitsubishi UFJ Financial Group Adr (MUFG)	0.0	$185k		17k	10.80	View chart
Franklin Limited Duration Income Trust Cef (FTF)	0.0	$168k	-2%	27k	6.34	View chart
Nuveen Dow 30 Dynamic Overwrite Cef (DIAX)	0.0	$164k	-2%	12k	14.01	View chart
ProPetro Holding Corp Stock (PUMP)	0.0	$107k		12k	8.67	View chart
BGC Partners Inc Class A Stock (BGC)	0.0	$106k		13k	8.30	View chart
NatWest Group PLC Spons Adr (NWG)	0.0	$105k	+18%	13k	8.03	View chart
EV Tax-Mgd Gbl Div Equity Income Cef (EXG)	0.0	$88k		10k	8.45	View chart
Sprott Focus Trust Cef (FUND)	0.0	$81k		11k	7.48	View chart
MannKind Corp Stock (MNKD)	0.0	$59k		11k	5.22	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 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
9258 Wealth Management 2020 Q4 filed Feb. 10, 2021

View all past filings

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