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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, PG, MSFT, and represent 19.03% of 9258 Wealth Management's stock portfolio.
Added to shares of these 10 stocks: WMT, IJH, QQQE, FTA, SCHD, XLF, SPLG, RWK, IWY, SPYG.
Started 42 new stock positions in MNKD, FUND, CMI, BDX, SCHD, EOG, RFV, TSCO, BX, XMVM.
Reduced shares in these 10 stocks: XLP, AAPL, META, HSY, SCTXX, , BRK.B, RSP, AMZN, SONY.
Sold out of its positions in MO, XRAY, HSY, SONY, UL.
9258 Wealth Management was a net buyer of stock by $15M.
9258 Wealth Management has $642M in assets under management (AUM), dropping by 12.90%.
Central Index Key (CIK): 0001766506

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Portfolio Holdings for 9258 Wealth Management

9258 Wealth Management holds 347 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corp Stock (NVDA)	5.9	$38M		42k	903.57	View chart
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)	3.7	$24M		321k	73.15	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	3.4	$22M	+2%	111k	195.10	View chart
Procter & Gamble Stock (PG)	3.1	$20M		124k	162.25	View chart
Microsoft Corp Stock (MSFT)	3.0	$19M		45k	420.72	View chart
Apple Stock (AAPL)	2.9	$19M	-2%	110k	171.48	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	2.9	$18M		317k	58.06	View chart
SPDR Portfolio S&P 500 ETF Etf (SPLG)	2.5	$16M	+3%	263k	61.53	View chart
iShares Russell Top 200 Value ETF Etf (IWX)	2.5	$16M	+2%	208k	76.32	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	2.4	$15M		154k	97.94	View chart
iShares Core Total USD Bond Market ETF Etf (IUSB)	2.3	$15M		318k	45.59	View chart
Vanguard Total International Stock ETF Etf (VXUS)	2.2	$14M	+2%	230k	60.30	View chart
Vanguard Mega Cap Value ETF Etf (MGV)	1.9	$12M	+2%	103k	119.51	View chart
Oracle Corp Stock (ORCL)	1.7	$11M		89k	125.61	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	1.6	$10M		110k	94.66	View chart
Cincinnati Financial Corp Stock (CINF)	1.6	$10M		82k	124.17	View chart
United Parcel Service Inc Class B Stock (UPS)	1.5	$9.4M		63k	148.63	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	1.4	$9.1M	+2%	108k	84.09	View chart
iShares Core S&P 500 ETF Etf (IVV)	1.2	$7.6M		15k	525.73	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	1.0	$6.6M	+3%	78k	85.06	View chart
JPMorgan Chase & Co Stock (JPM)	1.0	$6.1M		31k	200.30	View chart
Vanguard Mega Cap Growth ETF Etf (MGK)	0.9	$5.8M		20k	286.61	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.9	$5.6M	+2%	49k	114.14	View chart
Home Depot Stock (HD)	0.9	$5.5M	+3%	14k	383.60	View chart
Broadcom Stock (AVGO)	0.8	$5.3M	+2%	4.0k	1325.50	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.8	$5.0M	-4%	30k	169.37	View chart
Amazon.com Stock (AMZN)	0.8	$5.0M	-4%	28k	180.38	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.7	$4.6M		39k	115.81	View chart
Invesco QQQ Trust Etf (QQQ)	0.7	$4.6M		10k	444.01	View chart
Micron Technology Stock (MU)	0.7	$4.4M	+2%	37k	117.89	View chart
WisdomTree US SmallCap Earnings ETF Etf (EES)	0.7	$4.3M		86k	50.12	View chart
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK)	0.6	$4.1M	-2%	45k	91.25	View chart
Eli Lilly and Stock (LLY)	0.6	$4.0M		5.2k	778.03	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.6	$3.7M	-3%	18k	208.27	View chart
iShares Russell Top 200 ETF Etf (IWL)	0.6	$3.7M	+2%	29k	127.12	View chart
Marathon Petroleum Corp Stock (MPC)	0.6	$3.7M		18k	201.50	View chart
WisdomTree US Quality Dividend Gr ETF Etf (DGRW)	0.6	$3.7M		48k	76.19	View chart
Johnson & Johnson Stock (JNJ)	0.5	$3.5M		22k	158.19	View chart
iShares S&P 100 ETF Etf (OEF)	0.5	$3.4M		14k	247.41	View chart
iShares Core International Aggt Bd ETF Etf (IAGG)	0.5	$3.4M		68k	49.95	View chart
Alphabet Inc A Stock (GOOGL)	0.5	$3.2M	+6%	21k	150.93	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$3.2M		28k	116.24	View chart
AbbVie Stock (ABBV)	0.5	$3.1M		17k	182.10	View chart
Merck & Co Stock (MRK)	0.5	$3.1M		23k	131.95	View chart
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)	0.5	$3.0M	-7%	3.0M	1.00	View chart
Invesco BuyBack Achievers ETF Etf (PKW)	0.5	$2.9M		27k	108.23	View chart
Vanguard FTSE All-Wld ex-US ETF Etf (VEU)	0.5	$2.9M		50k	58.65	View chart
Vanguard Mid-Cap ETF Etf (VO)	0.4	$2.7M		11k	249.87	View chart
Health Care Select Sector SPDR ETF Etf (XLV)	0.4	$2.7M		18k	147.73	View chart
U.S. Bancorp Stock (USB)	0.4	$2.7M		60k	44.70	View chart
Bank of America Corp Stock (BAC)	0.4	$2.7M		70k	37.92	View chart
Marathon Oil Corp Stock (MRO)	0.4	$2.6M		92k	28.34	View chart
Cisco Systems Stock (CSCO)	0.4	$2.6M		52k	49.91	View chart
iShares Russell 3000 ETF Etf (IWV)	0.4	$2.5M		8.5k	300.08	View chart
Walmart Stock (WMT)	0.4	$2.4M	+203%	39k	60.17	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.4	$2.3M		21k	110.52	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.4	$2.3M	+2%	13k	182.61	View chart
Salesforce.com Stock (CRM)	0.3	$2.2M	+11%	7.2k	301.18	View chart
Visa Inc Class A Stock (V)	0.3	$2.2M	-3%	7.8k	279.07	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.3	$2.1M	+7%	24k	89.90	View chart
Chevron Corp Stock (CVX)	0.3	$2.1M		13k	157.74	View chart
UnitedHealth Group Stock (UNH)	0.3	$2.1M		4.3k	494.73	View chart
iShares Core MSCI Total Intl Stk ETF Etf (IXUS)	0.3	$2.1M	+5%	31k	67.86	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.3	$2.1M		4.3k	480.73	View chart
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)	0.3	$2.0M	+2%	12k	164.35	View chart
Cigna Corp Stock (CI)	0.3	$2.0M	+3%	5.5k	363.19	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.3	$2.0M	+367%	33k	60.74	View chart
Advanced Micro Devices Stock (AMD)	0.3	$2.0M	-9%	11k	180.49	View chart
Raymond James Financial Stock (RJF)	0.3	$1.9M		15k	128.42	View chart
Kroger Stock (KR)	0.3	$1.9M	-4%	33k	57.13	View chart
Allstate Corp Stock (ALL)	0.3	$1.8M	+4%	11k	173.01	View chart
Vanguard FTSE Pacific ETF Etf (VPL)	0.3	$1.8M	+3%	23k	76.03	View chart
Goldman Sachs Group Stock (GS)	0.3	$1.7M		4.2k	417.72	View chart
Qualcomm Stock (QCOM)	0.3	$1.7M		10k	169.29	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.3	$1.7M	+7%	3.3k	523.10	View chart
BlackRock Stock (BLK)	0.3	$1.7M		2.1k	833.54	View chart
General Electric Stock (GE)	0.3	$1.7M	+6%	9.7k	175.54	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.3	$1.7M	-3%	12k	136.05	View chart
Synopsys Stock (SNPS)	0.3	$1.6M		2.9k	571.50	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.3	$1.6M	-2%	14k	118.29	View chart
PNC Financial Services Group Stock (PNC)	0.3	$1.6M		10k	161.61	View chart
Berkshire Hathaway Inc Class B Stock (BRK.B)	0.2	$1.6M	-13%	3.8k	420.52	View chart
Meta Platforms Stock (META)	0.2	$1.6M	-18%	3.3k	485.61	View chart
TJX Companies Stock (TJX)	0.2	$1.5M	+8%	15k	101.42	View chart
Caterpillar Stock (CAT)	0.2	$1.5M	+4%	4.0k	366.43	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$1.4M		29k	50.17	View chart
PepsiCo Stock (PEP)	0.2	$1.4M		8.2k	175.00	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.2	$1.4M	+32%	4.2k	337.07	View chart
Abbott Laboratories Stock (ABT)	0.2	$1.4M		13k	113.66	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.2	$1.4M		7.3k	186.81	View chart
Linde Stock (LIN)	0.2	$1.4M		2.9k	464.32	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.2	$1.3M		11k	120.99	View chart
iShares Edge MSCI Min Vol USA ETF Etf (USMV)	0.2	$1.3M		16k	83.58	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.2	$1.3M		15k	84.44	View chart
Costco Wholesale Corp Stock (COST)	0.2	$1.3M		1.8k	732.50	View chart
Halliburton Stock (HAL)	0.2	$1.3M	+6%	33k	39.42	View chart
Raytheon Technologies Corp Stock (RTX)	0.2	$1.3M	+12%	13k	97.53	View chart
Anthem Stock (ELV)	0.2	$1.3M		2.4k	518.54	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$1.3M	-4%	2.8k	454.86	View chart
NXP Semiconductors NV Stock (NXPI)	0.2	$1.3M		5.1k	247.77	View chart
Eaton Corp Stock (ETN)	0.2	$1.3M	-3%	4.0k	312.67	View chart
SPDR S&P MIDCAP 400 ETF Trust Etf (MDY)	0.2	$1.2M		2.2k	556.40	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$1.2M	+3%	2.9k	418.01	View chart
ProShares Ultra Financials Etf (UYG)	0.2	$1.2M		18k	68.32	View chart
iShares Russell 2000 ETF Etf (IWM)	0.2	$1.2M		5.6k	210.30	View chart
Communication Services Sel Sect SPDR ETF Etf (XLC)	0.2	$1.2M	-3%	14k	81.66	View chart
Mastercard Inc A Stock (MA)	0.2	$1.2M		2.4k	481.65	View chart
Adams Diversified Equity Fund Cef (ADX)	0.2	$1.1M		59k	19.52	View chart
Pioneer Natural Resources Stock (PXD)	0.2	$1.1M	-6%	4.3k	262.50	View chart
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)	0.2	$1.1M	+8%	22k	50.10	View chart
Trane Technologies Stock (TT)	0.2	$1.1M		3.7k	300.20	View chart
Bristol-Myers Squibb Company Stock (BMY)	0.2	$1.1M		20k	54.23	View chart
First Financial Bancorp Stock (FFBC)	0.2	$1.1M		48k	22.42	View chart
Intercontinental Exchange Stock (ICE)	0.2	$1.1M	+2%	7.8k	137.44	View chart
Roper Technologies Stock (ROP)	0.2	$1.1M	+2%	1.9k	560.97	View chart
Boeing Stock (BA)	0.2	$1.1M		5.5k	193.00	View chart
Alphabet Inc Class C Stock (GOOG)	0.2	$1.0M		6.8k	152.26	View chart
Vanguard Mid-Cap Value ETF Etf (VOE)	0.2	$1.0M		6.7k	155.91	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$1.0M	+2%	11k	95.56	View chart
Viking Therapeutics Stock (VKTX)	0.2	$1.0M	+2%	12k	82.00	View chart
Cintas Corp Stock (CTAS)	0.2	$1.0M	-4%	1.5k	687.03	View chart
Intel Corp Stock (INTC)	0.2	$1.0M		23k	44.17	View chart
CVS Health Corp Stock (CVS)	0.2	$994k		13k	79.76	View chart
International Business Machines Corp Stock (IBM)	0.2	$984k		5.2k	190.94	View chart
Duke Energy Corp Stock (DUK)	0.2	$983k		10k	96.71	View chart
BlackRock Enhanced Equity Div Cef (BDJ)	0.2	$980k		119k	8.25	View chart
Vanguard Growth ETF Etf (VUG)	0.1	$959k		2.8k	344.14	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.1	$955k	NEW	11k	89.20	View chart
Walt Disney Stock (DIS)	0.1	$951k	+23%	7.8k	122.36	View chart
Ford Motor Stock (F)	0.1	$951k	+5%	72k	13.28	View chart
Uber Technologies Stock (UBER)	0.1	$931k		12k	76.99	View chart
Invesco S&P MidCap 400 Revenue ETF Etf (RWK)	0.1	$929k	+146%	8.1k	115.11	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.1	$926k		13k	74.22	View chart
L3Harris Technologies Stock (LHX)	0.1	$911k	-2%	4.3k	213.10	View chart
Barron's 400 ETF Etf (BFOR)	0.1	$901k		13k	67.91	View chart
First Trust Enhanced Equity Income Cef (FFA)	0.1	$894k		47k	18.90	View chart
Consumer Discret Sel Sect SPDR ETF Etf (XLY)	0.1	$890k		4.8k	183.89	View chart
Tesla Stock (TSLA)	0.1	$872k	-19%	5.0k	175.79	View chart
Motley Fool Global Opportunities Etf Etf (TMFG)	0.1	$851k		28k	30.31	View chart
Deere & Co Stock (DE)	0.1	$843k	+3%	2.1k	410.74	View chart
AstraZeneca Adr (AZN)	0.1	$841k		12k	67.75	View chart
AdvisorShares DoubleLine Value Eq ETF Etf (SURE)	0.1	$821k		7.0k	116.92	View chart
McDonald's Corp Stock (MCD)	0.1	$799k		2.8k	281.95	View chart
Royce Value Trust Cef (RVT)	0.1	$794k		52k	15.17	View chart
iShares Core S&P US Growth ETF Etf (IUSG)	0.1	$781k		6.7k	117.21	View chart
First Trust Large Cap Val AlphaDEX ETF Etf (FTA)	0.1	$780k	NEW	10k	76.38	View chart
S&P Global Stock (SPGI)	0.1	$779k	+4%	1.8k	425.45	View chart
Comcast Corp Class A Stock (CMCSA)	0.1	$763k	-2%	18k	43.35	View chart
Union Pacific Corp Stock (UNP)	0.1	$753k	-2%	3.1k	245.92	View chart
Wells Fargo & Co Stock (WFC)	0.1	$744k		13k	57.96	View chart
Honeywell International Stock (HON)	0.1	$735k	-8%	3.6k	205.25	View chart
Energy Transfer Stock (ET)	0.1	$735k		47k	15.73	View chart
iShares Edge MSCI USA Momentum Fctr ETF Etf (MTUM)	0.1	$729k		3.9k	187.35	View chart
Pfizer Stock (PFE)	0.1	$717k		26k	27.75	View chart
Advent Convertible & Income Cef (AVK)	0.1	$710k		59k	11.94	View chart
IQVIA Holdings Stock (IQV)	0.1	$704k	-4%	2.8k	252.89	View chart
Calamos Strategic Total Return Cef (CSQ)	0.1	$702k	+2%	43k	16.37	View chart
At&t Stock (T)	0.1	$695k		40k	17.60	View chart
Royal Dutch Shell PLC ADR Class A Adr (SHEL)	0.1	$694k		10k	67.04	View chart
Fiserv Stock (FI)	0.1	$685k	+3%	4.3k	159.82	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.1	$681k	-3%	29k	23.57	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.1	$678k	NEW	8.4k	80.63	View chart
ConocoPhillips Stock (COP)	0.1	$657k	+6%	5.2k	127.28	View chart
Waste Management Stock (WM)	0.1	$657k		3.1k	213.15	View chart
Gabelli Dividend & Income Cef (GDV)	0.1	$654k		29k	22.98	View chart
MetLife Stock (MET)	0.1	$653k		8.8k	74.11	View chart
CME Group Inc Class A Stock (CME)	0.1	$645k	-4%	3.0k	215.29	View chart
ServiceNow Stock (NOW)	0.1	$643k		843.00	762.40	View chart
O'Reilly Automotive Stock (ORLY)	0.1	$632k		560.00	1128.88	View chart
Adobe Stock (ADBE)	0.1	$620k	+9%	1.2k	504.60	View chart
Financial Select Sector SPDR ETF Etf (XLF)	0.1	$613k	NEW	15k	42.12	View chart
Marsh & McLennan Companies Stock (MMC)	0.1	$612k		3.0k	205.98	View chart
Monolithic Power Systems Stock (MPWR)	0.1	$607k		896.00	677.11	View chart
Consumer Staples Select Sector SPDR ETF Etf (XLP)	0.1	$596k	-47%	7.8k	76.36	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$593k		6.3k	94.41	View chart
Stryker Corp Stock (SYK)	0.1	$592k		1.7k	357.87	View chart
Rayonier Reit (RYN)	0.1	$591k	-13%	18k	33.24	View chart
Gabelli Health & Wellness Cef (GRX)	0.1	$589k		58k	10.24	View chart
DexCom Stock (DXCM)	0.1	$573k	+79%	4.1k	138.70	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.1	$571k		5.5k	103.79	View chart
KKR & Co Inc Ordinary Shares Stock (KKR)	0.1	$568k	+16%	5.6k	100.58	View chart
NextEra Energy Stock (NEE)	0.1	$567k		8.9k	63.91	View chart
Coca-Cola Stock (KO)	0.1	$561k		9.2k	61.18	View chart
iShares National Muni Bond ETF Etf (MUB)	0.1	$553k		5.1k	107.60	View chart
Diageo Adr (DEO)	0.1	$541k		3.6k	148.76	View chart
Target Corp Stock (TGT)	0.1	$540k	-7%	3.0k	177.21	View chart
Trade Desk Inc A Stock (TTD)	0.1	$537k		6.1k	87.42	View chart
American Express Stock (AXP)	0.1	$535k		2.4k	227.70	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$516k		14k	37.21	View chart
SPDR Dow Jones Industrial Avrg ETF Tr Etf (DIA)	0.1	$512k		1.3k	397.76	View chart
Estee Lauder Companies Inc Class A Stock (EL)	0.1	$511k	+9%	3.3k	154.15	View chart
Comfort Systems USA Stock (FIX)	0.1	$509k		1.6k	317.71	View chart
Verizon Communications Stock (VZ)	0.1	$507k	+26%	12k	41.96	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	0.1	$504k		4.0k	125.33	View chart
Johnson Controls International Stock (JCI)	0.1	$503k		7.7k	65.32	View chart
Citigroup Stock (C)	0.1	$487k	+10%	7.7k	63.24	View chart
Cambria Shareholder Yield ETF Etf (SYLD)	0.1	$484k	-5%	6.6k	73.27	View chart
Sherwin-Williams Stock (SHW)	0.1	$480k		1.4k	347.33	View chart
Lowe's Companies Stock (LOW)	0.1	$480k	-21%	1.9k	254.73	View chart
First Trust Technology AlphaDEX ETF Etf (FXL)	0.1	$476k		3.5k	134.82	View chart
Mondelez International Inc Class A Stock (MDLZ)	0.1	$473k		6.8k	70.00	View chart
Steris PLC SHS USD Stock (STE)	0.1	$472k	+2%	2.1k	224.82	View chart
Suncor Energy Stock (SU)	0.1	$469k		13k	36.91	View chart
iShares S&P Small-Cap 600 Growth ETF Etf (IJT)	0.1	$466k	-3%	3.6k	130.73	View chart
Texas Instruments Stock (TXN)	0.1	$464k	-15%	2.7k	174.24	View chart
Philip Morris International Stock (PM)	0.1	$460k	-14%	5.0k	91.62	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$458k	+2%	788.00	581.21	View chart
Progressive Corp Stock (PGR)	0.1	$458k	-12%	2.2k	206.85	View chart
Accenture PLC Class A Stock (ACN)	0.1	$452k		1.3k	346.61	View chart
CSX Corp Stock (CSX)	0.1	$452k		12k	37.07	View chart
BlackRock Float Rate Strat Cef (FRA)	0.1	$447k		35k	12.92	View chart
Analog Devices Stock (ADI)	0.1	$444k		2.2k	197.76	View chart
Alpha Architect US Quantitative Val ETF Etf (QVAL)	0.1	$436k		9.7k	44.94	View chart
SPDR S&P Health Care Equipment ETF Etf (XHE)	0.1	$429k		4.9k	87.94	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.1	$429k		3.1k	140.51	View chart
American Electric Power Stock (AEP)	0.1	$428k		5.0k	86.10	View chart
Alerian MLP ETF Etf (AMLP)	0.1	$426k		9.0k	47.46	View chart
Rockwell Automation Stock (ROK)	0.1	$424k	+13%	1.5k	291.33	View chart
Intuit Stock (INTU)	0.1	$421k		648.00	650.00	View chart
Zoetis Inc Class A Stock (ZTS)	0.1	$420k		2.5k	169.18	View chart
iShares MSCI ACWI ex U.S. ETF Etf (ACWX)	0.1	$419k		7.9k	53.39	View chart
Consolidated Edison Stock (ED)	0.1	$417k		4.6k	90.81	View chart
Nike Inc B Stock (NKE)	0.1	$416k		4.4k	93.99	View chart
Kinder Morgan Inc Class P Stock (KMI)	0.1	$415k	-6%	23k	18.34	View chart
Chubb Stock (CB)	0.1	$408k	-3%	1.6k	259.13	View chart
HCA Healthcare Stock (HCA)	0.1	$407k		1.2k	333.53	View chart
Vanguard Interm-Term Bond ETF Etf (BIV)	0.1	$402k		5.3k	75.40	View chart
Utilities Select Sector SPDR ETF Etf (XLU)	0.1	$401k	+8%	6.1k	65.65	View chart
Canadian Pacific Railway Stock (CP)	0.1	$393k		4.5k	88.17	View chart
BlackRock Resources & Commdty Cef (BCX)	0.1	$388k		43k	9.08	View chart
Ellsworth Growth and Income Cef (ECF)	0.1	$381k		47k	8.12	View chart
Intuitive Surgical Stock (ISRG)	0.1	$379k		950.00	399.09	View chart
Danaher Corp Stock (DHR)	0.1	$378k		1.5k	249.72	View chart
iShares S&P Small-Cap 600 Value ETF Etf (IJS)	0.1	$377k	-6%	3.7k	102.76	View chart
3M Stock (MMM)	0.1	$377k		3.6k	106.07	View chart
Fastenal Stock (FAST)	0.1	$376k		4.9k	77.14	View chart
Freeport-McMoRan Stock (FCX)	0.1	$373k		7.9k	47.02	View chart
Baxter International Stock (BAX)	0.1	$371k		8.7k	42.74	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$369k	-21%	770.00	478.58	View chart
Vanguard Mid-Cap Growth ETF Etf (VOT)	0.1	$367k		1.6k	235.79	View chart
Enbridge Stock (ENB)	0.1	$357k		9.9k	36.18	View chart
Medtronic Stock (MDT)	0.1	$350k		4.0k	87.15	View chart
iShares MSCI Emerging Markets ETF Etf (EEM)	0.1	$348k	NEW	8.5k	41.08	View chart
Novo Nordisk A/S Adr (NVO)	0.1	$346k	+7%	2.7k	128.40	View chart
Applied Materials Stock (AMAT)	0.1	$345k	-4%	1.7k	206.23	View chart
Northern Trust Corp Stock (NTRS)	0.1	$345k	-3%	3.9k	88.92	View chart
Sysco Corp Stock (SYY)	0.1	$343k		4.2k	81.19	View chart
Occidental Petroleum Corp Stock (OXY)	0.1	$342k		5.3k	65.00	View chart
Darden Restaurants Stock (DRI)	0.1	$340k		2.0k	167.15	View chart
Emerson Electric Stock (EMR)	0.1	$338k		3.0k	113.42	View chart
Duolingo Inc Cl A Stock (DUOL)	0.1	$337k		1.5k	220.58	View chart
Invesco S&p Midcap 400 Pure Value Etf Etf (RFV)	0.1	$336k	NEW	2.8k	119.29	View chart
BlackRock Corp High Yield Cef (HYT)	0.1	$336k		34k	9.79	View chart
Diamondback Energy Stock (FANG)	0.1	$332k	NEW	1.7k	198.16	View chart
iShares Core MSCI Europe ETF Etf (IEUR)	0.1	$330k		5.7k	57.85	View chart
Carrier Global Corp Ordinary Shares Stock (CARR)	0.1	$330k		5.7k	58.13	View chart
iShares 0-5 Year Investment Grade Corporate Bond ETF Etf (SLQD)	0.1	$329k		6.7k	49.22	View chart
iShares Russell 2000 Growth ETF Etf (IWO)	0.1	$327k		1.2k	270.80	View chart
Principal Financial Group Stock (PFG)	0.1	$327k		3.8k	86.31	View chart
Schlumberger Stock (SLB)	0.1	$323k	+2%	5.9k	54.81	View chart
Palo Alto Networks Stock (PANW)	0.1	$322k	+23%	1.1k	284.13	View chart
WisdomTree US SmallCap Qual Div Gr ETF Etf (DGRS)	0.0	$318k		6.4k	49.64	View chart
RPM International Stock (RPM)	0.0	$317k		2.7k	118.97	View chart
Southern Stock (SO)	0.0	$316k	-3%	4.4k	71.74	View chart
SS&C Technologies Holdings Stock (SSNC)	0.0	$314k		4.9k	64.37	View chart
Guggenheim Strategic Opportun COM SBI Cef (GOF)	0.0	$314k		22k	14.32	View chart
BlackRock Core Bond Cef (BHK)	0.0	$312k		29k	10.80	View chart
D.R. Horton Stock (DHI)	0.0	$307k		1.9k	164.55	View chart
Boston Scientific Corp Stock (BSX)	0.0	$302k		4.4k	68.49	View chart
Dow Stock (DOW)	0.0	$302k		5.2k	57.92	View chart
Parker Hannifin Corp Stock (PH)	0.0	$296k	NEW	532.00	555.79	View chart
Gilead Sciences Stock (GILD)	0.0	$295k	-36%	4.0k	73.24	View chart
Valero Energy Corp Stock (VLO)	0.0	$291k		1.7k	170.72	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$291k	NEW	2.6k	112.43	View chart
Vanguard Value ETF Etf (VTV)	0.0	$286k		1.8k	162.86	View chart
Amgen Stock (AMGN)	0.0	$278k	-16%	978.00	284.38	View chart
Automatic Data Processing Stock (ADP)	0.0	$277k		1.1k	249.74	View chart
Travelers Companies Stock (TRV)	0.0	$274k	-37%	1.2k	230.14	View chart
Arista Networks Stock (ANET)	0.0	$271k	-8%	936.00	289.98	View chart
Total SE Adr (TTE)	0.0	$271k		3.9k	68.82	View chart
Netflix Stock (NFLX)	0.0	$270k		445.00	607.33	View chart
Otis Worldwide Corp Ordinary Shares Stock (OTIS)	0.0	$266k		2.7k	99.28	View chart
Equinix Reit (EQIX)	0.0	$261k		316.00	824.45	View chart
Avery Dennison Corp Stock (AVY)	0.0	$255k		1.1k	223.25	View chart
Cummins Stock (CMI)	0.0	$253k	NEW	859.00	294.65	View chart
Blackstone Group Stock (BX)	0.0	$252k	NEW	1.9k	131.37	View chart
Brookfield Infrastructure Partners Stock (BIP)	0.0	$250k		8.0k	31.21	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.0	$248k		1.4k	179.11	View chart
Axon Enterprise Stock (AXON)	0.0	$248k		791.00	312.88	View chart
Ball Corp Stock (BALL)	0.0	$247k		3.7k	67.36	View chart
iShares Short-Term National Muni Bd ETF Etf (SUB)	0.0	$245k		2.3k	104.73	View chart
PIMCO Active Bond ETF Etf (BOND)	0.0	$245k		2.7k	91.87	View chart
KLA Corp Stock (KLAC)	0.0	$242k	-3%	347.00	698.57	View chart
Honda Motor Adr (HMC)	0.0	$242k		6.5k	37.23	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$241k		2.8k	87.23	View chart
Tractor Supply Stock (TSCO)	0.0	$240k	NEW	915.00	261.72	View chart
Martin Marietta Materials Stock (MLM)	0.0	$239k	-4%	390.00	613.94	View chart
Lazard Glb Total Return & Income Cef (LGI)	0.0	$239k		15k	16.33	View chart
Lam Research Corp Stock (LRCX)	0.0	$234k	-12%	241.00	971.57	View chart
MFS Charter Income Cef (MCR)	0.0	$232k		37k	6.34	View chart
GE HealthCare Technologies Stock (GEHC)	0.0	$231k	-22%	2.5k	90.90	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.0	$231k	-10%	4.5k	51.60	View chart
Chipotle Mexican Grill Inc Class A Stock (CMG)	0.0	$230k	NEW	79.00	2906.77	View chart
BlackRock Credit Allocation Cef (BTZ)	0.0	$230k		22k	10.69	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$229k	NEW	2.2k	106.49	View chart
Invesco S&P SmallCap 600 Revenue ETF Etf (RWJ)	0.0	$228k		5.3k	42.81	View chart
Invesco S&P MidCap Value with Momt ETF Etf (XMVM)	0.0	$227k	NEW	4.2k	54.30	View chart
Humana Stock (HUM)	0.0	$225k	-15%	650.00	346.72	View chart
Waste Connections Stock (WCN)	0.0	$225k	NEW	1.3k	172.02	View chart
iShares MSCI Canada ETF Etf (EWC)	0.0	$224k		5.9k	38.28	View chart
iShares Select Dividend ETF Etf (DVY)	0.0	$223k	-7%	1.8k	123.18	View chart
Novartis Adr (NVS)	0.0	$223k		2.3k	96.74	View chart
iShares US Technology ETF Etf (IYW)	0.0	$222k		1.6k	135.06	View chart
Ansys Stock (ANSS)	0.0	$220k	-13%	635.00	347.16	View chart
iShares TIPS Bond ETF Etf (TIP)	0.0	$220k	-26%	2.0k	107.41	View chart
Synnex Corp Stock (SNX)	0.0	$219k		1.9k	113.10	View chart
Alibaba Group Holding Adr (BABA)	0.0	$219k		3.0k	72.36	View chart
Yum Brands Stock (YUM)	0.0	$218k		1.6k	138.65	View chart
Constellation Brands Inc A Stock (STZ)	0.0	$218k	NEW	802.00	271.68	View chart
Hilton Worldwide Holdings Stock (HLT)	0.0	$218k	NEW	1.0k	213.31	View chart
STMicroelectronics NV Adr (STM)	0.0	$216k		5.0k	43.24	View chart
AutoZone Stock (AZO)	0.0	$214k	NEW	68.00	3151.65	View chart
Tri-Continental Corporation Cef (TY)	0.0	$213k	NEW	6.9k	30.80	View chart
FedEx Corp Stock (FDX)	0.0	$213k	NEW	736.00	289.72	View chart
BlackRock Enhanced Glbl Div Trust Cef (BOE)	0.0	$212k		20k	10.46	View chart
Spdr S&p Emerging Asia Pacific Etf Etf (GMF)	0.0	$210k	NEW	2.0k	103.68	View chart
iShares Russell 1000 ETF Etf (IWB)	0.0	$208k	NEW	723.00	288.03	View chart
EOG Resources Stock (EOG)	0.0	$208k	NEW	1.6k	127.84	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$207k	NEW	215.00	962.49	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$207k	NEW	4.6k	45.31	View chart
Equifax Stock (EFX)	0.0	$207k	NEW	773.00	267.52	View chart
Calamos Global Dynamic Income Cef (CHW)	0.0	$206k	NEW	32k	6.51	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.0	$206k		1.3k	158.81	View chart
Republic Services Inc Class A Stock (RSG)	0.0	$205k	NEW	1.1k	191.46	View chart
First Trust Small Cap Value Alphadex Fund Etf (FYT)	0.0	$205k	NEW	3.8k	54.33	View chart
Becton, Dickinson and Stock (BDX)	0.0	$203k	NEW	820.00	247.45	View chart
Nuveen Dow 30 Dynamic Overwrite Cef (DIAX)	0.0	$177k	NEW	12k	14.66	View chart
Ares Dynamic Credit Allocation Fund Cef (ARDC)	0.0	$176k	NEW	12k	14.23	View chart
Mitsubishi UFJ Financial Group Adr (MUFG)	0.0	$175k	NEW	17k	10.23	View chart
Franklin Limited Duration Income Trust Cef (FTF)	0.0	$171k	NEW	27k	6.27	View chart
ProPetro Holding Corp Stock (PUMP)	0.0	$100k	NEW	12k	8.08	View chart
BGC Partners Inc Class A Stock (BGC)	0.0	$99k	NEW	13k	7.77	View chart
Sprott Focus Trust Cef (FUND)	0.0	$87k	NEW	11k	8.04	View chart
EV Tax-Mgd Gbl Div Equity Income Cef (EXG)	0.0	$85k	NEW	10k	8.16	View chart
NatWest Group PLC Spons Adr (NWG)	0.0	$75k	NEW	11k	6.80	View chart
MannKind Corp Stock (MNKD)	0.0	$51k	NEW	11k	4.53	View chart
Workhorse Group Stock (WKHS)	0.0	$2.4k	NEW	10k	0.23	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 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
9258 Wealth Management 2020 Q3 filed Nov. 13, 2020

View all past filings

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