9W

9258 Wealth Management, LLC

13F
9258 Wealth Management, LLC
Last update 2024-11-13 354 Stocks (19 new)
Value $673.00 Mil Turnover 2 %
Countries:
9258 Wealth Management, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
421,697
51,210.8
+0.60%
7.610
+0.05%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
SPYG
SPDR Portfolio S&P 500 Growth ETF
300,388
24,914.2
-1.09%
3.700
-0.04%
0.080
+22.22%
+11.90%
39,144.7
 
AAPL
Apple Inc
105,163
24,503.1
-1.60%
3.640
-0.06%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
IWY
iShares Russell Top 200 Growth ETF
103,916
22,866.7
-1.77%
3.400
-0.06%
0.190
+21.26%
+8.21%
14,442.4
 
PG
Procter & Gamble Co
120,638
20,894.5
-1.62%
3.110
-0.05%
0.010
+0.23%
-3.45%
372,336.7
Consumer Packaged Goods
MSFT
Microsoft Corp
45,630
19,634.7
+1.40%
2.920
+0.04%
0.000
+32.15%
+21.67%
3,797,138.0
Software
DGRO
iShares Core Dividend Growth ETF
295,216
18,507.1
-1.01%
2.750
-0.03%
0.060
+10.87%
+7.96%
32,734.9
 
SPLG
SPDR Portfolio S&P 500 ETF
237,883
16,059.5
-1.48%
2.390
-0.04%
0.030
+16.48%
+8.96%
78,151.1
 
IWX
iShares Russell Top 200 Value ETF
194,222
15,784.4
-0.37%
2.350
-0.01%
0.500
+9.08%
+8.99%
2,780.7
 
ORCL
Oracle Corp
85,698
14,602.9
-2.88%
2.170
-0.06%
0.000
+76.97%
+46.92%
682,068.9
Software

9258 Wealth Management, LLC's Historical Top Holdings Breakdowns

9258 Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HACK
Amplify Cybersecurity ETF
2024-09-30
New Buy
New Buy
+0.16%
59.96 ($65.21) 68.56
$85.87
31.68%
New holding
16,010
16,010
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2024-09-30
Reduce
Reduce
-0.10%
96.25 ($99.77) 101.98
$98.29
-1.48%
Reduce -4.55%
133,014
-6,336
AMZN
Amazon.com Inc
2024-09-30
Add
Add
+0.10%
161.02 ($182.46) 200
$232.23
27.28%
Add 12.62%
31,578
3,539
PKW
Invesco BuyBack Achievers ETF
2024-09-30
Reduce
Reduce
-0.10%
102.34 ($108.25) 114.52
$126.83
17.16%
Reduce -22.02%
21,250
-6,000
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2024-09-30
Reduce
Reduce
-0.09%
44.83 ($46.4) 47.42
$45.85
-1.19%
Reduce -4.49%
271,685
-12,768
SCHD
Schwab US Dividend Equity ETF
2024-09-30
Add
Add
+0.09%
25.67 ($27.24) 28.35
$27.28
0.15%
Add 238.68%
30,894
7,257
HD
The Home Depot Inc
2024-09-30
Add
Add
+0.07%
333.64 ($364.74) 405.2
$373.09
2.29%
Add 7.86%
15,473
1,127
OEF
iShares S&P 100 ETF
2024-09-30
Reduce
Reduce
-0.07%
248.7 ($267.19) 276.76
$313.02
17.15%
Reduce -13.64%
11,081
-1,750
FCX
Freeport-McMoRan Inc
2024-09-30
Sold Out
Sold Out
-0.07%
39.52 ($45.07) 51.91
$44.58
-1.09%
Sold Out
0
-8,669
AAPL
Apple Inc
2024-09-30
Reduce
Reduce
-0.06%
207.23 ($223.32) 234.82
$213.76
-4.28%
Reduce -1.6%
105,163
-1,707

9258 Wealth Management, LLC Total Holding History ($B)

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9258 Wealth Management, LLC's Asset Allocation

To

9258 Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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9258 Wealth Management, LLC's Hypothetical Growth since 2024-09-30

9258 Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

9258 Wealth Management, LLC's Holdings Heat Map

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9258 Wealth Management, LLC's Holdings Bubble Chart

9258 Wealth Management, LLC News

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