9W
| |
9258 Wealth Management, LLC13F | |
| 9258 Wealth Management, LLC | |
| Last update 2024-11-13 | 354 Stocks (19 new) |
| Value $673.00 Mil | Turnover 2 % |
9258 Wealth Management, LLC Top Holdings of 2024-09-30
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| 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 | -2.33% | -2.22% | 3,201,842.4 | Semiconductors | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 300,388 | 24,914.2 | -1.09% | 3.700 | -0.04% | 0.080 | -1.82% | +0.06% | 33,881.8 | ||
AAPL | Apple Inc | 105,163 | 24,503.1 | -1.60% | 3.640 | -0.06% | 0.000 | -20.37% | -21.83% | 2,916,518.7 | Hardware | |
IWY | iShares Russell Top 200 Growth ETF | 103,916 | 22,866.7 | -1.77% | 3.400 | -0.06% | 0.190 | -3.70% | -3.29% | 12,830.3 | ||
PG | Procter & Gamble Co | 120,638 | 20,894.5 | -1.62% | 3.110 | -0.05% | 0.010 | -1.96% | +0.16% | 388,865.7 | Consumer Packaged Goods | |
MSFT | Microsoft Corp | 45,630 | 19,634.7 | +1.40% | 2.920 | +0.04% | 0.000 | +10.48% | +7.21% | 3,345,982.6 | Software | |
DGRO | iShares Core Dividend Growth ETF | 295,216 | 18,507.1 | -1.01% | 2.750 | -0.03% | 0.060 | -3.53% | +0.27% | 30,441.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 237,883 | 16,059.5 | -1.48% | 2.390 | -0.04% | 0.030 | -3.17% | -0.85% | 66,491.5 | ||
IWX | iShares Russell Top 200 Value ETF | 194,222 | 15,784.4 | -0.37% | 2.350 | -0.01% | 0.500 | -3.03% | +2.42% | 2,621.6 | ||
ORCL | Oracle Corp | 85,698 | 14,602.9 | -2.88% | 2.170 | -0.06% | 0.000 | -6.72% | -5.84% | 437,376.4 | Software |
9258 Wealth Management, LLC's Historical Top Holdings Breakdowns
9258 Wealth Management, LLC's Top Stock Picks
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| 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 | +0.16% | 59.96 ($65.21) 68.56 | $80.98 | 24.18% | New holding | 16,010 | 16,010 | |
AGG | iShares Core U.S. Aggregate Bond ETF | 2024-09-30 | Reduce | -0.10% | 96.25 ($99.77) 101.98 | $97.24 | -2.54% | Reduce -4.55% | 133,014 | -6,336 | |
AMZN | Amazon.com Inc | 2024-09-30 | Add | +0.10% | 161.02 ($182.46) 200 | $200.99 | 10.16% | Add 12.62% | 31,578 | 3,539 | |
PKW | Invesco BuyBack Achievers ETF | 2024-09-30 | Reduce | -0.10% | 102.34 ($108.25) 114.52 | $116.61 | 7.72% | Reduce -22.02% | 21,250 | -6,000 | |
IUSB | iShares Core Total USD Bond Market ETF | 2024-09-30 | Reduce | -0.09% | 44.83 ($46.4) 47.42 | $45.31 | -2.35% | Reduce -4.49% | 271,685 | -12,768 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add | +0.09% | 25.67 ($27.24) 28.35 | $25.89 | -4.96% | Add 238.68% | 30,894 | 7,257 | |
HD | The Home Depot Inc | 2024-09-30 | Add | +0.07% | 333.64 ($364.74) 405.2 | $362.71 | -0.56% | Add 7.86% | 15,473 | 1,127 | |
OEF | iShares S&P 100 ETF | 2024-09-30 | Reduce | -0.07% | 248.7 ($267.19) 276.76 | $282.59 | 5.76% | Reduce -13.64% | 11,081 | -1,750 | |
FCX | Freeport-McMoRan Inc | 2024-09-30 | Sold Out | -0.07% | 39.52 ($45.07) 51.91 | $39.02 | -13.42% | Sold Out | 0 | -8,669 | |
AAPL | Apple Inc | 2024-09-30 | Reduce | -0.06% | 207.23 ($223.32) 234.82 | $195.27 | -12.56% | Reduce -1.6% | 105,163 | -1,707 |
9258 Wealth Management, LLC Total Holding History ($B)
9258 Wealth Management, LLC's Asset Allocation
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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