9258 Wealth Management, LLC Buys Invesco S&P 500 High Dividend Low Volatility ETF, iShares Core S&P 500 ETF, Alteryx Inc, Sells Procter & Gamble Co, Nuance Communications Inc, Nestle SA

• New Purchases: SPHD, AYX, MA, WELL, LOW, NKE, CONE, IEUR, NFLX, AGG, TWLO, TJX, DHI, BIP, NOW, OMP, SKYW, ROP, VSTM,
• Added Positions: IVV, AMZN, MSFT, BMY, IEFA, USMV, AAPL, XMLV, MPC, BAC, IJH, APA, XLK, BA, JPM, XSLV, ALL, WFC, HD, XLC, GOOGL, PEP, CRM, VEU, FB, MRO, OAS, PFE, WMT, DIS, ABT, BRK.B, UNP, TOT, UNH, IEMG, DEO, IJR, SILV, INTC, V, AVGO, MDR, KSU, ABBV, IBM, HAL, GILD, SHV, MU, UTX, XLY, XLP, VZ, CVS, CMCSA, QQQ, RVT, DAL, VPL, RMT, JPS, AOD, BDX,
• Reduced Positions: PG, GDV, MET, CHW, ADX, JOF, RDS.B, JNJ, NVDA, AVK, XOM, QCOM, FTF, UTF, BIF, GRX, PM, QABA, CELG, GSK, MRK, MCR, BDJ, TSLF, JTD, VYM, PSCH, LGI, FFA, BCX, GE, BP, HTD, HYT, DIAX, BOE, ETJ, GPM, ECF, CVX, EXG, RSP, VOO, HEDJ, T, FRA, C, PIM, TY, PNC, CAT, ITA, COST, BABA, GS, ARDC, MNKD, PHG, SLB, UPS, BGCP, GDL, IFN, MSD, BGR, BHK, CSQ, PEO, AXP, AMD,
• Sold Out: NUAN, NSRGY, IYG, MYL, FAST, PFF, AUY, BG, PGX, DOW, VPAHF, VLRX,

For the details of 9258 Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/9258+wealth+management%2C+llc/current-portfolio/portfolioportfolio

1. Oracle Corp (ORCL) - 87,459 shares, 4.06% of the total portfolio. Shares reduced by 0.3%
2. Procter & Gamble Co (PG) - 36,938 shares, 3.30% of the total portfolio. Shares reduced by 30.09%
3. Microsoft Corp (MSFT) - 27,604 shares, 3.01% of the total portfolio. Shares added by 10.58%
4. US Bancorp (USB) - 52,383 shares, 2.24% of the total portfolio. Shares added by 0.27%
5. Apple Inc (AAPL) - 11,563 shares, 1.86% of the total portfolio. Shares added by 12.55%

9258 Wealth Management, LLC initiated holding in Invesco S&P 500 High Dividend Low Volatility ETF. The purchase prices were between $39.89 and $43.31, with an estimated average price of $42.06. The stock is now traded at around $40.53. The impact to a portfolio due to this purchase was 1.12%. The holding were 32,768 shares as of .

9258 Wealth Management, LLC initiated holding in Alteryx Inc. The purchase prices were between $80.66 and $109.98, with an estimated average price of $90.78. The stock is now traded at around $126.24. The impact to a portfolio due to this purchase was 0.42%. The holding were 4,700 shares as of .

9258 Wealth Management, LLC initiated holding in Mastercard Inc. The purchase prices were between $235.91 and $266.79, with an estimated average price of $250.12. The stock is now traded at around $269.31. The impact to a portfolio due to this purchase was 0.38%. The holding were 1,761 shares as of .

9258 Wealth Management, LLC initiated holding in Welltower Inc. The purchase prices were between $71.76 and $84.63, with an estimated average price of $78.57. The stock is now traded at around $87.25. The impact to a portfolio due to this purchase was 0.36%. The holding were 5,425 shares as of .

9258 Wealth Management, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $91.87 and $117.18, with an estimated average price of $105.44. The stock is now traded at around $98.38. The impact to a portfolio due to this purchase was 0.34%. The holding were 4,108 shares as of .

9258 Wealth Management, LLC initiated holding in Nike Inc. The purchase prices were between $77.14 and $89.2, with an estimated average price of $84.21. The stock is now traded at around $81.28. The impact to a portfolio due to this purchase was 0.33%. The holding were 4,887 shares as of .

9258 Wealth Management, LLC added to a holding in iShares Core S&P 500 ETF by 76.39%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $289.66. The impact to a portfolio due to this purchase was 0.44%. The holding were 4,214 shares as of .

9258 Wealth Management, LLC added to a holding in Amazon.com Inc by 74.07%. The purchase prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37. The stock is now traded at around $1793.40. The impact to a portfolio due to this purchase was 0.4%. The holding were 611 shares as of .

9258 Wealth Management, LLC added to a holding in iShares Core MSCI EAFE ETF by 22.58%. The purchase prices were between $58.22 and $61.5, with an estimated average price of $60.25. The stock is now traded at around $58.83. The impact to a portfolio due to this purchase was 0.24%. The holding were 25,918 shares as of .

9258 Wealth Management, LLC added to a holding in Bristol-Myers Squibb Company by 74.35%. The purchase prices were between $44.62 and $49.34, with an estimated average price of $46.57. The stock is now traded at around $46.24. The impact to a portfolio due to this purchase was 0.24%. The holding were 15,261 shares as of .

9258 Wealth Management, LLC added to a holding in Invesco S&P MidCap Low Volatility ETF by 80.04%. The purchase prices were between $49.61 and $52.22, with an estimated average price of $50.72. The stock is now traded at around $50.97. The impact to a portfolio due to this purchase was 0.17%. The holding were 9,108 shares as of .

9258 Wealth Management, LLC added to a holding in iShares Core S&P Mid-Cap ETF by 27.04%. The purchase prices were between $180.31 and $197.09, with an estimated average price of $190.89. The stock is now traded at around $188.61. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,849 shares as of .

9258 Wealth Management, LLC sold out a holding in Nuance Communications Inc. The sale prices were between $15.64 and $18.13, with an estimated average price of $17.04.

9258 Wealth Management, LLC sold out a holding in Nestle SA. The sale prices were between $94.08 and $103.83, with an estimated average price of $98.25.

9258 Wealth Management, LLC sold out a holding in iShares U.S. Financial Services ETF. The sale prices were between $125.44 and $135.5, with an estimated average price of $130.91.

9258 Wealth Management, LLC sold out a holding in Mylan NV. The sale prices were between $16.8 and $28.47, with an estimated average price of $22.14.

9258 Wealth Management, LLC sold out a holding in Fastenal Co. The sale prices were between $30.38 and $35.68, with an estimated average price of $32.98.

9258 Wealth Management, LLC sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $36.27 and $37.09, with an estimated average price of $36.64.