StockDriftsStockDriftsTop 49 9258 Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 7.57% | 421.7K | $51.2M | +0.60%(+2.50K) | — | 2024-09-30 | |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 3.68% | 300.4K | $24.9M | -1.09%(-3.31K) | — | 2024-09-30 | |
| AAPL | Apple Inc | 3.62% | 105.2K | $24.5M | -1.60%(-1.71K) | — | 2024-09-30 | |
| IWY | iShares Russell Top 200 Growth ETF | 3.38% | 103.9K | $22.9M | -1.77%(-1.87K) | — | 2024-09-30 | |
| PG | Procter & Gamble Co | 3.09% | 120.6K | $20.9M | -1.62%(-1.99K) | — | 2024-09-30 | |
| MSFT | Microsoft Corp | 2.9% | 45.6K | $19.6M | +1.40%(+628) | — | 2024-09-30 | |
| DGRO | iShares Core Dividend Growth ETF | 2.74% | 295.2K | $18.5M | -1.01%(-3.01K) | — | 2024-09-30 | |
| SPLG | SPDR Portfolio S&P 500 ETF | 2.37% | 237.9K | $16.1M | -1.48%(-3.57K) | — | 2024-09-30 | |
| IWX | iShares Russell Top 200 Value ETF | 2.33% | 194.2K | $15.8M | -0.37%(-715) | — | 2024-09-30 | |
| ORCL | Oracle Corp | 2.16% | 85.7K | $14.6M | -2.88%(-2.54K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
9258 Wealth Management, Llc reports $676.51M in US-listed equity holdings across 356 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.6%), SPYG (3.7%) and AAPL (3.6%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track 9258 Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from 9258 Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766506). View 9258 Wealth Management, Llc’s 13F filings on SEC