Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
9258 Wealth Management, LLC (CIK 1766506) reported $676.5M across 355 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: NVDA ($51.2M, 7.57%), SPYG ($24.9M, 3.68%), AAPL ($24.5M, 3.62%), IWY ($22.9M, 3.38%), PG ($20.9M, 3.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $51.2M | 7.57% | 421,697 | Added |
| 2 | SPYG | SPDR Portfolio S&P 500 Growth ETF | $24.9M | 3.68% | 300,388 | Trimmed |
| 3 | AAPL | Apple Inc | $24.5M | 3.62% | 105,163 | Trimmed |
| 4 | IWY | iShares Russell Top 200 Growth ETF | $22.9M | 3.38% | 103,916 | Trimmed |
| 5 | PG | Procter & Gamble Co | $20.9M | 3.09% | 120,638 | Trimmed |
| 6 | MSFT | Microsoft Corp | $19.6M | 2.90% | 45,630 | Added |
| 7 | DGRO | iShares Core Dividend Growth ETF | $18.5M | 2.74% | 295,216 | Trimmed |
| 8 | SPLG | SPDR Portfolio S&P 500 ETF | $16.1M | 2.37% | 237,883 | Trimmed |
| 9 | IWX | iShares Russell Top 200 Value ETF | $15.8M | 2.33% | 194,222 | Trimmed |
| 10 | ORCL | Oracle Corp | $14.6M | 2.16% | 85,698 | Trimmed |
| 11 | AGG | iShares Core US Aggregate Bond ETF | $13.5M | 1.99% | 133,014 | Trimmed |
| 12 | VXUS | Vanguard Total International Stock ETF | $13.4M | 1.98% | 206,985 | Trimmed |
| 13 | IUSB | iShares Core Total USD Bond Market ETF | $12.8M | 1.89% | 271,685 | Trimmed |
| 14 | MGV | Vanguard Mega Cap Value ETF | $12.7M | 1.88% | 99,318 | Trimmed |
| 15 | CINF | Cincinnati Financial Corp | $11.2M | 1.66% | 82,498 | Trimmed |
| 16 | IEF | iShares 7-10 Year Treasury Bond ETF | $9.4M | 1.40% | 96,253 | Trimmed |
| 17 | IWR | iShares Russell Mid-Cap ETF | $8.8M | 1.30% | 99,797 | Trimmed |
| 18 | UPS | United Parcel Service Inc Class B | $8.4M | 1.24% | 61,330 | Trimmed |
| 19 | IVV | iShares Core S&P 500 ETF | $8.3M | 1.22% | 14,353 | Trimmed |
| 20 | AVGO | Broadcom Inc | $6.7M | 0.99% | 38,962 | Added |
| 21 | MGK | Vanguard Mega Cap Growth ETF | $6.6M | 0.97% | 20,358 | Added |
| 22 | VTWO | Vanguard Russell 2000 ETF | $6.3M | 0.93% | 70,727 | Trimmed |
| 23 | HD | The Home Depot Inc | $6.3M | 0.93% | 15,473 | Added |
| 24 | JPM | JPMorgan Chase & Co | $6.2M | 0.91% | 29,310 | Trimmed |
| 25 | AMZN | Amazon.com Inc | $5.9M | 0.87% | 31,578 | Added |
Source: SEC Form 13F filings · as of 2024-09-30