9258 Wealth Management, LLC
Q3 2024 13F Holdings
- Locationblue ash, OH
- Num holdings
356
- Value ($000)
$676,506
- Date Filed11/12/2024
- Form type13F-HR
- CIK0001766506
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVIDIA Corp | STOCK | 67066G104 | $51.21M | 8 % | 421,697 | ||
SPDR Portfolio S&P 500 Growth ETF | ETF | 78464A409 | $24.91M | 4 % | 300,388 | ||
Apple Inc | STOCK | 037833100 | $24.5M | 4 % | 105,163 | ||
iShares Russell Top 200 Growth ETF | ETF | 464289438 | $22.87M | 3 % | 103,916 | ||
Procter & Gamble Co | STOCK | 742718109 | $20.89M | 3 % | 120,638 | ||
Microsoft Corp | STOCK | 594918104 | $19.63M | 3 % | 45,630 | ||
iShares Core Dividend Growth ETF | ETF | 46434V621 | $18.51M | 3 % | 295,216 | ||
SPDR Portfolio S&P 500 ETF | ETF | 78464A854 | $16.06M | 2 % | 237,883 | ||
iShares Russell Top 200 Value ETF | ETF | 464289420 | $15.78M | 2 % | 194,222 | ||
Oracle Corp | STOCK | 68389X105 | $14.6M | 2 % | 85,698 |
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