9258 Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationblue ash, OH
- CIK0001766506
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
356 | $676.51 M | NVDA, KRE, AAPL, IWY | 13F-HR | Nov 12, 2024 | 000176538024000439 | ||
342 | $649.77 M | NVDA, KRE, IWY, AAPL | 13F-HR | Aug 2, 2024 | 000176538024000258 | ||
347 | $642.08 M | NVDA, KRE, IWY, PG | 13F-HR | May 3, 2024 | 000176538024000182 | ||
310 | $568.70 M | AAPL, NVDA, KRE, IWY | RESTATEMENT | Feb 13, 2024 | 000176538024000083 | ||
310 | $568.70 M | AAPL, NVDA, KRE, IWY | RESTATEMENT | Feb 9, 2024 | 000176538024000057 | ||
323 | $514.42 M | AAPL, PG, NVDA, KRE | 13F-HR | Nov 8, 2023 | 000176538023000219 | ||
319 | $531.41 M | AAPL, PG, NVDA, KRE | 13F-HR | Aug 8, 2023 | 000176538023000157 | ||
321 | $495.13 M | PG, AAPL, RSP, DGRW | 13F-HR | May 3, 2023 | 000176538023000081 | ||
325 | $462.08 M | PG, AAPL, RSP, DGRW | 13F-HR | Feb 3, 2023 | 000176538023000003 | ||
321 | $391.10 M | AAPL, PG, MSFT, AGG | 13F-HR | Nov 8, 2022 | 000176538022000146 | ||
335 | $389.93 M | PG, AAPL, MSFT, UPS | 13F-HR | Aug 4, 2022 | 000176538022000104 | ||
355 | $431.11 M | AAPL, PG, DGRO, MSFT | 13F-HR | May 13, 2022 | 000176538022000077 | ||
370 | $436.06 M | AAPL, PG, DGRO, MSFT | 13F-HR | Feb 11, 2022 | 000176538022000029 | ||
347 | $374.57 M | PG, AAPL, DGRO, MSFT | 13F-HR | Nov 12, 2021 | 000176538021000115 | ||
351 | $371.49 M | PG, AAPL, DGRO, UPS | 13F-HR | Aug 13, 2021 | 000176538021000090 | ||
333 | $333.04 M | PG, AAPL, DGRO, UPS | 13F-HR | May 11, 2021 | 000176538021000059 | ||
310 | $306.80 M | PG, AAPL, UPS, DGRO | 13F-HR | Feb 10, 2021 | 000176538021000033 | ||
297 | $264.64 M | PG, AAPL, UPS, MSFT | 13F-HR | Nov 13, 2020 | 000176538020000098 | ||
284 | $246.77 M | PG, AAPL, UPS, MSFT | 13F-HR | Aug 13, 2020 | 000176538020000075 | ||
273 | $227.46 M | PG, AAPL, UPS, CINF | 13F-HR | May 5, 2020 | 000176538020000049 | ||
317 | $272.78 M | PG, CINF, AAPL, UPS | 13F-HR | Feb 6, 2020 | 000176538020000025 | ||
183 | $128.25 M | ORCL, PG, MSFT, USB | 13F-HR | Nov 7, 2019 | 000176538019000106 | ||
182 | $124.12 M | ORCL, PG, MSFT, USB | 13F-HR | Aug 7, 2019 | 000176538019000084 | ||
181 | $117.69 M | PG, ORCL, MSFT, USB | 13F-HR | May 7, 2019 | 000176538019000055 | ||
173 | $103.55 M | PG, ORCL, MSFT, USB | 13F-HR | Feb 12, 2019 | 000176538019000031 |