9258 Wealth Management, LLC Purchases in Q3 2024

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
1.13K
+ 7.86%
$333.64 - $405.2 $376K - $457K
15.5K $6.27M
ABBV
Abb Vie Inc.

Healthcare
62
+ 0.35%
$163.84 - $199.33 $10.2K - $12.4K
17.6K $3.48M
AMZN
Amazon Com Inc

Consumer Cyclical
3.54K
+ 12.62%
$161.02 - $200.0 $570K - $708K
31.6K $5.88M
XLF
Financial Sector Spdr

ETFs
8.49K
+ 45.4%
$40.84 - $45.74 $347K - $389K
27.2K $1.23M
AVGO
Broadcom Inc.

Technology
35K
+ 892.92%
$136.27 - $1745.86 $4.77M - $61.2M
39K $6.72M
GE
General Electric CO

Industrials
600
+ 6.04%
$156.66 - $189.66 $94K - $114K
10.5K $1.99M
GS
Goldman Sachs Group Inc

Financial Services
388
+ 9.31%
$459.02 - $510.25 $178K - $198K
4.56K $2.26M
ALL
Allstate Corp

Financial Services
69
+ 0.64%
$158.43 - $192.86 $10.9K - $13.3K
10.9K $2.06M
AMGN
Amgen Inc

Healthcare
997
+ 101.84%
$309.38 - $337.38 $308K - $336K
1.98K $636K
IWP
Ishares Russell Mid Cap Growth

ETFs
105
+ 0.23%
$103.87 - $117.59 $10.9K - $12.3K
45.8K $5.37M
IBM
International Business Machines Corp

Technology
212
+ 4.22%
$175.1 - $223.38 $37.1K - $47.4K
5.24K $1.16M
SHW
Sherwin Williams CO

Basic Materials
510
+ 48.66%
$294.65 - $384.0 $150K - $196K
1.56K $594K
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.12%
$191.76 - $263.26 $959 - $1.32K
4.02K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
328
+ 3.33%
$434.77 - $502.96 $143K - $165K
10.2K $4.97M
ETR
Entergy Corp

Utilities
1.87K
New
$104.75 - $131.61 $196K - $246K
1.87K $246K
TT
Trane Technologies PLC

Industrials
39
+ 1.01%
$314.21 - $388.71 $12.3K - $15.2K
3.89K $1.51M
KR
Kroger CO

Consumer Defensive
24
+ 0.07%
$50.43 - $57.3 $1.21K - $1.38K
32.7K $1.87M
WELL
Welltower Inc.

Real Estate
1.88K
New
$104.0 - $129.74 $195K - $243K
1.88K $240K
MA
Mastercard Inc

Financial Services
223
+ 9.28%
$429.6 - $500.99 $95.8K - $112K
2.63K $1.3M
META
Meta Platforms, Inc.

Communication Services
10
+ 0.3%
$453.41 - $572.44 $4.53K - $5.72K
3.37K $1.93M
EFX
Equifax Inc

Industrials
783
New
$236.42 - $307.13 $185K - $240K
783 $229K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.74K
New
$75.32 - $84.37 $206K - $231K
2.74K $228K
BK
Bank Of New York Mellon Corp

Financial Services
3.15K
New
$59.54 - $72.17 $187K - $227K
3.15K $226K
SONY
Sony Group Corp

Technology
2.33K
New
$81.61 - $98.65 $190K - $230K
2.33K $224K
AJG
Arthur J. Gallagher & Co.

Financial Services
789
New
$259.22 - $299.75 $205K - $237K
789 $222K
HWM
Howmet Aerospace Inc.

Industrials
2.19K
New
$77.3 - $100.22 $169K - $219K
2.19K $219K
ITA
Ishares Tr

ETFs
1.45K
New
$131.58 - $149.64 $191K - $217K
1.45K $217K
JD
Jd.Com, Inc.

Consumer Cyclical
5.36K
New
$24.95 - $40.01 $134K - $214K
5.36K $214K
SNY
Sanofi

Healthcare
3.72K
New
$48.54 - $58.53 $181K - $218K
3.72K $214K
ABT
Abbott Laboratories

Healthcare
754
+ 5.98%
$100.07 - $118.13 $75.5K - $89.1K
13.4K $1.52M
ECL
Ecolab Inc.

Basic Materials
831
New
$228.86 - $255.76 $190K - $213K
831 $212K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
748
New
$256.4 - $289.78 $192K - $217K
748 $212K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.14K
New
$89.91 - $101.33 $193K - $217K
2.14K $210K
QABA
First Trust Nasdaq Aba Communi

ETFs
3.95K
New
$44.7 - $55.98 $176K - $221K
3.95K $208K
MCO
Moodys Corp

Financial Services
432
New
$421.49 - $494.67 $182K - $214K
432 $204K
XEL
Xcel Energy Inc

Utilities
3.11K
New
$52.11 - $65.3 $162K - $203K
3.11K $202K
TMO
Thermo Fisher Scientific Inc.

Healthcare
205
+ 26.18%
$531.86 - $624.21 $109K - $128K
988 $611K
QUAL
Ishares Msci Usa Quality Facto

ETFs
402
+ 3.24%
$162.64 - $179.3 $65.4K - $72.1K
12.8K $2.29M
LOW
Lowes Companies Inc

Consumer Cyclical
300
+ 16.32%
$213.3 - $270.78 $64K - $81.2K
2.14K $578K
PANW
Palo Alto Networks Inc

Technology
497
+ 37.91%
$294.18 - $368.01 $146K - $183K
1.81K $617K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
919
+ 3.98%
$69.61 - $79.56 $64K - $73.1K
24K $1.88M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.18K
+ 12.89%
$77.02 - $85.06 $90.6K - $100K
10.3K $870K
MGK
Vanguard Mega Cap Growth ETF

ETFs
7
+ 0.03%
$285.48 - $330.24 $2K - $2.31K
20.4K $6.55M
VKTX
Viking Therapeutics, Inc.

Healthcare
332
+ 2.57%
$49.84 - $70.47 $16.5K - $23.4K
13.2K $838K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.96K
+ 73.98%
$49.83 - $62.75 $147K - $186K
6.96K $400K
KO
Coca Cola CO

Consumer Defensive
941
+ 9.65%
$62.69 - $73.01 $59K - $68.7K
10.7K $768K
CTAS
Cintas Corp

Industrials
4.19K
+ 286.78%
$201.38 - $819.83 $843K - $3.43M
5.65K $1.16M
SPGI
S&P Global Inc.

Financial Services
2
+ 0.1%
$446.32 - $527.38 $893 - $1.05K
1.93K $994K
RWK
Invesco Exchange Traded Fd Tr

ETFs
629
+ 6.76%
$107.13 - $116.56 $67.4K - $73.3K
9.93K $1.16M
Activity Summary
Buys All Purchases 139 New Holdings 21 Increased Positions 118 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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