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
VEA
Vanguard Ftse Developed Market

ETFs
677
+ 2.32%
$47.6 - $53.31 $32.2K - $36.1K
29.8K $1.57M
SO
Southern CO

Utilities
651
+ 11.66%
$77.0 - $90.52 $50.1K - $58.9K
6.23K $562K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
77
+ 0.24%
$57.32 - $62.65 $4.41K - $4.82K
32.4K $2.02M
XLY
Select Sector Spdr Consumer Di

ETFs
196
+ 3.97%
$170.05 - $200.86 $33.3K - $39.4K
5.14K $1.03M
XLP
Consumer Staples Sector Spdr

ETFs
1.74K
+ 21.62%
$76.04 - $76.04 $132K - $132K
9.78K $743K
TJX
Tjx Companies Inc

Consumer Cyclical
70
+ 0.45%
$107.93 - $120.23 $7.56K - $8.42K
15.6K $1.83M
AMD
Advanced Micro Devices Inc

Technology
615
+ 5.35%
$128.67 - $183.96 $79.1K - $113K
12.1K $1.99M
T
At&T Inc.

Communication Services
74
+ 0.19%
$18.21 - $22.28 $1.35K - $1.65K
39.8K $876K
DE
Deere & CO

Industrials
36
+ 1.7%
$344.84 - $418.0 $12.4K - $15K
2.15K $898K
V
Visa Inc.

Financial Services
24
+ 0.3%
$253.74 - $291.56 $6.09K - $7K
8K $2.2M
CARR
Carrier Global Corp

Industrials
1
+ 0.02%
$61.9 - $80.88 $61.9 - $80.9
5.67K $456K
DHI
Horton D R Inc

Consumer Cyclical
7
+ 0.38%
$135.21 - $197.06 $946 - $1.38K
1.87K $356K
O
Realty Income Corp

Real Estate
537
+ 9.58%
$52.36 - $63.42 $28.1K - $34.1K
6.14K $389K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.02%
$101.25 - $127.45 $101 - $127
4.48K $543K
BX
Blackstone Inc.

Financial Services
200
+ 10.1%
$120.77 - $159.66 $24.2K - $31.9K
2.18K $333K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
780
+ 30.79%
$96.3 - $106.49 $75.1K - $83.1K
3.31K $346K
IQV
Iqvia Holdings Inc.

Healthcare
33
+ 1.11%
$206.81 - $251.55 $6.82K - $8.3K
3K $710K
VZ
Verizon Communications Inc

Communication Services
843
+ 6.99%
$38.89 - $45.0 $32.8K - $37.9K
12.9K $579K
AEP
American Electric Power CO Inc

Utilities
28
+ 0.56%
$87.11 - $104.95 $2.44K - $2.94K
5K $513K
TTD
Trade Desk, Inc.

Technology
2
+ 0.03%
$83.08 - $110.79 $166 - $222
6.17K $676K
LHX
L3 Harris Technologies, Inc.

Industrials
56
+ 1.24%
$221.96 - $243.27 $12.4K - $13.6K
4.56K $1.08M
UNP
Union Pacific Corp

Industrials
38
+ 1.24%
$221.78 - $256.09 $8.43K - $9.73K
3.11K $764K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
148
+ 0.31%
$9.4 - $11.18 $1.39K - $1.65K
48.2K $527K
GILD
Gilead Sciences, Inc.

Healthcare
128
+ 3.51%
$66.59 - $83.99 $8.52K - $10.8K
3.77K $316K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
121
+ 4.07%
$210.25 - $231.86 $25.4K - $28.1K
3.09K $690K
EOG
Eog Resources Inc

Energy
561
+ 31.32%
$117.9 - $132.65 $66.1K - $74.4K
2.35K $289K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
37
+ 0.46%
$27.14 - $35.2 $1K - $1.3K
8.08K $283K
CMCSA
Comcast Corp

Communication Services
402
+ 2.3%
$37.33 - $41.78 $15K - $16.8K
17.9K $746K
MUB
Ishares National Muni Bond ETF

ETFs
443
+ 10.57%
$106.13 - $108.7 $47K - $48.2K
4.63K $503K
SSNC
Ss&C Technologies Holdings Inc

Technology
5
+ 0.1%
$61.42 - $76.46 $307 - $382
4.89K $362K
IWF
Ishares Russell 1000 Gr ETF

ETFs
22
+ 0.52%
$332.02 - $382.76 $7.3K - $8.42K
4.27K $1.6M
ACN
Accenture PLC

Technology
28
+ 3.35%
$295.44 - $355.81 $8.27K - $9.96K
865 $305K
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.01%
$19.72 - $22.22 $39.4 - $44.4
22.6K $499K
EEM
Ishares Msci Emerging Markets

ETFs
300
+ 2.89%
$40.42 - $46.7 $12.1K - $14K
10.7K $489K
UBER
Uber Technologies, Inc

Technology
246
+ 2.04%
$58.48 - $77.47 $14.4K - $19.1K
12.3K $926K
VTV
Vanguard Value ETF

ETFs
92
+ 4.03%
$159.75 - $174.57 $14.7K - $16.1K
2.38K $414K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
562
+ 13.44%
$50.67 - $56.52 $28.5K - $31.8K
4.75K $263K
EQIX
Equinix Inc

Real Estate
1
+ 0.32%
$749.0 - $890.01 $749 - $890
314 $278K
FIS
Fidelity National Information Services, Inc.

Technology
168
+ 5.57%
$72.8 - $85.04 $12.2K - $14.3K
3.19K $266K
RPM
Rpm International Inc

Basic Materials
12
+ 0.44%
$103.91 - $125.03 $1.25K - $1.5K
2.71K $328K
AZO
Autozone Inc

Consumer Cyclical
8
+ 11.76%
$2815.0 - $3212.87 $22.5K - $25.7K
76 $239K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
76
+ 2.83%
$109.24 - $121.48 $8.3K - $9.23K
2.76K $330K
RFV
Invesco Exchange Traded Fd Tr

ETFs
132
+ 4.65%
$108.97 - $119.83 $14.4K - $15.8K
2.97K $351K
TSCO
Tractor Supply CO

Consumer Cyclical
46
+ 5.03%
$251.95 - $290.93 $11.6K - $13.4K
961 $279K
FYT
First Trust Small Cap

ETFs
273
+ 6.65%
$50.68 - $58.56 $13.8K - $16K
4.38K $243K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
176
+ 2.8%
$53.41 - $57.9 $9.4K - $10.2K
6.46K $373K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.12K
+ 1.91%
$19.94 - $22.45 $22.3K - $25.1K
59.4K $1.28M
CSQ
Calamos Strategic Total Return Fund

Financial Services
187
+ 0.44%
$15.71 - $17.51 $2.94K - $3.27K
43K $745K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
46
+ 0.81%
$55.51 - $61.51 $2.55K - $2.83K
5.76K $350K
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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