9258 Wealth Management, LLC Incresed Positions 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
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
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
ABT
Abbott Laboratories

Healthcare
754
+ 5.98%
$100.07 - $118.13 $75.5K - $89.1K
13.4K $1.52M
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
VEA
Vanguard Ftse Developed Market

ETFs
677
+ 2.32%
$47.6 - $53.31 $32.2K - $36.1K
29.8K $1.57M
RWK
Invesco Exchange Traded Fd Tr

ETFs
629
+ 6.76%
$107.13 - $116.56 $67.4K - $73.3K
9.93K $1.16M
SO
Southern CO

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

ETFs
77
+ 0.24%
$57.32 - $62.65 $4.41K - $4.82K
32.4K $2.02M
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
CI
Cigna Corp

Healthcare
34
+ 0.61%
$319.12 - $367.1 $10.9K - $12.5K
5.6K $1.94M
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
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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