9258 Wealth Management, LLC Sells in Q3 2024

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-573
- 2.61%
$148.65 - $191.18 $85.2K - $110K
21.3K $3.54M
OEF
Ishares S&P 100 ETF

ETFs
-1.75K
- 13.64%
$266.03 - $266.03 $466K - $466K
11.1K $2.95M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-6K
- 22.02%
$102.34 - $114.52 $614K - $687K
21.3K $2.43M
EW
Edwards Lifesciences Corp

Healthcare
-1.05K
- 9.25%
$59.7 - $93.78 $62.6K - $98.3K
10.3K $678K
XLC
Select Sector Spdr Tr Communic

ETFs
-4.79K
- 34.0%
$82.16 - $90.4 $393K - $433K
9.29K $839K
CME
Cme Group Inc.

Financial Services
-1.97K
- 63.55%
$193.43 - $220.62 $381K - $434K
1.13K $249K
VUG
Vanguard Growth ETF

ETFs
-937
- 33.57%
$341.08 - $391.94 $320K - $367K
1.85K $711K
DXCM
Dexcom Inc

Healthcare
-1.4K
- 30.75%
$64.0 - $116.06 $89.3K - $162K
3.14K $210K
HAL
Halliburton CO

Energy
-4.15K
- 11.7%
$27.81 - $36.44 $115K - $151K
31.4K $910K
MPC
Marathon Petroleum Corp

Energy
-562
- 3.03%
$158.61 - $180.75 $89.1K - $102K
18K $2.93M
MRK
Merck & Co., Inc.

Healthcare
-263
- 1.15%
$111.15 - $128.97 $29.2K - $33.9K
22.6K $2.56M
INTC
Intel Corp

Technology
-4.77K
- 23.92%
$18.9 - $34.87 $90.2K - $166K
15.2K $356K
UYG
Proshares Ultra Financials

ETFs
-6K
- 36.92%
$62.72 - $77.9 $376K - $467K
10.3K $783K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.51K
- 10.25%
$84.81 - $93.54 $383K - $422K
39.5K $3.63M
DUK
Duke Energy Corp

Utilities
-3.12K
- 30.7%
$99.35 - $117.71 $310K - $367K
7.04K $812K
MRO
Marathon Oil Corp

Energy
-567
- 0.62%
$25.87 - $29.26 $14.7K - $16.6K
91.6K $2.44M
BA
Boeing CO

Industrials
-233
- 4.52%
$152.04 - $190.6 $35.4K - $44.4K
4.93K $748K
ROP
Roper Technologies Inc

Industrials
-308
- 16.17%
$515.25 - $576.55 $159K - $178K
1.6K $888K
UPS
United Parcel Service Inc

Industrials
-1.07K
- 1.72%
$123.32 - $147.38 $132K - $158K
61.3K $8.36M
ADBE
Adobe Inc.

Technology
-270
- 27.69%
$508.13 - $586.55 $137K - $158K
705 $365K
NXPI
Nxp Semiconductors N.V.

Technology
-74
- 1.4%
$225.14 - $290.78 $16.7K - $21.5K
5.22K $1.25M
ENB
Enbridge Inc

Energy
-4.77K
- 48.41%
$35.27 - $41.18 $168K - $196K
5.08K $206K
XLV
Select Sector Spdr Fund Health

ETFs
-1.71K
- 11.29%
$143.3 - $157.24 $244K - $268K
13.4K $2.06M
IWL
Ishares Tr Russell 200 ETF

ETFs
-2.16K
- 8.29%
$126.32 - $140.44 $272K - $303K
23.9K $3.35M
SYK
Stryker Corp

Healthcare
-465
- 28.11%
$315.94 - $371.96 $147K - $173K
1.19K $429K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.64K
- 10.72%
$84.77 - $97.13 $139K - $159K
13.6K $1.31M
SHEL
Shell PLC

Energy
-632
- 6.28%
$65.65 - $73.28 $41.5K - $46.3K
9.43K $621K
AMAT
Applied Materials Inc

Technology
-236
- 14.1%
$174.88 - $254.97 $41.3K - $60.2K
1.44K $290K
XOM
Exxon Mobil Corp

Energy
-1.53K
- 3.94%
$109.72 - $119.0 $168K - $182K
37.3K $4.37M
SU
Suncor Energy Inc

Energy
-1.9K
- 14.97%
$36.06 - $41.7 $68.5K - $79.2K
10.8K $398K
PFE
Pfizer Inc

Healthcare
-3.69K
- 14.15%
$27.7 - $31.39 $102K - $116K
22.4K $647K
ELV
Elevance Health, Inc.

Healthcare
-48
- 1.97%
$500.12 - $562.29 $24K - $27K
2.39K $1.24M
NVO
Novo Nordisk A S

Healthcare
-28
- 1.08%
$119.07 - $145.42 $3.33K - $4.07K
2.56K $304K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-12.8K
- 4.49%
$44.83 - $47.42 $572K - $605K
272K $12.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
-339
- 22.13%
$218.05 - $243.47 $73.9K - $82.5K
1.19K $290K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-4.72K
- 27.59%
$9.27 - $11.62 $43.8K - $54.8K
12.4K $125K
DVY
Ishares Tr

ETFs
-700
- 26.27%
$119.99 - $135.74 $84K - $95K
1.97K $265K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.34K
- 4.55%
$96.25 - $101.98 $610K - $646K
133K $13.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-391
- 1.57%
$85.84 - $85.84 $33.6K - $33.6K
24.6K $2.11M
USB
Us Bancorp \De\

Financial Services
-8.81K
- 14.81%
$39.04 - $47.23 $344K - $416K
50.7K $2.32M
JCI
Johnson Controls International PLC

Industrials
-1.67K
- 21.79%
$65.52 - $77.61 $109K - $130K
6K $465K
C
Citigroup Inc

Financial Services
-570
- 7.63%
$56.11 - $67.61 $32K - $38.5K
6.9K $431K
EL
Estee Lauder Companies Inc

Consumer Defensive
-176
- 4.86%
$84.18 - $106.5 $14.8K - $18.7K
3.45K $343K
COP
Conocophillips

Energy
-1
- 0.02%
$102.3 - $116.61 $102 - $117
4.56K $479K
AZN
Astrazeneca PLC

Healthcare
-470
- 3.37%
$76.67 - $87.62 $36K - $41.2K
13.5K $1.05M
VLO
Valero Energy Corp

Energy
-8
- 0.47%
$132.81 - $163.48 $1.06K - $1.31K
1.69K $228K
RYN
Rayonier Inc

Real Estate
-2.7K
- 16.19%
$27.69 - $32.25 $74.7K - $87K
14K $449K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.51K
- 4.2%
$114.73 - $120.23 $173K - $181K
34.4K $4.11M
INTU
Intuit Inc

Technology
-12
- 1.85%
$602.97 - $670.49 $7.24K - $8.05K
637 $395K
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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