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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-161
- 3.74%
$475.2 - $527.7 $76.5K - $85K
4.15K $2.19M
BHK
Blackrock Core Bond Trust

Financial Services
-522
- 1.81%
$10.55 - $12.06 $5.51K - $6.3K
28.4K $342K
RVT
Royce Value Trust, Inc.

Financial Services
-1.91K
- 3.6%
$14.28 - $16.01 $27.3K - $30.6K
51.1K $803K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.14K
- 7.56%
$162.83 - $179.16 $348K - $383K
26.1K $4.68M
FAST
Fastenal CO

Industrials
-24
- 0.5%
$62.09 - $71.83 $1.49K - $1.72K
4.81K $343K
GDV
Gabelli Dividend & Income Trust

Financial Services
-240
- 0.88%
$22.05 - $24.45 $5.29K - $5.87K
27K $659K
SPY
Spdr S&P 500 ETF Trust

ETFs
-94
- 2.83%
$517.38 - $573.86 $48.6K - $53.9K
3.22K $1.85M
IWS
Ishares Russell Midcap Value E

ETFs
-6
- 0.15%
$119.52 - $132.25 $717 - $794
4.08K $539K
DEO
Diageo PLC

Consumer Defensive
-19
- 0.53%
$120.02 - $140.77 $2.28K - $2.67K
3.54K $496K
IXUS
Ishares Tr

ETFs
-1.12K
- 4.4%
$64.9 - $73.35 $72.4K - $81.9K
24.2K $1.76M
ZTS
Zoetis Inc.

Healthcare
-1
- 0.04%
$172.58 - $196.48 $173 - $196
2.42K $473K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2
- 0.34%
$1015.62 - $1159.62 $2.03K - $2.32K
593 $682K
VOE
Vanguard Mid Cap Value Index F

ETFs
-329
- 5.18%
$149.02 - $167.67 $49K - $55.2K
6.02K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
-930
- 3.08%
$194.9 - $224.8 $181K - $209K
29.3K $6.18M
NOC
Northrop Grumman Corp

Industrials
-12
- 1.6%
$423.73 - $533.14 $5.08K - $6.4K
738 $389K
ETN
Eaton Corp PLC

Industrials
-2
- 0.06%
$272.52 - $333.02 $545 - $666
3.58K $1.19M
IEFA
Ishares Tr

ETFs
-65
- 0.51%
$70.09 - $78.74 $4.56K - $5.12K
12.6K $985K
PH
Parker Hannifin Corp

Industrials
-1
- 0.19%
$501.01 - $635.92 $501 - $636
531 $335K
XLU
Utilities Sector Spdr

ETFs
-67
- 1.15%
$67.67 - $80.78 $4.53K - $5.41K
5.74K $463K
MET
Metlife Inc

Financial Services
-453
- 5.26%
$67.96 - $82.48 $30.8K - $37.4K
8.15K $672K
AXON
Axon Enterprise, Inc.

Industrials
-7
- 0.87%
$286.16 - $399.6 $2K - $2.8K
797 $318K
FITB
Fifth Third Bancorp

Financial Services
-112
- 0.81%
$36.01 - $43.64 $4.03K - $4.89K
13.8K $589K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-424
- 1.64%
$48.51 - $52.86 $20.6K - $22.4K
25.5K $1.35M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-146
- 1.34%
$117.9 - $128.2 $17.2K - $18.7K
10.7K $1.37M
BMY
Bristol Myers Squibb CO

Healthcare
-1.8K
- 10.35%
$39.66 - $51.75 $71.4K - $93.2K
15.6K $807K
PGR
Progressive Corp

Financial Services
-59
- 2.69%
$209.46 - $259.24 $12.4K - $15.3K
2.13K $541K
MPWR
Monolithic Power Systems Inc

Technology
-6
- 0.67%
$757.04 - $947.16 $4.54K - $5.68K
890 $823K
NOW
Service Now, Inc.

Technology
-4
- 0.47%
$730.87 - $937.36 $2.92K - $3.75K
839 $750K
HCA
Hca Healthcare, Inc.

Healthcare
-34
- 2.79%
$315.12 - $406.43 $10.7K - $13.8K
1.19K $482K
FFBC
First Financial Bancorp

Financial Services
-1.58K
- 3.41%
$21.7 - $28.09 $34.4K - $44.5K
44.8K $1.13M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.61K
- 3.5%
$75.88 - $83.21 $122K - $134K
44.4K $3.7M
IVE
Ishares S&P 500 Value ETF

ETFs
-26
- 0.36%
$181.06 - $197.17 $4.71K - $5.13K
7.23K $1.43M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7
- 0.05%
$83.76 - $91.82 $586 - $643
15.2K $1.39M
KKR
Kkr & Co. Inc.

Financial Services
-97
- 1.82%
$104.51 - $133.23 $10.1K - $12.9K
5.23K $683K
MCD
Mcdonalds Corp

Consumer Cyclical
-38
- 1.28%
$245.82 - $304.51 $9.34K - $11.6K
2.92K $889K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.16K
- 2.4%
$56.47 - $63.69 $65.6K - $73.9K
47.2K $2.97M
IEF
Ishares Barclays

ETFs
-3.1K
- 3.12%
$92.67 - $99.14 $287K - $307K
96.3K $9.44M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-6.38K
- 7.39%
$46.45 - $53.68 $296K - $343K
80K $4.22M
VO
Vanguard Mid Cap ETF

ETFs
-179
- 1.88%
$237.84 - $263.83 $42.6K - $47.2K
9.35K $2.47M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.87K
- 1.77%
$194.66 - $225.97 $365K - $423K
104K $22.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
-98
- 1.19%
$136.93 - $162.81 $13.4K - $16K
8.14K $1.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-23
- 0.61%
$405.19 - $478.57 $9.32K - $11K
3.78K $1.74M
RTX
Raytheon Technologies Corp

Industrials
-390
- 3.01%
$99.55 - $123.34 $38.8K - $48.1K
12.6K $1.52M
JNJ
Johnson & Johnson

Healthcare
-640
- 3.04%
$145.48 - $167.38 $93.1K - $107K
20.4K $3.3M
CSCO
Cisco Systems, Inc.

Technology
-1.07K
- 2.06%
$44.74 - $53.22 $47.9K - $57K
50.9K $2.71M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-118
- 1.18%
$156.14 - $187.2 $18.4K - $22.1K
9.92K $1.83M
UNH
Unitedhealth Group Inc

Healthcare
-68
- 1.62%
$488.01 - $604.18 $33.2K - $41.1K
4.12K $2.41M
LMT
Lockheed Martin Corp

Industrials
-38
- 1.37%
$460.3 - $584.56 $17.5K - $22.2K
2.73K $1.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.12K
- 2.91%
$81.17 - $90.77 $172K - $193K
70.7K $6.32M
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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