9258 Wealth Management, LLC Portfolio Holdings
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
9258 Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $664 Million distributed in 356 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $51.2M, Spdr Portfolio with a value of $24.9M, Apple Inc. with a value of $24.5M, Ishares Tr Russell 200 Growth with a value of $22.9M, and Procter & Gamble CO with a value of $20.9M.
Examining the 13F form we can see an increase of $23M in the current position value, from $641M to 664M.
Below you can find more details about 9258 Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$664 Million
ETFs: $308 Million
Technology: $144 Million
Financial Services: $58.1 Million
Healthcare: $35.2 Million
Consumer Defensive: $32.8 Million
Industrials: $31.4 Million
Consumer Cyclical: $20.3 Million
Energy: $17.6 Million
Other: $17 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 356
- Current Value $664 Million
- Prior Value $641 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 163 stocks