9258 Wealth Management, LLC
CIK 1766506 · Holdings on Sep 30, 2024 · First reported Nov 12, 2024
Top ten holdings
Q3 2024- NVDA7.57%
- SPYG3.68%
- AAPL3.62%
- IWY3.38%
- PG3.09%
- MSFT2.90%
- DGRO2.74%
- SPYM2.37%
- IWX2.33%
- ORCL2.16%
Share classes counted separately33.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight decreased · -0.40 pp7.97% → 7.57%Shares +2.50K (+0.60%)
- ORCLWeight increased · +0.24 pp1.92% → 2.16%Shares -2.54K (-2.88%)
- MSFTWeight decreased · -0.20 pp3.10% → 2.90%Shares +628 (+1.40%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORPStock View history and evidence | $51.21M | 7.57% | 421.70K shares | 7.97% → 7.57%-0.40 pp +2.50K (+0.60%) | Added | ▾ |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFETF View history and evidence | $24.91M | 3.68% | 300.39K shares | 3.75% → 3.68%-0.07 pp -3.31K (-1.09%) | Reduced | ▾ |
| 03 | AAPLAPPLE INCStock View history and evidence | $24.50M | 3.62% | 105.16K shares | 3.46% → 3.62%+0.16 pp -1.71K (-1.60%) | Reduced | ▾ |
| 04 | IWYISHARES RUSSELL TOP 200 GROWETF View history and evidence | $22.87M | 3.38% | 103.92K shares | 3.49% → 3.38%-0.11 pp -1.87K (-1.77%) | Reduced | ▾ |
| 05 | PGPROCTER & GAMBLE CO/THEStock View history and evidence | $20.89M | 3.09% | 120.64K shares | 3.11% → 3.09%-0.02 pp -1.99K (-1.62%) | Reduced | ▾ |
| 06 | MSFTMICROSOFT CORPStock View history and evidence | $19.63M | 2.90% | 45.63K shares | 3.10% → 2.90%-0.20 pp +628 (+1.40%) | Added | ▾ |
| 07 | DGROISHARES CORE DIVIDEND GROWTHETF View history and evidence | $18.51M | 2.74% | 295.22K shares | 2.64% → 2.74%+0.10 pp -3.01K (-1.01%) | Reduced | ▾ |
| 08 | SPYMSTE STR SPDR PT S&P 500 ETFETF View history and evidence | $16.06M | 2.37% | 237.88K shares | 2.38% → 2.37%-0.01 pp -3.57K (-1.48%) | Reduced | ▾ |
| 09 | IWXISHARES RUSSELL TOP 200 VALUETF View history and evidence | $15.78M | 2.33% | 194.22K shares | 2.24% → 2.33%+0.09 pp -715 (-0.37%) | Reduced | ▾ |
| 10 | ORCLORACLE CORPStock View history and evidence | $14.60M | 2.16% | 85.70K shares | 1.92% → 2.16%+0.24 pp -2.54K (-2.88%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FCX FREEPORT-MCMORAN INC | Non-derivative | -8,669 | -$421.31K | SEC filing ↗ | SEC filing ↗ |
| DGRS WISDOMTREE U.S. SMALLCAP QUA | Non-derivative | -6,400 | -$301.50K | SEC filing ↗ | SEC filing ↗ |
| HLT HILTON WORLDWIDE HOLDINGS IN | Non-derivative | -1,025 | -$223.66K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1766506 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 676505792
}Research all 356 reported holdings.
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