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CIK: 0001766506
Total reported value
$676.5M
$676.5M
342 檔
20.9%
According to the latest 13F quarterly dataset, 9258 Wealth Management, LLC managed an equity portfolio of $676.5M at the end of Q2 2024, spanning 342 distinct U.S. exchange-listed positions.
During Q2 2024, 9258 Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 342 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.97% | — | +899.10% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.75% | — | -5.35% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.49% | — | -4.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.46% | — | -2.58% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.11% | — | -1.16% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | — | -0.55% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.64% | — | -6.01% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | — | -8.04% | |
| 9 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.24% | — | -6.22% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.08% | — | -9.75% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.98% | — | -10.52% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.97% | — | -7.63% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.92% | — | -0.73% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.82% | — | -3.43% | |
| 15 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.50% | — | +0.76% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.43% | — | -9.64% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.31% | — | -0.94% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.26% | — | -6.55% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | — | -0.94% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.98% | — | +0.10% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | — | -1.38% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | — | -1.05% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.92% | — | -6.00% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | — | +2.05% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.78% | — | -6.69% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | — | -0.55% | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 0.75% | — | -1.04% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | — | -4.11% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.71% | — | -4.55% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | — | -0.91% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | — | +41.05% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.64% | — | -8.97% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.63% | — | +0.79% | |
| 34 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.63% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | — | +2.82% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.60% | — | -2.01% | |
| 37 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.58% | — | +22.97% | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.55% | — | -4.15% | |
| 39 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.54% | — | -11.54% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.52% | — | -6.89% | |
| 41 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.50% | — | +0.86% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | — | -5.01% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.46% | — | -11.65% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | — | +2.05% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.44% | — | -2.53% | |
| 46 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.44% | — | — | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | — | -2.53% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | — | +2.44% | |
| 49 | MRO* | Marathon Oil CORP | Stock-Other | 0.41% | — | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | — | -6.26% |
According to official SEC Form 13F filings, 9258 Wealth Management, LLC reported a total U.S. public equity portfolio value of $676.5M across 342 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPYG, IWY) accounted for 20.9% of total reported equity market value during Q2 2024.
During Q2 2024, 9258 Wealth Management, LLC's top holdings by market value included NVDA (8.0%)、SPYG (3.8%)、IWY (3.5%). The largest single position, NVDA, represented 8.0% of total portfolio value.
In Q2 2024, 9258 Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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