Notify me when 9258 Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 356 | $676,505,792 | +$19,549,153 | -$19,830,987 | -$281,834 | NVDA, SPYG, AAPL, IWY, PG | 13F-HR | 12 Nov 2024, 14:37 |
| Q2 2024 | 342 | $649,767,711 | +$56,198,377 | -$25,039,029 | +$31,159,348 | NVDA, SPYG, IWY, AAPL, PG | 13F-HR | 02 Aug 2024, 12:14 |
| Q1 2024 | 347 | $642,082,448 | +$22,513,638 | -$7,515,644 | +$14,997,994 | NVDA, SPYG, IWY, PG, MSFT | 13F-HR | 03 May 2024, 13:46 |
| Q4 2023 | 310 | $568,695,361 | +$25,545,996 | -$19,009,424 | +$6,536,572 | AAPL, NVDA, SPYG, IWY, PG | Restatement | 13 Feb 2024, 09:29 |
| Q3 2023 | 330 | $514,417,216 | +$16,862,051 | -$14,526,566 | +$2,335,485 | AAPL, PG, NVDA, SPYG, IWY | 13F-HR | 08 Nov 2023, 15:55 |
| Q2 2023 | 319 | $531,409,504 | +$42,619,213 | -$33,521,881 | +$9,097,332 | AAPL, PG, NVDA, SPYG, MSFT | 13F-HR | 08 Aug 2023, 16:26 |
| Q1 2023 | 321 | $495,132,136 | +$27,832,915 | -$12,081,821 | +$15,751,094 | PG, AAPL, RSP, DGRW, SPLG | 13F-HR | 03 May 2023, 15:29 |
| Q4 2022 | 325 | $462,084,185 | +$54,708,520 | -$12,677,526 | +$42,030,994 | PG, AAPL, RSP, DGRW, AGG | 13F-HR | 03 Feb 2023, 10:19 |
| Q3 2022 | 321 | $391,102,000 | +$53,659,361 | -$17,444,308 | +$36,215,053 | AAPL, PG, MSFT, AGG, UPS | 13F-HR | 08 Nov 2022, 15:02 |
| Q2 2022 | 335 | $389,930,000 | +$43,363,605 | -$8,725,687 | +$34,637,918 | PG, AAPL, MSFT, UPS, DGRO | 13F-HR | 04 Aug 2022, 11:18 |
| Q1 2022 | 355 | $431,111,000 | +$30,587,056 | -$8,943,164 | +$21,643,892 | AAPL, PG, DGRO, MSFT, UPS | 13F-HR | 13 May 2022, 10:09 |
| Q4 2021 | 370 | $436,061,000 | +$35,180,917 | -$4,012,660 | +$31,168,257 | AAPL, PG, DGRO, MSFT, UPS | 13F-HR | 11 Feb 2022, 10:26 |
| Q3 2021 | 347 | $374,567,000 | +$20,061,660 | -$16,277,815 | +$3,783,845 | PG, AAPL, DGRO, MSFT, UPS | 13F-HR | 12 Nov 2021, 08:56 |
| Q2 2021 | 351 | $371,491,000 | +$25,646,138 | -$13,030,270 | +$12,615,868 | PG, AAPL, DGRO, UPS, MSFT | 13F-HR | 13 Aug 2021, 12:07 |
| Q1 2021 | 333 | $333,038,000 | +$20,591,564 | -$11,411,218 | +$9,180,346 | PG, AAPL, DGRO, UPS, MSFT | 13F-HR | 11 May 2021, 09:54 |
| Q4 2020 | 309 | $306,793,000 | +$15,765,382 | -$10,230,461 | +$5,534,921 | PG, AAPL, UPS, DGRO, MSFT | 13F-HR | 10 Feb 2021, 12:37 |
| Q3 2020 | 290 | $261,533,252 | +$25,663,613 | -$11,161,180 | +$14,502,433 | PG, AAPL, UPS, MSFT, DGRO | 13F-HR | 13 Nov 2020, 12:47 |
| Q2 2020 | 284 | $246,774,000 | +$9,976,421 | -$4,359,627 | +$5,616,794 | PG, AAPL, UPS, MSFT, DGRO | 13F-HR | 13 Aug 2020, 07:23 |
| Q1 2020 | 244 | $216,164,000 | +$12,625,030 | -$7,899,228 | +$4,725,802 | PG, AAPL, UPS, CINF, MSFT | 13F-HR | 05 May 2020, 12:39 |
| Q4 2019 | 317 | $271,283,494 | +$137,306,004 | -$2,342,795 | +$134,963,209 | PG, CINF, AAPL, UPS, MSFT | 13F-HR | 06 Feb 2020, 10:25 |
| Q3 2019 | 183 | $128,246,000 | +$8,514,389 | -$2,594,402 | +$5,919,987 | ORCL, PG, MSFT, USB, AAPL | 13F-HR | 07 Nov 2019, 10:02 |
| Q2 2019 | 181 | $123,774,000 | +$12,301,467 | -$5,774,289 | +$6,527,178 | ORCL, PG, MSFT, USB, AAPL | 13F-HR | 07 Aug 2019, 14:59 |
| Q1 2019 | 176 | $117,687,000 | +$8,260,011 | -$3,794,369 | +$4,465,642 | PG, ORCL, MSFT, USB, JNJ | 13F-HR | 07 May 2019, 11:37 |
| Q4 2018 | 173 | $103,554,000 | $0 | PG, ORCL, MSFT, USB, JNJ | 13F-HR | 12 Feb 2019, 11:57 |