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 | +$19,549,155 | -$19,830,988 | -$281,833 | NVDA, SPYG, AAPL, IWY, PG | 13F-HR | 12 Nov 2024, 14:37 |
| Q2 2024 | 342 | $649,767,711 | +$56,198,381 | -$25,039,032 | +$31,159,349 | NVDA, SPYG, IWY, AAPL, PG | 13F-HR | 02 Aug 2024, 12:14 |
| Q1 2024 | 347 | $642,082,448 | +$22,513,637 | -$7,515,644 | +$14,997,993 | NVDA, SPYG, IWY, PG, MSFT | 13F-HR | 03 May 2024, 13:46 |
| Q4 2023 | 310 | $568,695,361 | +$25,545,993 | -$19,009,421 | +$6,536,572 | AAPL, NVDA, SPYG, IWY, PG | Restatement | 13 Feb 2024, 09:29 |
| Q3 2023 | 323 | $514,417,216 | +$16,862,051 | -$14,526,564 | +$2,335,487 | AAPL, PG, NVDA, SPYG, IWY | 13F-HR | 08 Nov 2023, 15:55 |
| Q2 2023 | 319 | $531,409,504 | +$42,619,220 | -$36,266,827 | +$6,352,393 | AAPL, PG, NVDA, SPYG, MSFT | 13F-HR | 08 Aug 2023, 16:26 |
| Q1 2023 | 321 | $495,132,136 | +$27,832,914 | -$20,268,071 | +$7,564,843 | PG, AAPL, RSP, DGRW, SPLG | 13F-HR | 03 May 2023, 15:29 |
| Q4 2022 | 325 | $462,084,185 | +$54,708,518 | -$18,301,526 | +$36,406,992 | PG, AAPL, RSP, DGRW, AGG | 13F-HR | 03 Feb 2023, 11:19 |
| Q3 2022 | 321 | $391,100,000 | +$53,659,356 | -$22,810,305 | +$30,849,051 | AAPL, PG, MSFT, AGG, UPS | 13F-HR | 08 Nov 2022, 16:02 |
| Q2 2022 | 335 | $389,930,000 | +$43,363,605 | -$17,987,689 | +$25,375,916 | PG, AAPL, MSFT, UPS, DGRO | 13F-HR | 04 Aug 2022, 11:18 |
| Q1 2022 | 355 | $431,111,000 | +$30,587,061 | -$18,680,164 | +$11,906,897 | AAPL, PG, DGRO, MSFT, UPS | 13F-HR | 13 May 2022, 10:09 |
| Q4 2021 | 370 | $436,061,000 | +$35,180,918 | -$9,404,661 | +$25,776,257 | AAPL, PG, DGRO, MSFT, UPS | 13F-HR | 11 Feb 2022, 11:26 |
| Q3 2021 | 347 | $374,567,000 | +$20,061,657 | -$16,277,817 | +$3,783,840 | PG, AAPL, DGRO, MSFT, UPS | 13F-HR | 12 Nov 2021, 08:56 |
| Q2 2021 | 351 | $371,491,000 | +$25,646,139 | -$13,030,274 | +$12,615,865 | PG, AAPL, DGRO, UPS, MSFT | 13F-HR | 13 Aug 2021, 12:07 |
| Q1 2021 | 333 | $333,038,000 | +$20,591,564 | -$11,411,219 | +$9,180,345 | PG, AAPL, DGRO, UPS, MSFT | 13F-HR | 11 May 2021, 09:54 |
| Q4 2020 | 310 | $306,800,000 | +$15,635,380 | -$12,646,621 | +$2,988,759 | PG, AAPL, UPS, DGRO, MSFT | 13F-HR | 10 Feb 2021, 13:37 |
| Q3 2020 | 297 | $261,785,000 | +$25,663,606 | -$12,803,814 | +$12,859,792 | PG, AAPL, UPS, MSFT, DGRO | 13F-HR | 13 Nov 2020, 13:47 |
| Q2 2020 | 284 | $246,774,000 | +$8,911,828 | -$4,761,703 | +$4,150,125 | PG, AAPL, UPS, MSFT, DGRO | 13F-HR | 13 Aug 2020, 07:23 |
| Q1 2020 | 273 | $217,024,000 | +$13,485,028 | -$23,433,229 | -$9,948,201 | PG, AAPL, UPS, CINF, MSFT | 13F-HR | 05 May 2020, 12:39 |
| Q4 2019 | 317 | $272,776,000 | +$138,656,654 | -$3,545,314 | +$135,111,340 | PG, CINF, AAPL, UPS, MSFT | 13F-HR | 06 Feb 2020, 11:25 |
| Q3 2019 | 183 | $128,246,000 | +$8,514,388 | -$5,239,402 | +$3,274,986 | ORCL, PG, MSFT, USB, AAPL | 13F-HR | 07 Nov 2019, 11:02 |
| Q2 2019 | 182 | $124,124,000 | +$12,301,467 | -$8,582,451 | +$3,719,016 | ORCL, PG, MSFT, USB, AAPL | 13F-HR | 07 Aug 2019, 14:59 |
| Q1 2019 | 176 | $117,687,000 | +$8,260,014 | -$6,933,370 | +$1,326,644 | PG, ORCL, MSFT, USB, JNJ | 13F-HR | 07 May 2019, 11:37 |
| Q4 2018 | 173 | $103,554,000 | $0 | $0 | $0 | PG, ORCL, MSFT, USB, JNJ | 13F-HR | 12 Feb 2019, 12:57 |