9258 Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$677M
Signature - Title
Andrew Armstrong - Compliance Consultant
Location
Blue Ash, OH
Summary
This page shows a list of all the recent 13F filings made by 9258 Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 9258 Wealth Management, LLC reported 356 stock holdings with total value $677M as of Q3 2024. Top holdings included NVDA, SPYG, AAPL, IWY, and PG.
Holdings Value