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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 356 $677M +$19.5M -$19.8M -$282K NVDA, SPYG, AAPL, IWY, PG 13F-HR 11/12/2024, 02:37 PM
Q2 2024 342 $650M +$56.2M -$25M +$31.2M NVDA, SPYG, IWY, AAPL, PG 13F-HR 8/2/2024, 12:14 PM
Q1 2024 347 $642M +$22.5M -$7.52M +$15M NVDA, SPYG, IWY, PG, MSFT 13F-HR 5/3/2024, 01:46 PM
Q4 2023 310 $569M +$25.5M -$19M +$6.54M AAPL, NVDA, SPYG, IWY, PG Restatement 2/13/2024, 09:29 AM
Q3 2023 323 $514M +$16.9M -$14.5M +$2.34M AAPL, PG, NVDA, SPYG, IWY 13F-HR 11/8/2023, 03:55 PM
Q2 2023 319 $531M +$42.6M -$36.3M +$6.35M AAPL, PG, NVDA, SPYG, MSFT 13F-HR 8/8/2023, 04:26 PM
Q1 2023 321 $495M +$27.8M -$20.3M +$7.56M PG, AAPL, RSP, DGRW, SPLG 13F-HR 5/3/2023, 03:29 PM
Q4 2022 325 $462M +$54.7M -$18.3M +$36.4M PG, AAPL, RSP, DGRW, AGG 13F-HR 2/3/2023, 11:19 AM
Q3 2022 321 $391M +$53.7M -$22.8M +$30.8M AAPL, PG, MSFT, AGG, UPS 13F-HR 11/8/2022, 04:02 PM
Q2 2022 335 $390M +$43.4M -$18M +$25.4M PG, AAPL, MSFT, UPS, DGRO 13F-HR 8/4/2022, 11:18 AM
Q1 2022 355 $431M +$30.6M -$18.7M +$11.9M AAPL, PG, DGRO, MSFT, UPS 13F-HR 5/13/2022, 10:09 AM
Q4 2021 370 $436M +$35.2M -$9.4M +$25.8M AAPL, PG, DGRO, MSFT, UPS 13F-HR 2/11/2022, 11:26 AM
Q3 2021 347 $375M +$20.1M -$16.3M +$3.78M PG, AAPL, DGRO, MSFT, UPS 13F-HR 11/12/2021, 08:56 AM
Q2 2021 351 $371M +$25.6M -$13M +$12.6M PG, AAPL, DGRO, UPS, MSFT 13F-HR 8/13/2021, 12:07 PM
Q1 2021 333 $333M +$20.6M -$11.4M +$9.18M PG, AAPL, DGRO, UPS, MSFT 13F-HR 5/11/2021, 09:54 AM
Q4 2020 310 $307M +$15.6M -$12.6M +$2.99M PG, AAPL, UPS, DGRO, MSFT 13F-HR 2/10/2021, 01:37 PM
Q3 2020 297 $262M +$25.7M -$12.8M +$12.9M PG, AAPL, UPS, MSFT, DGRO 13F-HR 11/13/2020, 01:47 PM
Q2 2020 284 $247M +$8.91M -$4.76M +$4.15M PG, AAPL, UPS, MSFT, DGRO 13F-HR 8/13/2020, 07:23 AM
Q1 2020 273 $217M +$13.5M -$23.4M -$9.95M PG, AAPL, UPS, CINF, MSFT 13F-HR 5/5/2020, 12:39 PM
Q4 2019 317 $273M +$139M -$3.55M +$135M PG, CINF, AAPL, UPS, MSFT 13F-HR 2/6/2020, 11:25 AM
Q3 2019 183 $128M +$8.51M -$5.24M +$3.27M ORCL, PG, MSFT, USB, AAPL 13F-HR 11/7/2019, 11:02 AM
Q2 2019 182 $124M +$12.3M -$8.58M +$3.72M ORCL, PG, MSFT, USB, AAPL 13F-HR 8/7/2019, 02:59 PM
Q1 2019 176 $118M +$8.26M -$6.93M +$1.33M PG, ORCL, MSFT, USB, JNJ 13F-HR 5/7/2019, 11:37 AM
Q4 2018 173 $104M $0 $0 PG, ORCL, MSFT, USB, JNJ 13F-HR 2/12/2019, 12:57 PM