9258 Wealth Management, LLC holdings history

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554 is the total number of securities 9258 Wealth Management, LLC has owned. The longest 9258 Wealth Management, LLC has owned a single stock is 20 quarters.

9258 Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
PG Procter & Gamble Co20203.26%4.65%6.32%Q4 2018Q3 202320
AAPL APPLE INCORPORATED20201.66%3.71%5.08%Q4 2018Q3 202320
MSFT MICROSOFT CORPORATION20202.06%2.98%3.65%Q4 2018Q3 202320
UPS UNITED PARCEL SERVICE ...20200.46%2.57%3.92%Q4 2018Q3 202320
ORCL ORACLE CORPORATION20201.40%2.31%4.02%Q4 2018Q3 202320
NVDA NVIDIA CORPORATION20200.98%2.02%3.54%Q4 2018Q3 202320
IVV ISHARES TR CORE S&P500...20200.31%1.39%2.27%Q4 2018Q3 202320
JNJ JOHNSON & JOHNSON COM20200.65%1.12%1.93%Q4 2018Q3 202320
HD The Home Depot Inc20200.77%1.04%1.63%Q4 2018Q3 202320
USMV ISHARES TR MIN VOL USA...20200.28%1.02%1.88%Q4 2018Q3 202320
AMZN AMAZON COM INCORPORATED20200.49%1.02%1.63%Q4 2018Q3 202320
RSP INVESCO S&P 500 EQUAL ...20200.20%0.99%2.91%Q4 2018Q3 202320
JPM JPMORGAN CHASE & COMPANY20200.73%0.99%1.37%Q4 2018Q3 202320
USB US BANCORP DEL COM NEW20200.36%0.98%2.32%Q4 2018Q3 202320
QQQ INVESCO QQQ TRUST20200.44%0.88%1.20%Q4 2018Q3 202320
IJR ISHARES TR CORE S&P SC...20200.39%0.78%1.55%Q4 2018Q3 202320
VEU VANGUARD FTSE ALL-WORL...20200.49%0.76%1.18%Q4 2018Q3 202320
XLK TECHNOLOGY SELECT SECT...20200.49%0.72%1.20%Q4 2018Q3 202320
MU MICRON TECHNOLOGY INCO...20200.38%0.71%1.16%Q4 2018Q3 202320
CSCO CISCO SYSTEMS INCORPOR...20200.48%0.71%0.90%Q4 2018Q3 202320
BAC BK OF AMERICA CORP COM20200.38%0.71%1.34%Q4 2018Q3 202320
VOO VANGUARD S&P 500 ETF20200.34%0.69%1.57%Q4 2018Q3 202320
XOM EXXON MOBIL CORPORATION20200.36%0.64%1.07%Q4 2018Q3 202320
BDJ BLACKROCK ENHANCED EQU...20200.18%0.61%1.60%Q4 2018Q3 202320
MRK MERCK & COMPANY INCORP...20200.42%0.61%0.85%Q4 2018Q3 202320
AVK ADVENT CONVERTIBLE & I...20200.13%0.55%1.38%Q4 2018Q3 202320
XLV SPDR HEALTH CARE SELEC...20200.36%0.54%1.07%Q4 2018Q3 202320
IJH ISHARES TR CORE S&P MC...20200.40%0.54%0.76%Q4 2018Q3 202320
VYM VANGUARD HIGH DIVIDEND...20200.24%0.54%0.98%Q4 2018Q3 202320
ABBV ABBVIE INCORPORATED20200.34%0.52%0.74%Q4 2018Q3 202320
RJF RAYMOND JAMES FINL INC...20200.28%0.52%1.11%Q4 2018Q3 202320
WMT WALMART INCORPORATED20200.38%0.50%0.76%Q4 2018Q3 202320
MPC Marathon Petroleum Corp20200.29%0.47%0.84%Q4 2018Q3 202320
FFA FIRST TRUST ENHANCED E...20200.16%0.47%1.10%Q4 2018Q3 202320
ADX Adams Diversified Equi...20200.18%0.45%1.10%Q4 2018Q3 202320
CVX CHEVRON CORPORATION NEW20200.28%0.45%0.73%Q4 2018Q3 202320
BMY BRISTOL MYERS SQUIBB C...20200.25%0.45%0.71%Q4 2018Q3 202320
T AT&T INCORPORATED20200.10%0.44%0.92%Q4 2018Q3 202320
GOOGL ALPHABET INCORPORATED ...20200.28%0.44%0.57%Q4 2018Q3 202320
AVGO BROADCOM INCORPORATED20200.34%0.44%0.64%Q4 2018Q3 202320
UTF COHEN & STEERS INFRAST...20200.12%0.43%1.10%Q4 2018Q3 202320
GRX GABELLI HLTHCARE & WEL...20200.10%0.41%1.11%Q4 2018Q3 202320
GS GOLDMAN SACHS GROUP IN...20200.26%0.41%0.68%Q4 2018Q3 202320
UNH UNITEDHEALTH GROUP INC...20200.30%0.41%0.60%Q4 2018Q3 202320
MRO MARATHON OIL CORPORATION20200.15%0.39%0.55%Q4 2018Q3 202320
KR The Kroger Co20200.29%0.39%0.72%Q4 2018Q3 202320
PFE PFIZER INCORPORATED20200.17%0.39%0.75%Q4 2018Q3 202320
QCOM QUALCOMM INCORPORATED20200.22%0.38%0.54%Q4 2018Q3 202320
PNC PNC FINL SVCS GROUP IN...20200.18%0.38%0.62%Q4 2018Q3 202320
ABT ABBOTT LABS20200.22%0.38%0.53%Q4 2018Q3 202320
GDV GABELLI DIVID & INCOME...20200.11%0.37%1.12%Q4 2018Q3 202320
ECF ELLSWORTH GRWTH AND IN...20200.09%0.37%0.84%Q4 2018Q3 202320
IEFA ISHARES TR CORE MSCI EAFE20200.11%0.37%1.28%Q4 2018Q3 202320
CVS CVS HEALTH CORPORATION20200.16%0.36%0.62%Q4 2018Q3 202320
CSQ CALAMOS STRATEGIC TOTL...20200.12%0.36%0.86%Q4 2018Q3 202320
BABA Alibaba Group Holding ...20200.05%0.33%0.78%Q4 2018Q3 202320
CHW Calamos Global Dynamic...20200.04%0.32%1.11%Q4 2018Q3 202320
RVT ROYCE VALUE TRUST20200.13%0.31%0.67%Q4 2018Q3 202320
BA BOEING COMPANY20200.16%0.30%0.48%Q4 2018Q3 202320
MCR MFS CHARTER INCOME TR ...20200.05%0.30%0.91%Q4 2018Q3 202320
VZ VERIZON COMMUNICATIONS...20200.06%0.30%0.63%Q4 2018Q3 202320
DIS Walt Disney Co20200.11%0.29%0.46%Q4 2018Q3 202320
INTC INTEL CORPORATION20200.10%0.28%0.49%Q4 2018Q3 202320
CMCSA COMCAST CORPORATION NE...20200.13%0.28%0.49%Q4 2018Q3 202320
IBM INTERNATIONAL BUSINESS...20200.13%0.28%0.60%Q4 2018Q3 202320
ALL ALLSTATE CORPORATION20200.18%0.27%0.53%Q4 2018Q3 202320
PEP PEPSICO INCORPORATED20200.18%0.27%0.46%Q4 2018Q3 202320
BRKB BERKSHIRE HATHAWAY INC...20200.22%0.26%0.37%Q4 2018Q3 202320
XLC SPDR COMMUNICATION SER...20200.10%0.25%0.44%Q4 2018Q3 202320
FTF FRANKLIN LTD DURATION ...20200.03%0.24%0.84%Q4 2018Q3 202320
XLY SPDR CONSUMER DISCRETI...20200.09%0.24%0.42%Q4 2018Q3 202320
DIAX NUVEEN DOW 30 DYN OVER...20200.04%0.23%0.76%Q4 2018Q3 202320
C CITIGROUP INCORPORATED...20200.06%0.22%0.52%Q4 2018Q3 202320
MET METLIFE INCORPORATED20200.10%0.22%0.69%Q4 2018Q3 202320
IEMG ISHARES INCORPORATED C...20200.05%0.22%0.43%Q4 2018Q3 202320
WFC WELLS FARGO CO NEW COM20200.09%0.21%0.58%Q4 2018Q3 202320
VPL VANGUARD FTSE PACIFIC ETF20200.10%0.21%0.36%Q4 2018Q3 202320
AMD ADVANCED MICRO DEVICES...20200.00%0.20%0.43%Q4 2018Q3 202320
BOE BlackRock Enhanced Glb...20200.04%0.20%0.66%Q4 2018Q3 202320
DEO DIAGEO P L C SPON ADR NEW20200.10%0.20%0.34%Q4 2018Q3 202320
FRA BlackRock Float Rate S...20200.08%0.19%0.46%Q4 2018Q3 202320
ARDC Ares Dynamic Credit Al...20200.03%0.19%0.61%Q4 2018Q3 202320
MDT MEDTRONIC PLC SHS20200.06%0.19%0.40%Q4 2018Q3 202320
HAL HALLIBURTON COMPANY20200.07%0.18%0.45%Q4 2018Q3 202320
BCX BlackRock Resources & ...20200.08%0.18%0.46%Q4 2018Q3 202320
KO COCA COLA COMPANY20200.10%0.16%0.33%Q4 2018Q3 202320
CAT CATERPILLAR INCORPORAT...20200.12%0.16%0.25%Q4 2018Q3 202320
LGI LAZARD GLOBAL TOTAL RE...20200.04%0.16%0.45%Q4 2018Q3 202320
BHK BlackRock Core Bond20200.06%0.16%0.30%Q4 2018Q3 202320
GILD GILEAD SCIENCES INCORP...20200.06%0.16%0.33%Q4 2018Q3 202320
KMI KINDER MORGAN INCORPOR...20200.08%0.13%0.28%Q4 2018Q3 202320
GDL GDL FUND COM SH BEN IT20200.02%0.12%0.44%Q4 2018Q3 202320
HYT BLACKROCK CORPOR HI YL...20200.06%0.12%0.21%Q4 2018Q3 202320
IJS ISHARES TR SP SMCP600V...20200.07%0.12%0.23%Q4 2018Q3 202320
PUMP ProPetro Holding Corp20200.02%0.12%0.56%Q4 2018Q3 202320
PM PHILIP MORRIS INTL INC...20200.07%0.11%0.28%Q4 2018Q3 202320
EXG EV Tax-Mgd Gbl Div Equ...20200.02%0.06%0.17%Q4 2018Q3 202320
RMT ROYCE MICRO CAP TRUST20200.03%0.04%0.08%Q4 2018Q3 202320
MNKD MANNKIND CORPORATION C...20200.01%0.02%0.06%Q4 2018Q3 202320
XSLV INVESCO S&P SMALLCAP L...19190.09%0.49%1.36%Q4 2018Q2 202319
MA MASTERCARD INCORPORATE...1810.18%0.28%0.38%Q4 2018Q3 202319
V VISA INCORPORATED COM ...19190.16%0.24%0.30%Q1 2019Q3 202319
FB Meta Platforms Inc19190.05%0.22%0.39%Q1 2019Q3 202319
CRM SALESFORCE COM INCORPO...19190.14%0.22%0.28%Q1 2019Q3 202319
COST COSTCO WHSL CORP NEW COM19190.11%0.18%0.24%Q1 2019Q3 202319
UNP UNION PACIFIC CORPORATION19190.11%0.18%0.23%Q1 2019Q3 202319
NKE NIKE INC COM CL B1810.07%0.16%0.34%Q4 2018Q3 202319
TY TRI CONTL CORP COM1720.04%0.14%0.34%Q4 2018Q3 202319
BDX BECTON DICKINSON & COM...19190.07%0.11%0.18%Q1 2019Q3 202319
SPHD Invesco S&P 500 High D...18180.04%0.40%1.24%Q4 2018Q1 202318
PSCH INVESCO S&P SMALLCAP H...18180.05%0.31%0.70%Q4 2018Q1 202318
TJX TJX COS INC NEW COM18180.08%0.14%0.20%Q2 2019Q3 202318
COP CONOCOPHILLIPS COM1080.05%0.14%0.32%Q4 2018Q3 202318
LOW LOWES COS INC COM1410.07%0.13%0.34%Q4 2018Q3 202318
BIP Brookfield Infrastruct...18180.04%0.09%0.20%Q2 2019Q3 202318
BGR BLACKROCK ENERGY & RES...18180.03%0.08%0.24%Q4 2018Q1 202318
BGCP BGC PARTNERS INCORPORA...18180.01%0.04%0.13%Q4 2018Q1 202318
DGRO ISHARES CORE DIVIDEND ...17170.30%2.82%4.15%Q3 2019Q3 202317
AGG ISHARES CORE U.S. AGGR...1610.22%1.98%2.75%Q2 2019Q3 202317
TIP ISHARES TIPS BOND ETF17170.06%0.19%0.36%Q3 2019Q3 202317
QABA First Trust NASDAQ ABA...17170.06%0.18%0.52%Q4 2018Q4 202217
ITA ISHARES U.S. AEROSPACE...1520.04%0.17%0.44%Q4 2018Q1 202317
LHX L3Harris Technologies Inc17170.12%0.16%0.28%Q3 2019Q3 202317
NOW SERVICENOW INC COM1610.06%0.09%0.17%Q2 2019Q3 202317
FAST FASTENAL COMPANY1610.05%0.09%0.20%Q1 2019Q3 202317
SSNC SS&C Technologies Hold...17170.05%0.09%0.16%Q3 2019Q3 202317
CINF CINCINNATI FINL CORP COM16161.51%2.33%3.50%Q4 2019Q3 202316
MGK VANGUARD MEGA CAP GROW...16160.79%1.23%1.55%Q4 2019Q3 202316
EES WISDOMTREE U.S. SMALLC...16160.73%1.07%1.58%Q4 2019Q3 202316
SPYG SPDR PORTFOLIO S&P 500...16160.21%0.91%3.26%Q4 2019Q3 202316
OEF ISHARES S&P 100 ETF16160.51%0.69%0.84%Q4 2019Q3 202316
PKW INVESCO BUYBACK ACHIEV...16160.46%0.61%0.81%Q4 2019Q3 202316
VIG VANGUARD DIVIDEND APPR...16160.38%0.55%0.82%Q4 2019Q3 202316
IJK ISHARES S&P MID-CAP 40...16160.24%0.52%1.60%Q4 2019Q3 202316
VO VANGUARD MID-CAP INDEX...16160.09%0.42%1.40%Q4 2019Q3 202316
QUAL ISHARES EDGE MSCI USA ...16160.28%0.40%0.51%Q4 2019Q3 202316
BLK BLACKROCK INC COM16160.26%0.36%0.47%Q4 2019Q3 202316
TSM TAIWAN SEMICONDUCTOR M...16160.22%0.36%0.52%Q4 2019Q3 202316
MOAT VANECK VECTORS MORNING...16160.27%0.35%0.45%Q4 2019Q3 202316
LLY LILLY ELI & CO COM16160.21%0.33%0.54%Q4 2019Q3 202316
VEA VANGUARD FTSE DEVELOPE...16160.22%0.33%0.48%Q4 2019Q3 202316
CI CIGNA CORP NEW COM16160.25%0.32%0.42%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF Trust16160.25%0.31%0.36%Q4 2019Q3 202316
IAGG iShares Core Internati...16160.07%0.31%0.61%Q4 2019Q3 202316
FTHI FIRST TRUST HIGH INCOM...16160.06%0.31%0.93%Q4 2018Q3 202216
BP BP PLC SPONSORED ADR16160.06%0.30%0.92%Q4 2018Q3 202216
LMT LOCKHEED MARTIN CORP COM16160.24%0.30%0.35%Q4 2019Q3 202316
IVE ISHARES S&P 500 VALUE ETF16160.22%0.30%0.41%Q4 2019Q3 202316
HACK ETFMG PRIME CYBER SECU...16160.17%0.30%0.40%Q4 2019Q3 202316
UYG PROSHARES ULTRA FINANC...16160.15%0.29%0.50%Q4 2019Q3 202316
FFBC FIRST FINL BANCORP OH COM16160.18%0.28%0.48%Q4 2019Q3 202316
IWM ISHARES RUSSELL 2000 ETF16160.08%0.27%0.53%Q4 2019Q3 202316
GOOG Alphabet Inc Class C16160.16%0.26%0.37%Q4 2019Q3 202316
VOE VANGUARD MID-CAP VALUE...16160.18%0.25%0.35%Q4 2019Q3 202316
DUK DUKE ENERGY CORP NEW C...16160.17%0.24%0.35%Q4 2019Q3 202316
MDY SPDR S&P MIDCAP 400 ET...16160.14%0.24%0.37%Q4 2019Q3 202316
IJJ ISHARES S&P MID-CAP 40...16160.18%0.24%0.37%Q4 2019Q3 202316
IVW ISHARES S&P 500 GROWTH...16160.19%0.24%0.31%Q4 2019Q3 202316
ANTM ANTHEM INC COM16160.20%0.23%0.30%Q4 2019Q3 202316
SNPS SYNOPSYS INC COM16160.14%0.22%0.26%Q4 2019Q3 202316
HON Honeywell Internationa...16160.14%0.20%0.25%Q4 2019Q3 202316
BAX BAXTER INTL INC COM16160.06%0.20%0.29%Q4 2019Q3 202316
BFOR BARRONS 400 ETF16160.14%0.19%0.23%Q4 2019Q3 202316
MTUM iShares Edge MSCI USA ...16160.11%0.19%0.27%Q4 2019Q3 202316
PHG Royal Philips NV ADR16160.04%0.19%0.35%Q4 2018Q3 202216
VUG VANGUARD GROWTH INDEX ...16160.12%0.19%0.25%Q4 2019Q3 202316
RYN RAYONIER INC COM16160.11%0.19%0.28%Q4 2019Q3 202316
IUSG ISHARES CORE S&P U.S. ...16160.12%0.18%0.23%Q4 2019Q3 202316
TGT TARGET CORP COM16160.07%0.18%0.30%Q4 2019Q3 202316
AZN ASTRAZENECA PLC SPONSO...16160.13%0.17%0.25%Q4 2019Q3 202316
TXN Texas Instruments Inc16160.10%0.16%0.23%Q4 2019Q3 202316
ADBE ADOBE INC COM16160.09%0.15%0.22%Q4 2019Q3 202316
XHE SPDR S&P HEALTH CARE E...16160.08%0.15%0.20%Q4 2019Q3 202316
SILV SILVERCREST METALS INC...16160.06%0.15%0.22%Q1 2019Q4 202216
MCD MCDONALDS CORP COM16160.12%0.14%0.19%Q4 2019Q3 202316
EW EDWARDS LIFESCIENCES C...16160.11%0.14%0.19%Q4 2019Q3 202316
SLB Schlumberger Ltd1150.05%0.13%0.37%Q4 2018Q3 202316
ROP ROPER TECHNOLOGIES INC...1410.08%0.13%0.16%Q2 2019Q3 202316
SONY SONY CORP SPONSORED ADR1420.04%0.12%0.25%Q4 2018Q2 202316
JCI Johnson Controls Inter...16160.08%0.12%0.16%Q4 2019Q3 202316
AEP American Electric Powe...16160.08%0.12%0.19%Q4 2019Q3 202316
SYLD CAMBRIA SHAREHOLDER YI...16160.10%0.12%0.15%Q4 2019Q3 202316
WM WASTE MGMT INC DEL COM16160.09%0.12%0.14%Q4 2019Q3 202316
HSY The Hershey Co16160.09%0.12%0.15%Q4 2019Q3 202316
MMM 3M CO COM16160.07%0.12%0.15%Q4 2019Q3 202316
SYK STRYKER CORP COM16160.09%0.11%0.14%Q4 2019Q3 202316
IWS ISHARES RUSSELL MID-CA...16160.08%0.11%0.15%Q4 2019Q3 202316
AXP AMERICAN EXPRESS COMPANY1010.07%0.11%0.20%Q4 2018Q3 202316
CTAS CINTAS CORP COM16160.09%0.11%0.14%Q4 2019Q3 202316
FXL FIRST TRUST TECHNOLOGY...16160.07%0.11%0.15%Q4 2019Q3 202316
QVAL ALPHA ARCHITECT U.S. Q...16160.06%0.11%0.21%Q4 2019Q3 202316
ED CONSOLIDATED EDISON IN...16160.08%0.11%0.17%Q4 2019Q3 202316
SU SUNCOR ENERGY INC NEW COM16160.07%0.11%0.24%Q4 2019Q3 202316
ENB ENBRIDGE INC COM16160.06%0.11%0.20%Q4 2019Q3 202316
F FORD MTR CO DEL COM16160.04%0.11%0.19%Q4 2019Q3 202316
XAR SPDR S&P AEROSPACE & D...16160.07%0.10%0.18%Q4 2019Q3 202316
DIA SPDR Dow Jones Industr...16160.08%0.10%0.13%Q4 2019Q3 202316
FITB FIFTH THIRD BANCORP COM16160.07%0.10%0.13%Q4 2019Q3 202316
EFG ISHARES MSCI EAFE GROW...16160.07%0.09%0.17%Q4 2019Q3 202316
ZTS Zoetis Inc Class A16160.06%0.09%0.13%Q4 2019Q3 202316
EMR Emerson Electric Co16160.06%0.09%0.13%Q4 2019Q3 202316
HUM HUMANA INC COM16160.06%0.08%0.10%Q4 2019Q3 202316
TRV TRAVELERS COMPANIES IN...16160.06%0.08%0.11%Q4 2019Q3 202316
BIF BOULDER GROWTH & INCOM...16160.03%0.07%0.21%Q4 2018Q3 202216
JPS Nuveen Pref & Income S...16160.02%0.04%0.08%Q4 2018Q3 202216
INSG INSEEGO CORP COM16160.00%0.02%0.07%Q4 2019Q3 202316
IEI ISHARES 3-7 YEAR TREAS...15150.19%0.71%0.93%Q1 2020Q3 202315
RTX RAYTHEON TECHNOLOGIES ...15150.16%0.27%0.38%Q1 2020Q3 202315
IWP ISHARES RUSSELL MID-CA...1410.06%0.18%0.77%Q4 2019Q3 202315
DE DEERE & CO COM15150.10%0.16%0.22%Q1 2020Q3 202315
DHR DANAHER CORPORATION COM15150.07%0.16%0.29%Q1 2020Q3 202315
NFLX NETFLIX INC COM1230.04%0.15%0.25%Q2 2019Q3 202315
HTD JH Tax-Advantaged Divi...15150.06%0.14%0.32%Q4 2018Q2 202215
VWO VANGUARD FTSE EMERGING...15150.04%0.14%0.27%Q4 2019Q2 202315
IEUR ISHARES TR CORE MSCI EURO1050.04%0.14%0.24%Q4 2018Q3 202315
MDLZ MONDELEZ INTL INC CL A15150.09%0.11%0.13%Q1 2020Q3 202315
NXPI NXP SEMICONDUCTORS N V...1410.08%0.11%0.16%Q4 2019Q3 202315
MO ALTRIA GROUP INCORPORATED1110.04%0.10%0.26%Q4 2018Q3 202315
ROK ROCKWELL AUTOMATION IN...1410.07%0.09%0.11%Q4 2019Q3 202315
ADP AUTOMATIC DATA PROCESS...1230.05%0.07%0.09%Q4 2019Q3 202315
ETJ EV Risk-Mgd Divers Equ...15150.02%0.07%0.17%Q4 2018Q2 202215
GSK GLAXOSMITHKLINE PLC SP...14140.06%0.26%0.67%Q4 2018Q1 202214
HEFA ISHARES TR HDG MSCI EAFE14140.05%0.17%0.52%Q1 2019Q2 202214
WELL WELLTOWER INCORPORATED...1310.07%0.15%0.38%Q4 2018Q2 202214
DBLV AdvisorShares DoubleLi...14140.10%0.13%0.15%Q2 2020Q3 202314
JD JD COM INC SPON ADR CL A14140.05%0.12%0.21%Q4 2019Q1 202314
FIS FIDELITY NATL INFORMAT...14140.05%0.10%0.21%Q3 2019Q4 202214
SHW Sherwin-Williams Co14140.06%0.08%0.13%Q2 2020Q3 202314
ACN Accenture PLC Class A14140.06%0.08%0.10%Q2 2020Q3 202314
NVS NOVARTIS A G SPONSORED...730.04%0.08%0.13%Q4 2019Q3 202314
SLYG SPDR S&P 600 SMALL CAP...830.04%0.07%0.11%Q4 2019Q3 202314
DGRS WISDOMTREE U.S. SMALLC...1310.05%0.07%0.09%Q4 2019Q3 202314
BTZ BlackRock Credit Alloc...14140.04%0.06%0.08%Q2 2020Q3 202314
RDSB ROYAL DUTCH SHELL PLC ...13130.10%0.57%1.50%Q4 2018Q4 202113
XLP SPDR CONSUMER STAPLES ...850.09%0.30%0.60%Q4 2018Q3 202313
TSLA Tesla Inc13130.12%0.21%0.31%Q3 2020Q3 202313
MSD MS EMERGING MARKETS DEBT13130.03%0.15%0.31%Q4 2018Q4 202113
NEE NextEra Energy Inc13130.08%0.14%0.19%Q3 2020Q3 202313
SSRM SSR MNG INC COM1030.07%0.13%0.23%Q4 2018Q1 202213
ETN Eaton Corp PLC13130.09%0.13%0.17%Q3 2020Q3 202313
MPWR Monolithic Power Syste...13130.07%0.09%0.10%Q3 2020Q3 202313
TTD The Trade Desk Inc A13130.04%0.08%0.11%Q3 2020Q3 202313
CARR Carrier Global Corp Or...13130.05%0.07%0.09%Q3 2020Q3 202313
JEQ ABERDEEN JAPAN EQUITY ...13130.02%0.05%0.10%Q4 2018Q4 202113
IUSB ISHARES CORE TOTAL USD...1110.10%1.14%2.53%Q4 2019Q3 202312
IWR iShares Russell Mid-Ca...12120.09%0.69%1.45%Q4 2020Q3 202312
JTD NUVEEN TAX-ADV DIV GROWTH12120.10%0.22%0.44%Q4 2018Q3 202112
KSU KANSAS CITY SOUTHERN C...12120.14%0.20%0.26%Q4 2018Q3 202112
GPM GUGGENHEIM ENHNCD EQTY...12120.10%0.19%0.38%Q4 2018Q3 202112
CONE CYRUSONE INCORPORATED ...1110.13%0.19%0.34%Q4 2018Q4 202112
VRTX Vertex Pharmaceuticals...12120.10%0.17%0.22%Q4 2020Q3 202312
SCZ ISHARES MSCI EAFE SMAL...12120.10%0.16%0.25%Q4 2019Q3 202212
IWF iShares Russell 1000 G...12120.12%0.14%0.16%Q4 2020Q3 202312
GOVT ISHARES U.S. TREASURY ...12120.05%0.13%0.25%Q4 2019Q3 202212
XLE Energy Select Sector S...12120.09%0.13%0.18%Q4 2020Q3 202312
JOF JAPAN SMALLER CAPTLZTN...12120.04%0.13%0.43%Q4 2018Q3 202112
NTRS Northern Trust Corp12120.06%0.11%0.19%Q4 2020Q3 202312
IWO iShares Russell 2000 G...12120.06%0.08%0.13%Q4 2020Q3 202312
ORLY O REILLY AUTOMOTIVE IN...1110.06%0.08%0.10%Q1 2020Q3 202312
ADI Analog Devices Inc12120.06%0.08%0.10%Q4 2020Q3 202312
UL Unilever PLC ADR12120.04%0.07%0.13%Q4 2020Q3 202312
DOW Dow Inc12120.05%0.07%0.09%Q4 2020Q3 202312
GIM TEMPLETON GLOBAL INCOM...12120.02%0.07%0.14%Q4 2018Q3 202112
PFG PRINCIPAL FINL GROUP I...1110.05%0.07%0.08%Q4 2019Q3 202312
RPM RPM International Inc12120.05%0.06%0.10%Q4 2020Q3 202312
OTIS Otis Worldwide Corp Or...840.04%0.06%0.08%Q3 2020Q3 202312
DVY ISHARES SELECT DIVIDEN...1110.04%0.06%0.08%Q4 2019Q3 202312
PYPL PayPal Holdings Inc1010.06%0.15%0.21%Q4 2019Q3 202211
TWLO TWILIO INC CL A910.04%0.12%0.21%Q2 2019Q1 202311
OMP OASIS MIDSTREAM PARTNE...11110.05%0.11%0.17%Q2 2019Q4 202111
TMO Thermo Fisher Scientif...11110.08%0.10%0.13%Q1 2021Q3 202311
CME CME Group Inc Class A11110.07%0.10%0.12%Q1 2021Q3 202311
AMT American Tower Corp810.04%0.09%0.13%Q2 2020Q2 202311
EEMV iShares Edge MSCI Min ...11110.05%0.09%0.11%Q4 2019Q2 202211
OXY Occidental Petroleum Corp740.06%0.08%0.12%Q4 2019Q3 202311
CSX CSX Corp11110.07%0.08%0.09%Q1 2021Q3 202311
CB Chubb Ltd1010.06%0.07%0.09%Q4 2020Q3 202311
PGR Progressive Corp810.05%0.07%0.08%Q3 2020Q3 202311
EQIX EQUINIX INC COM430.04%0.07%0.10%Q1 2020Q3 202311
HCA HCA Healthcare Inc11110.05%0.07%0.08%Q1 2021Q3 202311
KKR KKR & Co Inc Ordinary ...11110.05%0.06%0.09%Q1 2021Q3 202311
ISRG Intuitive Surgical Inc740.05%0.06%0.08%Q3 2020Q3 202311
SYY SYSCO CORP COM610.05%0.06%0.09%Q4 2019Q3 202311
STZ Constellation Brands I...11110.04%0.06%0.08%Q1 2021Q3 202311
MUFG Mitsubishi UFJ Financi...11110.02%0.03%0.03%Q1 2021Q3 202311
WKHS Workhorse Group Inc11110.00%0.02%0.05%Q1 2021Q3 202311
GE GENERAL ELECTRIC COMPANY10100.31%0.50%0.81%Q4 2018Q1 202110
General Electric Co10100.15%0.22%0.38%Q2 2021Q3 202310
LIN Linde PLC10100.08%0.20%0.27%Q3 2020Q4 202210
NEAR ISHARES SHORT MATURITY...10100.07%0.16%0.27%Q3 2019Q4 202110
SHOP SHOPIFY INC CL A10100.08%0.16%0.20%Q4 2019Q1 202210
CERN CERNER CORP COM10100.09%0.13%0.18%Q4 2019Q1 202210
BIV Vanguard Interm-Term B...10100.08%0.13%0.21%Q2 2021Q3 202310
SLQD ISHARES 0-5 YEAR INVES...10100.06%0.11%0.16%Q2 2021Q3 202310
MDB MongoDB Inc Class A10100.05%0.10%0.13%Q2 2020Q3 202210
TEI TEMPLETON EMERG MKTS I...10100.03%0.09%0.18%Q4 2018Q1 202110
TT Trane Technologies PLC10100.06%0.09%0.12%Q2 2021Q3 202310
SPGI S&P Global Inc10100.06%0.08%0.11%Q2 2021Q3 202310
FISV Fiserv Inc10100.06%0.08%0.10%Q2 2021Q3 202310
NVO Novo Nordisk A/S ADR10100.04%0.08%0.12%Q2 2021Q3 202310
BKT BlackRock Income Trust10100.04%0.07%0.14%Q3 2019Q4 202110
AMLP Alerian MLP ETF10100.06%0.07%0.08%Q2 2021Q3 202310
AMGN Amgen Inc430.05%0.06%0.08%Q3 2020Q3 202310
XMLV INVESCO S&P MIDCAP LOW...990.07%0.24%0.44%Q1 2019Q1 20219
XLF FINANCIAL SELECT SECTO...990.12%0.22%0.26%Q1 2020Q1 20229
EFAV ISHARES EDGE MSCI MIN ...990.06%0.22%0.41%Q4 2019Q4 20219
NBIX NEUROCRINE BIOSCIENCES...810.04%0.11%0.16%Q4 2019Q4 20229
Y ALLEGHANY CORP DEL COM810.06%0.08%0.11%Q4 2019Q3 20229
IYW iShares US Technology ETF990.06%0.08%0.09%Q3 2020Q3 20229
SO SOUTHERN CO COM810.06%0.07%0.09%Q4 2019Q3 20239
ANSS Ansys Inc630.04%0.06%0.08%Q4 2020Q3 20239
STM STMicroelectronics NV ADR630.04%0.06%0.07%Q4 2020Q3 20239
FIX Comfort Systems USA Inc540.05%0.06%0.06%Q1 2021Q3 20239
IGSB iShares Short-Term Cor...990.04%0.05%0.08%Q3 2021Q3 20239
IWV ISHARES RUSSELL 3000 ETF880.21%0.32%0.42%Q4 2021Q3 20238
MOTLEY FOOL GLOBAL OPP...880.14%0.19%0.30%Q4 2021Q3 20238
DOCU DocuSign Inc880.07%0.19%0.35%Q2 2020Q1 20228
IFN INDIA FUND INC880.08%0.18%0.31%Q4 2018Q3 20208
DAL DELTA AIR LINES INCORP...510.06%0.16%0.24%Q4 2018Q2 20218
XLI INDUSTRIAL SELECT SECT...880.09%0.16%0.24%Q1 2020Q4 20218
SHY iShares 1-3 Year Treas...880.10%0.16%0.21%Q1 2020Q4 20218
ACWX iShares MSCI ACWI ex U...880.11%0.15%0.23%Q4 2021Q3 20238
PXD Pioneer Natural Resour...880.08%0.15%0.21%Q4 2021Q3 20238
HEDJ WISDOMTREE EUROPE HEDG...880.08%0.14%0.20%Q4 2018Q3 20208
BOND PIMCO Active Bond ETF880.05%0.14%0.24%Q4 2021Q3 20238
HRC Hill-Rom Holdings Inc880.09%0.11%0.14%Q4 2019Q3 20218
IJT iShares S&P Small-Cap ...880.08%0.11%0.15%Q4 2021Q3 20238
ICE Intercontinental Excha...880.07%0.11%0.12%Q4 2021Q3 20238
ASML ASML Holding NV ADR880.06%0.10%0.14%Q4 2020Q3 20228
BKNG Booking Holdings Inc710.07%0.09%0.10%Q4 2019Q1 20228
GOF GUGGENHEIM STRATEGIC O...880.07%0.09%0.11%Q4 2021Q3 20238
VOT VANGUARD MID-CAP GROWT...880.06%0.08%0.11%Q4 2021Q3 20238
IQV IQVIA Holdings Inc880.06%0.08%0.08%Q4 2021Q3 20238
EL The Estee Lauder Compa...880.05%0.08%0.09%Q4 2021Q3 20238
KEYS Keysight Technologies Inc880.06%0.07%0.08%Q4 2021Q3 20238
QEP QEP RESOURCES INC COM880.00%0.03%0.08%Q4 2018Q3 20208
SPLG SPDR Portfolio S&P 500...771.04%2.17%2.70%Q1 2022Q3 20237
IWY iShares Russell Top 20...770.09%1.34%2.88%Q1 2022Q3 20237
IWX iShares Russell Top 20...770.07%1.23%2.38%Q1 2022Q3 20237
VXUS Vanguard Total Interna...770.09%1.22%2.08%Q1 2022Q3 20237
IWL iShares Russell Top 20...770.52%1.20%2.30%Q1 2022Q3 20237
MGV Vanguard Mega Cap Valu...770.08%1.20%1.86%Q1 2022Q3 20237
VTWO Vanguard Russell 2000 ETF770.07%0.83%1.16%Q1 2022Q3 20237
IXUS iShares Core MSCI Tota...430.07%0.25%0.79%Q4 2021Q3 20237
SZC CUSHING RENAISSANCE FD...770.09%0.25%0.43%Q4 2018Q2 20207
ALXN Alexion Pharmaceutical...770.08%0.20%0.29%Q4 2019Q2 20217
OASPQ OASIS PETROLEUM INC COM770.02%0.16%0.29%Q4 2018Q2 20207
NUAN NUANCE COMMUNICATIONS ...520.06%0.15%0.35%Q4 2018Q4 20217
Shell PLC770.12%0.14%0.15%Q1 2022Q3 20237
MUB ISHARES NATIONAL MUNI ...610.09%0.13%0.17%Q4 2019Q3 20237
ISD PGIM SHORT DURATION HI...770.06%0.13%0.19%Q4 2018Q2 20207
TTE Total SE ADR410.04%0.13%0.23%Q1 2019Q3 20237
CEQP CRESTWOOD EQUITY PARTN...770.10%0.12%0.14%Q1 2022Q3 20237
PFF ISHARES TR PFD AND INC...210.05%0.10%0.20%Q4 2018Q4 20217
NOC Northrop Grumman Corp770.06%0.09%0.12%Q1 2022Q3 20237
BSX Boston Scientific Corp610.05%0.08%0.12%Q1 2021Q3 20237
CHGG Chegg Inc770.05%0.07%0.12%Q3 2020Q1 20227
CNXC Concentrix Corp610.05%0.07%0.08%Q1 2021Q4 20227
IWN iShares Russell 2000 V...770.05%0.07%0.09%Q4 2020Q2 20227
RWJ INVESCO S&P SMALLCAP 6...770.04%0.06%0.09%Q4 2021Q2 20237
TSLF THL CR SR LN FD COM660.16%0.40%0.60%Q4 2018Q1 20206
IYG iShares US Financial S...420.10%0.18%0.41%Q4 2018Q1 20226
XLU Utilities Select Secto...660.09%0.11%0.13%Q2 2022Q3 20236
DHI D R HORTON INC COM310.04%0.10%0.22%Q2 2019Q3 20236
RGLD ROYAL GOLD INC COM660.07%0.10%0.14%Q4 2019Q1 20216
MMC Marsh & McLennan Compa...660.07%0.10%0.11%Q2 2022Q3 20236
RDFN Redfin Corp660.07%0.09%0.11%Q2 2020Q3 20216
GH Guardant Health Inc660.05%0.09%0.11%Q3 2020Q4 20216
FDX FedEx Corp410.04%0.08%0.11%Q3 2020Q3 20236
SNX SYNNEX CORP COM210.05%0.08%0.10%Q4 2019Q4 20216
SCHW Charles Schwab Corp420.05%0.07%0.08%Q2 2021Q4 20226
SUB ISHARES SHORT-TERM NAT...510.06%0.06%0.08%Q4 2019Q3 20236
NUVEEN MULTI ASSET INC...660.02%0.06%0.09%Q4 2021Q1 20236
AVY Avery Dennison Corp310.04%0.05%0.06%Q2 2021Q3 20236
VKTX Viking Therapeutics Inc420.02%0.03%0.04%Q1 2021Q3 20236
GNW GENWORTH FINL INC COM ...660.01%0.02%0.02%Q4 2019Q1 20216
DGRW WisdomTree US Quality ...550.82%1.96%2.84%Q3 2022Q3 20235
IEF iShares 7-10 Year Trea...550.35%1.32%1.89%Q3 2022Q3 20235
IBOC INTERNATIONAL BANCSHAR...550.37%0.41%0.48%Q3 2022Q3 20235
KIM KIMCO RLTY CORP COM550.34%0.40%0.46%Q3 2022Q3 20235
SHV ISHARES TR SHORT TREAS BD550.16%0.33%0.44%Q4 2018Q4 20195
UTX UNITED TECHNOLOGIES CO...550.25%0.30%0.45%Q4 2018Q4 20195
EFV ISHARES MSCI EAFE VALU...550.08%0.23%0.30%Q4 2019Q4 20205
CP CANADIAN PAC RY LTD COM550.11%0.18%0.22%Q4 2021Q4 20225
AAXJ iShares MSCI All Count...550.14%0.17%0.21%Q3 2020Q3 20215
AOD ABERDEEN TOTAL DYNAMIC...550.04%0.08%0.09%Q4 2018Q4 20195
MDRIQ MCDERMOTT INTL INC COM550.01%0.07%0.14%Q4 2018Q4 20195
PIM PUTNAM MASTER INTER IN...550.02%0.07%0.09%Q4 2018Q4 20195
VCIT Vanguard Interm-Term C...410.05%0.07%0.08%Q4 2020Q1 20225
DD DUPONT DE NEMOURS INC COM310.05%0.06%0.08%Q4 2019Q4 20215
IBTD iShares iBonds Dec 202...550.06%0.06%0.08%Q3 2022Q3 20235
NSC Norfolk Southern Corp550.06%0.06%0.07%Q1 2021Q1 20225
AMAT Applied Materials Inc320.05%0.06%0.07%Q2 2021Q3 20235
EWC iShares MSCI Canada ETF410.04%0.05%0.06%Q2 2021Q2 20235
VTV Vanguard Value ETF410.05%0.05%0.06%Q2 2022Q3 20235
SENS SENSEONICS HLDGS INCOR...550.01%0.03%0.05%Q4 2018Q4 20195
ONTX ONCONOVA THERAPEUTICS ...550.00%0.00%0.01%Q1 2020Q1 20215
CELG CELGENE CORPORATION440.16%0.25%0.32%Q4 2018Q3 20194
SPYV SPDR Portfolio S&P 500...440.15%0.17%0.18%Q4 2022Q3 20234
APA APACHE CORPORATION220.05%0.16%0.31%Q1 2019Q2 20204
UN UNILEVER N V N Y SHS NEW440.13%0.13%0.13%Q4 2019Q3 20204
GFY WESTERN ASSET VAR RT S...440.06%0.12%0.15%Q1 2019Q4 20194
SDGR Schrodinger Inc440.08%0.11%0.13%Q4 2020Q3 20214
CHK CHESAPEAKE ENERGY CORP...440.02%0.11%0.20%Q1 2019Q4 20194
WORK Slack Technologies Inc...440.09%0.10%0.12%Q3 2020Q2 20214
EMXC iShares MSCI Emerging ...440.06%0.09%0.11%Q4 2021Q3 20224
FSLF First Eagle Senior Loa...440.06%0.09%0.13%Q2 2020Q1 20214
SQ Square Inc A310.05%0.08%0.10%Q1 2021Q1 20224
FLGT Fulgent Genetics Inc440.07%0.08%0.09%Q1 2021Q4 20214
EA Electronic Arts Inc440.05%0.08%0.12%Q3 2021Q2 20224
HUBS HubSpot Inc440.06%0.07%0.09%Q2 2021Q1 20224
VFC VF Corp440.07%0.07%0.08%Q1 2021Q4 20214
CSGP CoStar Group Inc440.06%0.07%0.08%Q4 2021Q3 20224
BAM Brookfield Asset Manag...440.06%0.06%0.06%Q2 2021Q1 20224
DRI Darden Restaurants Inc440.05%0.06%0.06%Q4 2022Q3 20234
TMUS T-Mobile US Inc310.05%0.06%0.06%Q2 2021Q4 20224
FCX Freeport-McMoRan Inc440.05%0.05%0.06%Q4 2022Q3 20234
Altus Midstream Co Cla...440.02%0.03%0.07%Q3 2019Q2 20204
CLNE CLEAN ENERGY FUELS COR...310.01%0.03%0.06%Q4 2019Q4 20204
PTI PROTEOSTASIS THERAPEUT...440.01%0.01%0.02%Q4 2019Q3 20204
REED REEDS INC COM440.00%0.00%0.00%Q4 2021Q3 20224
RWK INVESCO S&P MIDCAP 400...330.09%0.27%0.52%Q1 2023Q3 20233
AYX ALTERYX INC COM CL A330.09%0.25%0.41%Q2 2019Q4 20193
Linde PLC330.20%0.21%0.22%Q1 2023Q3 20233
PEO ADAM NAT RES FD INCORP...330.15%0.16%0.18%Q4 2018Q2 20193
SKYW SKYWEST INC COM110.08%0.15%0.21%Q4 2018Q4 20193
IGM iShares Expanded Tech ...330.07%0.13%0.17%Q1 2022Q3 20223
PGX INVESCO PREFERRED ETF210.05%0.12%0.15%Q4 2018Q3 20203
Canadian Pacific Railw...330.09%0.09%0.10%Q1 2023Q3 20233
SNP China Petroleum & Chem...210.06%0.07%0.10%Q4 2019Q2 20213
WIX Wix.com Ltd330.06%0.07%0.08%Q1 2021Q3 20213
TEL TE Connectivity Ltd330.07%0.07%0.07%Q2 2021Q4 20213
HMC HONDA MOTOR LTD AMERN SHS110.04%0.07%0.11%Q4 2019Q3 20233
ANGL VanEck Fallen Angel Hi...330.06%0.06%0.07%Q4 2021Q2 20223
SCHD Schwab US Dividend Equ...330.05%0.06%0.07%Q4 2021Q2 20223
ALGN Align Technology Inc330.06%0.06%0.06%Q2 2021Q4 20213
GE HEALTHCARE TECHNOLO...330.04%0.05%0.05%Q1 2023Q3 20233
YUM Yum Brands Inc210.04%0.05%0.05%Q4 2021Q2 20233
LRCX Lam Research Corp330.04%0.05%0.05%Q1 2023Q3 20233
VLO Valero Energy Corp210.04%0.04%0.05%Q4 2022Q3 20233
NLY ANNALY CAP MGMT INC COM210.02%0.03%0.06%Q4 2019Q2 20223
CPRX CATALYST PHARMACEUTICA...330.02%0.02%0.03%Q4 2019Q2 20203
ROOT ROOT INC COM CL A330.01%0.02%0.04%Q2 2021Q4 20213
FUND Sprott Focus Trust330.02%0.02%0.02%Q1 2023Q3 20233
TNK TEEKAY TANKERS LTD CL A330.01%0.01%0.01%Q4 2018Q2 20193
MBII MARRONE BIO INNOVATION...330.00%0.00%0.00%Q4 2021Q2 20223
IBDN iShares iBonds Dec 202...220.26%0.48%0.69%Q2 2022Q3 20222
DWDP DOWDUPONT INCORPORATED220.31%0.32%0.32%Q4 2018Q1 20192
NSRGY NESTLE S A SPONSORED ADR220.30%0.31%0.31%Q4 2018Q1 20192
LQD ISHARES IBOXX $ INVEST...220.16%0.26%0.36%Q3 2019Q4 20192
MYL MYLAN N V SHS EURO220.20%0.22%0.24%Q4 2018Q1 20192
AUY YAMANA GOLD INCORPORATED220.18%0.20%0.23%Q4 2018Q1 20192
BG BUNGE LIMITED220.17%0.20%0.22%Q4 2018Q1 20192
WP WORLDPAY INCORPORATED ...220.19%0.19%0.19%Q1 2019Q2 20192
KCAC QuantumScape Corp220.12%0.18%0.25%Q4 2020Q1 20212
BIIB BIOGEN INCORPORATED110.08%0.15%0.23%Q4 2018Q4 20192
SUSA iShares MSCI USA ESG S...110.09%0.12%0.16%Q4 2021Q4 20222
FSLY Fastly Inc220.08%0.08%0.08%Q3 2020Q4 20202
ZM Zoom Video Communicati...110.06%0.08%0.10%Q3 2020Q2 20212
LYB LYONDELLBASELL INDUSTR...110.07%0.07%0.08%Q4 2019Q1 20212
SYF Synchrony Financial220.07%0.07%0.07%Q4 2021Q1 20222
CLF Cleveland-Cliffs Inc220.07%0.07%0.07%Q3 2021Q4 20212
EFA iShares MSCI EAFE ETF110.06%0.06%0.07%Q4 2021Q4 20222
QS QuantumScape Corp220.06%0.06%0.07%Q2 2021Q3 20212
IGIB iShares Intermediate-T...110.06%0.06%0.06%Q1 2021Q3 20212
ISTB iShares Core 1-5 Year ...220.05%0.06%0.07%Q3 2021Q4 20212
SNAP Snap Inc220.06%0.06%0.06%Q2 2021Q3 20212
VGSH VANGUARD SHORT-TERM GO...220.05%0.06%0.06%Q1 2022Q2 20222
STE Steris PLC SHS USD220.05%0.05%0.06%Q2 2023Q3 20232
TEAM Atlassian Corporation ...220.05%0.05%0.06%Q3 2021Q4 20212
CBB CINCINNATI BELL INC NE...220.04%0.05%0.06%Q4 2019Q1 20202
A Agilent Technologies Inc220.05%0.05%0.05%Q3 2021Q4 20212
XEL Xcel Energy Inc220.05%0.05%0.05%Q1 2022Q2 20222
DOV Dover Corp220.05%0.05%0.05%Q4 2022Q1 20232
IBTE iShares iBonds Dec 202...220.04%0.05%0.05%Q3 2022Q4 20222
DraftKings Inc220.04%0.05%0.05%Q2 2023Q3 20232
SJM JM Smucker Co220.04%0.04%0.05%Q4 2022Q1 20232
PANW Palo Alto Networks Inc220.04%0.04%0.04%Q2 2023Q3 20232
VEEV Veeva Systems Inc Class A220.04%0.04%0.04%Q2 2023Q3 20232
VOLPARA HEALTH TECHNOL...220.04%0.04%0.04%Q4 2018Q1 20192
Warner Bros.Discovery Inc220.03%0.04%0.04%Q2 2022Q3 20222
NatWest Group PLC Spon...220.01%0.01%0.01%Q2 2023Q3 20232
BGC Partners Inc Class A220.01%0.01%0.01%Q2 2023Q3 20232
WFTIQ WEATHERFORD INTERNATIO...220.01%0.01%0.01%Q4 2018Q1 20192
SCHWAB CHARLES FAMILY ...110.54%0.54%0.54%Q3 2023Q3 20231
SCHR SCHWAB INTERMEDIATE-TE...110.26%0.26%0.26%Q3 2019Q3 20191
IDTI INTEGRATED DEVICE TECH...110.24%0.24%0.24%Q4 2018Q4 20181
ACWI ISHARES MSCI ACWI ETF110.24%0.24%0.24%Q4 2022Q4 20221
SCHP SCHWAB U.S. TIPS ETF110.24%0.24%0.24%Q3 2019Q3 20191
KHC KRAFT HEINZ COMPANY110.23%0.23%0.23%Q4 2018Q4 20181
VMBS VANGUARD MORTGAGE-BACK...110.22%0.22%0.22%Q3 2019Q3 20191
BR BROADRIDGE FIN SOLUTIO...110.20%0.20%0.20%Q4 2018Q4 20181
RTN RAYTHEON CO COM NEW110.20%0.20%0.20%Q4 2019Q4 20191
WRD WILDHORSE RESOURCE DEV...110.18%0.18%0.18%Q4 2018Q4 20181
BANK FIRST CORPORATION...110.17%0.17%0.17%Q2 2019Q2 20191
IWB iShares Russell 1000 ETF110.16%0.16%0.16%Q4 2022Q4 20221
TDG TRANSDIGM GROUP INC COM110.16%0.16%0.16%Q4 2019Q4 20191
VXF VANGUARD EXTENDED MARK...110.11%0.11%0.11%Q1 2020Q1 20201
STX SEAGATE TECHNOLOGY PLC...110.10%0.10%0.10%Q4 2019Q4 20191
OLED UNIVERSAL DISPLAY CORP...110.09%0.09%0.09%Q4 2019Q4 20191
AGNC AGNC INVT CORP COM110.09%0.09%0.09%Q4 2019Q4 20191
PPG PPG INDS INC COM110.09%0.09%0.09%Q4 2019Q4 20191
PEGI PATTERN ENERGY GROUP I...110.09%0.09%0.09%Q4 2019Q4 20191
SDOG ALPS SECTOR DIVIDEND D...110.08%0.08%0.08%Q4 2019Q4 20191
CYBR CYBERARK SOFTWARE LTD SHS110.08%0.08%0.08%Q4 2019Q4 20191
CHKP CHECK POINT SOFTWARE T...110.08%0.08%0.08%Q4 2019Q4 20191
TFC TRUIST FINL CORP COM110.08%0.08%0.08%Q4 2019Q4 20191
IVAL ALPHA ARCHITECT INTERN...110.08%0.08%0.08%Q4 2019Q4 20191
FXH FIRST TRUST HEALTH CAR...110.08%0.08%0.08%Q4 2019Q4 20191
RDSA ROYAL DUTCH SHELL PLC ...110.08%0.08%0.08%Q4 2019Q4 20191
ADSK AUTODESK INC COM110.07%0.07%0.07%Q4 2019Q4 20191
UBER Uber Technologies Inc110.07%0.07%0.07%Q3 2023Q3 20231
GlaxoSmithKline PLC ADR110.07%0.07%0.07%Q2 2022Q2 20221
TER Teradyne Inc110.06%0.06%0.06%Q4 2021Q4 20211
FRME First Merchants Corp110.06%0.06%0.06%Q1 2021Q1 20211
SONO Sonos Inc110.06%0.06%0.06%Q3 2020Q3 20201
VIVO MERIDIAN BIOSCIENCE IN...110.06%0.06%0.06%Q4 2019Q4 20191
VBR Vanguard Small-Cap Val...110.06%0.06%0.06%Q4 2022Q4 20221
SFIX Stitch Fix Inc Class A110.06%0.06%0.06%Q3 2021Q3 20211
DXCM DexCom Inc110.06%0.06%0.06%Q3 2021Q3 20211
SPSM SPDR Portfolio S&P 600...110.06%0.06%0.06%Q1 2022Q1 20221
ROKU Roku Inc Class A110.06%0.06%0.06%Q2 2021Q2 20211
APD Air Products & Chemica...110.06%0.06%0.06%Q2 2022Q2 20221
DKNG DraftKings Inc110.05%0.05%0.05%Q4 2021Q4 20211
DG Dollar General Corp110.05%0.05%0.05%Q2 2022Q2 20221
STX Seagate Technology PLC110.05%0.05%0.05%Q4 2021Q4 20211
CCK CROWN HLDGS INC COM110.05%0.05%0.05%Q1 2022Q1 20221
REGN Regeneron Pharmaceutic...110.05%0.05%0.05%Q1 2022Q1 20221
INTU Intuit COM110.05%0.05%0.05%Q3 2023Q3 20231
AXTA Axalta Coating Systems...110.05%0.05%0.05%Q4 2021Q4 20211
FLOT iShares Floating Rate ...110.05%0.05%0.05%Q1 2022Q1 20221
FBHS Fortune Brands Home & ...110.05%0.05%0.05%Q4 2021Q4 20211
COO The Cooper Companies Inc110.05%0.05%0.05%Q4 2021Q4 20211
MKC McCormick & Co Inc Non...110.05%0.05%0.05%Q4 2021Q4 20211
DUOLINGO INC CL A COM110.05%0.05%0.05%Q3 2023Q3 20231
ENVIVA INC COM110.05%0.05%0.05%Q4 2022Q4 20221
VTI Vanguard Total Stock M...110.05%0.05%0.05%Q1 2022Q1 20221
TGTX TG THERAPEUTICS INC COM110.04%0.04%0.04%Q4 2019Q4 20191
KLAC KLA Corp110.04%0.04%0.04%Q4 2022Q4 20221
KMB Kimberly-Clark Corp110.04%0.04%0.04%Q1 2023Q1 20231
XRAY Dentsply Sirona Inc110.04%0.04%0.04%Q1 2023Q1 20231
EOG EOG Resources Inc110.04%0.04%0.04%Q3 2023Q3 20231
AMLP ALERIAN MLP ETF110.04%0.04%0.04%Q1 2020Q1 20201
GUSH DIREXION DAILY S&P OIL...110.03%0.03%0.03%Q3 2019Q3 20191
STNG SCORPIO TANKERS INCORP...110.02%0.02%0.02%Q4 2018Q4 20181
AEG AEGON N V NY REGISTRY SHS110.02%0.02%0.02%Q4 2019Q4 20191
HALEON PLC SPON ADS110.02%0.02%0.02%Q3 2022Q3 20221
VSTM VERASTEM INC COM110.02%0.02%0.02%Q2 2019Q2 20191
RESN RESONANT INC COM110.01%0.01%0.01%Q2 2021Q2 20211
NVTRQ Nuvectra Corp110.01%0.01%0.01%Q3 2019Q3 20191
VLRX VALERITAS HLDGS INCORP...110.01%0.01%0.01%Q1 2019Q1 20191
AEMC ARCHER ENTERTAINMENT M...110.00%0.00%0.00%Q1 2019Q1 20191
ANDD ANR INCORPORATED RIGHT110.00%0.00%0.00%Q1 2019Q1 20191
CMK MFS INTERMARKET INCOME...110.00%0.00%0.00%Q1 2019Q1 20191
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The securities at the top of the list , including Procter & Gamble Co, APPLE INCORPORATED, and MICROSOFT CORPORATION, are the highest-conviction holdings of 9258 Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by 9258 Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that 9258 Wealth Management, LLC owns currently or has owned in the past.