| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Procter & Gamble Co | 23 | Q2 2024 | 6.3% |
| APPLE INCORPORATED | 23 | Q2 2024 | 5.1% |
| MICROSOFT CORPORATION | 23 | Q2 2024 | 3.7% |
| NVIDIA CORPORATION | 23 | Q2 2024 | 8.0% |
| UNITED PARCEL SERVICE INCORPORATED CLASS B | 23 | Q2 2024 | 3.9% |
| ORACLE CORPORATION | 23 | Q2 2024 | 4.0% |
| ISHARES TR CORE S&P500 ETF | 23 | Q2 2024 | 2.3% |
| JOHNSON & JOHNSON COM | 23 | Q2 2024 | 1.9% |
| The Home Depot Inc | 23 | Q2 2024 | 1.6% |
| AMAZON COM INCORPORATED | 23 | Q2 2024 | 1.6% |
View 9258 Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-03 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR/A | 2024-02-09 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
View 9258 Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.