Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Procter & Gamble Co | 20 | Q3 2023 | 6.3% |
APPLE INCORPORATED | 20 | Q3 2023 | 5.1% |
MICROSOFT CORPORATION | 20 | Q3 2023 | 3.7% |
UNITED PARCEL SERVICE INCORPORATED CLASS B | 20 | Q3 2023 | 3.9% |
ORACLE CORPORATION | 20 | Q3 2023 | 4.0% |
NVIDIA CORPORATION | 20 | Q3 2023 | 3.5% |
ISHARES TR CORE S&P500 ETF | 20 | Q3 2023 | 2.3% |
JOHNSON & JOHNSON COM | 20 | Q3 2023 | 1.9% |
The Home Depot Inc | 20 | Q3 2023 | 1.6% |
ISHARES TR MIN VOL USA ETF | 20 | Q3 2023 | 1.9% |
View 9258 Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-13 |
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.