HoldingsChannel.com
9258 Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the 9258 Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by 9258 Wealth Management LLC. In the 9258 Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by 9258 Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the 9258 Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
Procter & Gamble Co 124,998 +942 $17,974
     PG124,998+942$17,974
Apple Inc 116,813 +1,452 $15,971
     AAPL116,813+1,452$15,971
Microsoft Corp 48,532 +819 $12,464
     MSFT48,532+819$12,464
United Parcel Service Inc Class B 64,811 -430 $11,831
     UPS64,811-430$11,831
iShares Core Dividend Growth ETF (DGRO) 245,727 -51,688 $11,706
     DGRO245,727-51,688$11,706
Cincinnati Financial Corp 85,772 +2,044 $10,205
     CINF85,772+2,044$10,205
iShares Core US Aggregate Bond ETF (AGG) 91,383 +11,777 $9,292
     AGG91,383+11,777$9,292
iShares Core S&P 500 ETF (IVV) 21,120 -426 $8,008
     IVV21,120-426$8,008
NVIDIA Corp 44,049 +2,017 $6,677
     NVDA44,049+2,017$6,677
SPDR Portfolio S&P 500 ETF (SPLG) 148,011 +63,434 $6,563
     SPLG148,011+63,434$6,563
Oracle Corp 87,502 +40 $6,114
     ORCL87,502+40$6,114
iShares Russell Top 200 ETF (IWL) 61,781 +32,432 $5,549
     IWL61,781+32,432$5,549
iShares Core Total USD Bond Market ETF (IUSB) 94,312 +71,619 $4,416
     IUSB94,312+71,619$4,416
Johnson & Johnson 23,355 +831 $4,146
     JNJ23,355+831$4,146
Vanguard Mega Cap Growth ETF (MGK) 22,305 +56 $4,053
     MGK22,305+56$4,053
WisdomTree US SmallCap Earnings ETF (EES) 92,590 -250 $3,807
     EES92,590-250$3,807
SPDR Portfolio S&P 500 Growth ETF (SPYG) 72,127 +31,271 $3,771
     SPYG72,127+31,271$3,771
The Home Depot Inc 13,072 +322 $3,585
     HD13,072+322$3,585
Invesco S&P 500 Equal Weight ETF (RSP) 26,443 -1,833 $3,549
     RSP26,443-1,833$3,549
iShares 3 7 Year Treasury Bond ETF (IEI) 28,280 +1,334 $3,375
     IEI28,280+1,334$3,375
Amazon.com Inc 31,424 +29,907 $3,338
     AMZN31,424+29,907$3,338
JPMorgan Chase & Co 28,979 +875 $3,263
     JPM28,979+875$3,263
Invesco QQQ Trust 11,343 -425 $3,179
     QQQ11,343-425$3,179
Vanguard FTSE All Wld ex US ETF (VEU) 62,010 -5,273 $3,098
     VEU62,010-5,273$3,098
iShares Core MSCI Total Intl Stk ETF (IXUS) 54,149 +38,365 $3,088
     IXUS54,149+38,365$3,088
AbbVie Inc 18,883 +250 $2,892
     ABBV18,883+250$2,892
Technology Select Sector SPDR ETF (XLK) 21,247 +1,159 $2,701
     XLK21,247+1,159$2,701
iShares iBonds Dec 2022 Term Corp ETF (IBDN) 107,398 +107,398 $2,686
     IBDN107,398+107,398$2,686
Vanguard Total International Stock ETF (VXUS) 51,728 +44,938 $2,670
     VXUS51,728+44,938$2,670
iShares S&P 100 ETF (OEF) 15,301 +152 $2,639
     OEF15,301+152$2,639
iShares Russell Mid Cap ETF (IWR) 39,929 +26,650 $2,582
     IWR39,929+26,650$2,582
Micron Technology Inc 45,610 +1,128 $2,521
     MU45,610+1,128$2,521
Cisco Systems Inc 58,931 +1,277 $2,513
     CSCO58,931+1,277$2,513
Vanguard S&P 500 ETF (VOO) 7,043 -814 $2,443
     VOO7,043-814$2,443
Exxon Mobil Corp 28,292 +514 $2,423
     XOM28,292+514$2,423
Vanguard Mid Cap ETF (VO) 12,214 +9,060 $2,406
     VO12,214+9,060$2,406
Merck & Co Inc 24,493 +645 $2,233
     MRK24,493+645$2,233
iShares Core S&P Small Cap ETF (IJR) 24,154 -1,101 $2,232
     IJR24,154-1,101$2,232
iShares Core S&P Mid Cap ETF (IJH) 9,832 -305 $2,224
     IJH9,832-305$2,224
Vanguard Mega Cap Value ETF (MGV) 23,006 +19,630 $2,213
     MGV23,006+19,630$2,213
iShares Russell Top 200 Growth ETF (IWY) 17,036 +14,588 $2,134
     IWY17,036+14,588$2,134
Invesco BuyBack Achievers ETF (PKW) 27,350 UNCH $2,120
     PKW27,350UNCH$2,120
Health Care Select Sector SPDR ETF (XLV) 16,325 +2,458 $2,094
     XLV16,325+2,458$2,094
Marathon Oil Corp 92,596 +668 $2,082
     MRO92,596+668$2,082
iShares Edge MSCI Min Vol USA ETF (USMV) 29,390 -556 $2,063
     USMV29,390-556$2,063
iShares Russell Top 200 Value ETF (IWX) 33,045 +28,759 $2,042
     IWX33,045+28,759$2,042
Bank of America Corp 65,475 -2,148 $2,038
     BAC65,475-2,148$2,038
Alphabet Inc A 931 +48 $2,029
     GOOGL931+48$2,029
Bristol Myers Squibb Company 24,972 -1,005 $1,923
     BMY24,972-1,005$1,923
Vanguard Russell 2000 ETF (VTWO) 28,080 +24,426 $1,920
     VTWO28,080+24,426$1,920

See Full List: All Stocks Held By 9258 Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By 9258 Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $389,930
At 03/31/2022: $431,111

9258 Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 9258 Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

9258 Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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