9258 Wealth Management, LLC current holdings: USA Stocks
9258 Wealth Management, LLC reported $0.34 billion in share positions in stocks (listed in the US), 206 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are NVDA, AAPL, PG.
- NVDA: Country of operation United States; Class Stock; Shares 421,697; Value $51,210,837.
- AAPL: Country of operation United States; Class Stock; Shares 105,163; Value $24,503,067.
- PG: Country of operation United States; Class Stock; Shares 120,638; Value $20,894,455.
- MSFT: Country of operation United States; Class Stock; Shares 45,630; Value $19,634,727.
Form 13F-HR as filed (SEC CIK 1766506): quarter ended 2024-09-30, filed 2024-11-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corp | United States | Stock | 421,697 | $51,210,837 | 14.75% | 2024-09-30 | 2024-11-12 | +87.10% |
| AAPL Apple Inc | United States | Stock | 105,163 | $24,503,067 | 7.06% | 2024-09-30 | 2024-11-12 | |
| PG Procter & Gamble Co | United States | Stock | 120,638 | $20,894,455 | 6.02% | 2024-09-30 | 2024-11-12 | -14.36% |
| MSFT Microsoft Corp | United States | Stock | 45,630 | $19,634,727 | 5.66% | 2024-09-30 | 2024-11-12 | +18.28% |
| ORCL Oracle Corp | United States | Stock | 85,698 | $14,602,889 | 4.21% | 2024-09-30 | 2024-11-12 | -19.14% |
| CINF Cincinnati Financial Corp | United States | Stock | 82,498 | $11,229,628 | 3.24% | 2024-09-30 | 2024-11-12 | +18.37% |
| UPS United Parcel Service Inc Class B | United States | Stock | 61,330 | $8,361,732 | 2.41% | 2024-09-30 | 2024-11-12 | -31.11% |
| AVGO Broadcom Inc | United States | Stock | 38,962 | $6,720,865 | 1.94% | 2024-09-30 | 2024-11-12 | +105.86% |
| HD The Home Depot Inc | United States | Stock | 15,473 | $6,269,550 | 1.81% | 2024-09-30 | 2024-11-12 | -28.91% |
| JPM JPMorgan Chase & Co | United States | Stock | 29,310 | $6,180,236 | 1.78% | 2024-09-30 | 2024-11-12 | +58.86% |
| AMZN Amazon.com Inc | United States | Stock | 31,578 | $5,883,929 | 1.70% | 2024-09-30 | 2024-11-12 | +32.38% |
| LLY Eli Lilly and Co | United States | Stock | 5,126 | $4,541,736 | 1.31% | 2024-09-30 | 2024-11-12 | +33.71% |
| XOMXXXX Exxon Mobil Corp | Stock | 37,319 | $4,374,560 | 1.26% | 2024-09-30 | 2024-11-12 | ||
| MU Micron Technology Inc | United States | Stock | 38,479 | $3,990,673 | 1.15% | 2024-09-30 | 2024-11-12 | +926.98% |
| GOOGL Alphabet Inc A | United States | Stock | 21,343 | $3,539,745 | 1.02% | 2024-09-30 | 2024-11-12 | +105.56% |
| ABBV AbbVie Inc | United States | Stock | 17,598 | $3,475,276 | 1.00% | 2024-09-30 | 2024-11-12 | +33.32% |
| JNJ Johnson & Johnson | United States | Stock | 20,383 | $3,303,197 | 0.95% | 2024-09-30 | 2024-11-12 | +65.11% |
| WMT Walmart Inc | United States | Stock | 39,964 | $3,227,081 | 0.93% | 2024-09-30 | 2024-11-12 | +32.26% |
| MPC Marathon Petroleum Corp | United States | Stock | 17,988 | $2,930,399 | 0.84% | 2024-09-30 | 2024-11-12 | +140.64% |
| CSCO Cisco Systems Inc | United States | Stock | 50,889 | $2,708,289 | 0.78% | 2024-09-30 | 2024-11-12 | +100.94% |
| BAC Bank of America Corp | United States | Stock | 65,825 | $2,611,925 | 0.75% | 2024-09-30 | 2024-11-12 | +38.51% |
| MRK Merck & Co Inc | United States | Stock | 22,568 | $2,562,779 | 0.74% | 2024-09-30 | 2024-11-12 | +31.45% |
| UNH UnitedHealth Group Inc | United States | Stock | 4,120 | $2,408,602 | 0.69% | 2024-09-30 | 2024-11-12 | -35.87% |
| USB U.S. Bancorp | United States | Stock | 50,674 | $2,317,332 | 0.67% | 2024-09-30 | 2024-11-12 | +27.14% |
| GS Goldman Sachs Group Inc | United States | Stock | 4,557 | $2,256,364 | 0.65% | 2024-09-30 | 2024-11-12 | +85.06% |
| V Visa Inc Class A | United States | Stock | 7,998 | $2,199,096 | 0.63% | 2024-09-30 | 2024-11-12 | +33.07% |
| CVX Chevron Corp | United States | Stock | 14,427 | $2,124,696 | 0.61% | 2024-09-30 | 2024-11-12 | +38.78% |
| ALL Allstate Corp | United States | Stock | 10,851 | $2,057,831 | 0.59% | 2024-09-30 | 2024-11-12 | +18.86% |
| GE General Electric Co | United States | Stock | 10,534 | $1,986,580 | 0.57% | 2024-09-30 | 2024-11-12 | +68.57% |
| AMD Advanced Micro Devices Inc | United States | Stock | 12,102 | $1,985,696 | 0.57% | 2024-09-30 | 2024-11-12 | +270.29% |
| CI Cigna Corp | United States | Stock | 5,599 | $1,939,718 | 0.56% | 2024-09-30 | 2024-11-12 | -20.55% |
| META Meta Platforms Inc | United States | Stock | 3,365 | $1,926,014 | 0.55% | 2024-09-30 | 2024-11-12 | +29.06% |
| CRM Salesforce.com Inc | United States | Stock | 6,890 | $1,885,789 | 0.54% | 2024-09-30 | 2024-11-12 | -17.68% |
| KR The Kroger Co | United States | Stock | 32,714 | $1,874,519 | 0.54% | 2024-09-30 | 2024-11-12 | +6.09% |
| RJF Raymond James Financial Inc | United States | Stock | 15,026 | $1,840,084 | 0.53% | 2024-09-30 | 2024-11-12 | +30.53% |
| PNC PNC Financial Services Group Inc | United States | Stock | 9,919 | $1,833,548 | 0.53% | 2024-09-30 | 2024-11-12 | +19.91% |
| TJX TJX Companies Inc | United States | Stock | 15,572 | $1,830,318 | 0.53% | 2024-09-30 | 2024-11-12 | +13.83% |
| BRKB Berkshire Hathaway Inc Class B | Stock | 3,776 | $1,737,942 | 0.50% | 2024-09-30 | 2024-11-12 | ||
| QCOM Qualcomm Inc | United States | Stock | 9,902 | $1,683,762 | 0.49% | 2024-09-30 | 2024-11-12 | +8.26% |
| CAT Caterpillar Inc | United States | Stock | 4,145 | $1,621,200 | 0.47% | 2024-09-30 | 2024-11-12 | +111.35% |
| SNPS Synopsys Inc | United States | Stock | 3,160 | $1,600,192 | 0.46% | 2024-09-30 | 2024-11-12 | -18.03% |
| LMT Lockheed Martin Corp | United States | Stock | 2,730 | $1,595,820 | 0.46% | 2024-09-30 | 2024-11-12 | -12.38% |
| BLK BlackRock Inc | United States | Stock | 1,655 | $1,571,065 | 0.45% | 2024-09-30 | 2024-11-12 | +12.47% |
| COST Costco Wholesale Corp | United States | Stock | 1,722 | $1,526,310 | 0.44% | 2024-09-30 | 2024-11-12 | +4.29% |
| RTX Raytheon Technologies Corp | United States | Stock | 12,581 | $1,524,372 | 0.44% | 2024-09-30 | 2024-11-12 | +54.29% |
| ABT Abbott Laboratories | United States | Stock | 13,356 | $1,522,690 | 0.44% | 2024-09-30 | 2024-11-12 | -11.46% |
| TT Trane Technologies PLC | Stock | 3,890 | $1,512,160 | 0.44% | 2024-09-30 | 2024-11-12 | +17.20% | |
| VRTX Vertex Pharmaceuticals Inc | United States | Stock | 3,078 | $1,431,516 | 0.41% | 2024-09-30 | 2024-11-12 | +13.26% |
| PEP PepsiCo Inc | United States | Stock | 8,126 | $1,381,822 | 0.40% | 2024-09-30 | 2024-11-12 | -24.32% |
| LIN Linde PLC | United Kingdom | Stock | 2,879 | $1,372,683 | 0.40% | 2024-09-30 | 2024-11-12 | -0.73% |
| GOOG Alphabet Inc Class C | United States | Stock | 7,853 | $1,312,983 | 0.38% | 2024-09-30 | 2024-11-12 | +101.76% |
| ICE Intercontinental Exchange Inc | United States | Stock | 8,143 | $1,308,071 | 0.38% | 2024-09-30 | 2024-11-12 | -5.26% |
| MA Mastercard Inc A | United States | Stock | 2,627 | $1,297,408 | 0.37% | 2024-09-30 | 2024-11-12 | +14.13% |
| NXPI NXP Semiconductors NV | Stock | 5,215 | $1,251,652 | 0.36% | 2024-09-30 | 2024-11-12 | -1.47% | |
| ELV Anthem Inc | United States | Stock | 2,389 | $1,242,280 | 0.36% | 2024-09-30 | 2024-11-12 | -24.47% |
| ETN Eaton Corp PLC | Stock | 3,583 | $1,187,458 | 0.34% | 2024-09-30 | 2024-11-12 | +30.72% | |
| CTAS Cintas Corp | United States | Stock | 5,647 | $1,162,604 | 0.33% | 2024-09-30 | 2024-11-12 | -3.95% |
| IBM International Business Machines Corp | United States | Stock | 5,237 | $1,157,715 | 0.33% | 2024-09-30 | 2024-11-12 | -0.49% |
| FFBC First Financial Bancorp | United States | Stock | 44,777 | $1,129,724 | 0.33% | 2024-09-30 | 2024-11-12 | +24.65% |
| LHX L3Harris Technologies Inc | United States | Stock | 4,556 | $1,083,736 | 0.31% | 2024-09-30 | 2024-11-12 | -0.59% |
| TSLA Tesla Inc | United States | Stock | 4,018 | $1,051,229 | 0.30% | 2024-09-30 | 2024-11-12 | +34.86% |
| SPGI S&P Global Inc | United States | Stock | 1,925 | $994,494 | 0.29% | 2024-09-30 | 2024-11-12 | -19.71% |
| UBER Uber Technologies Inc | United States | Stock | 12,331 | $926,798 | 0.27% | 2024-09-30 | 2024-11-12 | -7.72% |
| HAL Halliburton Co | United States | Stock | 31,356 | $910,890 | 0.26% | 2024-09-30 | 2024-11-12 | +8.57% |
| DE Deere & Co | United States | Stock | 2,153 | $898,511 | 0.26% | 2024-09-30 | 2024-11-12 | +63.06% |
| MCD McDonald's Corp | United States | Stock | 2,921 | $889,474 | 0.26% | 2024-09-30 | 2024-11-12 | -23.16% |
| ROP Roper Technologies Inc | United States | Stock | 1,597 | $888,709 | 0.26% | 2024-09-30 | 2024-11-12 | -37.20% |
| T AT&T Inc | United States | Stock | 39,822 | $876,091 | 0.25% | 2024-09-30 | 2024-11-12 | +11.27% |
| VKTX Viking Therapeutics Inc | United States | Stock | 13,239 | $838,161 | 0.24% | 2024-09-30 | 2024-11-12 | — split 2025-08-19, ratio not on file |
| MPWR Monolithic Power Systems Inc | United States | Stock | 890 | $822,423 | 0.24% | 2024-09-30 | 2024-11-12 | +46.67% |
| DUK Duke Energy Corp | United States | Stock | 7,044 | $812,173 | 0.23% | 2024-09-30 | 2024-11-12 | -0.95% |
| BMY Bristol-Myers Squibb Company | United States | Stock | 15,596 | $806,933 | 0.23% | 2024-09-30 | 2024-11-12 | +21.49% |
| FISV Fiserv Inc | United States | Stock | 4,486 | $805,910 | 0.23% | 2024-09-30 | 2024-11-12 | — split 2025-10-29, ratio not on file |
| F Ford Motor Co | United States | Stock | 74,072 | $782,200 | 0.23% | 2024-09-30 | 2024-11-12 | +16.48% |
| KO Coca-Cola Co | United States | Stock | 10,697 | $768,686 | 0.22% | 2024-09-30 | 2024-11-12 | +20.85% |
| UNP Union Pacific Corp | United States | Stock | 3,105 | $765,424 | 0.22% | 2024-09-30 | 2024-11-12 | +11.23% |
| DIS The Walt Disney Co | United States | Stock | 7,948 | $764,545 | 0.22% | 2024-09-30 | 2024-11-12 | +9.59% |
| HONZZZZ Honeywell International Inc | Stock | 3,673 | $759,255 | 0.22% | 2024-09-30 | 2024-11-12 | ||
| ET Energy Transfer LP | United States | Stock | 46,835 | $751,702 | 0.22% | 2024-09-30 | 2024-11-12 | +24.05% |
| NOW ServiceNow Inc | United States | Stock | 839 | $750,393 | 0.22% | 2024-09-30 | 2024-11-12 | -27.36% |
| BA Boeing Co | United States | Stock | 4,926 | $748,983 | 0.22% | 2024-09-30 | 2024-11-12 | +23.44% |
| CMCSA Comcast Corp Class A | United States | Stock | 17,857 | $745,877 | 0.21% | 2024-09-30 | 2024-11-12 | -44.83% |
| CVS CVS Health Corp | United States | Stock | 11,757 | $739,299 | 0.21% | 2024-09-30 | 2024-11-12 | +38.52% |
| WFC Wells Fargo & Co | United States | Stock | 12,842 | $725,421 | 0.21% | 2024-09-30 | 2024-11-12 | +42.47% |
| IQV IQVIA Holdings Inc | United States | Stock | 2,998 | $710,436 | 0.20% | 2024-09-30 | 2024-11-12 | +13.51% |
| MRSH Marsh & McLennan Companies Inc | United States | Stock | 3,093 | $690,017 | 0.20% | 2024-09-30 | 2024-11-12 | -23.61% |
| KKR KKR & Co Inc Ordinary Shares | United States | Stock | 5,234 | $683,465 | 0.20% | 2024-09-30 | 2024-11-12 | -28.64% |
| ORLY O'Reilly Automotive Inc | United States | Stock | 593 | $682,899 | 0.20% | 2024-09-30 | 2024-11-12 | +12.11% |
| WM Waste Management Inc | United States | Stock | 3,267 | $678,229 | 0.20% | 2024-09-30 | 2024-11-12 | -0.25% |
| EW Edwards Lifesciences Corp | United States | Stock | 10,276 | $678,113 | 0.20% | 2024-09-30 | 2024-11-12 | +33.47% |
| TTD The Trade Desk Inc A | United States | Stock | 6,174 | $676,979 | 0.20% | 2024-09-30 | 2024-11-12 | -89.01% |
| MET MetLife Inc | United States | Stock | 8,151 | $672,326 | 0.19% | 2024-09-30 | 2024-11-12 | +15.42% |
| NEE NextEra Energy Inc | United States | Stock | 7,870 | $665,251 | 0.19% | 2024-09-30 | 2024-11-12 | -10.22% |
| GDV Gabelli Dividend & Income | United States | CEF | 26,960 | $659,162 | 0.19% | 2024-09-30 | 2024-11-12 | +16.40% |
| PFE Pfizer Inc | United States | Stock | 22,371 | $647,424 | 0.19% | 2024-09-30 | 2024-11-12 | -0.76% |
| AMGN Amgen Inc | United States | Stock | 1,976 | $636,572 | 0.18% | 2024-09-30 | 2024-11-12 | +31.48% |
| AXP American Express Co | United States | Stock | 2,340 | $634,642 | 0.18% | 2024-09-30 | 2024-11-12 | +12.61% |
| FIX Comfort Systems USA Inc | United States | Stock | 1,598 | $623,779 | 0.18% | 2024-09-30 | 2024-11-12 | +326.55% |
| PANW Palo Alto Networks Inc | United States | Stock | 1,808 | $617,974 | 0.18% | 2024-09-30 | 2024-11-12 | +127.27% |
| TMO Thermo Fisher Scientific Inc | United States | Stock | 988 | $611,147 | 0.18% | 2024-09-30 | 2024-11-12 | +9.87% |
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