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.
- MCO: Country of operation United States; Class Stock; Shares 432; Value $205,023.
- XEL: Country of operation United States; Class Stock; Shares 3,106; Value $202,822.
- DIAX: Country of operation United States; Class CEF; Shares 11,800; Value $175,230.
- BGC: Country of operation United States; Class Stock; Shares 12,777; Value $117,290.
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.
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