9258 Wealth Management, LLC
CIK Number: 0001766506
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | 116.08 | +1.77% | 421.7K | +0.60% | 51.21M | 6.68 | 7.57% |
| 2 | SPYG | Spdr Portfolio ... | 84.55 | -1.02% | 300.39K | -1.09% | 24.91M | 57.76 | 3.68% |
| 3 | AAPL | Apple Inc | 236.06 | -0.83% | 105.16K | -1.6% | 24.5M | 64.34 | 3.62% |
| 4 | IWY | Ishares Russell... | 223.10 | -0.6% | 103.92K | -1.77% | 22.87M | 147.3 | 3.38% |
| 5 | PG | Procter & Gambl... | 173.03 | -1.46% | 120.64K | -1.62% | 20.89M | 119.21 | 3.09% |
| 6 | MSFT | Microsoft Corp | 388.60 | +0.03% | 45.63K | +1.40% | 19.63M | 154.77 | 2.90% |
| 7 | DGRO | Ishares Core Di... | 62.60 | -1.67% | 295.22K | -1.01% | 18.51M | 45.32 | 2.74% |
| 8 | SPLG | Spdr Portfolio ... | 67.82 | -1.28% | 237.88K | -1.48% | 16.06M | 47.7 | 2.37% |
| 9 | IWX | Ishares Russell... | 82.04 | -1.99% | 194.22K | -0.37% | 15.78M | 65.03 | 2.33% |
| 10 | ORCL | Oracle Corp | 157.25 | -2.94% | 85.7K | -2.88% | 14.6M | 47.48 | 2.16% |
| 11 | AGG | Ishares Core Us... | 98.92 | -0.24% | 133.01K | -4.55% | 13.47M | 107 | 1.99% |
| 12 | VXUS | Vanguard Total ... | 62.28 | +0.04% | 206.99K | -2.61% | 13.4M | 53.45 | 1.98% |
| 13 | IUSB | Ishares Core To... | 46.07 | -0.22% | 271.69K | -4.49% | 12.8M | 45.88 | 1.89% |
| 14 | MGV | Vanguard Mega C... | 128.71 | -2.08% | 99.32K | -0.24% | 12.74M | 99.29 | 1.88% |
| 15 | CINF | Cincinnati Fina... | 143.36 | -2.79% | 82.5K | -0.24% | 11.23M | 105.78 | 1.66% |
| 16 | IEF | Ishares 7-10 Ye... | 95.08 | -0.32% | 96.25K | -3.12% | 9.44M | 97.75 | 1.40% |
| 17 | IWR | Ishares Russell... | 86.76 | -1.53% | 99.8K | -1.26% | 8.8M | 67.34 | 1.30% |
| 18 | UPS | United Parcel S... | 116.80 | -2.06% | 61.33K | -1.72% | 8.36M | 111.09 | 1.24% |
| 19 | IVV | Ishares Core S&... | 579.29 | -1.28% | 14.35K | -0.08% | 8.28M | 379.04 | 1.22% |
| 20 | AVGO | Broadcom Inc | 187.63 | +0.14% | 38.96K | +892.92% | 6.72M | 41.88 | 0.99% |
| 21 | MGK | Vanguard Mega C... | 328.49 | -0.64% | 20.36K | +0.03% | 6.55M | 147.34 | 0.97% |
| 22 | VTWO | Vanguard Russel... | 83.52 | -1.07% | 70.73K | -2.91% | 6.32M | 70.34 | 0.93% |
| 23 | HD | The Home Depot ... | 381.61 | -2.07% | 15.47K | +7.86% | 6.27M | 240.27 | 0.93% |
| 24 | JPM | Jpmorgan Chase ... | 249.97 | -4.09% | 29.31K | -3.08% | 6.18M | 119.58 | 0.91% |
| 25 | AMZN | Amazon.Com Inc | 203.76 | -0.61% | 31.58K | +12.62% | 5.88M | 116.73 | 0.87% |
| 26 | IWP | Ishares Russell... | 123.22 | -0.81% | 45.8K | +0.23% | 5.37M | 96.1 | 0.79% |
| 27 | QQQ | Invesco Qqq Tru... | 495.33 | -0.35% | 10.19K | +3.33% | 4.97M | 222.74 | 0.73% |
| 28 | RSP | Invesco S&P 500... | 175.30 | -1.66% | 26.12K | -7.56% | 4.68M | 134.53 | 0.69% |
| 29 | LLY | Eli Lilly And C... | 910.79 | -2.04% | 5.13K | 0.00% | 4.54M | 182.2 | 0.67% |
| 30 | XOM | Exxon Mobil Cor... | 107.52 | -0.22% | 37.32K | -3.94% | 4.37M | 82.19 | 0.65% |
| 31 | EES | Wisdomtree Us S... | 50.76 | -0.17% | 79.97K | -7.39% | 4.22M | 38.45 | 0.62% |
| 32 | IEI | Ishares 3-7 Yea... | 117.61 | -0.1% | 34.39K | -4.2% | 4.11M | 126.34 | 0.61% |
| 33 | MU | Micron Technolo... | 91.17 | +0.70% | 38.48K | +3.83% | 3.99M | 58.44 | 0.59% |
| 34 | XLK | Technology Sele... | 218.47 | -0.09% | 16.96K | -6.49% | 3.83M | 109.75 | 0.57% |
| 35 | DGRW | Wisdomtree Us Q... | 81.07 | -1.33% | 44.43K | -3.5% | 3.7M | 56.31 | 0.55% |
| 36 | IJK | Ishares S&P Mid... | 85.76 | -1.38% | 39.51K | -10.25% | 3.63M | 67.69 | 0.54% |
| 37 | GOOGL | Alphabet Inc A | 170.88 | +2.32% | 21.34K | -2.61% | 3.54M | 88.61 | 0.52% |
| 38 | ABBV | Abbvie Inc | 208.11 | -1.59% | 17.6K | +0.35% | 3.48M | 103.05 | 0.51% |
| 39 | IWL | Ishares Russell... | 143.30 | -0.48% | 23.85K | -8.29% | 3.35M | 95.67 | 0.50% |
| 40 | JNJ | Johnson & Johns... | 165.47 | -1.08% | 20.38K | -3.04% | 3.3M | 140.95 | 0.49% |
| 41 | WMT | Walmart Inc | 94.73 | -2.93% | 39.96K | -0.75% | 3.23M | 37.37 | 0.48% |
| 42 | OEF | Ishares S&P 100... | 281.04 | -1.16% | 11.08K | -13.64% | 3.07M | 149.54 | 0.45% |
| 43 | IAGG | Ishares Core In... | 50.05 | -0.54% | 58.59K | -2.79% | 3.04M | 50.49 | 0.45% |
| 44 | VEU | Vanguard Ftse A... | 60.84 | +0.06% | 47.17K | -2.4% | 2.97M | 55.95 | 0.44% |
| 45 | MPC | Marathon Petrol... | 142.64 | -2.18% | 17.99K | -3.03% | 2.93M | 48.95 | 0.43% |
| 46 | CSCO | Cisco Systems I... | 63.22 | -0.41% | 50.89K | -2.06% | 2.71M | 43.96 | 0.40% |
| 47 | BAC | Bank Of America... | 42.56 | -6.58% | 65.83K | +0.49% | 2.61M | 28.36 | 0.39% |
| 48 | MRK | Merck & Co Inc | 92.58 | -0.62% | 22.57K | -1.15% | 2.56M | 80.71 | 0.38% |
| 49 | IWV | Ishares Russell... | 327.76 | -1.29% | 7.84K | -6.33% | 2.56M | 262.36 | 0.38% |
| 50 | VIG | Vanguard Divide... | 198.13 | -1.54% | 12.72K | 0.00% | 2.52M | 126.72 | 0.37% |
| 51 | VO | Vanguard Mid-Ca... | 262.90 | -1.48% | 9.35K | -1.88% | 2.47M | 198.8 | 0.36% |
| 52 | PKW | Invesco Buyback... | 113.38 | -2.22% | 21.25K | -22.02% | 2.43M | 69.22 | 0.36% |
| 53 | UNH | Unitedhealth Gr... | 474.77 | +1.65% | 4.12K | -1.62% | 2.41M | 368.16 | 0.36% |
| 54 | MOAT | Vaneck Mornings... | 89.84 | -1.38% | 24.57K | -1.57% | 2.38M | 67.15 | 0.35% |
| 55 | USB | U.S. Bancorp | 44.57 | -3.61% | 50.67K | -14.81% | 2.32M | 46 | 0.34% |
| 56 | QUAL | Ishares Edge Ms... | 177.21 | -1.06% | 12.79K | +3.24% | 2.29M | 109.61 | 0.34% |
| 57 | GS | Goldman Sachs G... | 579.75 | -4.21% | 4.56K | +9.31% | 2.26M | 215.57 | 0.33% |
| 58 | IJR | Ishares Core S&... | 107.56 | -1.49% | 18.89K | -9.22% | 2.21M | 81.56 | 0.33% |
| 59 | V | Visa Inc Class ... | 351.93 | -2.73% | 8K | +0.30% | 2.2M | 211.56 | 0.33% |
| 60 | VOO | Vanguard S&P 50... | 530.12 | -1.27% | 4.15K | -3.74% | 2.19M | 354.09 | 0.32% |
| 61 | CVX | Chevron Corp | 151.99 | -0.72% | 14.43K | +0.66% | 2.12M | 125.89 | 0.31% |
| 62 | XLV | Health Care Sel... | 148.22 | -0.91% | 13.39K | -11.29% | 2.06M | 110.41 | 0.30% |
| 63 | ALL | Allstate Corp | 199.17 | -1.43% | 10.85K | +0.64% | 2.06M | 108.87 | 0.30% |
| 64 | TSM | Taiwan Semicond... | 180.19 | +4.17% | 11.81K | -1.27% | 2.05M | 65.83 | 0.30% |
| 65 | IJH | Ishares Core S&... | 59.58 | -1.52% | 32.45K | +0.24% | 2.02M | 44.29 | 0.30% |
| 66 | GE | General Electri... | 198.77 | -1.58% | 10.53K | +6.04% | 1.99M | 79.99 | 0.29% |
| 67 | AMD | Advanced Micro ... | 100.76 | +2.58% | 12.1K | +5.35% | 1.99M | 102.6 | 0.29% |
| 68 | CI | Cigna Corp | 308.92 | -0.83% | 5.6K | +0.61% | 1.94M | 225.49 | 0.29% |
| 69 | META | Meta Platforms ... | 639.38 | -2.39% | 3.37K | +0.30% | 1.93M | 277.17 | 0.28% |
| 70 | CRM | Salesforce.Com ... | 287.15 | -2.02% | 6.89K | -5.56% | 1.89M | 221.06 | 0.28% |
| 71 | VPL | Vanguard Ftse P... | 73.17 | -0.39% | 23.99K | +3.98% | 1.88M | 69.99 | 0.28% |
| 72 | KR | The Kroger Co | 63.24 | +0.56% | 32.71K | +0.07% | 1.87M | 29.05 | 0.28% |
| 73 | SPY | Spdr S&P 500 Et... | 576.57 | -1.23% | 3.22K | -2.83% | 1.85M | 366.92 | 0.27% |
| 74 | RJF | Raymond James F... | 143.97 | -4.28% | 15.03K | 0.00% | 1.84M | 49.68 | 0.27% |
| 75 | PNC | Pnc Financial S... | 180.25 | -4.88% | 9.92K | -1.18% | 1.83M | 155.03 | 0.27% |
| 76 | TJX | Tjx Companies I... | 121.66 | -1.52% | 15.57K | +0.45% | 1.83M | 78.18 | 0.27% |
| 77 | IXUS | Ishares Core Ms... | 69.88 | +0.07% | 24.23K | -4.4% | 1.76M | 62.02 | 0.26% |
| 78 | BRK-B | Berkshire Hatha... | 495.56 | -2.85% | 3.78K | -0.61% | 1.74M | 251.43 | 0.26% |
| 79 | IJJ | Ishares S&P Mid... | 121.08 | -1.67% | 13.92K | 0.00% | 1.72M | 90.46 | 0.25% |
| 80 | QCOM | Qualcomm Inc | 154.31 | +0.45% | 9.9K | +2.17% | 1.68M | 82.88 | 0.25% |
| 81 | CAT | Caterpillar Inc | 326.58 | -1.64% | 4.14K | +3.73% | 1.62M | 184.68 | 0.24% |
| 82 | IWF | Ishares Russell... | 382.36 | -0.65% | 4.27K | +0.52% | 1.6M | 272.98 | 0.24% |
| 83 | SNPS | Synopsys Inc | 445.02 | +0.40% | 3.16K | +9.80% | 1.6M | 206.33 | 0.24% |
| 84 | LMT | Lockheed Martin... | 448.90 | -0.67% | 2.73K | -1.37% | 1.6M | 380.49 | 0.24% |
| 85 | VEA | Vanguard Ftse D... | 51.31 | -0.27% | 29.82K | +2.32% | 1.57M | 44.62 | 0.23% |
| 86 | BLK | Blackrock Inc | 951.29 | -1.57% | 1.66K | +100.00% | 1.57M | 949.28 | 0.23% |
| 87 | COST | Costco Wholesal... | 1036.25 | -1.01% | 1.72K | 0.00% | 1.53M | 344.52 | 0.23% |
| 88 | RTX | Raytheon Techno... | 128.67 | -3.86% | 12.58K | -3.01% | 1.52M | 63.31 | 0.23% |
| 89 | ABT | Abbott Laborato... | 137.65 | -1.83% | 13.36K | +5.98% | 1.52M | 89.27 | 0.23% |
| 90 | TT | Trane Technolog... | 342.75 | -1.01% | 3.89K | +1.01% | 1.51M | 200.64 | 0.22% |
| 91 | VRTX | Vertex Pharmace... | 486.25 | +0.61% | 3.08K | -1.28% | 1.43M | 235.88 | 0.21% |
| 92 | IVE | Ishares S&P 500... | 192.19 | -1.62% | 7.23K | -0.36% | 1.43M | 130.42 | 0.21% |
| 93 | USMV | Ishares Edge Ms... | 93.30 | -1.19% | 15.2K | -0.05% | 1.39M | 61.3 | 0.21% |
| 94 | PEP | Pepsico Inc | 154.10 | -1.21% | 8.13K | -0.93% | 1.38M | 144.8 | 0.20% |
| 95 | VYM | Vanguard High D... | 129.94 | -2.08% | 10.71K | -1.34% | 1.37M | 88.81 | 0.20% |
| 96 | LIN | Linde Plc | 461.09 | -0.25% | 2.88K | -0.28% | 1.37M | 357.78 | 0.20% |
| 97 | SPYV | Spdr Portfolio ... | 51.51 | -1.57% | 25.46K | -1.64% | 1.35M | 41.22 | 0.20% |
| 98 | GOOG | Alphabet Inc Cl... | 172.60 | +2.34% | 7.85K | +0.13% | 1.31M | 96.17 | 0.19% |
| 99 | ICE | Intercontinenta... | 169.94 | -1.88% | 8.14K | -1.19% | 1.31M | 124.41 | 0.19% |
| 100 | IVW | Ishares S&P 500... | 97.72 | -0.89% | 13.64K | -10.72% | 1.31M | 62.8 | 0.19% |
| 101 | MA | Mastercard Inc ... | 554.91 | -3.48% | 2.63K | +9.28% | 1.3M | 320.64 | 0.19% |
| 102 | ADX | Adams Diversifi... | 19.52 | -0.76% | 59.39K | +1.92% | 1.28M | 14.05 | 0.19% |
| 103 | NXPI | Nxp Semiconduct... | 211.33 | -2.4% | 5.21K | -1.4% | 1.25M | 178.64 | 0.18% |
| 104 | ELV | Anthem Inc | 397.76 | +0.57% | 2.39K | -1.97% | 1.24M | 344.1 | 0.18% |
| 105 | XLF | Financial Selec... | 49.87 | -3.61% | 27.2K | +45.40% | 1.23M | 42.86 | 0.18% |
| 106 | MDY | Spdr S&P Midcap... | 544.49 | -1.52% | 2.15K | 0.00% | 1.23M | 407.45 | 0.18% |
| 107 | ETN | Eaton Corp Plc | 278.90 | +0.16% | 3.58K | -0.06% | 1.19M | 129.58 | 0.18% |
| 108 | CTAS | Cintas Corp | 204.59 | -1.37% | 5.65K | +286.78% | 1.16M | 81.53 | 0.17% |
| 109 | IBM | International B... | 253.09 | +1.16% | 5.24K | +4.22% | 1.16M | 118.04 | 0.17% |
| 110 | IWM | Ishares Russell... | 206.50 | -1.09% | 5.24K | -5.98% | 1.16M | 192.85 | 0.17% |
| 111 | RWK | Invesco S&P Mid... | 109.63 | -3.07% | 9.93K | +6.76% | 1.16M | 106.02 | 0.17% |
| 112 | FFBC | First Financial... | 25.98 | -4.27% | 44.78K | -3.41% | 1.13M | 24.6 | 0.17% |
| 113 | HACK | Etfmg Prime Cyb... | 75.33 | +0.83% | 16.01K | +100.00% | 1.09M | 68.28 | 0.16% |
| 114 | LHX | L3Harris Techno... | 207.21 | -0.24% | 4.56K | +1.24% | 1.08M | 203.27 | 0.16% |
| 115 | TSLA | Tesla Inc | 272.04 | -4.43% | 4.02K | +0.12% | 1.05M | 214.62 | 0.16% |
| 116 | AZN | Astrazeneca Plc... | 77.25 | +1.52% | 13.46K | -3.37% | 1.05M | 56.78 | 0.15% |
| 117 | XLY | Consumer Discre... | 208.20 | -1.78% | 5.14K | +3.97% | 1.03M | 143.23 | 0.15% |
| 118 | VOE | Vanguard Mid-Ca... | 161.40 | -1.94% | 6.02K | -5.18% | 1.01M | 133.66 | 0.15% |
| 119 | SPGI | S&P Global Inc | 516.36 | -2.45% | 1.93K | +0.10% | 994.49K | 412.5 | 0.15% |
| 120 | QQQE | Direxion Nasdaq... | 91.20 | -0.6% | 11K | 0.00% | 992.56K | 88.99 | 0.15% |
| 121 | IEFA | Ishares Core Ms... | 76.28 | -0.11% | 12.62K | -0.51% | 985.23K | 63.77 | 0.15% |
| 122 | FTA | First Trust Lar... | 76.39 | -1.24% | 12.17K | 0.00% | 962.85K | 75.55 | 0.14% |
| 123 | UBER | Uber Technologi... | 75.34 | +1.21% | 12.33K | +2.04% | 926.8K | 51.84 | 0.14% |
| 124 | HAL | Halliburton Co | 24.17 | -3.36% | 31.36K | -11.7% | 910.89K | 29.92 | 0.13% |
| 125 | DE | Deere & Co | 458.62 | -1.55% | 2.15K | +1.70% | 898.51K | 252.36 | 0.13% |
| 126 | TMFG | Motley Fool Glo... | 28.82 | -0.57% | 28.07K | 0.00% | 890.11K | 32.09 | 0.13% |
| 127 | MCD | Mcdonald'S Corp | 305.58 | +0.42% | 2.92K | -1.28% | 889.47K | 225.16 | 0.13% |
| 128 | ROP | Roper Technolog... | 584.93 | -0.15% | 1.6K | -16.17% | 888.71K | 440.94 | 0.13% |
| 129 | T | At&T Inc | 26.20 | -5.5% | 39.82K | +0.19% | 876.09K | 24.25 | 0.13% |
| 130 | SCHD | Schwab Us Divid... | 27.89 | -1.8% | 10.3K | +12.89% | 870.49K | 26.81 | 0.13% |
| 131 | IUSG | Ishares Core S&... | 133.88 | -0.98% | 6.58K | -0.98% | 868.1K | 75.91 | 0.13% |
| 132 | XLC | Communication S... | 100.11 | -0.87% | 9.29K | -34% | 839.82K | 57.83 | 0.12% |
| 133 | VKTX | Viking Therapeu... | 28.11 | +9.40% | 13.24K | +2.57% | 838.16K | 19.84 | 0.12% |
| 134 | MPWR | Monolithic Powe... | 587.90 | +1.55% | 890 | -0.67% | 822.42K | 310.82 | 0.12% |
| 135 | DUK | Duke Energy Cor... | 116.47 | -1.85% | 7.04K | -30.7% | 812.17K | 94.16 | 0.12% |
| 136 | XLP | Consumer Staple... | 82.09 | -1.71% | 9.78K | +21.63% | 811.33K | 72.02 | 0.12% |
| 137 | BMY | Bristol-Myers S... | 59.52 | -0.58% | 15.6K | -10.35% | 806.93K | 54.11 | 0.12% |
| 138 | FI | Fiserv Inc | 223.82 | -5.87% | 4.49K | -4.88% | 805.91K | 112.54 | 0.12% |
| 139 | MTUM | Ishares Edge Ms... | 209.86 | -2.09% | 3.89K | 0.00% | 788.74K | 125.56 | 0.12% |
| 140 | UYG | Proshares Ultra... | 89.64 | -7.02% | 10.25K | -36.92% | 783.3K | 53.65 | 0.12% |
| 141 | F | Ford Motor Co | 9.13 | -2.77% | 74.07K | +3.81% | 782.2K | 11.77 | 0.12% |
| 142 | KO | Coca-Cola Co | 70.06 | -3.13% | 10.7K | +9.65% | 768.69K | 55.04 | 0.11% |
| 143 | UNP | Union Pacific C... | 241.54 | -1.74% | 3.1K | +1.24% | 765.42K | 188.29 | 0.11% |
| 144 | DIS | The Walt Disney... | 108.89 | -3.46% | 7.95K | +2.16% | 764.54K | 124.3 | 0.11% |
| 145 | HON | Honeywell Inter... | 208.03 | -1.88% | 3.67K | +2.20% | 759.25K | 184.09 | 0.11% |
| 146 | ET | Energy Transfer... | 18.48 | -2.89% | 46.84K | 0.00% | 751.7K | 13.81 | 0.11% |
| 147 | NOW | Servicenow Inc | 906.27 | -0.44% | 839 | -0.47% | 750.39K | 334.51 | 0.11% |
| 148 | BA | Boeing Co | 159.10 | -6.44% | 4.93K | -4.52% | 748.98K | 272.32 | 0.11% |
| 149 | CMCSA | Comcast Corp Cl... | 35.46 | -1.45% | 17.86K | +2.30% | 745.88K | 39.82 | 0.11% |
| 150 | CVS | Cvs Health Corp | 64.26 | -0.99% | 11.76K | -4.17% | 739.3K | 69.06 | 0.11% |