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Home > Institutional Investor > 9258 Wealth Management, Llc > Profile

Instuitional Investor - 9258 Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	9258 Wealth Management, Llc
Portfolio Value	$676,505,792

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	421,697	$51,210,837	7.57%
2.	Spdr Series Trust		300,388	$24,914,172	3.68%
3.	Apple Inc.	AAPL	105,163	$24,503,067	3.62%
4.	Ishares Russell Top 200 Growth Etf - ETF		103,916	$22,866,646	3.38%
5.	Procter & Gamble Co	PG	120,638	$20,894,455	3.09%