Instuitional Investor - 9258 Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: 9258 Wealth Management, Llc
Portfolio Value $568,695,361
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 112,781 $21,713,691 3.81%
2. NVDA 41,997 $20,797,929 3.65%
3.
Spdr Series Trust
315,080 $20,499,125 3.6%
4.
Ishares Russell Top 200 Growth Etf
108,577 $19,024,887 3.34%
5. PG 125,230 $18,351,246 3.22%