News + Filings Holdings
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9258 Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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STERIS Ltd
| STE | Common | 1,179 | 1,179 | 265,251,000 | 265,251,000 | 0.05 | |
Hist
| 06/30/2023 |
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APPLIED MATERIALS INC /DE
| AMAT | Common | 1,762 | 1,762 | 254,679,000 | 254,679,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 915 | 915 | 233,792,000 | 233,792,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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HORTON D R INC /DE/
| DHI | Common | 1,910 | 1,910 | 232,428,000 | 232,428,000 | 0.04 | 0.00 |
Hist
| 06/30/2023 |
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DraftKings Holdings Inc.
| DKNG | Stock | 8,666 | 8,666 | 230,256,000 | 230,256,000 | 0.04 | |
Hist
| 06/30/2023 |
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YUM BRANDS INC
| YUM | Common | 1,589 | 1,589 | 220,156,000 | 220,156,000 | 0.04 | |
Hist
| 06/30/2023 |
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VEEVA SYSTEMS INC
| VEEV | Common | 1,064 | 1,064 | 210,385,000 | 210,385,000 | 0.04 | |
Hist
| 06/30/2023 |
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TRI-CONTINENTAL CORP
| TY | Common | 7,541 | 7,541 | 206,766,000 | 206,766,000 | 0.04 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| EWC | MSCI CDA INDEX | 5,850 | 5,850 | 204,692,000 | 204,692,000 | 0.04 | |
Hist
| 06/30/2023 |
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Viking Therapeutics, Inc.
| VKTX | COM | 10,005 | 10,005 | 162,181,000 | 162,181,000 | 0.03 | |
Hist
| 06/30/2023 |
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NatWest Group plc
| NWG | ADR | 11,014 | 11,014 | 67,406,000 | 67,406,000 | 0.01 | |
Hist
| 06/30/2023 |
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BGC Partners, Inc.
| BGC | Common | 12,740 | 12,740 | 56,436,000 | 56,436,000 | 0.01 | 0.00 |
Hist
| 06/30/2023 |
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