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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INVESCO EXCH TRADED FD TR II
| PSCH | ETF | 0 | -1,917 | 0 | -251,069,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DOVER Corp
| DOV | Common | 0 | -1,649 | 0 | -250,549,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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JD.com, Inc.
| JD | Common | 0 | -5,361 | 0 | -235,294,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VALERO ENERGY CORP/TX
| VLO | Common | 0 | -1,615 | 0 | -225,393,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ITA | Common | 0 | -1,915 | 0 | -220,395,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| SPHD | ETF | 0 | -5,200 | 0 | -219,498,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DENTSPLY SIRONA Inc.
| XRAY | COM | 0 | -5,260 | 0 | -206,613,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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KIMBERLY CLARK CORP
| KMB | Common | 0 | -1,534 | 0 | -205,893,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Avery Dennison Corp
| AVY | Common | 0 | -1,134 | 0 | -202,907,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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J M SMUCKER Co
| SJM | Common | 0 | -1,283 | 0 | -201,942,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TWILIO INC
| TWLO | CL A | 0 | -3,007 | 0 | -200,356,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BGRS 2005 LLC
| BGR | COM | 0 | -11,021 | 0 | -134,013,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Nuveen Multi-Asset Income Fund
| NMAI | COM | 0 | -10,784 | 0 | -124,442,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BGC Partners, Inc.
| BGCP | CL A | 0 | -12,730 | 0 | -66,578,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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