IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

9258 Wealth Management, LLC

Q2 2023 Holdings

Filed 2023-08-08 | 319 holdings | $531.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc(AAPL)Stock037833100$22.2M114,5494.2%
Procter & Gamble Co(PG)Stock742718109$20.0M131,4813.8%
Nvidia Corp(NVDA)Stock67066G104$17.8M42,0753.3%
Spdr Portfolio S&P 500 Growth ETF(SPYG)ETF78464A409$15.4M252,5562.9%
Microsoft Corp(MSFT)Stock594918104$15.4M45,2052.9%
iShares Core US Aggregate Bond ETF(AGG)ETF464287226$14.6M149,1052.7%
iShares Core Dividend Growth ETF(DGRO)ETF46434V621$14.3M277,4722.7%
iShares Core Total USD Bond Market ETF(IUSB)ETF46434V613$13.3M292,3652.5%
iShares Russell Top 200 Growth ETF(IWY)ETF464289438$13.3M83,8352.5%
Spdr Portfolio S&P 500 ETF(SPYM)ETF78464A854$13.2M253,3302.5%
United Parcel Service Inc Class B(UPS)Stock911312106$11.7M65,0462.2%
iShares Russell Top 200 Value ETF(IWX)ETF464289420$11.5M170,8382.2%
Oracle Corp(ORCL)Stock68389X105$10.7M89,7242.0%
Vanguard Total International Stock ETF(VXUS)ETF921909768$10.4M185,7542.0%
iShares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$10.1M104,1301.9%
Vanguard Mega Cap Value ETF(MGV)ETF921910840$9.5M91,3241.8%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$8.0M53,6021.5%
Cincinnati Financial Corp(CINF)Stock172062101$8.0M82,2701.5%
iShares Russell Mid-Cap ETF(IWR)ETF464287499$7.7M105,7781.5%
WisdomTree US Quality Dividend Gr ETF(DGRW)ETF97717X669$7.1M106,6301.3%
iShares Core S&P 500 ETF(IVV)ETF464287200$7.0M15,7101.3%
Vanguard Russell 2000 ETF(VTWO)ETF92206C664$5.7M75,0531.1%
iShares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$4.8M64,5670.9%
Vanguard Mega Cap Growth ETF(MGK)ETF921910816$4.8M20,4860.9%
iShares 3-7 Year Treasury Bond ETF(IEI)ETF464288661$4.4M38,5640.8%
JPMorgan Chase & Co(JPM)Stock46625H100$4.3M29,6580.8%
The Home Depot Inc(HD)Stock437076102$4.1M13,2230.8%
WisdomTree US SmallCap Earnings ETF(EES)ETF97717W562$3.9M86,6470.7%
Invesco QQQ Trust(QQQ)ETF46090E103$3.8M10,2050.7%
Vanguard Mid-Cap ETF(VO)ETF922908629$3.7M16,9670.7%
Amazon.com Inc(AMZN)Stock023135106$3.7M28,6450.7%
Johnson & Johnson(JNJ)Stock478160104$3.7M22,5150.7%
Broadcom Inc(AVGO)Stock11135F101$3.4M3,9480.6%
iShares Russell Mid-Cap Growth ETF(IWP)ETF464287481$3.4M34,8160.6%
Technology Select Sector Spdr ETF(XLK)ETF81369Y803$3.4M19,2880.6%
iShares Core International Aggt Bd ETF(IAGG)ETF46435G672$3.2M65,5250.6%
Exxon Mobil Corp(XOM)Stock30231G102$3.1M28,4880.6%
iShares S&P 100 ETF(OEF)ETF464287101$2.8M13,7340.5%
iShares Russell Top 200 ETF(IWL)ETF464289446$2.8M26,4240.5%
Cisco Systems Inc(CSCO)Stock17275R102$2.8M53,3780.5%
Micron Technology Inc(MU)Stock595112103$2.7M43,3930.5%
Merck & Co Inc(MRK)Stock58933Y105$2.7M23,4490.5%
Vanguard Ftse All-Wld ex-US ETF(VEU)ETF922042775$2.7M49,5440.5%
Eli Lilly and Co(LLY)Stock532457108$2.5M5,3120.5%
Invesco BuyBack Achievers ETF(PKW)ETF46137V308$2.4M27,2500.5%
Alphabet Inc A(GOOGL)Stock02079K305$2.3M19,5940.4%
Health Care Select Sector Spdr ETF(XLV)ETF81369Y209$2.3M17,5410.4%
AbbVie Inc(ABBV)Stock00287Y109$2.3M17,0460.4%
Marathon Petroleum Corp(MPC)Stock56585A102$2.2M18,5400.4%
iShares Core S&P Mid-Cap ETF(IJH)ETF464287507$2.2M8,2670.4%
Page 1 of 7Next