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  Name: 9258 Wealth Management LLC
  City: BLUE ASH
  State: OH
  Zip: 45242
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $642,081,000
  Total Value Change : $73,382,000
  Securities Held Change : 37
   
All Securities Held : 347
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XRAY)1 Year Chart         XRAY DENTSPLY International Closed $28.25 $0 0 0% -203,000 -5,690 0    Medical Instruments &...
   (MO)1 Year Chart         MO Altria Group Inc Closed $43.85 $0 0 0% -254,000 -6,300 0    Cigarettes & Other To...
   (SNE)1 Year Chart         SNE Sony Corporation (ADR) Closed $84.84 $0 0 0% -221,000 -2,329 0    Electronic Equipment
   (UL)1 Year Chart         UL Unilever Plc (ADR) Closed $52.66 $0 0 0% -204,000 -4,215 0    Food - Major Diversified
   (HSY)1 Year Chart         HSY Hershey Foods Corp Closed $198.16 $0 0 0% -272,000 -1,461 0    Confectioners

      5 Records Found
  1    
Page 1 of 1
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