| |
|
|
| Name: |
9258 Wealth Management LLC |
| City: |
BLUE ASH |
| State: |
OH |
| Zip: |
45242 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
25 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
QQQE |
Direxion Nasdaq 100 Equal W... |
|
New |
$86.24 |
$955,000 |
10,710 |
% |
955,000 |
10,710 |
0 |
N/A |
|
|
FTA |
First Trust Large Cap Value... |
|
New |
$74.34 |
$780,000 |
10,213 |
% |
780,000 |
10,213 |
0 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
|
New |
$78.13 |
$678,000 |
8,407 |
% |
678,000 |
8,407 |
0 |
N/A |
|
|
XLF |
SPDR Financial Sector |
|
New |
$41.07 |
$613,000 |
14,564 |
% |
613,000 |
14,564 |
0 |
N/A |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
|
New |
$42.51 |
$348,000 |
8,474 |
% |
348,000 |
8,474 |
0 |
N/A |
|
|
RFV |
Invesco S&P Midcap 400 Pure... |
|
New |
$114.35 |
$336,000 |
2,819 |
% |
336,000 |
2,819 |
0 |
N/A |
|
|
FANG |
Diamondback Energy, Inc. |
|
New |
$204.19 |
$332,000 |
1,677 |
% |
332,000 |
1,677 |
0 |
N/A |
|
|
PH |
Parker Hannifin Corp |
|
New |
$550.79 |
$296,000 |
532 |
% |
296,000 |
532 |
0 |
N/A |
|
|
VIOG |
Vanguard S&p Small Cap ... |
|
New |
$111.04 |
$291,000 |
2,586 |
% |
291,000 |
2,586 |
0 |
N/A |
|
|
CMI |
Cummins Inc |
|
New |
$283.59 |
$253,000 |
859 |
% |
253,000 |
859 |
0 |
N/A |
|
|
BX |
Blackstone Group LP |
|
New |
$120.62 |
$252,000 |
1,917 |
% |
252,000 |
1,917 |
0 |
N/A |
|
|
TSCO |
Tractor Supply Co |
|
New |
$269.54 |
$239,000 |
915 |
% |
239,000 |
915 |
0 |
N/A |
|
|
CMG |
Chipotle Mexican Grill Inc |
|
New |
$3,199.10 |
$230,000 |
79 |
% |
230,000 |
79 |
0 |
N/A |
|
|
PXLG |
Invesco Russell Top 200 Pur... |
|
New |
$102.28 |
$229,000 |
2,154 |
% |
229,000 |
2,154 |
0 |
N/A |
|
|
PXMV |
Invesco Russell Midcap Pure... |
|
New |
$52.52 |
$227,000 |
4,183 |
% |
227,000 |
4,183 |
0 |
N/A |
|
|
BIN |
Waste Connections, Inc |
|
New |
$166.61 |
$225,000 |
1,309 |
% |
225,000 |
1,309 |
0 |
N/A |
|
|
HLT |
Hilton Worldwide Holdings Inc. |
|
New |
$200.10 |
$218,000 |
1,021 |
% |
218,000 |
1,021 |
0 |
N/A |
|
|
AZO |
Autozone Inc |
|
New |
$2,967.70 |
$214,000 |
68 |
% |
214,000 |
68 |
0 |
N/A |
|
|
GMF |
streetTRACKS Sp Em As Pac Etf |
|
New |
$108.41 |
$210,000 |
2,028 |
% |
210,000 |
2,028 |
0 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
|
New |
$284.19 |
$208,000 |
723 |
% |
208,000 |
723 |
0 |
N/A |
|
|
FBND |
Fidelity Total Bond Etf |
|
New |
$0.00 |
$207,000 |
4,565 |
% |
207,000 |
4,565 |
0 |
N/A |
|
|
REGN |
Regeneron Pharmaceuticals Inc |
|
New |
$958.64 |
$207,000 |
215 |
% |
207,000 |
215 |
0 |
N/A |
|
|
EFX |
Equifax Inc |
|
New |
$231.34 |
$207,000 |
773 |
% |
207,000 |
773 |
0 |
N/A |
|
|
RSG |
Republic Services Inc |
|
New |
$186.71 |
$205,000 |
1,069 |
% |
205,000 |
1,069 |
0 |
N/A |
|
|
FYT |
First Trust Small Cap Value... |
|
New |
$52.92 |
$204,000 |
3,764 |
% |
204,000 |
3,764 |
0 |
N/A |
|
