test

Andrew Armstrong

@9258 Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$676.506MTotal holdings356
Assets growth rate4.12%Assets growth rate (2-Q avg)2.66%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in 9258 Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 356 positions.

Assets under management

The assets under management (AUM) of 9258 Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 676.506M in assets, with a quarterly growth rate of 4.12% and a 2-quarter average growth rate of 2.66%. The portfolio is managed by Andrew Armstrong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp
Recent Activity
Increased 0.6%
7.57%
$51.211M
421,697 shares@ $121.44 avg price
SPYGSpdr Portfolio S&p 500 Growth Etf
Recent Activity
Decreased -1.08%
3.69%
$24.914M
300,388 shares@ $82.94 avg price
AAPLApple Inc
Recent Activity
Decreased -1.59%
3.63%
$24.503M
105,163 shares@ $233.01 avg price
IWYIshares Russell Top 200 Growth Etf
Recent Activity
Decreased -1.77%
3.39%
$22.867M
103,916 shares@ $220.05 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -1.61%
3.09%
$20.894M
120,638 shares@ $173.2 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.4%
2.91%
$19.635M
45,630 shares@ $430.31 avg price
DGROIshares Core Dividend Growth Etf
Recent Activity
Decreased -1%
2.74%
$18.507M
295,216 shares@ $62.69 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
Decreased -1.47%
2.38%
$16.059M
237,883 shares@ $67.52 avg price
IWXIshares Russell Top 200 Value Etf
Recent Activity
Decreased -0.36%
2.34%
$15.784M
194,222 shares@ $81.27 avg price
ORCLOracle Corp
Recent Activity
Decreased -2.87%
2.16%
$14.603M
85,698 shares@ $170.4 avg price