Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 310 | 1,137,190,178 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Honda Motor Co Ltd ADR | ADR | 1 | $568,695,361 | 6,488 | 0.05 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Apple Inc | Stock | 2 | $21,713,691 | 112,781 | 0.00 | 0.00 | 484 | 0.43 | 12-31-2023 |
| NVIDIA Corp | Stock | 3 | $20,797,929 | 41,997 | 0.00 | 0.00 | 112 | 0.27 | 12-31-2023 |
| SPDR Portfolio S&P 500 Growth ETF | ETF | 4 | $20,499,125 | 315,080 | 0.00 | 0.00 | 32,043 | 11.32 | 12-31-2023 |
