Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 9258 WEALTH MANAGEMENT LLC | 05-03-2024 | 03-31-2024 | 347 | 642,082,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Raytheon Technologies Corp | Stock | 101 | $1,265,266 | 12,973 | 0.00 | 0.00 | 1,481 | 12.89 | 03-31-2024 |
| Anthem Inc | Stock | 102 | $1,263,682 | 2,437 | 0.00 | 0.00 | 2 | 0.08 | 03-31-2024 |
| Lockheed Martin Corp | Stock | 103 | $1,260,422 | 2,771 | 0.00 | 0.00 | -128 | -4.42 | 03-31-2024 |
| NXP Semiconductors NV | Stock | 104 | $1,252,230 | 5,054 | 0.00 | 0.00 | 13 | 0.26 | 03-31-2024 |
