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9258 WEALTH MANAGEMENT, LLC

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BLUE ASH OH Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

9258 Wealth Management is based out of Blue Ash. 9258 Wealth Management is a large advisory firm with 3230 clients and discretionary assets under management (AUM) of $849,590,816 (Form ADV from 2023-04-06). Their last reported 13F filing for Q4 2023 included $568,695,361 in managed 13F securities and a top 10 holdings concentration of 31.36%. 9258 Wealth Management's largest holding is Apple Inc with shares held of 112,781. Whalewisdom has at least 23 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 3.82%
NVDA NVIDIA Corp. 3.66%
SPYG SPDR(R) Portfolio S& 3.6%
IWY iShares Russell Top 3.35%
PG Procter & Gamble Co. 3.23%

2023-12-31

13F Activity

Market Value $0.57b, Prior: $0.51b
New Purchases 16 stocks
Added To 125 stocks
Sold out of 29 stocks
Reduced holdings in 129 stocks
Top 10 Holdings % 31.36%
Turnover %[1] 14.52%
Turnover Alt %[2] 3.19%
Time Held Top 20 10.2 quarters
Time Held Top 10 8.8 quarters
Time Held All 13.83 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance