Stock Taper 
9258 WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Duke Energy Corporation | DUK | 7.04K | $812.17K |
 Baxter International Inc. | BAX | 7.08K | $268.87K |
 Alphabet Inc. | GOOG | 7.85K | $1.31M |
 NextEra Energy, Inc. | NEE | 7.87K | $665.25K |
 The Walt Disney Company | DIS | 7.95K | $764.54K |
 Visa Inc. | V | 8K | $2.2M |
 Brookfield Infrastructure Partners L.P. | BIP | 8.08K | $283.25K |
 PepsiCo, Inc. | PEP | 8.13K | $1.38M |
 Intercontinental Exchange, Inc. | ICE | 8.14K | $1.31M |
 MetLife, Inc. | MET | 8.15K | $672.33K |
 Shell plc | SHEL | 9.43K | $621.95K |
 Atrium Therapeutics, Inc. | RNA | 9.66K | $443.55K |
 QUALCOMM Incorporated | QCOM | 9.9K | $1.68M |
 The PNC Financial Services Group, Inc. | PNC | 9.92K | $1.83M |
 Edwards Lifesciences Corporation | EW | 10.28K | $678.11K |
 GE Aerospace | GE | 10.53K | $1.99M |
 The Coca-Cola Company | KO | 10.7K | $768.69K |
 Suncor Energy Inc. | SU | 10.8K | $398.59K |
 The Allstate Corporation | ALL | 10.85K | $2.06M |
 MannKind Corporation | MNKD | 11.15K | $70.16K |