Stock Taper

9258 WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q3 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Union Pacific CorporationUNP3.1K$765.42K
Xcel Energy Inc.XEL3.11K$202.82K
DexCom, Inc.DXCM3.14K$210.64K
Synopsys, Inc.SNPS3.16K$1.6M
Fidelity National Information Services, Inc.FIS3.19K$266.85K
Target CorporationTGT3.19K$497.96K
Waste Management, Inc.WM3.27K$678.23K
Meta Platforms, Inc.META3.37K$1.93M
The Estée Lauder Companies Inc.EL3.44K$343.43K
Diageo plcDEO3.54K$496.51K
Unilever PLCUL3.58K$232.3K
Eaton Corporation plcETN3.58K$1.19M
Honeywell International Inc.HON3.67K$759.25K
SanofiSNY3.72K$214.5K
Principal Financial Group, Inc.PFG3.77K$323.41K
Gilead Sciences, Inc.GILD3.77K$316.21K
Berkshire Hathaway Inc.BRK-B3.78K$1.74M
NIKE, Inc.NKE3.86K$341.16K
Trane Technologies plcTT3.89K$1.51M
Medtronic plcMDT3.9K$351.21K