Stock Taper

9258 WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q3 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
GE Vernova Inc.GEV2.02K$513.78K
Amgen Inc.AMGN1.98K$636.57K
S&P Global Inc.SPGI1.93K$994.49K
TD Synnex CorpSNX1.89K$226.83K
Welltower Inc.WELL1.88K$240.18K
Entergy CorporationETR1.87K$246.37K
D.R. Horton, Inc.DHI1.87K$356.74K
Palo Alto Networks, Inc.PANW1.81K$617.97K
Costco Wholesale CorporationCOST1.72K$1.53M
Valero Energy CorporationVLO1.69K$228.79K
Comfort Systems USA, Inc.FIX1.6K$623.78K
Roper Technologies, Inc.ROP1.6K$888.71K
The Sherwin-Williams CompanySHW1.56K$594.64K
Duolingo, Inc.DUOL1.53K$431.21K
Rockwell Automation, Inc.ROK1.51K$405.91K
Chubb LimitedCB1.49K$430.57K
Danaher CorporationDHR1.45K$402.3K
Applied Materials, Inc.AMAT1.44K$290.55K
Waste Connections, Inc.WCN1.42K$253.66K
Republic Services, Inc.RSG1.26K$252.66K