Stock Taper 
9258 WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2024
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 QUALCOMM Incorporated | QCOM | 9.9K | $1.68M |
 Atrium Therapeutics, Inc. | RNA | 9.66K | $443.55K |
 Shell plc | SHEL | 9.43K | $621.95K |
 MetLife, Inc. | MET | 8.15K | $672.33K |
 Intercontinental Exchange, Inc. | ICE | 8.14K | $1.31M |
 PepsiCo, Inc. | PEP | 8.13K | $1.38M |
 Brookfield Infrastructure Partners L.P. | BIP | 8.08K | $283.25K |
 Visa Inc. | V | 8K | $2.2M |
 The Walt Disney Company | DIS | 7.95K | $764.54K |
 NextEra Energy, Inc. | NEE | 7.87K | $665.25K |
 Alphabet Inc. | GOOG | 7.85K | $1.31M |
 Baxter International Inc. | BAX | 7.08K | $268.87K |
 Duke Energy Corporation | DUK | 7.04K | $812.17K |
 Chipotle Mexican Grill, Inc. | CMG | 6.96K | $400.98K |
 Citigroup Inc. | C | 6.9K | $431.66K |
 Salesforce, Inc. | CRM | 6.89K | $1.89M |
 Tri-Continental Corporation | TY | 6.73K | $222.47K |
 Honda Motor Co., Ltd. | HMC | 6.49K | $205.86K |
 Slb N.V. | SLB | 6.32K | $265.08K |
 The Southern Company | SO | 6.23K | $562.18K |