Stock Taper

9258 WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q3 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Trade Desk, Inc.TTD6.17K$676.98K
Realty Income CorporationO6.14K$389.46K
Johnson Controls International plcJCI6K$465.43K
Carrier Global CorporationCARR5.67K$456.67K
Cintas CorporationCTAS5.65K$1.16M
Cigna CorporationCI5.6K$1.94M
JD.com, Inc.JD5.36K$214.44K
Mondelez International, Inc.MDLZ5.28K$389K
Occidental Petroleum CorporationOXY5.27K$271.64K
International Business Machines CorporationIBM5.24K$1.16M
KKR & Co. Inc.KKR5.23K$683.47K
NXP Semiconductors N.V.NXPI5.21K$1.25M
Eli Lilly and CompanyLLY5.13K$4.54M
Enbridge Inc.ENB5.08K$206.46K
American Electric Power Company, Inc.AEP5K$513.46K
The Boeing CompanyBA4.93K$748.98K
SS&C Technologies Holdings, Inc.SSNC4.89K$362.79K
Fastenal CompanyFAST4.81K$343.64K
Dow Inc.DOW4.61K$251.91K
Consolidated Edison, Inc.ED4.59K$477.75K