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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

9258 Wealth Management, LLC INSTITUTION : 9258 Wealth Management, LLC
9258 Wealth Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-07) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ORACLE CORP COM    (Stock) ORCL 4,813,000 87,459 3.75%
Procter & Gamble Co    (Stock) PG 4,727,000 38,006 3.68%
MICROSOFT CORP COM    (Stock) MSFT 3,860,000 27,761 3.00%
US BANCORP DEL COM NEW    (Stock) USB 2,978,000 53,821 2.32%
Apple Inc    (Stock) AAPL 2,717,000 12,133 2.11%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 2,409,000 37,583 1.87%
UNITED PARCEL SERVICE INC CL B    (Stock) UPS 2,350,000 19,610 1.83%
The Home Depot Inc    (Stock) HD 2,096,000 9,034 1.63%
NVIDIA CORP COM    (Stock) NVDA 1,964,000 11,284 1.53%
BLACKROCK ENHANCED EQT DIV TR COM    (CEF) BDJ 1,881,000 204,884 1.46%
JOHNSON & JOHNSON COM    (Stock) JNJ 1,814,000 14,018 1.41%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 1,806,000 23,205 1.40%
JPMORGAN CHASE & CO COM    (Stock) JPM 1,757,000 14,929 1.37%
INVESCO S&P SMALLCAP LOW VOLATILITY ETF    (ETF) 1,670,000 34,162 1.30%
BANK AMER CORP COM    (Stock) BAC 1,609,000 55,144 1.25%
ADVENT CONVERTIBLE & INCOME FD COM    (CEF) AVK 1,469,000 100,723 1.14%
MICRON TECHNOLOGY INC COM    (Stock) MU 1,439,000 33,587 1.12%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 1,426,000 17,707 1.11%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 1,403,000 22,980 1.09%
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF    (ETF) 1,387,000 32,531 1.08%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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