Managed by 9258 Wealth Management, Llc • Latest filing Q3 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | P PG — | $20M | 131.5K | 0.00% | — |
| 6 | P PG — | $19.6M | 131.5K | 0.00% | — |
| 7 | A AAPL — | $19.2M | 112.3K | 0.00% | — |
| 8 | I IAU — | $19M | 108.6K | 0.00% | — |
| 9 | A AAPL — | $18.7M | 113.6K | 0.00% | — |
| 10 | P PG — | $18.6M | 127.6K | 0.00% | — |
| 11 | P PG — | $18.4M | 125.2K | 0.00% | — |
| 12 | N NVDA — | $18.2M | 41.9K | 0.00% | — |
| 13 | N NVDA — | $17.8M | 42.1K | 0.00% | — |
| 14 | M MSFT — | $17.1M | 45.5K | 0.00% | — |
| 15 | I IAU — | $16.8M | 312.7K | 0.00% | — |
| 16 | S SPYG — | $16.8M | 283.0K | 0.00% | — |
| 17 | S SPYG — | $15.4M | 252.6K | 0.00% | — |
| 18 | M MSFT — | $15.4M | 45.2K | 0.00% | — |
| 19 | I IAU — | $15.2M | 153.4K | 0.00% | — |
| 20 | I IAU — | $14.8M | 96.5K | 0.00% | — |