Stone Crest Wealth Management, Inc. Portfolio Holdings

Stone Crest Wealth Management, Inc.

  • $137 Billion
  • Q3 2024

Stone Crest Wealth Management, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $12.7B, Nvidia Corp with a value of $10.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.3B, Putnam ETF Tr Putnam Focused L with a value of $6.23B, and Microsoft Corp with a value of $5.69B.

Examining the 13F form we can see an increase of $6.41B in the current position value, from $131B to 137B.

Stone Crest Wealth Management, Inc. is based out at Chandler, AZ

Below you can find more details about Stone Crest Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $74.4 Billion
Technology: $25.4 Billion
Communication Services: $9.44 Billion
Consumer Cyclical: $6.52 Billion
Healthcare: $5.73 Billion
Consumer Defensive: $720 Million
Financial Services: $589 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.7 Billion 9.28% of portfolio
63,480
Q3 2024 Reduced 0.07%
$325B
$10.3 Billion 7.48% of portfolio
84,669
Q3 2024 Reduced 0.47%
$0
$7.3 Billion 5.31% of portfolio
108,149
Q3 2024 Added 22.74%
$0
$6.23 Billion 4.53% of portfolio
164,233
Q3 2024 New
$3.39T
$5.69 Billion 4.14% of portfolio
13,232
Q3 2024 Added 1.64%
$2.35T
$5.64 Billion 4.1% of portfolio
30,281
Q3 2024 Added 0.37%
$0
$5.45 Billion 3.97% of portfolio
92,028
Q3 2024 Added 1.02%
$0
$5.44 Billion 3.96% of portfolio
22,161
Q3 2024 Reduced 0.4%
$0
$5.28 Billion 3.84% of portfolio
58,286
Q3 2024 Added 35.76%
$1.39T
$4.93 Billion 3.59% of portfolio
8,620
Q3 2024 Added 3.38%
$0
$4.62 Billion 3.36% of portfolio
84,195
Q3 2024 Reduced 3.07%
$740B
$4.37 Billion 3.18% of portfolio
4,932
Q3 2024 Added 0.14%
$0
$4.17 Billion 3.04% of portfolio
23,298
Q3 2024 Added 0.6%
$0
$3.83 Billion 2.78% of portfolio
64,287
Q3 2024 Added 4.41%
$0
$3.76 Billion 2.73% of portfolio
90,563
Q3 2024 Added 4.05%
Pgim ETF Tr
-
$3.59 Billion 2.62% of portfolio
-
Q3 2024 Added 5.07%
$0
$2.92 Billion 2.13% of portfolio
30,506
Q3 2024 Reduced 2.01%
$0
$2.5 Billion 1.82% of portfolio
4,338
Q3 2024 Reduced 5.24%
$60.2B
$2.46 Billion 1.79% of portfolio
7,208
Q3 2024 Reduced 0.68%
$0
$2.2 Billion 1.6% of portfolio
177,745
Q3 2024 Added 7.53%
$4.07T
$2.08 Billion 1.52% of portfolio
8,944
Q3 2024 Reduced 5.43%
$0
$1.77 Billion 1.29% of portfolio
34,957
Q3 2024 Added 81.8%
$80.9B
$1.67 Billion 1.22% of portfolio
5,968
Q3 2024 Reduced 10.16%
$0
$1.55 Billion 1.13% of portfolio
64,531
Q3 2024 New
J P Morgan Exchange Traded F
-
$1.55 Billion 1.13% of portfolio
-
Q3 2024 New
$0
$1.55 Billion 1.13% of portfolio
29,348
Q3 2024 New
$0
$1.5 Billion 1.09% of portfolio
29,721
Q3 2024 New
$0
$1.47 Billion 1.07% of portfolio
29,054
Q3 2024 Added 157.73%
$0
$1.38 Billion 1.0% of portfolio
2,829
Q3 2024 Reduced 8.54%
$0
$1.24 Billion 0.91% of portfolio
38,941
Q3 2024 New
$1.2T
$937 Million 0.68% of portfolio
5,607
Q3 2024 Reduced 13.22%
$0
$871 Million 0.63% of portfolio
3,777
Q3 2024 Reduced 11.83%
$0
$873 Million 0.63% of portfolio
7,059
Q3 2024 Reduced 9.07%
$142B
$805 Million 0.59% of portfolio
10,051
Q3 2024 Reduced 13.08%
$121B
$785 Million 0.57% of portfolio
10,444
Q3 2024 Reduced 0.11%
$18.3B
$670 Million 0.49% of portfolio
17,085
Q3 2024 Reduced 2.43%
Arm Holdings PLC
-
$661 Million 0.48% of portfolio
-
Q3 2024 Reduced 2.98%
$830M
$628 Million 0.46% of portfolio
27,593
Q3 2024 Added 0.4%
J P Morgan Exchange Traded F
-
$601 Million 0.44% of portfolio
-
Q3 2024 New
$45.6B
$563 Million 0.41% of portfolio
4,897
Q3 2024 Added 3.03%
$0
$562 Million 0.41% of portfolio
11,050
Q3 2024 New
$0
$570 Million 0.41% of portfolio
993
Q3 2024 Added 33.83%
$0
$561 Million 0.41% of portfolio
7,734
Q3 2024 Reduced 7.1%
$1.04T
$562 Million 0.41% of portfolio
3,237
Q3 2024 Added 3.82%
$435B
$488 Million 0.35% of portfolio
550
Q4 2023 New
$0
$469 Million 0.34% of portfolio
12,788
Q3 2024 Reduced 5.98%
Reddit Inc
-
$451 Million 0.33% of portfolio
-
Q3 2024 Added 2.64%
$0
$453 Million 0.33% of portfolio
2,053
Q2 2024 Reduced 10.82%
$35.3B
$397 Million 0.29% of portfolio
733
Q3 2024 Reduced 48.27%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $137 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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