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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$325B
$10.3 Billion 7.48% of portfolio
84,669
Q3 2024 Reduced 0.47%
$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%
$1.39T
$4.93 Billion 3.59% of portfolio
8,620
Q3 2024 Added 3.38%
$740B
$4.37 Billion 3.18% of portfolio
4,932
Q3 2024 Added 0.14%
$1.17T
$3.57 Billion 2.6% of portfolio
21,509
Q3 2024 Added 0.66%
$4.07T
$2.08 Billion 1.52% of portfolio
8,944
Q3 2024 Reduced 5.43%
$1.2T
$937 Million 0.68% of portfolio
5,607
Q3 2024 Reduced 13.22%
$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
$520B
$378 Million 0.28% of portfolio
1,376
Q3 2024 Reduced 24.52%
$212B
$259 Million 0.19% of portfolio
500
Q3 2024 Reduced 33.6%
$259B
$233 Million 0.17% of portfolio
2,884
Q3 2024 New
$699B
$211 Million 0.15% of portfolio
1,000
Q1 2024 New
$225B
$212 Million 0.15% of portfolio
600
Q3 2024 Reduced 35.83%

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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