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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$830M
$628 Million 0.46% of portfolio
27,593
Q3 2024 Added 0.4%

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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