Stone Crest Wealth Management, Inc. Portfolio Holdings by Sector

Stone Crest Wealth Management, Inc.

$210 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQM SPLG IDMO SPMO RDVY CIBR SMH JEPQ 27 stocks	$99.5 Million 62.56% of portfolio	14	11	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD PANW PLTR 4 stocks	$14.6 Million 9.19% of portfolio	3	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$13.7 Million 8.61% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$11.5 Million 7.23% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$6.29 Million 3.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$4.88 Million 3.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER SHOP 2 stocks	$2.66 Million 1.68% of portfolio	2	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$1.11 Million 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$943,264 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ARGX VRDN GERN 3 stocks	$788,671 0.5% of portfolio	1	1	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$785,629 0.49% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$714,607 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$478,252 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$359,130 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$293,099 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM 1 stocks	$220,788 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP 1 stocks	$200,418 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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