Stone Crest Wealth Management, Inc. Portfolio Holdings by Sector
Stone Crest Wealth Management, Inc.
- $116 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQM SMH QQEW CIBR JEPQ SPLG RSP JEPI 28 stocks |
$77.3 Million
67.08% of portfolio
|
  12  
|
  14  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW CRWD ADBE 4 stocks |
$8.3 Million
7.2% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$7.64 Million
6.63% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$4.75 Million
4.12% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4.7 Million
4.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP UBER DDOG SNOW 4 stocks |
$3.64 Million
3.16% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.19 Million
2.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
ARGX VRDN REGN 3 stocks |
$1.63 Million
1.41% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$1.23 Million
1.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$1.11 Million
0.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$511,554
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$402,947
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$327,200
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
YUM 1 stocks |
$296,988
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$200,300
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|