Stone Crest Wealth Management, Inc. Portfolio Holdings

Stone Crest Wealth Management, Inc.

  • $157 Billion
  • Q1 2025

Stone Crest Wealth Management, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 66 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 $12.6B, Nvidia Corp with a value of $8.83B, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.49B, Putnam ETF Tr Putnam Focused L with a value of $6.82B, and First Trust Rising Dividend Ac with a value of $6.6B.

Examining the 13F form we can see an increase of $4.18B in the current position value, from $153B to 157B.

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 $157 Billion
ETFs: $86.5 Billion
Technology: $23.1 Billion
Communication Services: $9.48 Billion
Healthcare: $5.82 Billion
Consumer Cyclical: $5.72 Billion
Financial Services: $1.07 Billion
Consumer Defensive: $744 Million
Industrials: $562 Million
Other: $214 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.6 Billion 8.03% of portfolio
65,505
Q1 2025 Reduced 0.14%
$270B
$8.83 Billion 5.61% of portfolio
81,488
Q1 2025 Reduced 3.09%
$0
$7.49 Billion 4.76% of portfolio
113,865
Q1 2025 Added 1.46%
$0
$6.82 Billion 4.34% of portfolio
179,181
Q1 2025 Added 2.49%
$0
$6.6 Billion 4.2% of portfolio
112,775
Q1 2025 New
$0
$5.76 Billion 3.66% of portfolio
62,200
Q1 2025 Added 0.8%
$1.94T
$5.49 Billion 3.49% of portfolio
28,836
Q1 2025 Reduced 5.26%
$785B
$5.05 Billion 3.21% of portfolio
6,109
Q1 2025 Added 15.96%
$2.8T
$5.02 Billion 3.19% of portfolio
13,383
Q1 2025 Reduced 0.23%
$1.3T
$5.01 Billion 3.18% of portfolio
8,685
Q1 2025 Reduced 1.15%
$0
$4.87 Billion 3.09% of portfolio
77,232
Q1 2025 Reduced 19.35%
$0
$4.6 Billion 2.92% of portfolio
88,882
Q1 2025 Added 1.26%
$0
$4.23 Billion 2.69% of portfolio
19,984
Q1 2025 Reduced 13.34%
$0
$4.05 Billion 2.57% of portfolio
23,370
Q1 2025 Reduced 2.37%
$0
$3.99 Billion 2.54% of portfolio
69,876
Q1 2025 Added 2.73%
$0
$3.9 Billion 2.48% of portfolio
98,743
Q1 2025 Added 2.84%
$922B
$3.64 Billion 2.31% of portfolio
23,548
Q1 2025 Added 6.24%
$0
$3.13 Billion 1.99% of portfolio
61,712
Q1 2025 Added 7.47%
Janus Detroit Str Tr
-
$3.11 Billion 1.98% of portfolio
-
Q1 2025 New
$0
$3.11 Billion 1.98% of portfolio
95,861
Q1 2025 Added 2.92%
Pgim ETF Tr
-
$3.09 Billion 1.96% of portfolio
-
Q1 2025 Reduced 8.43%
$0
$2.98 Billion 1.89% of portfolio
32,084
Q1 2025 Added 0.35%
Blackrock ETF Trust
-
$2.83 Billion 1.8% of portfolio
-
Q1 2025 New
Pimco ETF Tr
-
$2.73 Billion 1.74% of portfolio
-
Q1 2025 New
$75.7B
$2.64 Billion 1.68% of portfolio
7,476
Q1 2025 Added 21.84%
$51.1B
$2.34 Billion 1.49% of portfolio
13,697
Q1 2025 Reduced 6.23%
$0
$2.22 Billion 1.41% of portfolio
3,953
Q1 2025 Reduced 5.34%
$0
$2 Billion 1.27% of portfolio
39,510
Q1 2025 Reduced 0.76%
$0
$1.86 Billion 1.18% of portfolio
165,349
Q1 2025 Reduced 11.75%
$0
$1.82 Billion 1.15% of portfolio
35,892
Q1 2025 Reduced 0.52%
Bny Mellon ETF Trust Ii
-
$1.62 Billion 1.03% of portfolio
-
Q1 2025 New
$0
$1.49 Billion 0.94% of portfolio
29,721
Q3 2024 New
$0
$1.2 Billion 0.76% of portfolio
2,566
Q1 2025 Reduced 6.25%
$144B
$1.08 Billion 0.68% of portfolio
14,768
Q1 2025 Added 18.14%
$115B
$1.06 Billion 0.67% of portfolio
11,064
Q1 2025 Added 2.21%
$0
$933 Million 0.59% of portfolio
12,737
Q1 2025 New
Reddit Inc
-
$864 Million 0.55% of portfolio
-
Q1 2025 Reduced 1.96%
$3.57T
$859 Million 0.55% of portfolio
3,868
Q1 2025 Reduced 54.27%
$951B
$834 Million 0.53% of portfolio
5,338
Q1 2025 Reduced 4.8%
$0
$797 Million 0.51% of portfolio
6,657
Q1 2025 Reduced 3.86%
$166B
$791 Million 0.5% of portfolio
9,376
Q1 2025 Added 30.08%
J P Morgan Exchange Traded F
-
$733 Million 0.47% of portfolio
-
Q1 2025 Added 5.65%
$32.7B
$562 Million 0.36% of portfolio
7,785
Q1 2025 New
Arm Holdings PLC
-
$559 Million 0.35% of portfolio
-
Q1 2025 Added 69.26%
$0
$551 Million 0.35% of portfolio
985
Q1 2025 Reduced 0.61%
$0
$535 Million 0.34% of portfolio
2,845
Q1 2025 Reduced 21.78%
$0
$528 Million 0.34% of portfolio
22,300
Q4 2024 Reduced 65.44%
$419B
$520 Million 0.33% of portfolio
550
Q1 2025 Reduced 7.72%
$0
$522 Million 0.33% of portfolio
10,120
Q4 2024 Reduced 65.52%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $157 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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