Stonehaven Wealth & Tax Solutions, LLC Purchases in Q2 2025

Stonehaven Wealth & Tax Solutions, LLC

  • $102 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.77K
+ 2.0%
$58.41 - $72.69 $162K - $201K
141K $10.3B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.87K
New
$91.43 - $91.74 $536K - $538K
5.87K $538M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.33K
New
$100.35 - $100.71 $534K - $536K
5.33K $536M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.59K
+ 2.79%
$29.52 - $35.31 $136K - $162K
169K $5.98B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.01K
+ 4.04%
$96.84 - $99.46 $291K - $299K
77.5K $7.68B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
253
+ 0.28%
$34.72 - $42.74 $8.78K - $10.8K
90.6K $3.87B
JBL
Jabil Inc

Technology
1.35K
New
$116.88 - $218.1 $157K - $293K
1.35K $293M
First Tr Exchange Traded Fd
18.1K
New
N/A
18.1K $288M
EME
Emcor Group, Inc.

Industrials
485
New
$342.02 - $534.89 $166K - $259K
485 $259M
FTGS
First Tr Exchange Traded Fd Gr
7.27K
New
N/A
7.27K $249M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
7.52K
+ 3.16%
$24.48 - $24.9 $184K - $187K
246K $6.11B
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.17%
$243.75 - $303.93 $2.93K - $3.65K
7.15K $2.17B
TRMB
Trimble Inc.

Technology
2.73K
New
$55.12 - $75.98 $151K - $208K
2.73K $208M
CATH
Global X Fds Global X S&P 500

ETFs
35
+ 0.14%
$59.85 - $75.45 $2.09K - $2.64K
25.2K $1.9B
First Tr Exchange Traded Fd
12.6K
New
N/A
12.6K $198M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.12K
+ 5.28%
$89.28 - $103.8 $99.6K - $116K
22.3K $2.31B
JPSE
J P Morgan Diversified Return

ETFs
1.97K
+ 5.02%
$38.2 - $45.49 $75.1K - $89.4K
41.1K $1.87B
FVD
First Tr Value Line Divid Inde

ETFs
3.3K
+ 3.46%
$40.62 - $45.12 $134K - $149K
98.6K $4.41B
FTCS
First Trust Capital Strength E

ETFs
1.1K
+ 2.42%
$81.6 - $92.39 $89.4K - $101K
46.4K $4.22B
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.27%
$496.48 - $617.85 $2.98K - $3.71K
2.26K $1.4B
BIBL
Northern Lts Fd Tr Iv

ETFs
116
+ 0.3%
$33.5 - $41.33 $3.89K - $4.79K
39.3K $1.63B
Arista Networks Inc
232
+ 6.39%
N/A
3.86K $395M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
220
+ 1.11%
$50.39 - $60.05 $11.1K - $13.2K
20.1K $1.21B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.4K
+ 2.11%
$48.5 - $49.35 $67.9K - $69.1K
67.6K $3.33B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
34
+ 0.26%
$49.48 - $61.22 $1.68K - $2.08K
13.1K $800M
EBND
Spdr Bloomberg Emerging Market

ETFs
2.36K
+ 13.48%
$19.57 - $21.4 $46.2K - $50.5K
19.9K $426M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.78K
+ 5.2%
$22.54 - $23.17 $62.5K - $64.3K
56.1K $1.29B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.76K
+ 13.04%
$22.4 - $23.8 $39.5K - $41.9K
15.3K $364M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.26K
+ 13.16%
$32.62 - $33.58 $41.1K - $42.3K
10.8K $364M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
947
+ 5.47%
$45.2 - $46.6 $42.8K - $44.1K
18.3K $846M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.38K
+ 13.14%
$29.82 - $30.19 $41.2K - $41.8K
11.9K $360M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
176
+ 4.21%
$90.56 - $109.49 $15.9K - $19.3K
4.36K $477M
NKE
Nike, Inc.

Consumer Cyclical
21
+ 0.49%
$53.27 - $72.04 $1.12K - $1.51K
4.3K $305M
PM
Philip Morris International Inc.

Consumer Defensive
21
+ 1.64%
$149.23 - $184.95 $3.13K - $3.88K
1.3K $237M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
216
+ 3.84%
$102.02 - $103.5 $22K - $22.4K
5.85K $602M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1
+ 0.02%
$91.23 - $97.27 $91.2 - $97.3
6.12K $595M
MET
Metlife Inc

Financial Services
52
+ 1.75%
$68.42 - $82.49 $3.56K - $4.29K
3.02K $243M
ACN
Accenture PLC

Technology
10
+ 1.49%
$279.23 - $323.21 $2.79K - $3.23K
681 $204M
WEC
Wec Energy Group, Inc.

Utilities
55
+ 1.6%
$102.24 - $109.76 $5.62K - $6.04K
3.5K $364M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
454
+ 1.67%
$45.3 - $50.64 $20.6K - $23K
27.7K $1.36B
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
257
+ 1.59%
$26.88 - $28.57 $6.91K - $7.34K
16.4K $442M
HBI
Hanesbrands Inc.

Consumer Cyclical
51
+ 0.27%
$4.32 - $5.95 $220 - $303
18.8K $86.2M
AAPL
Apple Inc.

Technology
11
+ 0.33%
$172.42 - $223.89 $1.9K - $2.46K
3.38K $693M
BMY
Bristol Myers Squibb CO

Healthcare
168
+ 3.24%
$44.12 - $59.6 $7.41K - $10K
5.35K $248M
Activity Summary
Buys All Purchases 45 New Holdings 9 Increased Positions 36 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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