Stonehaven Wealth & Tax Solutions, LLC Incresed Positions in Q1 2025

Stonehaven Wealth & Tax Solutions, LLC

  • $94.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
53.9K
+ 52.64%
$56.44 - $64.13 $3.04M - $3.46M
156K $9.61B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
85K
+ 55.55%
$24.5 - $24.95 $2.08M - $2.12M
238K $5.89B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.4K
+ 28.26%
$95.85 - $99.25 $1.57M - $1.63M
74.5K $7.36B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
56.5K
+ 52.12%
$32.49 - $37.99 $1.83M - $2.15M
165K $5.52B
FVD
First Tr Value Line Divid Inde

ETFs
31.9K
+ 50.43%
$42.61 - $45.51 $1.36M - $1.45M
95.3K $4.25B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
25.9K
+ 64.31%
$48.31 - $49.23 $1.25M - $1.28M
66.2K $3.25B
FTCS
First Trust Capital Strength E

ETFs
13.7K
+ 43.19%
$86.39 - $91.35 $1.18M - $1.25M
45.3K $4.06B
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.3K
+ 67.84%
$85.29 - $92.57 $960K - $1.04M
27.9K $2.54B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.5K
+ 22.41%
$37.07 - $40.63 $613K - $672K
90.3K $3.56B
ACWI
Ishares Msci Acwi ETF

ETFs
4.31K
+ 43.83%
$115.16 - $124.13 $496K - $534K
14.1K $1.64B
CATH
Global X Fds Global X S&P 500

ETFs
7.8K
+ 45.03%
$66.14 - $74.2 $516K - $579K
25.1K $1.7B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
11.7K
+ 34.88%
$30.35 - $33.16 $356K - $388K
45.3K $1.45B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.17K
+ 63.19%
$114.57 - $118.14 $363K - $374K
8.17K $966M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
4.13K
+ 24.28%
$97.76 - $107.35 $404K - $444K
21.2K $2.13B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.5K
+ 37.23%
$22.25 - $23.0 $322K - $333K
53.3K $1.23B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.94K
+ 27.95%
$49.22 - $51.73 $293K - $307K
27.2K $1.37B
NURE
Nuveen Short Term Reit ETF

ETFs
9.92K
+ 92.1%
$30.4 - $32.64 $302K - $324K
20.7K $647M
SPY
Spdr S&P 500 ETF Trust

ETFs
592
+ 35.64%
$551.42 - $612.93 $326K - $363K
2.25K $1.26B
VTI
Vanguard Total Stock Market Et

ETFs
1.35K
+ 23.36%
$271.18 - $303.12 $367K - $410K
7.14K $1.96B
BNDX
Vanguard Total International B

ETFs
5.68K
+ 14.0%
$48.33 - $49.5 $274K - $281K
46.2K $2.26B
GLD
Spdr Gold Trust

ETFs
199
+ 4.66%
$243.19 - $288.14 $48.4K - $57.3K
4.47K $1.29B
JPSE
J P Morgan Diversified Return

ETFs
7.8K
+ 24.85%
$42.78 - $48.51 $334K - $378K
39.2K $1.71B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.8K
+ 47.15%
$100.59 - $103.47 $181K - $187K
5.63K $583M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.9K
+ 29.03%
$44.68 - $46.49 $174K - $181K
17.3K $802M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
7.81K
+ 66.22%
$21.84 - $23.31 $170K - $182K
19.6K $446M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.41K
+ 22.49%
$51.39 - $57.43 $124K - $138K
13.1K $726M
Arista Networks Inc
1.73K
+ 90.6%
N/A
3.63K $281M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
952
+ 29.45%
$102.49 - $119.96 $97.6K - $114K
4.19K $438M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.27K
+ 6.82%
$55.41 - $60.74 $70.3K - $77.1K
19.9K $1.12B
BMY
Bristol Myers Squibb CO

Healthcare
347
+ 7.18%
$53.9 - $63.11 $18.7K - $21.9K
5.18K $316M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
256
+ 0.83%
$25.21 - $26.38 $6.45K - $6.75K
31.1K $822M
AAPL
Apple Inc.

Technology
487
+ 16.91%
$209.68 - $247.1 $102K - $120K
3.37K $748M
PG
Procter & Gamble CO

Consumer Defensive
79
+ 3.68%
$158.56 - $176.26 $12.5K - $13.9K
2.22K $379M
FEMS
First Trust Emerging Markets S

ETFs
376
+ 3.66%
$36.09 - $39.16 $13.6K - $14.7K
10.7K $396M
BXP
Boston Properties Inc

Real Estate
352
+ 10.61%
$63.97 - $74.91 $22.5K - $26.4K
3.67K $247M
CAT
Caterpillar Inc

Industrials
18
+ 2.86%
$326.75 - $407.63 $5.88K - $7.34K
647 $213M
NVDA
Nvidia Corp

Technology
144
+ 2.46%
$106.98 - $149.43 $15.4K - $21.5K
6.01K $651M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.68K
+ 2.73%
$64.88 - $72.1 $239K - $266K
138K $9.1B
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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