Stonehaven Wealth & Tax Solutions, LLC Reduced Holdings in Q1 2025

Stonehaven Wealth & Tax Solutions, LLC

  • $94.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-26.4K
- 66.6%
$75.92 - $84.67 $2.01M - $2.24M
13.3K $1.02B
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-43.4K
- 73.3%
$39.88 - $41.33 $1.73M - $1.79M
15.8K $652M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.86K
- 83.76%
$554.06 - $615.85 $1.58M - $1.76M
554 $311M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-28.1K
- 69.15%
N/A
12.5K $446M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-17K
- 70.77%
$40.03 - $46.81 $682K - $797K
7.03K $287M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-6.34K
- 68.24%
$108.02 - $120.45 $685K - $764K
2.95K $325M
AXP
American Express CO

Financial Services
-520
- 31.77%
$255.39 - $325.87 $133K - $169K
1.12K $301M
TXN
Texas Instruments Inc

Technology
-557
- 33.21%
N/A
1.12K $201M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-4.14K
- 23.44%
$23.32 - $23.84 $96.5K - $98.6K
13.5K $316M
Lam Research Corp
-1.37K
- 31.57%
N/A
2.97K $216M
NKE
Nike, Inc.

Consumer Cyclical
-202
- 4.51%
$63.29 - $81.72 $12.8K - $16.5K
4.28K $272M
XLY
Select Sector Spdr Consumer Di

ETFs
-129
- 11.03%
$192.6 - $233.2 $24.8K - $30.1K
1.04K $206M
DIS
Walt Disney CO

Communication Services
-118
- 3.32%
$96.87 - $114.0 $11.4K - $13.5K
3.43K $339M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.77K
- 15.57%
$32.5 - $33.3 $57.4K - $58.8K
9.58K $318M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.79K
- 14.51%
$29.82 - $30.1 $53.3K - $53.8K
10.5K $317M
EBND
Spdr Bloomberg Emerging Market

ETFs
-2.43K
- 12.19%
$19.47 - $20.36 $47.4K - $49.5K
17.5K $352M
XOM
Exxon Mobil Corp

Energy
-516
- 17.76%
$105.44 - $118.93 $54.4K - $61.4K
2.39K $284M
XLF
Financial Sector Spdr

ETFs
-581
- 12.09%
$47.32 - $52.19 $27.5K - $30.3K
4.23K $210M
TRV
Travelers Companies, Inc.

Financial Services
-167
- 12.75%
$232.43 - $265.13 $38.8K - $44.3K
1.14K $302M
XLV
Select Sector Spdr Fund Health

ETFs
-10
- 0.68%
$137.61 - $149.68 $1.38K - $1.5K
1.45K $212M
WEC
Wec Energy Group, Inc.

Utilities
-5
- 0.15%
$92.12 - $108.98 $461 - $545
3.44K $375M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-461
- 15.02%
$80.53 - $147.57 $37.1K - $68K
2.61K $345M
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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