Stonehaven Wealth & Tax Solutions, LLC Sells in Q2 2025

Stonehaven Wealth & Tax Solutions, LLC

  • $102 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-3.73K
- 23.6%
$40.39 - $41.46 $151K - $155K
12.1K $499M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-126
- 0.45%
$83.97 - $92.85 $10.6K - $11.7K
27.7K $2.45B
FEMS
First Trust Emerging Markets S

ETFs
-2.84K
- 26.69%
$32.56 - $40.98 $92.6K - $117K
7.81K $317M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-101
- 3.87%
$99.37 - $134.05 $10K - $13.5K
2.51K $284M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.92K
- 6.15%
$25.57 - $26.34 $49K - $50.5K
29.2K $762M
PG
Procter & Gamble CO

Consumer Defensive
-196
- 8.82%
$157.66 - $172.39 $30.9K - $33.8K
2.03K $323M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-1.99K
- 14.99%
$68.32 - $85.57 $136K - $170K
11.3K $965M
IVV
Ishares Core S&P 500 ETF

ETFs
-141
- 25.45%
$498.8 - $620.9 $70.3K - $87.5K
413 $256M
NURE
Nuveen Short Term Reit ETF

ETFs
-578
- 2.79%
$26.98 - $31.41 $15.6K - $18.2K
20.1K $596M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.44K
- 19.48%
N/A
10.1K $400M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-487
- 16.49%
$97.68 - $121.38 $47.6K - $59.1K
2.47K $299M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-741
- 10.54%
$35.35 - $42.68 $26.2K - $31.6K
6.29K $268M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-190
- 0.97%
$20.19 - $23.59 $3.84K - $4.48K
19.4K $428M
BNDX
Vanguard Total International B

ETFs
-721
- 1.56%
$48.77 - $49.55 $35.2K - $35.7K
45.5K $2.25B
TRV
Travelers Companies, Inc.

Financial Services
-21
- 1.84%
$233.83 - $276.34 $4.91K - $5.8K
1.12K $300M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-18
- 0.17%
$5.17 - $5.91 $93.1 - $106
10.4K $61.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6
- 0.07%
$116.93 - $119.39 $702 - $716
8.17K $973M
XLF
Financial Sector Spdr

ETFs
-13
- 0.31%
$43.92 - $52.37 $571 - $681
4.21K $221M
IAG
Iamgold Corp

Basic Materials
-881
- 5.04%
$5.63 - $8.09 $4.96K - $7.13K
16.6K $122M
TXN
Texas Instruments Inc

Technology
-73
- 6.52%
N/A
1.05K $217M
GLD
Spdr Gold Trust

ETFs
-181
- 4.05%
$273.71 - $316.29 $49.5K - $57.2K
4.29K $1.31B
XLY
Select Sector Spdr Consumer Di

ETFs
-2
- 0.19%
$176.34 - $218.59 $353 - $437
1.04K $226M
Lam Research Corp
-338
- 11.38%
N/A
2.63K $256M
AXP
American Express CO

Financial Services
-3
- 0.27%
$231.39 - $318.98 $694 - $957
1.11K $355M
DIS
Walt Disney CO

Communication Services
-10
- 0.29%
$81.72 - $124.01 $817 - $1.24K
3.42K $424M
ACWI
Ishares Msci Acwi ETF

ETFs
-289
- 2.05%
$103.59 - $128.6 $29.9K - $37.2K
13.8K $1.78B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-722
- 1.59%
$28.98 - $37.18 $20.9K - $26.8K
44.6K $1.66B
NVDA
Nvidia Corp

Technology
-173
- 2.88%
$94.31 - $157.99 $16.3K - $27.3K
5.83K $922M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-880
- 0.56%
$54.98 - $67.95 $48.4K - $59.8K
155K $10.5B
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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