Stonehaven Wealth & Tax Solutions, LLC Portfolio Holdings

Stonehaven Wealth & Tax Solutions, LLC

  • $94.7 Billion
  • Q1 2025

Stonehaven Wealth & Tax Solutions, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $94.7 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exch Traded Fd Tr B with a value of $9.61B, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.1B, Ishares Core U.S. Aggregate Bo with a value of $7.36B, First Tr ETF Viii Tcw Unconstr with a value of $5.89B, and First Tr ETF Vi Smid Cap Risin with a value of $5.52B.

Examining the 13F form we can see an increase of $2.8B in the current position value, from $91.9B to 94.7B.

Stonehaven Wealth & Tax Solutions, LLC is based out at Appleton, WI

Below you can find more details about Stonehaven Wealth & Tax Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.7 Billion
ETFs: $87.6 Billion
Technology: $1.81 Billion
Consumer Cyclical: $946 Million
Financial Services: $903 Million
Utilities: $593 Million
Consumer Defensive: $582 Million
Communication Services: $543 Million
Healthcare: $316 Million
Other: $853 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.6 Million 0.07% of portfolio
10,461
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $94.7 Billion
  • Prior Value $91.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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