Stone Point Wealth LLC Portfolio Holdings

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

Stone Point Wealth LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $291 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.2M, Vanguard Value ETF with a value of $15.9M, Spdr Portfolio S&P 500 Value E with a value of $9.82M, Vanguard Intermediate Term Cor with a value of $8.14M, and Jpmorgan Chase & CO with a value of $7.55M.

Examining the 13F form we can see an decrease of $3.15M in the current position value, from $294M to 291M.

Below you can find more details about Stone Point Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $180 Million
Technology: $38.1 Million
Healthcare: $17 Million
Financial Services: $16.6 Million
Communication Services: $8.24 Million
Consumer Cyclical: $7.73 Million
Consumer Defensive: $6.62 Million
Industrials: $6.62 Million
Other: $5.43 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$23.2 Million 7.96% of portfolio
61,670
Q1 2025 Reduced 0.32%
$0
$15.9 Million 5.47% of portfolio
92,091
Q1 2025 Reduced 0.68%
$0
$9.82 Million 3.37% of portfolio
192,197
Q1 2025 Reduced 1.7%
$0
$8.14 Million 2.8% of portfolio
99,573
Q1 2025 Added 1.48%
$785B
$7.55 Million 2.59% of portfolio
30,767
Q1 2025 Reduced 1.07%
$0
$7.46 Million 2.56% of portfolio
94,476
Q1 2025 Reduced 20.8%
$0
$6.47 Million 2.22% of portfolio
82,691
Q1 2025 Reduced 0.87%
$0
$6.34 Million 2.18% of portfolio
160,962
Q1 2025 Added 12.37%
$1.01T
$6.16 Million 2.12% of portfolio
39,445
Q1 2025 Reduced 1.67%
$0
$5.65 Million 1.94% of portfolio
32,613
Q1 2025 Added 4.07%
$0
$5.56 Million 1.91% of portfolio
20,215
Q1 2025 Added 5.87%
$0
$5.35 Million 1.84% of portfolio
105,197
Q1 2025 Added 11.97%
$0
$5.36 Million 1.84% of portfolio
28,772
Q1 2025 Reduced 3.6%
$0
$4.72 Million 1.62% of portfolio
64,320
Q1 2025 Added 10.71%
$0
$4.58 Million 1.58% of portfolio
52,594
Q1 2025 Reduced 3.09%
$0
$4.5 Million 1.55% of portfolio
8,002
Q1 2025 Added 5.41%
$0
$4.27 Million 1.47% of portfolio
129,383
Q1 2025 Added 5.38%
$224B
$4.21 Million 1.45% of portfolio
15,654
Q1 2025 Reduced 2.55%
$0
$4.19 Million 1.44% of portfolio
64,311
Q1 2025 Added 0.23%
$0
$4.16 Million 1.43% of portfolio
39,753
Q1 2025 Reduced 0.55%
$3.4T
$4.09 Million 1.4% of portfolio
18,393
Q1 2025 Reduced 2.47%
$0
$3.96 Million 1.36% of portfolio
56,726
Q1 2025 Added 0.25%
$181B
$3.94 Million 1.35% of portfolio
26,292
Q1 2025 Added 4.41%
$0
$3.89 Million 1.34% of portfolio
79,635
Q1 2025 Reduced 0.5%
$126B
$3.62 Million 1.25% of portfolio
32,348
Q1 2025 Added 6.05%
$171B
$3.62 Million 1.25% of portfolio
23,596
Q1 2025 Added 0.17%
$0
$3.38 Million 1.16% of portfolio
32,631
Q1 2025 Added 21.21%
$1.01T
$3.32 Million 1.14% of portfolio
19,976
Q1 2025 Reduced 2.68%
$0
$3.07 Million 1.05% of portfolio
57,164
Q1 2025 Added 5.02%
$46.8B
$3.03 Million 1.04% of portfolio
9,669
Q1 2025 Added 2.44%
$72.9B
$2.92 Million 1.0% of portfolio
11,512
Q1 2025 Added 0.76%
$144B
$2.92 Million 1.0% of portfolio
12,512
Q1 2025 Reduced 1.22%
$51.1B
$2.89 Million 0.99% of portfolio
44,015
Q1 2025 Reduced 4.02%
$0
$2.68 Million 0.92% of portfolio
59,312
Q1 2025 Reduced 0.89%
$0
$2.63 Million 0.9% of portfolio
29,511
Q1 2025 Reduced 3.95%
$592B
$2.61 Million 0.9% of portfolio
7,435
Q1 2025 Added 5.37%
$33.3B
$2.53 Million 0.87% of portfolio
21,630
Q1 2025 New
$0
$2.49 Million 0.86% of portfolio
23,573
Q1 2025 Added 1.01%
$0
$2.45 Million 0.84% of portfolio
22,074
Q1 2025 Added 14.18%
$0
$2.39 Million 0.82% of portfolio
6,443
Q1 2025 Added 6.58%
$388B
$2.37 Million 0.81% of portfolio
6,457
Q1 2025 Reduced 1.6%
$0
$2.37 Million 0.81% of portfolio
4,434
Q1 2025 Added 1.26%
$185B
$2.33 Million 0.8% of portfolio
7,077
Q1 2025 Added 4.81%
$0
$2.32 Million 0.8% of portfolio
4,151
Q1 2025 Added 4.3%
$0
$2.22 Million 0.76% of portfolio
61,291
Q1 2025 Added 0.73%
$0
$2.19 Million 0.75% of portfolio
43,236
Q1 2025 Added 32.94%
$0
$2.11 Million 0.72% of portfolio
9,511
Q1 2025 Reduced 4.29%
$0
$2.11 Million 0.72% of portfolio
8,195
Q3 2024 Reduced 0.06%
$0
$2.08 Million 0.72% of portfolio
51,132
Q1 2025 Added 0.4%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $291 Million
  • Prior Value $294 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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