Stone Point Wealth LLC Purchases and Sells in Q3 2025

Stone Point Wealth LLC

$347 Million
Q3 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	82.5K + 90.34%	$78.96 - $80.04 $6.51M - $6.6M	174K $13.9M
SPLG	62.5K + 268.76%	$72.65 - $78.68 $4.54M - $4.92M	85.8K $6.72M
VUG	7.14K + 86.72%	$433.97 - $484.08 $3.1M - $3.46M	15.4K $7.38M
BSV	43.9K + 51.15%	$78.11 - $79.07 $3.43M - $3.47M	130K $10.2M
VEA	49.6K + 42.03%	$56.02 - $60.3 $2.78M - $2.99M	168K $10.1M
VTV	4.32K + 4.73%	$175.51 - $186.57 $759K - $806K	95.6K $17.8M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDW	98.5K New	$68.58 - $69.85 $6.76M - $6.88M	98.5K $6.86M
SCHW	10.9K New	$91.03 - $98.69 $992K - $1.08M	10.9K $1.04M
KTOS	3.72K New	$43.07 - $91.37 $160K - $340K	3.72K $339K
MAR	1.03K New	$255.35 - $282.87 $264K - $292K	1.03K $268K
AMAT	1.2K New	$156.25 - $204.95 $188K - $246K	1.2K $245K

Top Sells

Reduced Positions

93 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	-70.1K - 87.1%	$49.0 - $49.51 $3.43M - $3.47M	10.4K $513K
DFAC	-92K - 69.38%	$36.04 - $38.78 $3.32M - $3.57M	40.6K $1.57M
BND	-42K - 65.32%	$72.57 - $74.72 $3.04M - $3.13M	22.3K $1.66M
JPST	-46.5K - 68.61%	$50.47 - $50.74 $2.35M - $2.36M	21.3K $1.08M
TIP	-18.1K - 76.44%	$109.11 - $111.88 $1.97M - $2.02M	5.56K $618K
SPYV	-37.5K - 21.53%	$52.12 - $55.33 $1.96M - $2.08M	137K $7.57M

Activity Summary All Purchases 34 New Holdings 5 Increased Positions 29 All Sells 93 Reductions 93 Sold out 0 Calls 0 Puts 0

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