Stone Point Wealth LLC Purchases and Sells in Q2 2025

Stone Point Wealth LLC

$318 Million
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	26.2K + 116.45%	$71.83 - $95.32 $1.88M - $2.49M	48.6K $4.64M
IVV	2.04K + 25.48%	$498.8 - $620.9 $1.02M - $1.27M	10K $6.23M
VEA	12.9K + 12.28%	$45.65 - $57.01 $590K - $737K	118K $6.73M
VTI	2.34K + 11.57%	$243.75 - $303.93 $570K - $711K	22.6K $6.85M
TSM	270 + 1.35%	$141.37 - $228.57 $38.2K - $61.7K	20.2K $4.59M
JPST	24.6K + 56.82%	$50.36 - $50.68 $1.24M - $1.24M	67.8K $3.44M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	3.6K New	$228.54 - $279.83 $822K - $1.01M	3.6K $1.01M
NVDA	2.1K New	$94.31 - $157.99 $198K - $332K	2.1K $332K
UBER	2.35K New	$64.62 - $93.3 $152K - $219K	2.35K $219K
EFV	3.27K New	$52.4 - $64.65 $171K - $211K	3.27K $207K
JMST	3.93K New	$50.52 - $50.92 $199K - $200K	3.93K $200K

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDY	-2.77K - 62.49%	$468.22 - $566.51 $1.3M - $1.57M	1.66K $942K
PEP	-2.72K - 10.34%	$128.02 - $151.37 $348K - $412K	23.6K $3.11M
SPYV	-17.8K - 9.28%	$45.11 - $52.34 $805K - $934K	174K $9.13M
AVUV	-9.19K - 17.48%	$75.17 - $91.21 $691K - $838K	43.4K $3.95M
VTEB	-8.74K - 26.36%	$48.13 - $49.85 $421K - $436K	24.4K $1.2M
PFF	-14K - 29.84%	$29.0 - $30.68 $407K - $430K	33K $1.01M

Activity Summary All Purchases 50 New Holdings 5 Increased Positions 45 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

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