Stone Point Wealth LLC Purchases in Q4 2024

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.66K
+ 13.24%
$174.22 - $187.62 $638K - $687K
31.3K $5.49M
GILD
Gilead Sciences, Inc.

Healthcare
1.8K
+ 6.26%
$83.95 - $97.9 $151K - $176K
30.5K $2.82M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.69K
+ 8.71%
$77.02 - $78.58 $515K - $525K
83.4K $6.45M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.27K
+ 23.87%
$50.37 - $50.6 $316K - $317K
32.5K $1.64M
VTI
Vanguard Total Stock Market Et

ETFs
634
+ 3.43%
$280.04 - $302.45 $178K - $192K
19.1K $5.53M
IVV
Ishares Core S&P 500 ETF

ETFs
373
+ 5.17%
$570.51 - $610.59 $213K - $228K
7.59K $4.47M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.07K
+ 12.85%
$100.24 - $101.35 $307K - $311K
26.9K $2.71M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
488
+ 12.54%
$563.99 - $620.12 $275K - $303K
4.38K $2.49M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.44K
+ 4.78%
$77.86 - $79.27 $424K - $431K
119K $9.31M
VUG
Vanguard Growth ETF

ETFs
105
+ 1.77%
$378.79 - $428.11 $39.8K - $45K
6.05K $2.48M
GOOGL
Alphabet Inc.

Communication Services
580
+ 17.98%
$161.86 - $196.66 $93.9K - $114K
3.81K $720K
SUB
Ishares Short Term National Mu

ETFs
1.87K
+ 8.7%
$104.94 - $106.2 $196K - $198K
23.3K $2.46M
SPYG
Spdr Portfolio

ETFs
814
+ 3.97%
$81.74 - $91.38 $66.5K - $74.4K
21.3K $1.87M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.97K
+ 308.19%
$22.01 - $66.82 $219K - $666K
13.2K $299K
IBM
International Business Machines Corp

Technology
253
+ 21.21%
$204.9 - $238.04 $51.8K - $60.2K
1.45K $317K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.26K
+ 3.86%
$34.42 - $35.88 $77.8K - $81.1K
60.8K $2.11M
CSCO
Cisco Systems, Inc.

Technology
133
+ 3.16%
$52.45 - $60.02 $6.98K - $7.98K
4.34K $257K
DFAS
Dimensional ETF Tr U S Small C

ETFs
370
+ 5.49%
$63.58 - $71.15 $23.5K - $26.3K
7.11K $462K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.12%
$124.26 - $134.12 $621 - $671
4.01K $515K
FNDX
Schwab Fundamental U S Large C

ETFs
7.28K
+ 193.87%
$23.49 - $71.77 $171K - $522K
11K $261K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.37K
+ 200.0%
$26.93 - $84.95 $226K - $711K
12.6K $343K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
417
+ 3.91%
$26.63 - $30.23 $11.1K - $12.6K
11.1K $294K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
383
+ 0.97%
$113.92 - $127.38 $43.6K - $48.8K
40K $4.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
32K
+ 184.23%
$22.4 - $68.28 $717K - $2.19M
49.4K $1.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.64K
+ 82.76%
$25.33 - $51.16 $168K - $340K
14.7K $379K
DFAI
Dimensional ETF Tr

ETFs
1.32K
+ 4.43%
$29.0 - $31.6 $38.2K - $41.6K
31K $904K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.5K
+ 103.89%
$18.41 - $40.87 $340K - $755K
36.2K $670K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.2K
+ 173.08%
$25.79 - $80.4 $314K - $978K
19.2K $500K
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.01%
$106.33 - $110.69 $106 - $111
19.3K $2.06M
BNDX
Vanguard Total International B

ETFs
310
+ 0.39%
$48.91 - $50.61 $15.2K - $15.7K
80K $3.93M
EFG
Msci Eafe Growth ETF

ETFs
196
+ 2.02%
$96.83 - $106.88 $19K - $20.9K
9.89K $957K
VNQ
Vanguard Specialized Funds Van

ETFs
291
+ 1.88%
$87.85 - $98.6 $25.6K - $28.7K
15.8K $1.4M
AMGN
Amgen Inc

Healthcare
1
+ 0.06%
$258.78 - $328.31 $259 - $328
1.75K $455K
AVEM
American Centy ETF Tr Avantis

ETFs
1.04K
+ 3.34%
$58.59 - $66.14 $60.8K - $68.7K
32.1K $1.89M
SCHC
Schwab Strategic Tr Intl Small

ETFs
771
+ 1.85%
$33.93 - $38.37 $26.2K - $29.6K
42.4K $1.46M
NEE
Nextera Energy Inc

Utilities
995
+ 5.18%
$69.77 - $85.43 $69.4K - $85K
20.2K $1.45M
CAT
Caterpillar Inc

Industrials
31
+ 0.46%
$360.37 - $416.88 $11.2K - $12.9K
6.75K $2.45M
DFIV
Dimensional ETF Tr

ETFs
2.7K
+ 1.92%
$34.86 - $37.97 $94.2K - $103K
143K $5.08M
VCIT
Vanguard Intermediate Term Cor

ETFs
444
+ 0.45%
$80.13 - $83.77 $35.6K - $37.2K
98.1K $7.88M
Activity Summary
Buys All Purchases 40 New Holdings 0 Increased Positions 40 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email