Stone Point Wealth LLC Purchases in Q3 2024

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
62.5K
New
$88.24 - $99.7 $5.51M - $6.23M
62.5K $5.99M
AVDV
American Centy ETF Tr Avantis

ETFs
58K
New
$62.52 - $71.12 $3.63M - $4.13M
58K $4.1M
AVEM
American Centy ETF Tr Avantis

ETFs
31.1K
New
$57.2 - $65.59 $1.78M - $2.04M
31.1K $2.01M
VTV
Vanguard Value ETF

ETFs
2.51K
+ 2.75%
$159.75 - $174.57 $402K - $439K
93.8K $16.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
16K
+ 19.62%
$79.29 - $84.02 $1.27M - $1.35M
97.7K $8.18M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.1K
+ 11.86%
$76.94 - $79.54 $928K - $960K
114K $9.04M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.23K
+ 1.6%
$48.51 - $52.86 $157K - $171K
205K $10.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.3K
+ 15.5%
$76.38 - $78.87 $787K - $812K
76.7K $6.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.9K
+ 17.96%
$31.05 - $34.29 $586K - $647K
124K $4.25M
VEA
Vanguard Ftse Developed Market

ETFs
9.52K
+ 11.21%
$47.6 - $53.31 $453K - $507K
94.4K $4.99M
IVV
Ishares Core S&P 500 ETF

ETFs
978
+ 15.67%
$520.18 - $576.82 $509K - $564K
7.22K $4.16M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.13K
+ 41.03%
$523.84 - $572.02 $593K - $648K
3.89K $2.22M
AVLV
American Centy ETF Tr Avantis
7.2K
+ 13.13%
$60.05 - $65.83 $433K - $474K
62.1K $4.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.27K
+ 11.55%
$71.45 - $75.64 $448K - $474K
60.6K $4.55M
BNDX
Vanguard Total International B

ETFs
9.91K
+ 14.19%
$48.42 - $50.35 $480K - $499K
79.7K $4.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.86K
+ 4.94%
$105.53 - $118.34 $197K - $220K
39.6K $4.63M
VTI
Vanguard Total Stock Market Et

ETFs
1.04K
+ 5.99%
$255.18 - $283.2 $266K - $296K
18.5K $5.23M
DFIV
Dimensional ETF Tr

ETFs
6.81K
+ 5.09%
$34.66 - $38.38 $236K - $261K
141K $5.35M
GILD
Gilead Sciences, Inc.

Healthcare
487
+ 1.73%
$66.59 - $83.99 $32.4K - $40.9K
28.7K $2.41M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.35K
+ 38.85%
$50.25 - $50.74 $369K - $373K
26.3K $1.33M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.42K
+ 7.15%
$41.02 - $46.01 $140K - $157K
51.2K $2.33M
NEE
Nextera Energy Inc

Utilities
996
+ 5.47%
$69.9 - $84.97 $69.6K - $84.6K
19.2K $1.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
356
+ 8.65%
$517.38 - $573.86 $184K - $204K
4.47K $2.57M
VB
Vanguard Small Cap ETF

ETFs
572
+ 6.11%
$214.77 - $237.72 $123K - $136K
9.94K $2.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
542
+ 0.9%
$41.9 - $48.26 $22.7K - $26.2K
60.8K $2.91M
SPYG
Spdr Portfolio

ETFs
2.55K
+ 14.22%
$73.38 - $84.1 $187K - $215K
20.5K $1.7M
VNQ
Vanguard Specialized Funds Van

ETFs
491
+ 3.28%
$82.97 - $98.97 $40.7K - $48.6K
15.5K $1.51M
ECL
Ecolab Inc.

Basic Materials
155
+ 1.34%
$228.86 - $255.76 $35.5K - $39.6K
11.7K $3M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.25K
+ 4.59%
$40.45 - $47.24 $50.6K - $59.1K
28.5K $1.34M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.81K
+ 8.23%
$98.99 - $101.51 $180K - $184K
23.9K $2.42M
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.55K
+ 6.52%
$34.48 - $38.87 $87.9K - $99.1K
41.7K $1.61M
IAU
Ishares Gold Trust

ETFs
4.14K
New
$44.06 - $50.5 $182K - $209K
4.14K $205K
VUG
Vanguard Growth ETF

ETFs
381
+ 6.85%
$341.08 - $391.94 $130K - $149K
5.94K $2.28M
TIP
Ishares Tr Tips Bd ETF

ETFs
989
+ 5.39%
$105.92 - $110.83 $105K - $110K
19.3K $2.14M
EFG
Msci Eafe Growth ETF

ETFs
1.17K
+ 13.72%
$96.84 - $108.77 $113K - $127K
9.69K $1.04M
HEFA
Ishares Currency Hedged Msci E

ETFs
4.62K
+ 8.56%
$32.34 - $35.85 $149K - $166K
58.6K $2.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
250
+ 18.53%
$434.77 - $502.96 $109K - $126K
1.6K $780K
DFAI
Dimensional ETF Tr

ETFs
2.4K
+ 8.79%
$28.69 - $32.06 $68.8K - $76.9K
29.7K $943K
IEFA
Ishares Tr

ETFs
327
+ 2.29%
$70.09 - $78.74 $22.9K - $25.7K
14.6K $1.14M
IGV
Ishares Expanded Tech Software

ETFs
178
+ 0.56%
$77.94 - $89.37 $13.9K - $15.9K
31.9K $2.85M
AVIV
American Centy ETF Tr Avantis
840
+ 8.11%
$50.37 - $56.43 $42.3K - $47.4K
11.2K $628K
DFAT
Dimensional ETF Tr U S Target

ETFs
313
+ 2.8%
$51.0 - $57.07 $16K - $17.9K
11.5K $638K
SUB
Ishares Short Term National Mu

ETFs
197
+ 0.93%
$104.3 - $106.3 $20.5K - $20.9K
21.5K $2.28M
XLV
Select Sector Spdr Fund Health

ETFs
25
+ 0.7%
$143.3 - $157.24 $3.58K - $3.93K
3.59K $552K
AMZN
Amazon Com Inc

Consumer Cyclical
215
+ 12.47%
$161.02 - $200.0 $34.6K - $43K
1.94K $361K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
300
+ 3.26%
$50.15 - $51.27 $15K - $15.4K
9.5K $486K
IEMG
Ishares Inc

ETFs
306
+ 0.56%
$53.64 - $53.64 $16.4K - $16.4K
54.7K $2.93M
VIG
Vanguard Dividend Appreciation

ETFs
100
+ 3.66%
$182.15 - $182.15 $18.2K - $18.2K
2.83K $516K
BA
Boeing CO

Industrials
16
+ 0.82%
$152.04 - $190.6 $2.43K - $3.05K
1.97K $298K
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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