Stone Point Wealth LLC Purchases in Q2 2025

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
26.2K
+ 116.45%
$71.83 - $95.32 $1.88M - $2.49M
48.6K $4.64M
IVV
Ishares Core S&P 500 ETF

ETFs
2.04K
+ 25.48%
$498.8 - $620.9 $1.02M - $1.27M
10K $6.23M
VEA
Vanguard Ftse Developed Market

ETFs
12.9K
+ 12.28%
$45.65 - $57.01 $590K - $737K
118K $6.73M
VTI
Vanguard Total Stock Market Et

ETFs
2.34K
+ 11.57%
$243.75 - $303.93 $570K - $711K
22.6K $6.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
270
+ 1.35%
$141.37 - $228.57 $38.2K - $61.7K
20.2K $4.59M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.6K
+ 56.82%
$50.36 - $50.68 $1.24M - $1.24M
67.8K $3.44M
VUG
Vanguard Growth ETF

ETFs
1.8K
+ 27.86%
$329.49 - $438.4 $591K - $787K
8.24K $3.61M
VO
Vanguard Mid Cap ETF

ETFs
3.6K
New
$228.54 - $279.83 $822K - $1.01M
3.6K $1.01M
GOOG
Alphabet Inc.

Communication Services
407
+ 1.03%
$146.58 - $180.01 $59.7K - $73.3K
39.9K $7.07M
DFIV
Dimensional ETF Tr

ETFs
7.83K
+ 4.86%
$34.67 - $43.21 $271K - $338K
169K $7.23M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.59K
+ 23.25%
$102.02 - $103.5 $774K - $785K
40.2K $4.14M
IGV
Ishares Expanded Tech Software

ETFs
49
+ 0.17%
$80.15 - $109.5 $3.93K - $5.37K
29.6K $3.24M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.23K
+ 2.5%
$29.12 - $35.84 $94.1K - $116K
133K $4.75M
CAT
Caterpillar Inc

Industrials
100
+ 1.41%
$273.94 - $388.21 $27.4K - $38.8K
7.18K $2.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
282
+ 6.79%
$496.48 - $617.85 $140K - $174K
4.43K $2.74M
EFG
Msci Eafe Growth ETF

ETFs
2.34K
+ 22.36%
$89.8 - $112.0 $210K - $262K
12.8K $1.43M
VB
Vanguard Small Cap ETF

ETFs
907
+ 9.54%
$193.73 - $237.37 $176K - $215K
10.4K $2.47M
AVEM
American Centy ETF Tr Avantis

ETFs
935
+ 2.8%
$53.08 - $68.54 $49.6K - $64.1K
34.4K $2.36M
NVDA
Nvidia Corp

Technology
2.1K
New
$94.31 - $157.99 $198K - $332K
2.1K $332K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.2K
+ 102.25%
$19.1 - $23.83 $233K - $291K
24.2K $576K
SYK
Stryker Corp

Healthcare
40
+ 0.34%
$337.37 - $395.63 $13.5K - $15.8K
11.8K $4.65M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.06K
+ 3.71%
$77.74 - $78.78 $238K - $241K
85.8K $6.75M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
60
+ 2.71%
$177.93 - $313.14 $10.7K - $18.8K
2.28K $712K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.62K
+ 7.09%
$35.35 - $42.68 $128K - $155K
54.8K $2.33M
ECL
Ecolab Inc.

Basic Materials
170
+ 1.48%
$225.65 - $270.95 $38.4K - $46.1K
11.7K $3.15M
DFAI
Dimensional ETF Tr

ETFs
3.49K
+ 11.1%
$28.02 - $34.71 $97.6K - $121K
34.9K $1.21M
UBER
Uber Technologies, Inc

Technology
2.35K
New
$64.62 - $93.3 $152K - $219K
2.35K $219K
EFV
Msci Eafe Value ETF

ETFs
3.27K
New
$52.4 - $64.65 $171K - $211K
3.27K $207K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.32K
+ 28.83%
$44.8 - $53.97 $149K - $179K
14.8K $799K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.13K
+ 5.72%
$19.6 - $24.44 $61.4K - $76.5K
57.9K $1.41M
CMI
Cummins Inc

Industrials
207
+ 2.14%
$267.12 - $336.65 $55.3K - $69.7K
9.88K $3.23M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.93K
New
$50.52 - $50.92 $199K - $200K
3.93K $200K
IBM
International Business Machines Corp

Technology
400
+ 25.06%
$221.03 - $294.78 $88.4K - $118K
2K $588K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.99K
+ 32.09%
$20.42 - $25.3 $102K - $126K
20.5K $519K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.54K
+ 6.99%
$107.93 - $110.97 $167K - $171K
23.6K $2.6M
HYG
Ishares Tr

ETFs
1.25K
+ 5.84%
$75.75 - $80.65 $94.3K - $100K
22.6K $1.82M
QCOM
Qualcomm Inc

Technology
23
+ 0.1%
$124.66 - $159.48 $2.87K - $3.67K
23.6K $3.76M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.05K
+ 10.08%
$49.57 - $50.27 $101K - $103K
22.3K $1.12M
V
Visa Inc.

Financial Services
180
+ 2.42%
$308.27 - $373.31 $55.5K - $67.2K
7.62K $2.7M
BNDX
Vanguard Total International B

ETFs
834
+ 1.05%
$48.77 - $49.55 $40.7K - $41.3K
80.5K $3.98M
SUB
Ishares Short Term National Mu

ETFs
451
+ 1.91%
$104.77 - $106.34 $47.3K - $48K
24K $2.55M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.95K
+ 6.18%
$10.78 - $11.28 $31.8K - $33.3K
50.7K $564K
GILD
Gilead Sciences, Inc.

Healthcare
575
+ 1.78%
$96.91 - $113.0 $55.7K - $65K
32.9K $3.65M
Linde PLC
72
+ 0.91%
N/A
8.02K $0
Vanguard Wellington Fd
619
+ 14.26%
N/A
4.96K $0
NEE
Nextera Energy Inc

Utilities
260
+ 1.23%
$64.11 - $75.0 $16.7K - $19.5K
21.4K $1.48M
CVX
Chevron Corp

Energy
100
+ 6.31%
$133.73 - $168.51 $13.4K - $16.9K
1.69K $241K
AMGN
Amgen Inc

Healthcare
97
+ 5.58%
$262.28 - $309.85 $25.4K - $30.1K
1.84K $512K
LLY
Eli Lilly & CO

Healthcare
7
+ 0.37%
$713.71 - $898.95 $5K - $6.29K
1.91K $1.49M
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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