Stone Point Wealth LLC Incresed Positions in Q1 2025

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
17.7K
+ 12.37%
$35.33 - $40.77 $626K - $722K
161K $6.34M
VEA
Vanguard Ftse Developed Market

ETFs
11.2K
+ 11.97%
$47.4 - $52.99 $533K - $596K
105K $5.35M
GILD
Gilead Sciences, Inc.

Healthcare
1.85K
+ 6.05%
$89.14 - $117.41 $164K - $217K
32.3K $3.62M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.71K
+ 21.21%
$100.59 - $103.47 $574K - $591K
32.6K $3.38M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.7K
+ 32.94%
$50.39 - $50.66 $540K - $543K
43.2K $2.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.22K
+ 10.71%
$71.17 - $73.66 $443K - $458K
64.3K $4.72M
HYG
Ishares Tr

ETFs
6.61K
+ 44.9%
$78.51 - $80.11 $519K - $530K
21.3K $1.68M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.78K
+ 93.14%
$48.43 - $49.9 $474K - $488K
20.3K $1.01M
PFF
Ishares Trust Ishares Pfd And

ETFs
15.6K
+ 49.68%
$30.73 - $32.26 $480K - $503K
47K $1.44M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.74K
+ 14.18%
$106.22 - $111.09 $291K - $304K
22.1K $2.45M
V
Visa Inc.

Financial Services
379
+ 5.37%
$306.92 - $362.71 $116K - $137K
7.44K $2.61M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
26.5K
+ 124.71%
$11.22 - $11.8 $297K - $313K
47.8K $535K
AVDV
American Centy ETF Tr Avantis

ETFs
144
+ 0.25%
$63.74 - $71.96 $9.18K - $10.4K
56.7K $3.96M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.45K
+ 1.48%
$79.17 - $82.04 $115K - $119K
99.6K $8.14M
ECL
Ecolab Inc.

Basic Materials
87
+ 0.76%
$229.72 - $269.82 $20K - $23.5K
11.5K $2.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.28K
+ 4.07%
$169.43 - $182.84 $216K - $233K
32.6K $5.65M
IEMG
Ishares Inc

ETFs
2.74K
+ 5.02%
N/A
57.2K $3.07M
AVEM
American Centy ETF Tr Avantis

ETFs
1.32K
+ 4.1%
$57.11 - $62.4 $75.2K - $82.1K
33.4K $2.01M
PEP
Pepsico Inc

Consumer Defensive
1.11K
+ 4.41%
$142.64 - $156.42 $158K - $174K
26.3K $3.94M
HEFA
Ishares Currency Hedged Msci E

ETFs
447
+ 0.73%
$34.83 - $37.52 $15.6K - $16.8K
61.3K $2.22M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.22K
+ 2.88%
$33.57 - $37.22 $41.1K - $45.6K
43.7K $1.57M
IAU
Ishares Gold Trust

ETFs
1.08K
+ 26.1%
$49.74 - $58.96 $53.8K - $63.7K
5.22K $307K
EFG
Msci Eafe Growth ETF

ETFs
554
+ 5.6%
$96.1 - $106.37 $53.2K - $58.9K
10.4K $1.04M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.46K
+ 5.1%
$38.22 - $41.19 $55.6K - $59.9K
30K $1.21M
VNQ
Vanguard Specialized Funds Van

ETFs
660
+ 4.19%
$85.55 - $94.34 $56.5K - $62.3K
16.4K $1.49M
IBM
International Business Machines Corp

Technology
150
+ 10.37%
$217.4 - $264.74 $32.6K - $39.7K
1.6K $396K
DFAI
Dimensional ETF Tr

ETFs
401
+ 1.29%
$28.88 - $32.4 $11.6K - $13K
31.4K $980K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.33K
+ 10.78%
$21.75 - $24.28 $116K - $129K
54.7K $1.21M
NEE
Nextera Energy Inc

Utilities
880
+ 4.35%
$66.96 - $76.16 $58.9K - $67K
21.1K $1.5M
IVV
Ishares Core S&P 500 ETF

ETFs
411
+ 5.41%
$554.06 - $615.85 $228K - $253K
8K $4.5M
SUB
Ishares Short Term National Mu

ETFs
236
+ 1.01%
$105.3 - $106.24 $24.9K - $25.1K
23.6K $2.49M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
466
+ 5.48%
$49.69 - $50.76 $23.2K - $23.7K
8.98K $448K
VTI
Vanguard Total Stock Market Et

ETFs
1.12K
+ 5.87%
$271.18 - $303.12 $304K - $340K
20.2K $5.56M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.61K
+ 5.38%
$32.42 - $36.13 $214K - $239K
129K $4.27M
ITOT
Ishares Core S&P Total U.S. St

ETFs
343
+ 8.56%
$120.29 - $134.6 $41.3K - $46.2K
4.35K $530K
QCOM
Qualcomm Inc

Technology
40
+ 0.17%
$151.94 - $175.86 $6.08K - $7.03K
23.6K $3.62M
Linde PLC
113
+ 1.44%
N/A
7.95K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
171
+ 4.3%
$551.42 - $612.93 $94.3K - $105K
4.15K $2.32M
SCHA
Schwab Strategic Tr Us Small C

ETFs
879
+ 5.99%
$23.16 - $27.04 $20.4K - $23.8K
15.5K $364K
DFAT
Dimensional ETF Tr U S Target

ETFs
101
+ 0.89%
$50.44 - $58.1 $5.09K - $5.87K
11.5K $592K
SPYG
Spdr Portfolio

ETFs
1.15K
+ 5.39%
$80.05 - $92.39 $92.1K - $106K
22.5K $1.81M
AVLV
American Centy ETF Tr Avantis
149
+ 0.23%
$63.51 - $70.42 $9.46K - $10.5K
64.3K $4.19M
VUG
Vanguard Growth ETF

ETFs
398
+ 6.58%
$369.1 - $427.61 $147K - $170K
6.44K $2.39M
CAT
Caterpillar Inc

Industrials
325
+ 4.81%
$326.75 - $407.63 $106K - $132K
7.08K $2.33M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
55
+ 1.26%
$522.96 - $601.18 $28.8K - $33.1K
4.43K $2.37M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
202
+ 0.4%
$40.03 - $46.81 $8.09K - $9.46K
51.1K $2.08M
CMI
Cummins Inc

Industrials
230
+ 2.44%
$312.92 - $386.07 $72K - $88.8K
9.67K $3.03M
TSLA
Tesla, Inc.

Consumer Cyclical
85
+ 3.76%
$222.15 - $428.22 $18.9K - $36.4K
2.35K $607K
Activity Summary
Buys All Purchases 51 New Holdings 2 Increased Positions 49 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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