Stone Point Wealth LLC Reduced Holdings in Q1 2025

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-198
- 0.32%
$375.39 - $447.2 $74.3K - $88.5K
61.7K $23.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-24.8K
- 20.8%
$77.7 - $78.94 $1.93M - $1.96M
94.5K $7.46M
GOOG
Alphabet Inc.

Communication Services
-670
- 1.67%
$156.06 - $207.71 $105K - $139K
39.4K $6.16M
UPS
United Parcel Service Inc

Industrials
-7.35K
- 66.73%
$109.66 - $136.26 $806K - $1M
3.66K $403K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-550
- 2.68%
$165.25 - $224.62 $90.9K - $124K
20K $3.32M
NKE
Nike, Inc.

Consumer Cyclical
-7.79K
- 42.26%
$63.29 - $81.72 $493K - $637K
10.6K $675K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.68K
- 3.09%
$84.95 - $100.62 $142K - $169K
52.6K $4.58M
AAPL
Apple Inc.

Technology
-465
- 2.47%
$209.68 - $247.1 $97.5K - $115K
18.4K $4.09M
AXP
American Express CO

Financial Services
-410
- 2.55%
$255.39 - $325.87 $105K - $134K
15.7K $4.21M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.08K
- 3.6%
$183.02 - $207.75 $197K - $223K
28.8K $5.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-221
- 0.55%
$102.49 - $119.96 $22.7K - $26.5K
39.8K $4.16M
MRK
Merck & Co., Inc.

Healthcare
-2.19K
- 11.55%
$83.01 - $101.02 $182K - $221K
16.7K $1.5M
APH
Amphenol Corp

Technology
-1.84K
- 4.02%
$61.62 - $78.55 $114K - $145K
44K $2.89M
VB
Vanguard Small Cap ETF

ETFs
-426
- 4.29%
$217.89 - $252.64 $92.8K - $108K
9.51K $2.11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.94K
- 7.35%
$64.88 - $72.1 $126K - $140K
24.5K $1.61M
LOW
Lowes Companies Inc

Consumer Cyclical
-155
- 1.22%
$222.66 - $268.42 $34.5K - $41.6K
12.5K $2.92M
DIS
Walt Disney CO

Communication Services
-22
- 0.14%
$96.87 - $114.0 $2.13K - $2.51K
15.3K $1.51M
HD
Home Depot, Inc.

Consumer Cyclical
-105
- 1.6%
$347.25 - $424.87 $36.5K - $44.6K
6.46K $2.37M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.31K
- 1.7%
$49.78 - $53.19 $165K - $176K
192K $9.82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-277
- 15.97%
$360.07 - $417.26 $99.7K - $116K
1.46K $526K
GOOGL
Alphabet Inc.

Communication Services
-110
- 2.89%
$154.33 - $206.19 $17K - $22.7K
3.7K $571K
APO
Apollo Global Management, Inc.

Financial Services
-75
- 1.94%
$126.01 - $172.06 $9.45K - $12.9K
3.8K $520K
ARES
Ares Management Corp

Financial Services
-50
- 1.49%
$140.19 - $198.28 $7.01K - $9.91K
3.3K $483K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-210
- 8.66%
$203.38 - $274.79 $42.7K - $57.7K
2.22K $455K
ETN
Eaton Corp PLC

Industrials
-111
- 9.56%
$271.83 - $371.23 $30.2K - $41.2K
1.05K $285K
XLK
Technology Sector Spdr

ETFs
-234
- 13.4%
$206.38 - $242.18 $48.3K - $56.7K
1.51K $312K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.51K
- 4.36%
$49.25 - $50.66 $74.4K - $76.5K
33.1K $1.64M
ORCL
Oracle Corp

Technology
-31
- 1.13%
$139.81 - $186.47 $4.33K - $5.78K
2.72K $379K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-370
- 5.21%
$58.81 - $68.2 $21.8K - $25.2K
6.74K $402K
IWD
Ishares Russell 1000 Val ETF

ETFs
-321
- 18.03%
$182.82 - $196.21 $58.7K - $63K
1.46K $274K
IWM
Ishares Russell 2000 ETF

ETFs
-22
- 0.96%
$198.1 - $229.79 $4.36K - $5.06K
2.28K $454K
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 1.26%
$190.26 - $242.06 $3.81K - $4.84K
1.56K $297K
IVW
Ishares S&P 500 Growth ETF

ETFs
-40
- 0.89%
$92.45 - $106.69 $3.7K - $4.27K
4.48K $415K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.25K
- 9.45%
$21.23 - $23.75 $26.5K - $29.6K
12K $257K
PG
Procter & Gamble CO

Consumer Defensive
-300
- 9.01%
$158.56 - $176.26 $47.6K - $52.9K
3.03K $516K
BNDX
Vanguard Total International B

ETFs
-399
- 0.5%
$48.33 - $49.5 $19.3K - $19.8K
79.6K $3.89M
WMT
Walmart Inc.

Consumer Defensive
-10
- 0.09%
$84.5 - $105.05 $845 - $1.05K
11.6K $1.02M
XLU
Utilities Sector Spdr

ETFs
-905
- 6.9%
$74.7 - $80.27 $67.6K - $72.6K
12.2K $962K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.18K
- 5.36%
$29.82 - $30.1 $35.2K - $35.5K
20.8K $627K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.43K
- 12.92%
$25.81 - $28.52 $36.9K - $40.8K
9.64K $265K
MUB
Ishares National Muni Bond ETF

ETFs
-140
- 1.18%
$104.71 - $107.69 $14.7K - $15.1K
11.7K $1.23M
XLI
Industrial Sector Spdr

ETFs
-10
- 0.5%
$128.78 - $141.67 $1.29K - $1.42K
1.99K $260K
CL
Colgate Palmolive CO

Consumer Defensive
-105
- 3.83%
$85.68 - $97.5 $9K - $10.2K
2.64K $246K
Vanguard Wellington Fd
-1.33K
- 23.5%
N/A
4.34K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
-314
- 1.64%
$25.77 - $27.6 $8.09K - $8.67K
18.9K $501K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-265
- 0.53%
$39.96 - $43.3 $10.6K - $11.5K
50K $2.06M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-105
- 2.55%
$59.28 - $66.1 $6.22K - $6.94K
4.01K $254K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-19
- 0.27%
$37.07 - $40.63 $704 - $772
6.92K $272K
CSCO
Cisco Systems, Inc.

Technology
-20
- 0.46%
$58.74 - $64.87 $1.17K - $1.3K
4.32K $266K
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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