Stone Point Wealth LLC Reduced Holdings in Q3 2024

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-27
- 1.95%
$245.82 - $304.51 $6.64K - $8.22K
1.36K $413K
ORCL
Oracle Corp

Technology
-152
- 5.0%
$125.9 - $170.35 $19.1K - $25.9K
2.89K $492K
JPM
Jpmorgan Chase & CO

Financial Services
-992
- 2.99%
$194.9 - $224.8 $193K - $223K
32.2K $6.78M
V
Visa Inc.

Financial Services
-45
- 0.63%
$253.74 - $291.56 $11.4K - $13.1K
7.15K $1.97M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-26
- 0.1%
$60.84 - $67.51 $1.58K - $1.76K
27K $1.82M
KO
Coca Cola CO

Consumer Defensive
-154
- 1.08%
$62.69 - $73.01 $9.65K - $11.2K
14.1K $1.01M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-400
- 0.77%
$38.51 - $41.69 $15.4K - $16.7K
51.3K $2.14M
VV
Vanguard Large Cap ETF

ETFs
-5
- 0.06%
$236.92 - $263.4 $1.18K - $1.32K
8.2K $2.16M
TSLA
Tesla, Inc.

Consumer Cyclical
-85
- 3.61%
$191.76 - $263.26 $16.3K - $22.4K
2.27K $593K
XLU
Utilities Sector Spdr

ETFs
-350
- 2.59%
$67.67 - $80.78 $23.7K - $28.3K
13.1K $1.06M
SYK
Stryker Corp

Healthcare
-72
- 0.56%
$315.94 - $371.96 $22.7K - $26.8K
12.7K $4.59M
CAT
Caterpillar Inc

Industrials
-95
- 1.39%
$316.8 - $391.12 $30.1K - $37.2K
6.72K $2.63M
HD
Home Depot, Inc.

Consumer Cyclical
-109
- 1.61%
$333.64 - $405.2 $36.4K - $44.2K
6.65K $2.69M
A
Agilent Technologies, Inc.

Healthcare
-444
- 1.91%
$125.42 - $148.48 $55.7K - $65.9K
22.8K $3.39M
AAPL
Apple Inc.

Technology
-229
- 1.19%
$207.23 - $234.82 $47.5K - $53.8K
19K $4.44M
CMI
Cummins Inc

Industrials
-37
- 0.38%
$266.63 - $326.4 $9.87K - $12.1K
9.67K $3.13M
AXP
American Express CO

Financial Services
-487
- 2.79%
$225.92 - $271.17 $110K - $132K
17K $4.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-218
- 0.66%
$179.99 - $201.6 $39.2K - $43.9K
33.1K $6.64M
LOW
Lowes Companies Inc

Consumer Cyclical
-95
- 0.73%
$213.3 - $270.78 $20.3K - $25.7K
13K $3.51M
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
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