Stone Point Wealth LLC Sells in Q2 2025

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.77K
- 62.49%
$468.22 - $566.51 $1.3M - $1.57M
1.66K $942K
PEP
Pepsico Inc

Consumer Defensive
-2.72K
- 10.34%
$128.02 - $151.37 $348K - $412K
23.6K $3.11M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-17.8K
- 9.28%
$45.11 - $52.34 $805K - $934K
174K $9.13M
AVUV
American Centy ETF Tr Avantis

ETFs
-9.19K
- 17.48%
$75.17 - $91.21 $691K - $838K
43.4K $3.95M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.74K
- 26.36%
$48.13 - $49.85 $421K - $436K
24.4K $1.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
-14K
- 29.84%
$29.0 - $30.68 $407K - $430K
33K $1.01M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.31K
- 11.49%
$162.76 - $195.77 $538K - $647K
25.5K $4.97M
AAPL
Apple Inc.

Technology
-360
- 1.96%
$172.42 - $223.89 $62.1K - $80.6K
18K $3.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.92K
- 12.36%
$90.56 - $109.49 $445K - $538K
34.8K $3.81M
MUB
Ishares National Muni Bond ETF

ETFs
-2.86K
- 24.49%
$102.31 - $105.8 $293K - $303K
8.82K $921K
IEMG
Ishares Inc

ETFs
-3.7K
- 6.48%
N/A
53.5K $2.87M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.15K
- 3.34%
$77.94 - $79.5 $246K - $251K
91.3K $7.26M
LOW
Lowes Companies Inc

Consumer Cyclical
-180
- 1.44%
$210.83 - $235.28 $37.9K - $42.4K
12.3K $2.74M
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.47K
- 3.49%
$79.56 - $82.92 $276K - $288K
96.1K $7.97M
MDT
Medtronic PLC

Healthcare
-905
- 5.14%
$80.68 - $88.86 $73K - $80.4K
16.7K $1.46M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-2.4K
- 26.73%
$48.46 - $50.2 $116K - $120K
6.58K $326K
AVLV
American Centy ETF Tr Avantis
-4.08K
- 6.34%
$56.85 - $68.21 $232K - $278K
60.2K $4.11M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.27K
- 6.54%
$36.25 - $42.28 $118K - $138K
46.7K $1.97M
PG
Procter & Gamble CO

Consumer Defensive
-215
- 7.1%
$157.66 - $172.39 $33.9K - $37.1K
2.82K $448K
XLV
Select Sector Spdr Fund Health

ETFs
-174
- 5.53%
$128.77 - $144.3 $22.4K - $25.1K
2.98K $401K
NKE
Nike, Inc.

Consumer Cyclical
-1.87K
- 17.52%
$53.27 - $72.04 $99.3K - $134K
8.78K $623K
FNDX
Schwab Fundamental U S Large C

ETFs
-2.5K
- 22.66%
$20.84 - $24.54 $52.1K - $61.4K
8.54K $209K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.71K
- 24.67%
$34.72 - $42.74 $59.2K - $72.9K
5.21K $222K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.51%
$483.48 - $539.8 $2.42K - $2.7K
975 $473K
IWD
Ishares Russell 1000 Val ETF

ETFs
-282
- 19.33%
$166.82 - $194.23 $47K - $54.8K
1.18K $228K
A
Agilent Technologies, Inc.

Healthcare
-517
- 2.39%
$99.29 - $120.52 $51.3K - $62.3K
21.1K $2.49M
VNQ
Vanguard Specialized Funds Van

ETFs
-158
- 0.96%
$79.79 - $91.42 $12.6K - $14.4K
16.3K $1.45M
GOOGL
Alphabet Inc.

Communication Services
-670
- 18.13%
$144.7 - $178.6 $96.9K - $120K
3.03K $533K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.95K
- 10.34%
$23.55 - $27.67 $46K - $54K
16.9K $468K
HD
Home Depot, Inc.

Consumer Cyclical
-90
- 1.39%
$335.24 - $380.78 $30.2K - $34.3K
6.37K $2.33M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-352
- 8.62%
$71.94 - $86.02 $25.3K - $30.3K
3.73K $319K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.91K
- 21.39%
$23.2 - $29.84 $44.3K - $56.9K
7.01K $209K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-2K
- 15.36%
$12.82 - $18.15 $25.6K - $36.3K
11K $184K
AVIV
American Centy ETF Tr Avantis
-1.05K
- 9.94%
$50.27 - $62.84 $52.8K - $66K
9.52K $592K
XLU
Utilities Sector Spdr

ETFs
-496
- 4.06%
$73.09 - $82.77 $36.3K - $41.1K
11.7K $956K
FNDC
Schwab Fundamental Intl Small

ETFs
-1.03K
- 14.55%
$32.97 - $42.05 $33.8K - $43.1K
6.02K $253K
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 0.18%
N/A
2.73K $497K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-94
- 0.15%
$72.02 - $73.82 $6.77K - $6.94K
64.2K $4.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.45K
- 12.47%
$22.27 - $29.21 $32.3K - $42.3K
10.2K $297K
IVE
Ishares S&P 500 Value ETF

ETFs
-5
- 0.2%
$168.34 - $195.42 $842 - $977
2.55K $498K
XLI
Industrial Sector Spdr

ETFs
-145
- 7.29%
$116.42 - $147.52 $16.9K - $21.4K
1.85K $272K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.52K
- 8.43%
$32.66 - $40.75 $49.6K - $61.9K
16.5K $668K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-347
- 3.6%
$24.38 - $30.18 $8.46K - $10.5K
9.3K $280K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.77K
- 7.73%
$32.25 - $40.02 $57.1K - $70.9K
21.1K $846K
CSCO
Cisco Systems, Inc.

Technology
-113
- 2.61%
$53.19 - $69.38 $6.01K - $7.84K
4.21K $292K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-178
- 4.09%
$108.12 - $135.04 $19.2K - $24K
4.17K $563K
AMZN
Amazon Com Inc

Consumer Cyclical
-15
- 0.96%
$167.32 - $223.3 $2.51K - $3.35K
1.55K $339K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.41K
- 2.31%
$32.11 - $38.21 $45.4K - $54K
59.9K $2.27M
XLK
Technology Sector Spdr

ETFs
-9
- 0.6%
$179.73 - $253.23 $1.62K - $2.28K
1.5K $380K
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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