Stone Point Wealth LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $275 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.7M, Vanguard Value ETF with a value of $14.6M, Spdr Portfolio S&P 500 Value E with a value of $9.85M, Vanguard Sht Term Corp Bd ETF with a value of $7.87M, and Alphabet Inc. with a value of $7.5M.
Examining the 13F form we can see an decrease of $8.49M in the current position value, from $283M to 275M.
Below you can find more details about Stone Point Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $151 Million
Technology: $44.6 Million
Healthcare: $17.8 Million
Financial Services: $14.7 Million
Industrials: $12.3 Million
Communication Services: $9.84 Million
Consumer Cyclical: $8.58 Million
Consumer Defensive: $7.21 Million
Other: $5.13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions