Stone Point Wealth LLC Portfolio Holdings
Stone Point Wealth LLC
- $305 Million
- Q3 2024
Stone Point Wealth LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $305 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26.7M, Vanguard Value ETF with a value of $16.4M, Spdr Portfolio S&P 500 Value E with a value of $10.9M, Vanguard Sht Term Corp Bd ETF with a value of $9.04M, and Vanguard Intermediate Term Cor with a value of $8.18M.
Examining the 13F form we can see an increase of $30.5M in the current position value, from $275M to 305M.
Below you can find more details about Stone Point Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$305 Million
ETFs: $182 Million
Technology: $43.1 Million
Healthcare: $18.9 Million
Financial Services: $15.6 Million
Consumer Cyclical: $9.68 Million
Industrials: $9.23 Million
Communication Services: $8.86 Million
Consumer Defensive: $7.55 Million
Other: $5.67 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|