Stone Point Wealth LLC Portfolio Holdings

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

Stone Point Wealth LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $291 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.2M, Vanguard Value ETF with a value of $15.9M, Spdr Portfolio S&P 500 Value E with a value of $9.82M, Vanguard Intermediate Term Cor with a value of $8.14M, and Jpmorgan Chase & CO with a value of $7.55M.

Examining the 13F form we can see an decrease of $3.15M in the current position value, from $294M to 291M.

Below you can find more details about Stone Point Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $180 Million
Technology: $38.1 Million
Healthcare: $17 Million
Financial Services: $16.6 Million
Communication Services: $8.24 Million
Consumer Cyclical: $7.73 Million
Industrials: $6.62 Million
Consumer Defensive: $6.62 Million
Other: $5.43 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.06 Million 0.71% of portfolio
49,960
Q1 2025 Reduced 0.53%
$0
$2.01 Million 0.69% of portfolio
33,436
Q1 2025 Added 4.1%
$0
$1.81 Million 0.62% of portfolio
22,467
Q1 2025 Added 5.39%
$0
$1.68 Million 0.58% of portfolio
21,333
Q1 2025 Added 44.9%
$0
$1.64 Million 0.57% of portfolio
33,140
Q1 2025 Reduced 4.36%
$0
$1.61 Million 0.55% of portfolio
24,509
Q1 2025 Reduced 7.35%
$701B
$1.57 Million 0.54% of portfolio
1,898
Q4 2024 Reduced 1.61%
$0
$1.57 Million 0.54% of portfolio
43,673
Q1 2025 Added 2.88%
$110B
$1.58 Million 0.54% of portfolio
17,599
Q1 2025 Added 17.18%
$195B
$1.5 Million 0.52% of portfolio
16,747
Q1 2025 Reduced 11.55%
$206B
$1.51 Million 0.52% of portfolio
15,284
Q1 2025 Reduced 0.14%
$0
$1.49 Million 0.51% of portfolio
16,418
Q1 2025 Added 4.19%
$139B
$1.5 Million 0.51% of portfolio
21,095
Q1 2025 Added 4.35%
$0
$1.44 Million 0.5% of portfolio
47,015
Q1 2025 Added 49.68%
$0
$1.21 Million 0.42% of portfolio
29,958
Q1 2025 Added 5.1%
$0
$1.23 Million 0.42% of portfolio
11,676
Q1 2025 Reduced 1.18%
$0
$1.09 Million 0.37% of portfolio
14,356
Q4 2024 Reduced 1.85%
$0
$1.04 Million 0.36% of portfolio
10,442
Q1 2025 Added 5.6%
$0
$1.01 Million 0.35% of portfolio
20,286
Q1 2025 Added 93.14%
$268B
$1.02 Million 0.35% of portfolio
11,600
Q1 2025 Reduced 0.09%
$0
$980,000 0.34% of portfolio
31,391
Q1 2025 Added 1.29%
$0
$962,000 0.33% of portfolio
12,205
Q1 2025 Reduced 6.9%
$312B
$898,000 0.31% of portfolio
12,545
Q1 2025 Reduced 2.07%
$0
$828,000 0.28% of portfolio
22,912
Q1 2025 Reduced 0.6%
$426B
$751,000 0.26% of portfolio
6,315
Q1 2025 Reduced 2.17%
$0
$712,000 0.24% of portfolio
35,998
Q1 2025 Reduced 0.69%
$76.3B
$675,000 0.23% of portfolio
10,645
Q1 2025 Reduced 42.26%
$0
$656,000 0.23% of portfolio
18,024
Q1 2025 Reduced 2.48%
$0
$627,000 0.22% of portfolio
20,840
Q1 2025 Reduced 5.36%
$1.09T
$607,000 0.21% of portfolio
2,345
Q1 2025 Added 3.76%
$0
$618,000 0.21% of portfolio
1,319
Q4 2024 Reduced 17.51%
$0
$598,000 0.21% of portfolio
10,568
Q1 2025 Reduced 0.4%
$406B
$606,000 0.21% of portfolio
3,660
Q1 2025 Reduced 5.82%
$1.03T
$571,000 0.2% of portfolio
3,696
Q1 2025 Reduced 2.89%
$0
$592,000 0.2% of portfolio
11,500
Q1 2025 Added 0.89%
$154B
$541,000 0.19% of portfolio
1,738
Q1 2025 Reduced 0.52%
$0
$530,000 0.18% of portfolio
4,349
Q1 2025 Added 8.56%
$78.4B
$520,000 0.18% of portfolio
3,800
Q1 2025 Reduced 1.94%
$0
$535,000 0.18% of portfolio
47,750
Q1 2025 Added 124.71%
$0
$526,000 0.18% of portfolio
1,458
Q1 2025 Reduced 15.97%
$0
$525,000 0.18% of portfolio
1,023
Q2 2024 Reduced 3.31%
$403B
$516,000 0.18% of portfolio
3,030
Q1 2025 Reduced 9.01%
$655B
$521,000 0.18% of portfolio
980
Q1 2025 Reduced 4.76%
$28.5B
$483,000 0.17% of portfolio
3,300
Q1 2025 Reduced 1.49%
$103B
$483,000 0.17% of portfolio
7,920
Q4 2024 Reduced 6.16%
$0
$487,000 0.17% of portfolio
2,557
Q4 2024 Reduced 0.12%
$0
$497,000 0.17% of portfolio
2,734
Q4 2024 Reduced 3.53%
$0
$501,000 0.17% of portfolio
18,881
Q1 2025 Reduced 1.64%
$65.5B
$455,000 0.16% of portfolio
2,215
Q1 2025 Reduced 8.66%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $291 Million
  • Prior Value $294 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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