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
Consumer Defensive: $6.62 Million
Industrials: $6.62 Million
Other: $5.43 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$459,000 0.16% of portfolio
3,149
Q1 2025 Reduced 3.79%
$0
$454,000 0.16% of portfolio
2,277
Q1 2025 Reduced 0.96%
$0
$448,000 0.15% of portfolio
8,977
Q1 2025 Added 5.48%
$0
$402,000 0.14% of portfolio
6,737
Q1 2025 Reduced 5.21%
$354B
$413,000 0.14% of portfolio
9,900
Q4 2024 Reduced 4.81%
$231B
$412,000 0.14% of portfolio
1,320
Q1 2025 Reduced 2.87%
$232B
$396,000 0.14% of portfolio
1,596
Q1 2025 Added 10.37%
$71.2B
$403,000 0.14% of portfolio
3,664
Q1 2025 Reduced 66.73%
$0
$415,000 0.14% of portfolio
4,476
Q1 2025 Reduced 0.89%
$446B
$379,000 0.13% of portfolio
2,717
Q1 2025 Reduced 1.13%
$0
$364,000 0.13% of portfolio
15,542
Q1 2025 Added 5.99%
$0
$342,000 0.12% of portfolio
4,083
Q4 2024 Reduced 3.63%
$0
$351,000 0.12% of portfolio
12,561
Q4 2024 Added 200.0%
$0
$312,000 0.11% of portfolio
1,512
Q1 2025 Reduced 13.4%
$124B
$315,000 0.11% of portfolio
1,850
Q4 2024 Reduced 5.9%
$52.7B
$307,000 0.11% of portfolio
5,223
Q1 2025 Added 26.1%
$0
$290,000 0.1% of portfolio
11,619
Q1 2025 New
$0
$288,000 0.1% of portfolio
4,755
Q1 2023 Reduced 0.63%
$128B
$285,000 0.1% of portfolio
1,050
Q1 2025 Reduced 9.56%
$52.4B
$304,000 0.1% of portfolio
7,400
Q3 2024 Reduced 2.63%
$2.09T
$297,000 0.1% of portfolio
1,562
Q1 2025 Reduced 1.26%
$0
$260,000 0.09% of portfolio
1,990
Q1 2025 Reduced 0.5%
$0
$274,000 0.09% of portfolio
1,459
Q1 2025 Reduced 18.03%
$0
$255,000 0.09% of portfolio
7,045
Q4 2024 Reduced 15.2%
$268B
$265,000 0.09% of portfolio
1,586
Q1 2025 Reduced 1.18%
$259B
$266,000 0.09% of portfolio
4,323
Q1 2025 Reduced 0.46%
$0
$265,000 0.09% of portfolio
9,643
Q1 2025 Reduced 12.92%
$0
$260,000 0.09% of portfolio
11,035
Q4 2024 Added 193.87%
$0
$254,000 0.09% of portfolio
4,005
Q1 2025 Reduced 2.55%
$0
$272,000 0.09% of portfolio
6,915
Q1 2025 Reduced 0.27%
$152B
$254,000 0.09% of portfolio
1,200
Q3 2024 Reduced 2.83%
$0
$257,000 0.09% of portfolio
11,954
Q1 2025 Reduced 9.45%
$0
$236,000 0.08% of portfolio
4,450
Q1 2025 Reduced 0.89%
$0
$230,000 0.08% of portfolio
8,922
Q1 2025 Reduced 0.82%
$0
$241,000 0.08% of portfolio
788
Q4 2023 New
$77.5B
$246,000 0.08% of portfolio
2,635
Q1 2025 Reduced 3.83%
$18.6B
$200,000 0.07% of portfolio
13,020
Q2 2022 Added 0.15%
Vanguard Wellington Fd
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 23.5%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.44%

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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