Stone Crest Wealth Management, Inc. has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $11.8B, Nvidia Corp with a value of $7.36B, Vaneck ETF Tr Semiconductor Et with a value of $6.6B, First Tr Nasdaq 100 Equal Weig with a value of $6.53B, and First Tr Fd Ii Nasdaq Cybersec with a value of $5.87B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $104B to 116B.

Stone Crest Wealth Management, Inc. is based out at Chandler, AZ

Below you can find more details about Stone Crest Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $77.3 Billion
Technology: $23.1 Billion
Consumer Cyclical: $6.11 Billion
Communication Services: $4.75 Billion
Healthcare: $2.86 Billion
Financial Services: $712 Million
Consumer Defensive: $403 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $116 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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