Number of Shares
6,980
Previous 5,348 30.52%
Holding current value
$631 Million
Previous $319 Million 97.78%
% of portfolio
0.3%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

BUY
N/A
1,632 Added 30.52%
6,980 $631 Million
Q1 2025

Apr 11, 2025

BUY
N/A
5,348 New
5,348 $319 Million
Track This Portfolio

Track Stone Crest Wealth Management, Inc. Portfolio

Follow Stone Crest Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.