Number of Shares
268,115
Previous 64,148 317.96%
Holding current value
$7.13 Billion
Previous $1.62 Billion 339.78%
% of portfolio
3.4%
Previous 1.03%

Shares

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

Jul 15, 2025

BUY
N/A
203,967 Added 317.96%
268,115 $7.13 Billion
Q1 2025

Apr 11, 2025

BUY
N/A
64,148 New
64,148 $1.62 Billion
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.