Stone Crest Wealth Management, Inc. Portfolio Holdings

Stone Crest Wealth Management, Inc.

  • $131 Billion
  • Q2 2024

Stone Crest Wealth Management, Inc. has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 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 $12.5B, Nvidia Corp with a value of $10.5B, Pacer Fds Tr Us Cash Cows 100 with a value of $5.86B, Amazon Com Inc with a value of $5.83B, and Microsoft Corp with a value of $5.82B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $116B to 131B.

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 $131 Billion
ETFs: $76.8 Billion
Technology: $26.7 Billion
Communication Services: $9.28 Billion
Consumer Cyclical: $6.78 Billion
Healthcare: $5.76 Billion
Financial Services: $681 Million
Consumer Defensive: $467 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.3B
$2.55 Billion 1.94% of portfolio
6,643
Q2 2024 Added 342.87%
$102B
$2.46 Billion 1.88% of portfolio
7,257
Q2 2024 Reduced 22.83%
$149B
$760 Million 0.58% of portfolio
10,456
Q2 2024 Reduced 29.65%
$95.4B
$764 Million 0.58% of portfolio
11,563
Q2 2024 Reduced 24.6%
$17.6B
$668 Million 0.51% of portfolio
17,511
Q2 2024 Reduced 28.64%
$33.5B
$616 Million 0.47% of portfolio
4,753
Q2 2024 Reduced 39.91%
$30B
$609 Million 0.47% of portfolio
1,417
Q2 2024 Reduced 33.19%
$113B
$332 Million 0.25% of portfolio
316
Q2 2024 Reduced 1.56%
$39.7B
$281 Million 0.21% of portfolio
2,124
Q2 2024 Reduced 0.84%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $131 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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