Stone Crest Wealth Management, Inc. Portfolio Holdings by Sector
Stone Crest Wealth Management, Inc.
- $157 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQM SPLG RDVY SPMO CIBR JEPQ SMH RSP 29 stocks |
$86.5 Million
64.94% of portfolio
|
  12  
|
  13  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT CRWD PANW PLTR 4 stocks |
$10.8 Million
8.1% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$9.48 Million
7.12% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$9.3 Million
6.98% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5.49 Million
4.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$5.05 Million
3.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER SHOP 2 stocks |
$2.13 Million
1.6% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$859,199
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
ARGX VRDN 2 stocks |
$779,183
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$743,956
0.56% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$562,077
0.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$482,233
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Shell Companies | Financial Services
ALCC 1 stocks |
$347,205
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$245,300
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
YUM 1 stocks |
$236,040
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$213,741
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|