Stone Crest Wealth Management, Inc. Portfolio Holdings by Sector
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQM SPLG CIBR SMH SPMO JEPQ RSP JEPI 28 stocks |
$74.4 Million
60.6% of portfolio
|
  15  
|
  12  
|
  4  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$10.8 Million
8.83% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PANW CRWD ADBE 4 stocks |
$10.1 Million
8.22% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$9.44 Million
7.69% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5.64 Million
4.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$4.37 Million
3.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP UBER DDOG 3 stocks |
$2.15 Million
1.75% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.08 Million
1.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRDN ARGX REGN 3 stocks |
$1.36 Million
1.11% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$720,469
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$669,732
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$378,331
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$212,088
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$210,860
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
YUM 1 stocks |
$209,565
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|