Stonehaven Wealth & Tax Solutions, LLC New Holdings in Q1 2025

Stonehaven Wealth & Tax Solutions, LLC

  • $94.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
16.2K
New
$28.25 - $29.85 $457K - $483K
16.2K $462M
MET
Metlife Inc

Financial Services
2.97K
New
$77.7 - $87.0 $231K - $258K
2.97K $238M
PHM
Pultegroup Inc

Consumer Cyclical
2.15K
New
$101.09 - $118.51 $218K - $255K
2.15K $221M
AEE
Ameren Corp

Utilities
2.17K
New
$86.87 - $103.67 $189K - $225K
2.17K $218M
ACN
Accenture PLC

Technology
671
New
$300.91 - $398.25 $202K - $267K
671 $209M
VZ
Verizon Communications Inc

Communication Services
4.51K
New
$37.81 - $46.49 $170K - $210K
4.51K $204M
PM
Philip Morris International Inc.

Consumer Defensive
1.28K
New
$117.15 - $158.79 $150K - $203K
1.28K $203M
IAG
Iamgold Corp

Basic Materials
17.5K
New
$5.11 - $6.61 $89.3K - $115K
17.5K $109M
HBI
Hanesbrands Inc.

Consumer Cyclical
18.8K
New
$5.76 - $8.6 $108K - $161K
18.8K $108M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
10.5K
New
$5.87 - $6.26 $61.4K - $65.5K
10.5K $61.6M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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