Stonehaven Wealth & Tax Solutions, LLC Portfolio Holdings

Stonehaven Wealth & Tax Solutions, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $94.7 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exch Traded Fd Tr B with a value of $9.61B, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.1B, Ishares Core U.S. Aggregate Bo with a value of $7.36B, First Tr ETF Viii Tcw Unconstr with a value of $5.89B, and First Tr ETF Vi Smid Cap Risin with a value of $5.52B.

Examining the 13F form we can see an increase of $2.8B in the current position value, from $91.9B to 94.7B.

Stonehaven Wealth & Tax Solutions, LLC is based out at Appleton, WI

Below you can find more details about Stonehaven Wealth & Tax Solutions, LLC portfolio as well as his latest detailed transactions.