Stonehaven Wealth & Tax Solutions, LLC Purchases in Q3 2025

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
973
+ 0.57%
$35.42 - $38.65 $34.5K - $37.6K
170K $6.48B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.84K
+ 4.96%
$97.75 - $100.75 $376K - $387K
81.3K $8.15B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
26.4K
New
$12.9 - $13.59 $341K - $359K
26.4K $355M
First Tr Exchange Traded Fd
14K
+ 77.27%
N/A
32.1K $542M
ACWI
Ishares Msci Acwi ETF

ETFs
808
+ 5.84%
$128.32 - $138.41 $104K - $112K
14.6K $2.02B
IWC
Russell Micro Cap ETF

ETFs
1.51K
New
$127.86 - $151.39 $193K - $229K
1.51K $225M
HPE
Hewlett Packard Enterprise CO

Technology
9.07K
New
$19.81 - $25.24 $180K - $229K
9.07K $223M
GLD
Spdr Gold Trust

ETFs
7
+ 0.16%
$300.96 - $355.47 $2.11K - $2.49K
4.3K $1.53B
MSFT
Microsoft Corp

Technology
394
New
$491.09 - $535.64 $193K - $211K
394 $204M
XLV
Select Sector Spdr Fund Health

ETFs
1.45K
New
$129.01 - $139.72 $187K - $203K
1.45K $202M
SPY
Spdr S&P 500 ETF Trust

ETFs
134
+ 5.93%
$617.65 - $666.84 $82.8K - $89.4K
2.39K $1.59B
VTI
Vanguard Total Stock Market Et

ETFs
57
+ 0.8%
$303.93 - $329.86 $17.3K - $18.8K
7.21K $2.37B
FTCS
First Trust Capital Strength E

ETFs
569
+ 1.23%
$89.72 - $93.74 $51.1K - $53.3K
47K $4.4B
AAPL
Apple Inc.

Technology
45
+ 1.33%
$202.38 - $256.87 $9.11K - $11.6K
3.42K $872M
First Tr Exchange Traded Fd
9.15K
+ 72.64%
N/A
21.7K $373M
FVD
First Tr Value Line Divid Inde

ETFs
17
+ 0.02%
$44.73 - $46.86 $760 - $797
98.6K $4.56B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.11K
+ 4.02%
$85.01 - $90.35 $94.7K - $101K
28.8K $2.58B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
980
+ 7.46%
$60.01 - $65.01 $58.8K - $63.7K
14.1K $917M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
303
+ 6.95%
$108.46 - $120.63 $32.9K - $36.6K
4.66K $554M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
824
+ 2.98%
$48.72 - $50.73 $40.1K - $41.8K
28.5K $1.4B
WEC
Wec Energy Group, Inc.

Utilities
3
+ 0.09%
$103.66 - $114.59 $311 - $344
3.5K $401M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
362
+ 6.17%
$91.44 - $91.77 $33.1K - $33.2K
6.23K $572M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
322
+ 6.05%
$100.37 - $100.74 $32.3K - $32.4K
5.65K $569M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
233
+ 2.85%
$117.65 - $120.08 $27.4K - $28K
8.4K $1B
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
233
+ 1.42%
$26.87 - $27.9 $6.26K - $6.5K
16.7K $459M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
382
+ 0.68%
$22.64 - $23.22 $8.65K - $8.87K
56.5K $1.31B
FMB
First Tr Exchange Traded Fd Ii

ETFs
200
+ 4.35%
$49.32 - $50.93 $9.86K - $10.2K
4.8K $243M
FTGS
First Tr Exchange Traded Fd Gr
3
+ 0.04%
N/A
7.28K $261M
XOM
Exxon Mobil Corp

Energy
1
+ 0.04%
$105.83 - $117.22 $106 - $117
2.39K $269M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
36
+ 0.12%
$25.83 - $26.47 $930 - $953
29.3K $770M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
260
+ 1.7%
$23.54 - $23.97 $6.12K - $6.23K
15.5K $372M
BNDX
Vanguard Total International B

ETFs
211
+ 0.46%
$49.0 - $49.51 $10.3K - $10.4K
45.7K $2.26B
SPSB
Spdr Portfolio Short Term Corp

ETFs
214
+ 1.8%
$30.02 - $30.29 $6.42K - $6.48K
12.1K $367M
SPIB
Spdr Portfolio Intermediate Te

ETFs
124
+ 1.14%
$33.26 - $34.01 $4.12K - $4.22K
11K $371M
EBND
Spdr Bloomberg Emerging Market

ETFs
154
+ 0.77%
$20.95 - $21.57 $3.23K - $3.32K
20K $428M
NURE
Nuveen Short Term Reit ETF

ETFs
629
+ 3.13%
$28.04 - $30.31 $17.6K - $19.1K
20.7K $597M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.05%
$150.47 - $161.22 $150 - $161
2.03K $312M
Activity Summary
Buys All Purchases 38 New Holdings 6 Increased Positions 32 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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