Stonehaven Wealth & Tax Solutions, LLC Purchases in Q4 2025

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FMB
First Tr Exchange Traded Fd Ii

ETFs
15.1K
+ 314.5%
$50.75 - $51.37 $766K - $775K
19.9K $1.02B
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.35K
+ 25.49%
$88.67 - $92.06 $652K - $677K
36.2K $3.15B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.2K
New
$102.37 - $105.36 $533K - $548K
5.2K $529M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
24.2K
New
$20.02 - $20.12 $484K - $486K
24.2K $484M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.72K
New
$92.24 - $96.56 $435K - $456K
4.72K $453M
SHOP
Shopify Inc.

Technology
2.56K
New
$146.04 - $179.01 $374K - $459K
2.56K $413M
AAPL
Apple Inc.

Technology
1.15K
+ 33.57%
$245.27 - $275.25 $282K - $316K
4.57K $1.24B
MEDP
Medpace Holdings, Inc.

Healthcare
565
New
$501.22 - $605.2 $283K - $342K
565 $317M
EPAM
Epam Systems, Inc.

Technology
1.44K
New
N/A
1.44K $295M
V
Visa Inc.

Financial Services
797
New
$325.75 - $352.42 $260K - $281K
797 $280M
MO
Altria Group, Inc.

Consumer Defensive
4.6K
New
$56.38 - $66.65 $259K - $307K
4.6K $265M
TM
Toyota Motor Corp

Consumer Cyclical
1.2K
New
$185.22 - $211.24 $222K - $254K
1.2K $257M
ADBE
Adobe Inc.

Technology
718
New
$325.07 - $359.91 $233K - $258K
718 $251M
MPLX
Mplx LP

Energy
4.52K
New
$47.8 - $53.21 $216K - $241K
4.52K $241M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.69K
+ 3.31%
$99.87 - $101.27 $269K - $272K
84K $8.39B
KO
Coca Cola CO

Consumer Defensive
3.12K
New
$66.1 - $71.61 $206K - $224K
3.12K $218M
Lam Research Corp
704
+ 28.81%
N/A
3.15K $539M
KR
Kroger CO

Consumer Defensive
3.34K
New
$63.15 - $69.15 $211K - $231K
3.34K $208M
WDC
Western Digital Corp

Technology
1.2K
New
$113.13 - $174.22 $135K - $209K
1.2K $206M
IBM
International Business Machines Corp

Technology
696
New
$275.97 - $314.98 $192K - $219K
696 $206M
FEMS
First Trust Emerging Markets S

ETFs
4.89K
New
$41.86 - $44.36 $205K - $217K
4.89K $206M
FTCS
First Trust Capital Strength E

ETFs
2.79K
+ 5.94%
$90.55 - $93.84 $253K - $262K
49.8K $4.6B
LNT
Alliant Energy Corp

Utilities
3.11K
New
$66.31 - $68.97 $206K - $214K
3.11K $202M
FTGS
First Tr Exchange Traded Fd Gr
5.34K
+ 73.39%
N/A
12.6K $446M
XLV
Select Sector Spdr Fund Health

ETFs
1.02K
+ 70.27%
$141.95 - $152.82 $145K - $156K
2.47K $383M
VTI
Vanguard Total Stock Market Et

ETFs
360
+ 4.99%
$321.8 - $337.95 $116K - $122K
7.57K $2.54B
FVD
First Tr Value Line Divid Inde

ETFs
3.65K
+ 3.7%
$45.0 - $46.25 $164K - $169K
102K $4.71B
DNN
Denison Mines Corp.

Energy
37.9K
New
$2.48 - $3.22 $93.9K - $122K
37.9K $101M
TIGR
Up Fintech Holding LTD

Financial Services
10.4K
New
$9.02 - $10.91 $94.1K - $114K
10.4K $99.7M
CAT
Caterpillar Inc

Industrials
35
+ 5.44%
$480.82 - $585.49 $16.8K - $20.5K
678 $388M
NIO
Nio Inc.

Consumer Cyclical
15.6K
New
$6.16 - $7.89 $96.3K - $123K
15.6K $79.7M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
6.13K
+ 23.16%
$13.16 - $13.86 $80.6K - $84.9K
32.6K $432M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
595
+ 2.69%
$104.95 - $108.98 $62.4K - $64.8K
22.7K $2.47B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
559
+ 6.65%
$119.13 - $120.38 $66.6K - $67.3K
8.96K $1.07B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
152
+ 0.09%
$36.47 - $38.19 $5.54K - $5.8K
171K $6.53B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
585
+ 0.88%
$49.78 - $50.16 $29.1K - $29.3K
67.2K $3.36B
MSFT
Microsoft Corp

Technology
112
+ 28.43%
$496.82 - $542.07 $55.6K - $60.7K
506 $245M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.24K
+ 10.2%
$30.13 - $30.32 $37.3K - $37.5K
13.4K $403M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.08K
+ 9.87%
$33.69 - $34.08 $36.5K - $36.9K
12K $407M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.53K
+ 9.83%
$23.54 - $23.93 $35.9K - $36.5K
17.1K $404M
BIBL
Northern Lts Fd Tr Iv

ETFs
87
+ 0.22%
$43.57 - $45.74 $3.79K - $3.98K
39.3K $1.78B
NVDA
Nvidia Corp

Technology
161
+ 3.09%
$179.83 - $207.04 $29K - $33.3K
5.37K $1B
EBND
Spdr Bloomberg Emerging Market

ETFs
1.21K
+ 6.02%
$21.1 - $21.41 $25.4K - $25.8K
21.2K $454M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
214
+ 3.79%
$100.37 - $100.72 $21.5K - $21.6K
5.86K $588M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
197
+ 3.16%
$91.46 - $91.76 $18K - $18.1K
6.43K $587M
NURE
Nuveen Short Term Reit ETF

ETFs
739
+ 3.56%
$27.28 - $28.92 $20.2K - $21.4K
21.5K $605M
HPE
Hewlett Packard Enterprise CO

Technology
25
+ 0.28%
$22.5 - $26.25 $563 - $656
9.1K $219M
TRMB
Trimble Inc.

Technology
6
+ 0.23%
$75.63 - $82.19 $454 - $493
2.63K $206M
BXP
Boston Properties Inc

Real Estate
162
+ 4.59%
$69.37 - $76.32 $11.2K - $12.4K
3.69K $249M
Activity Summary
Buys All Purchases 50 New Holdings 21 Increased Positions 29 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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