Stonehaven Wealth & Tax Solutions, LLC Reduced Holdings in Q3 2025

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-1.51K
- 12.47%
$40.74 - $41.99 $61.4K - $63.2K
10.6K $442M
DIS
Walt Disney CO

Communication Services
-92
- 2.69%
$112.25 - $124.0 $10.3K - $11.4K
3.33K $381M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-4.18K
- 1.7%
$24.73 - $25.29 $103K - $106K
241K $6.08B
PM
Philip Morris International Inc.

Consumer Defensive
-36
- 2.77%
$157.77 - $183.27 $5.68K - $6.6K
1.27K $205M
JBL
Jabil Inc

Technology
-114
- 8.48%
$202.08 - $234.45 $23K - $26.7K
1.23K $267M
IVV
Ishares Core S&P 500 ETF

ETFs
-65
- 15.74%
$620.67 - $670.08 $40.3K - $43.6K
348 $233M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.02K
- 1.51%
$49.05 - $49.99 $50.2K - $51.1K
66.6K $3.32B
NKE
Nike, Inc.

Consumer Cyclical
-60
- 1.4%
$69.24 - $79.24 $4.15K - $4.75K
4.24K $296M
BMY
Bristol Myers Squibb CO

Healthcare
-46
- 0.86%
$43.31 - $48.98 $1.99K - $2.25K
5.3K $239M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-616
- 9.79%
$42.26 - $47.16 $26K - $29.1K
5.68K $263M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-353
- 3.5%
N/A
9.73K $400M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-7
- 0.12%
$102.4 - $103.88 $717 - $727
5.84K $604M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-4
- 0.07%
$96.22 - $98.19 $385 - $393
6.11K $599M
XLF
Financial Sector Spdr

ETFs
-3
- 0.07%
$51.37 - $54.25 $154 - $163
4.21K $227M
TRMB
Trimble Inc.

Technology
-114
- 4.17%
$76.46 - $85.24 $8.72K - $9.72K
2.62K $214M
TRV
Travelers Companies, Inc.

Financial Services
-21
- 1.87%
$250.62 - $279.43 $5.26K - $5.87K
1.1K $307M
AEE
Ameren Corp

Utilities
-102
- 4.7%
$95.0 - $104.38 $9.69K - $10.6K
2.07K $216M
AXP
American Express CO

Financial Services
-21
- 1.89%
$294.27 - $342.31 $6.18K - $7.19K
1.09K $363M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-28
- 0.15%
$45.72 - $47.27 $1.28K - $1.32K
18.2K $856M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-89
- 3.61%
$121.46 - $130.92 $10.8K - $11.7K
2.38K $310M
BXP
Boston Properties Inc

Real Estate
-140
- 3.82%
$62.11 - $78.93 $8.7K - $11.1K
3.53K $262M
XLY
Select Sector Spdr Consumer Di

ETFs
-2
- 0.19%
$216.09 - $242.18 $432 - $484
1.04K $249M
HBI
Hanesbrands Inc.

Consumer Cyclical
-2.28K
- 12.13%
$4.07 - $6.59 $9.3K - $15.1K
16.5K $109M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-407
- 3.61%
$85.43 - $92.81 $34.8K - $37.8K
10.9K $1B
EME
Emcor Group, Inc.

Industrials
-23
- 4.74%
$530.88 - $655.83 $12.2K - $15.1K
462 $300M
PHM
Pultegroup Inc

Consumer Cyclical
-85
- 3.95%
$108.0 - $141.42 $9.18K - $12K
2.07K $273M
NVDA
Nvidia Corp

Technology
-623
- 10.68%
$153.3 - $186.58 $95.5K - $116K
5.21K $972M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-95
- 0.47%
$59.61 - $63.09 $5.66K - $5.99K
20K $1.26B
CAT
Caterpillar Inc

Industrials
-4
- 0.62%
$390.92 - $477.15 $1.56K - $1.91K
643 $307M
IAG
Iamgold Corp

Basic Materials
-2.69K
- 16.22%
$6.74 - $12.93 $18.1K - $34.8K
13.9K $180M
Lam Research Corp
-188
- 7.14%
N/A
2.44K $327M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-148
- 0.66%
$103.48 - $109.86 $15.3K - $16.3K
22.1K $2.4B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-426
- 0.96%
$36.93 - $40.55 $15.7K - $17.3K
44.1K $1.77B
Arista Networks Inc
-341
- 8.83%
N/A
3.52K $513M
BIBL
Northern Lts Fd Tr Iv

ETFs
-77
- 0.2%
$41.43 - $44.43 $3.19K - $3.42K
39.2K $1.74B
CATH
Global X Fds Global X S&P 500

ETFs
-205
- 0.81%
$75.38 - $81.32 $15.5K - $16.7K
25K $2.02B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-3.97K
- 2.56%
$65.91 - $70.63 $262K - $281K
151K $10.6B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-39
- 1.56%
$103.83 - $179.9 $4.05K - $7.02K
2.47K $441M
JPSE
J P Morgan Diversified Return

ETFs
-298
- 0.72%
$45.04 - $50.93 $13.4K - $15.2K
40.8K $2.03B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.29K
- 1.42%
$42.67 - $46.91 $54.9K - $60.3K
89.3K $4.18B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.4K
- 2.41%
$72.65 - $78.68 $247K - $268K
138K $10.8B
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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