Stonehaven Wealth & Tax Solutions, LLC Portfolio Holdings by Sector

Stonehaven Wealth & Tax Solutions, LLC

$91.9 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG BBIN AGG SDVY UCON GSUS SPEM FTCS 60 stocks	$83.3 Million 91.55% of portfolio	60	-	60	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.68 Million 1.84% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TXN 2 stocks	$1.1 Million 1.21% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$721,210 0.79% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP 1 stocks	$485,845 0.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$395,292 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$359,442 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$338,926 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities WEC 1 stocks	$324,250 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$315,566 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$312,598 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BMY 1 stocks	$273,468 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$260,305 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate BXP 1 stocks	$246,652 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$228,176 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$223,579 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$207,437 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials HBM 1 stocks	$121,257 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials HMY 1 stocks	$103,274 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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