Stone Point Wealth LLC Purchases in Q3 2025

Stone Point Wealth LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
98.5K
New
$68.58 - $69.85 $6.76M - $6.88M
98.5K $6.86M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
82.5K
+ 90.34%
$78.96 - $80.04 $6.51M - $6.6M
174K $13.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
62.5K
+ 268.76%
$72.65 - $78.68 $4.54M - $4.92M
85.8K $6.72M
VUG
Vanguard Growth ETF

ETFs
7.14K
+ 86.72%
$433.97 - $484.08 $3.1M - $3.46M
15.4K $7.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
43.9K
+ 51.15%
$78.11 - $79.07 $3.43M - $3.47M
130K $10.2M
VEA
Vanguard Ftse Developed Market

ETFs
49.6K
+ 42.03%
$56.02 - $60.3 $2.78M - $2.99M
168K $10.1M
VTV
Vanguard Value ETF

ETFs
4.32K
+ 4.73%
$175.51 - $186.57 $759K - $806K
95.6K $17.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.38K
+ 13.75%
$620.67 - $670.08 $857K - $925K
11.4K $7.64M
DFIV
Dimensional ETF Tr

ETFs
14.7K
+ 8.69%
$42.66 - $46.53 $626K - $683K
183K $8.46M
LLY
Eli Lilly & CO

Healthcare
1.42K
+ 74.44%
$625.65 - $812.69 $887K - $1.15M
3.32K $2.54M
JPM
Jpmorgan Chase & CO

Financial Services
579
+ 1.9%
$282.78 - $316.06 $164K - $183K
31K $9.78M
VO
Vanguard Mid Cap ETF

ETFs
2.16K
+ 60.15%
$279.83 - $293.74 $605K - $635K
5.76K $1.69M
VB
Vanguard Small Cap ETF

ETFs
1.8K
+ 17.23%
$237.58 - $259.17 $426K - $465K
12.2K $3.11M
AVDV
American Centy ETF Tr Avantis

ETFs
1.47K
+ 2.82%
$79.24 - $89.03 $116K - $131K
53.4K $4.75M
AVUV
American Centy ETF Tr Avantis

ETFs
297
+ 0.68%
$90.37 - $102.12 $26.8K - $30.3K
43.7K $4.35M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.44K
+ 8.55%
$102.4 - $103.88 $352K - $357K
43.7K $4.51M
IEMG
Ishares Inc

ETFs
6.4K
+ 11.97%
N/A
59.9K $3.21M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.72K
New
$43.07 - $91.37 $160K - $340K
3.72K $339K
NEE
Nextera Energy Inc

Utilities
2.71K
+ 12.67%
$69.77 - $77.54 $189K - $210K
24.1K $1.82M
MDT
Medtronic PLC

Healthcare
2K
+ 11.96%
$87.67 - $95.74 $175K - $191K
18.7K $1.78M
PEP
Pepsico Inc

Consumer Defensive
862
+ 3.66%
$133.81 - $152.16 $115K - $131K
24.4K $3.43M
ORCL
Oracle Corp

Technology
441
+ 16.37%
$218.96 - $328.33 $96.6K - $145K
3.14K $881K
BAC
Bank Of America Corp

Financial Services
4.45K
+ 44.95%
$44.92 - $52.42 $200K - $233K
14.4K $740K
EFG
Msci Eafe Growth ETF

ETFs
2.15K
+ 16.81%
$106.99 - $114.46 $230K - $246K
14.9K $1.7M
MAR
Marriott International Inc

Consumer Cyclical
1.03K
New
$255.35 - $282.87 $264K - $292K
1.03K $268K
AMAT
Applied Materials Inc

Technology
1.2K
New
$156.25 - $204.95 $188K - $246K
1.2K $245K
JNJ
Johnson & Johnson

Healthcare
535
+ 14.62%
$155.17 - $185.42 $83K - $99.2K
4.2K $777K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.16K
+ 12.96%
$48.5 - $50.19 $153K - $159K
27.6K $1.38M
SCHC
Schwab Strategic Tr Intl Small

ETFs
599
+ 1.38%
$42.28 - $45.71 $25.3K - $27.4K
44K $2M
PG
Procter & Gamble CO

Consumer Defensive
655
+ 23.27%
$150.47 - $161.22 $98.6K - $106K
3.47K $533K
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 2.2%
$546.99 - $602.2 $15.9K - $17.5K
1.35K $807K
AMGN
Amgen Inc

Healthcare
26
+ 1.42%
$271.18 - $309.22 $7.05K - $8.04K
1.86K $525K
Linde PLC
90
+ 1.12%
N/A
8.11K $0
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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