Stone Point Wealth LLC Sells in Q4 2024

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-10.9K
- 36.64%
$96.31 - $114.76 $1.05M - $1.26M
18.9K $1.88M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-9.79K
- 4.77%
$51.09 - $55.27 $500K - $541K
196K $10M
PEP
Pepsico Inc

Consumer Defensive
-2.21K
- 8.08%
$151.29 - $176.1 $335K - $390K
25.2K $3.83M
AVUV
American Centy ETF Tr Avantis

ETFs
-8.2K
- 13.12%
$94.37 - $106.41 $773K - $872K
54.3K $5.24M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.21K
- 9.7%
$197.36 - $217.3 $633K - $697K
29.8K $5.92M
VTV
Vanguard Value ETF

ETFs
-1.08K
- 1.15%
$168.32 - $181.87 $182K - $197K
92.7K $15.7M
MSFT
Microsoft Corp

Technology
-88
- 0.14%
$406.35 - $454.46 $35.8K - $40K
61.9K $26.1M
QCOM
Qualcomm Inc

Technology
-890
- 3.64%
$150.4 - $178.04 $134K - $158K
23.6K $3.62M
VEA
Vanguard Ftse Developed Market

ETFs
-465
- 0.49%
$47.57 - $52.44 $22.1K - $24.4K
93.9K $4.49M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.46K
- 2.51%
$63.85 - $70.4 $93K - $103K
56.6K $3.68M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.46K
- 4.07%
$71.75 - $75.11 $177K - $185K
58.1K $4.18M
ECL
Ecolab Inc.

Basic Materials
-323
- 2.75%
$234.32 - $261.43 $75.7K - $84.4K
11.4K $2.68M
MDT
Medtronic PLC

Healthcare
-1.82K
- 10.78%
$79.61 - $92.24 $144K - $167K
15K $1.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-928
- 1.53%
$44.04 - $49.49 $40.9K - $45.9K
59.8K $2.64M
SYK
Stryker Corp

Healthcare
-710
- 5.59%
$345.14 - $392.15 $245K - $278K
12K $4.32M
NKE
Nike, Inc.

Consumer Cyclical
-345
- 1.84%
$73.36 - $89.13 $25.3K - $30.7K
18.4K $1.39M
LLY
Eli Lilly & CO

Healthcare
-31
- 1.61%
$727.2 - $932.06 $22.5K - $28.9K
1.9K $1.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
-492
- 11.0%
$567.81 - $607.81 $279K - $299K
3.98K $2.33M
KO
Coca Cola CO

Consumer Defensive
-1.3K
- 9.21%
$61.74 - $71.71 $80.3K - $93.2K
12.8K $797K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-27
- 0.09%
$39.22 - $47.52 $1.06K - $1.28K
28.5K $1.13M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.1K
- 8.21%
$49.79 - $51.14 $154K - $159K
34.7K $1.74M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.66K
- 10.42%
$31.23 - $33.51 $114K - $122K
31.4K $987K
HD
Home Depot, Inc.

Consumer Cyclical
-87
- 1.31%
$385.02 - $431.37 $33.5K - $37.5K
6.56K $2.55M
IEFA
Ishares Tr

ETFs
-271
- 1.85%
$70.06 - $77.43 $19K - $21K
14.4K $1.01M
UPS
United Parcel Service Inc

Industrials
-25
- 0.23%
$122.65 - $138.35 $3.07K - $3.46K
11K $1.39M
HYG
Ishares Tr

ETFs
-1.06K
- 6.72%
$78.09 - $80.04 $82.9K - $84.9K
14.7K $1.16M
XOM
Exxon Mobil Corp

Energy
-390
- 5.7%
$105.51 - $125.37 $41.1K - $48.9K
6.46K $694K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-280
- 17.51%
$481.22 - $538.17 $135K - $151K
1.32K $674K
XLV
Select Sector Spdr Fund Health

ETFs
-317
- 8.83%
$136.28 - $154.74 $43.2K - $49.1K
3.27K $450K
FNDF
Schwab Fundamental Intl Large

ETFs
-126
- 0.54%
$32.92 - $37.15 $4.15K - $4.68K
23.1K $765K
PG
Procter & Gamble CO

Consumer Defensive
-450
- 11.9%
$161.05 - $179.7 $72.5K - $80.9K
3.33K $558K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.11K
- 2.16%
$40.38 - $44.35 $44.7K - $49.1K
50.2K $2.06M
JNJ
Johnson & Johnson

Healthcare
-69
- 1.74%
$143.34 - $165.86 $9.89K - $11.4K
3.89K $561K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.4K
- 11.72%
$48.33 - $49.08 $67.4K - $68.5K
10.5K $508K
AVIV
American Centy ETF Tr Avantis
-589
- 5.26%
$51.24 - $55.81 $30.2K - $32.9K
10.6K $550K
FNDC
Schwab Fundamental Intl Small

ETFs
-1.26K
- 15.2%
$33.92 - $38.03 $42.8K - $48K
7.05K $240K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-157
- 0.84%
$34.13 - $37.35 $5.36K - $5.86K
18.5K $630K
XLU
Utilities Sector Spdr

ETFs
-30
- 0.23%
$74.89 - $82.93 $2.25K - $2.49K
13.1K $992K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-985
- 10.37%
$50.02 - $51.24 $49.3K - $50.5K
8.51K $426K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-600
- 11.79%
$46.96 - $51.46 $28.2K - $30.9K
4.49K $211K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-618
- 8.18%
$38.37 - $42.82 $23.7K - $26.5K
6.93K $266K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-273
- 0.53%
$44.33 - $49.55 $12.1K - $13.5K
50.9K $2.29M
XLK
Technology Sector Spdr

ETFs
-227
- 11.51%
$220.26 - $241.44 $50K - $54.8K
1.75K $405K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70
- 6.37%
$442.29 - $483.08 $31K - $33.8K
1.03K $466K
ORCL
Oracle Corp

Technology
-142
- 4.91%
$165.41 - $192.43 $23.5K - $27.3K
2.75K $457K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.4K
- 6.18%
$11.42 - $12.5 $16K - $17.5K
21.3K $245K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-52
- 1.25%
$60.13 - $67.31 $3.13K - $3.5K
4.11K $249K
MUB
Ishares National Muni Bond ETF

ETFs
-52
- 0.44%
$105.78 - $108.7 $5.5K - $5.65K
11.8K $1.26M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-250
- 2.7%
$24.25 - $26.7 $6.06K - $6.68K
9K $220K
Activity Summary
Buys All Purchases 40 New Holdings 0 Increased Positions 40 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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