Stone Point Wealth LLC Sells in Q3 2025

Stone Point Wealth LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Wellington Fd
-1.12K
- 22.52%
N/A
3.84K $0
TFC
Truist Financial Corp

Financial Services
-400
- 5.41%
$42.83 - $47.07 $17.1K - $18.8K
7K $320K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-80
- 1.8%
$57.5 - $61.94 $4.6K - $4.96K
4.37K $270K
SUB
Ishares Short Term National Mu

ETFs
-42
- 0.17%
$106.17 - $107.3 $4.46K - $4.51K
24K $2.56M
EFV
Msci Eafe Value ETF

ETFs
-53
- 1.62%
$62.79 - $68.42 $3.33K - $3.63K
3.21K $217K
XLK
Technology Sector Spdr

ETFs
-118
- 7.85%
$250.97 - $282.66 $29.6K - $33.4K
1.39K $390K
FNDX
Schwab Fundamental U S Large C

ETFs
-159
- 1.86%
$24.38 - $26.34 $3.88K - $4.19K
8.38K $220K
IVE
Ishares S&P 500 Value ETF

ETFs
-62
- 2.43%
$194.44 - $206.51 $12.1K - $12.8K
2.49K $514K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-321
- 3.16%
$28.92 - $32.19 $9.28K - $10.3K
9.85K $314K
ECL
Ecolab Inc.

Basic Materials
-113
- 0.97%
$259.39 - $285.47 $29.3K - $32.3K
11.6K $3.17M
XLU
Utilities Sector Spdr

ETFs
-449
- 3.83%
$81.14 - $87.32 $36.4K - $39.2K
11.3K $981K
IVW
Ishares S&P 500 Growth ETF

ETFs
-142
- 3.19%
$108.97 - $121.65 $15.5K - $17.3K
4.31K $519K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-588
- 2.43%
$23.82 - $25.84 $14K - $15.2K
23.6K $606K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-771
- 3.76%
$25.29 - $28.33 $19.5K - $21.8K
19.8K $551K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-39
- 1.05%
$85.31 - $97.03 $3.33K - $3.78K
3.69K $351K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.68K
- 2.81%
$37.2 - $39.61 $62.5K - $66.5K
58.2K $2.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8
- 0.78%
$567.77 - $614.76 $4.54K - $4.92K
1.02K $621K
DFAT
Dimensional ETF Tr U S Target

ETFs
-281
- 1.9%
$53.36 - $59.69 $15K - $16.8K
14.5K $846K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.42K
- 3.04%
$41.91 - $44.87 $59.4K - $63.6K
45.3K $2.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-38
- 2.61%
$420.11 - $472.68 $16K - $18K
1.42K $665K
IWM
Ishares Russell 2000 ETF

ETFs
-26
- 1.14%
$214.92 - $244.84 $5.59K - $6.37K
2.25K $544K
NVDA
Nvidia Corp

Technology
-13
- 0.62%
$153.3 - $186.58 $1.99K - $2.43K
2.09K $389K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.9K
- 5.29%
$42.26 - $47.16 $122K - $137K
51.9K $2.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-860
- 1.49%
$24.46 - $26.5 $21K - $22.8K
57K $1.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-892
- 2.77%
$181.56 - $190.33 $162K - $170K
31.3K $5.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
-155
- 3.5%
$617.65 - $666.84 $95.7K - $103K
4.28K $2.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.95K
- 5.08%
$49.43 - $54.52 $146K - $161K
55.1K $2.99M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.55K
- 4.45%
$108.46 - $120.63 $168K - $187K
33.3K $3.96M
AVEM
American Centy ETF Tr Avantis

ETFs
-948
- 2.76%
$68.33 - $75.41 $64.8K - $71.5K
33.4K $2.51M
VV
Vanguard Large Cap ETF

ETFs
-45
- 0.56%
$285.05 - $309.14 $12.8K - $13.9K
8.06K $2.48M
LOW
Lowes Companies Inc

Consumer Cyclical
-704
- 5.71%
$215.01 - $273.02 $151K - $192K
11.6K $2.92M
HD
Home Depot, Inc.

Consumer Cyclical
-135
- 2.12%
$357.4 - $423.42 $48.2K - $57.2K
6.23K $2.53M
GOOGL
Alphabet Inc.

Communication Services
-20
- 0.66%
$174.36 - $254.72 $3.49K - $5.09K
3.01K $730K
SPYG
Spdr Portfolio

ETFs
-2.03K
- 4.18%
$94.33 - $105.31 $192K - $214K
46.6K $4.87M
VTI
Vanguard Total Stock Market Et

ETFs
-82
- 0.36%
$303.93 - $329.86 $24.9K - $27K
22.5K $7.37M
CAT
Caterpillar Inc

Industrials
-226
- 3.15%
$390.92 - $477.15 $88.3K - $108K
6.95K $3.32M
APH
Amphenol Corp

Technology
-4.03K
- 9.2%
$97.39 - $125.4 $393K - $505K
39.8K $4.92M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-975
- 4.82%
$224.68 - $282.71 $219K - $276K
19.3K $5.38M
AAPL
Apple Inc.

Technology
-175
- 0.97%
$202.38 - $256.87 $35.4K - $45K
17.9K $4.55M
CMI
Cummins Inc

Industrials
-110
- 1.11%
$327.85 - $426.39 $36.1K - $46.9K
9.77K $4.12M
MSFT
Microsoft Corp

Technology
-15
- 0.02%
$491.09 - $535.64 $7.37K - $8.03K
61.6K $31.9M
GOOG
Alphabet Inc.

Communication Services
-870
- 2.18%
$175.16 - $255.24 $152K - $222K
39K $9.49M
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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