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
SPSB
Spdr Portfolio Short Term Corp

ETFs
-350
- 1.56%
$29.77 - $30.19 $10.4K - $10.6K
22K $657K
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 3.53%
N/A
2.73K $497K
IVE
Ishares S&P 500 Value ETF

ETFs
-3
- 0.12%
$189.5 - $206.17 $569 - $619
2.56K $488K
CVX
Chevron Corp

Energy
-83
- 4.92%
$141.15 - $162.53 $11.7K - $13.5K
1.61K $232K
AMZN
Amazon Com Inc

Consumer Cyclical
-357
- 18.41%
$180.88 - $232.93 $64.6K - $83.2K
1.58K $347K
IEMG
Ishares Inc

ETFs
-247
- 0.45%
N/A
54.4K $2.92M
IWD
Ishares Russell 1000 Val ETF

ETFs
-23
- 1.28%
$183.23 - $199.79 $4.21K - $4.6K
1.78K $329K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-154
- 3.63%
$89.88 - $101.38 $13.8K - $15.6K
4.08K $381K
XLI
Industrial Sector Spdr

ETFs
-5
- 0.25%
$131.76 - $143.99 $659 - $720
2K $263K
DFAT
Dimensional ETF Tr U S Target

ETFs
-75
- 0.65%
$54.54 - $61.04 $4.09K - $4.58K
11.4K $634K
Linde PLC
-60
- 0.76%
N/A
7.84K $0
Vanguard Wellington Fd
-119
- 2.05%
N/A
5.67K $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-503
- 1.87%
$66.77 - $71.52 $33.6K - $36K
26.5K $1.82M
BMY
Bristol Myers Squibb CO

Healthcare
-520
- 6.16%
$51.92 - $59.94 $27K - $31.2K
7.92K $447K
BAC
Bank Of America Corp

Financial Services
-500
- 4.81%
$39.22 - $47.77 $19.6K - $23.9K
9.9K $435K
IVW
Ishares S&P 500 Growth ETF

ETFs
-7
- 0.15%
$94.43 - $105.47 $661 - $738
4.52K $458K
BA
Boeing CO

Industrials
-116
- 5.9%
$138.14 - $180.72 $16K - $21K
1.85K $327K
VB
Vanguard Small Cap ETF

ETFs
-3
- 0.03%
$233.76 - $261.58 $701 - $785
9.94K $2.39M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25
- 1.42%
$370.24 - $418.94 $9.26K - $10.5K
1.74K $696K
APH
Amphenol Corp

Technology
-2.46K
- 5.09%
$62.07 - $75.35 $153K - $185K
45.9K $3.18M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-139
- 5.42%
$173.13 - $258.09 $24.1K - $35.9K
2.43K $559K
DIS
Walt Disney CO

Communication Services
-940
- 5.79%
$92.39 - $117.6 $86.8K - $111K
15.3K $1.7M
CMI
Cummins Inc

Industrials
-234
- 2.42%
$324.93 - $383.42 $76K - $89.7K
9.44K $3.29M
AXP
American Express CO

Financial Services
-891
- 5.26%
$267.35 - $305.57 $238K - $272K
16.1K $4.77M
IGV
Ishares Expanded Tech Software

ETFs
-1.19K
- 3.71%
$87.5 - $110.17 $104K - $131K
30.7K $3.08M
V
Visa Inc.

Financial Services
-95
- 1.33%
$273.87 - $320.91 $26K - $30.5K
7.06K $2.23M
AAPL
Apple Inc.

Technology
-187
- 0.98%
$221.69 - $259.02 $41.5K - $48.4K
18.9K $4.72M
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.44%
$213.65 - $479.86 $2.14K - $4.8K
2.26K $912K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-924
- 4.31%
$172.07 - $207.36 $159K - $192K
20.5K $4.05M
JPM
Jpmorgan Chase & CO

Financial Services
-1.09K
- 3.38%
$205.18 - $250.29 $223K - $272K
31.1K $7.46M
GOOG
Alphabet Inc.

Communication Services
-339
- 0.84%
$163.08 - $198.16 $55.3K - $67.2K
40.1K $7.64M
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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