Stone Crest Wealth Management, Inc. Portfolio Holdings

Stone Crest Wealth Management, Inc.

  • $153 Billion
  • Q4 2024

Stone Crest Wealth Management, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $153 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $13.8B, Nvidia Corp with a value of $11.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.74B, Amazon Com Inc with a value of $6.68B, and Putnam ETF Tr Putnam Focused L with a value of $6.49B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $137B to 153B.

Stone Crest Wealth Management, Inc. is based out at Chandler, AZ

Below you can find more details about Stone Crest Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $153 Billion
ETFs: $86.1 Billion
Technology: $28.6 Billion
Communication Services: $10.4 Billion
Consumer Cyclical: $7.57 Billion
Healthcare: $5.24 Billion
Consumer Defensive: $791 Million
Financial Services: $675 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.8 Billion 9.01% of portfolio
65,597
Q4 2024 Added 3.33%
$366B
$11.3 Billion 7.37% of portfolio
84,087
Q4 2024 Reduced 0.69%
$0
$7.74 Billion 5.05% of portfolio
112,225
Q4 2024 Added 3.77%
$2.39T
$6.68 Billion 4.36% of portfolio
30,436
Q4 2024 Added 0.51%
$0
$6.49 Billion 4.24% of portfolio
174,834
Q4 2024 Added 6.45%
$0
$6.08 Billion 3.97% of portfolio
95,766
Q4 2024 Added 4.06%
$0
$5.86 Billion 3.83% of portfolio
61,705
Q4 2024 Added 5.87%
$3.33T
$5.65 Billion 3.69% of portfolio
13,414
Q4 2024 Added 1.38%
$0
$5.58 Billion 3.65% of portfolio
23,059
Q4 2024 Added 4.05%
$1.43T
$5.14 Billion 3.36% of portfolio
8,786
Q4 2024 Added 1.93%
$0
$4.95 Billion 3.23% of portfolio
87,775
Q4 2024 Added 4.25%
$1.18T
$4.2 Billion 2.74% of portfolio
22,165
Q4 2024 Added 3.05%
$0
$4.19 Billion 2.74% of portfolio
23,938
Q4 2024 Added 2.75%
$0
$4.14 Billion 2.7% of portfolio
41,329
Q4 2024 New
$716B
$4.07 Billion 2.65% of portfolio
5,268
Q4 2024 Added 6.81%
$0
$4.02 Billion 2.63% of portfolio
96,017
Q4 2024 Added 6.02%
Pgim ETF Tr
-
$3.8 Billion 2.48% of portfolio
-
Q4 2024 Added 8.27%
$0
$3.49 Billion 2.28% of portfolio
93,139
Q4 2024 Added 139.18%
$0
$3.25 Billion 2.12% of portfolio
31,973
Q4 2024 Added 4.81%
$0
$2.91 Billion 1.9% of portfolio
57,422
Q4 2024 Added 419.66%
$56.2B
$2.66 Billion 1.74% of portfolio
14,607
Q4 2024 Added 102.65%
$0
$2.46 Billion 1.6% of portfolio
4,176
Q4 2024 Reduced 3.73%
$0
$2.16 Billion 1.41% of portfolio
187,357
Q4 2024 Added 5.41%
$3.6T
$2.12 Billion 1.38% of portfolio
8,458
Q4 2024 Reduced 5.43%
$81.2B
$2.1 Billion 1.37% of portfolio
6,136
Q4 2024 Added 2.82%
$0
$2.01 Billion 1.31% of portfolio
39,814
Q4 2024 Added 13.89%
$0
$1.82 Billion 1.19% of portfolio
36,080
Q4 2024 Added 24.18%
$0
$1.48 Billion 0.97% of portfolio
29,721
Q3 2024 New
$0
$1.4 Billion 0.91% of portfolio
2,737
Q4 2024 Reduced 3.25%
Reddit Inc
-
$1.37 Billion 0.9% of portfolio
-
Q4 2024 Added 22.79%
$127B
$1.15 Billion 0.75% of portfolio
10,825
Q4 2024 Added 7.7%
$1.22T
$1.07 Billion 0.7% of portfolio
5,607
Q3 2024 Reduced 13.22%
$0
$865 Million 0.56% of portfolio
6,924
Q4 2024 Reduced 1.91%
$40.7B
$789 Million 0.52% of portfolio
5,525
Q4 2024 Added 12.82%
$0
$784 Million 0.51% of portfolio
3,637
Q4 2024 Reduced 3.71%
$134B
$754 Million 0.49% of portfolio
12,500
Q4 2024 Added 19.69%
J P Morgan Exchange Traded F
-
$690 Million 0.45% of portfolio
-
Q4 2024 Added 16.63%
$1.16T
$640 Million 0.42% of portfolio
3,239
Q4 2024 Added 0.06%
$0
$598 Million 0.39% of portfolio
7,551
Q4 2024 Reduced 2.37%
$0
$581 Million 0.38% of portfolio
991
Q4 2024 Reduced 0.2%
$151B
$545 Million 0.36% of portfolio
7,208
Q4 2024 New
$418B
$546 Million 0.36% of portfolio
596
Q4 2024 Added 8.36%
J P Morgan Exchange Traded F
-
$525 Million 0.34% of portfolio
-
Q4 2024 Reduced 65.45%
$0
$526 Million 0.34% of portfolio
22,300
Q4 2024 Reduced 65.44%
$0
$524 Million 0.34% of portfolio
10,120
Q4 2024 Reduced 65.52%
$97.6B
$505 Million 0.33% of portfolio
2,177
Q4 2024 New
$732M
$496 Million 0.32% of portfolio
25,859
Q4 2024 Reduced 6.28%
$18.4B
$476 Million 0.31% of portfolio
12,806
Q4 2024 Reduced 25.05%
$0
$454 Million 0.3% of portfolio
2,053
Q2 2024 Reduced 10.82%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $153 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Stone Crest Wealth Management, Inc. Portfolio

Follow Stone Crest Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email