Stone Crest Wealth Management, Inc. Portfolio Holdings
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 2024
Stone Crest Wealth Management, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 60 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 $12.7B, Nvidia Corp with a value of $10.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.3B, Putnam ETF Tr Putnam Focused L with a value of $6.23B, and Microsoft Corp with a value of $5.69B.
Examining the 13F form we can see an increase of $6.41B in the current position value, from $131B to 137B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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