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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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