Stonehaven Wealth & Tax Solutions, LLC Portfolio Holdings

Stonehaven Wealth & Tax Solutions, LLC

  • $91.9 Billion
  • Q4 2024

Stonehaven Wealth & Tax Solutions, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $91.9 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $9.29B, J P Morgan Exch Traded Fd Tr B with a value of $5.85B, Ishares Core U.S. Aggregate Bo with a value of $5.62B, First Tr ETF Vi Smid Cap Risin with a value of $3.88B, and First Tr ETF Viii Tcw Unconstr with a value of $3.77B.

Examining the 13F form we can see an increase of $91.9B in the current position value.

Stonehaven Wealth & Tax Solutions, LLC is based out at Appleton, WI

Below you can find more details about Stonehaven Wealth & Tax Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $91.9 Billion
ETFs: $85 Billion
Technology: $2.03 Billion
Consumer Cyclical: $823 Million
Financial Services: $801 Million
Communication Services: $395 Million
Consumer Defensive: $359 Million
Utilities: $324 Million
Energy: $313 Million
Other: $973 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.29 Billion 10.11% of portfolio
134,742
Q4 2024 New
$0
$5.85 Billion 6.37% of portfolio
102,409
Q4 2024 New
$0
$5.62 Billion 6.12% of portfolio
58,049
Q4 2024 New
$0
$3.88 Billion 4.23% of portfolio
108,334
Q4 2024 New
$0
$3.77 Billion 4.11% of portfolio
153,089
Q4 2024 New
$0
$3.21 Billion 3.49% of portfolio
39,711
Q4 2024 New
$0
$2.83 Billion 3.08% of portfolio
73,789
Q4 2024 New
$0
$2.78 Billion 3.03% of portfolio
31,651
Q4 2024 New
$0
$2.76 Billion 3.01% of portfolio
63,342
Q4 2024 New
$0
$2.39 Billion 2.6% of portfolio
59,199
Q4 2024 New
$0
$2.01 Billion 2.19% of portfolio
3,411
Q4 2024 New
$0
$1.99 Billion 2.17% of portfolio
40,564
Q4 2024 New
$0
$1.96 Billion 2.13% of portfolio
40,294
Q4 2024 New
$0
$1.74 Billion 1.9% of portfolio
17,021
Q4 2024 New
$0
$1.68 Billion 1.83% of portfolio
5,787
Q4 2024 New
$0
$1.47 Billion 1.6% of portfolio
31,382
Q4 2024 New
$0
$1.45 Billion 1.58% of portfolio
42,585
Q4 2024 New
$0
$1.35 Billion 1.47% of portfolio
30,701
Q4 2024 New
$0
$1.35 Billion 1.47% of portfolio
40,587
Q4 2024 New
$0
$1.23 Billion 1.34% of portfolio
17,328
Q4 2024 New
$0
$1.15 Billion 1.26% of portfolio
9,822
Q4 2024 New
$0
$1.1 Billion 1.2% of portfolio
44,199
Q4 2024 New
$0
$1.08 Billion 1.18% of portfolio
24,059
Q4 2024 New
$0
$1.07 Billion 1.17% of portfolio
9,297
Q4 2024 New
$0
$1.07 Billion 1.16% of portfolio
18,613
Q4 2024 New
$0
$1.07 Billion 1.16% of portfolio
21,266
Q4 2024 New
$93.3B
$1.03 Billion 1.13% of portfolio
4,273
Q4 2024 New
$0
$1.04 Billion 1.13% of portfolio
33,580
Q4 2024 New
$0
$1.02 Billion 1.11% of portfolio
26,116
Q4 2024 New
$0
$973 Million 1.06% of portfolio
1,661
Q4 2024 New
$0
$904 Million 0.98% of portfolio
18,909
Q4 2024 New
$0
$893 Million 0.97% of portfolio
38,856
Q4 2024 New
$0
$821 Million 0.89% of portfolio
11,421
Q4 2024 New
$337B
$787 Million 0.86% of portfolio
5,863
Q4 2024 New
$0
$782 Million 0.85% of portfolio
30,890
Q4 2024 New
$3.88T
$721 Million 0.79% of portfolio
2,880
Q4 2024 New
$0
$679 Million 0.74% of portfolio
7,113
Q4 2024 New
$0
$627 Million 0.68% of portfolio
15,912
Q4 2024 New
$0
$608 Million 0.66% of portfolio
13,420
Q4 2024 New
$0
$579 Million 0.63% of portfolio
5,009
Q4 2024 New
$0
$567 Million 0.62% of portfolio
5,695
Q4 2024 New
$0
$560 Million 0.61% of portfolio
9,502
Q4 2024 New
$0
$558 Million 0.61% of portfolio
10,693
Q4 2024 New
$0
$542 Million 0.59% of portfolio
1,005
Q4 2024 New
$0
$521 Million 0.57% of portfolio
19,885
Q4 2024 New
$230B
$486 Million 0.53% of portfolio
1,637
Q4 2024 New
$0
$414 Million 0.45% of portfolio
17,651
Q4 2024 New
$0
$415 Million 0.45% of portfolio
13,006
Q4 2024 New
$200B
$395 Million 0.43% of portfolio
3,550
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $91.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 83 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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