Stonehaven Wealth & Tax Solutions, LLC Purchases in Q4 2024

Stonehaven Wealth & Tax Solutions, LLC

  • $91.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
135K
New
$66.77 - $71.52 $9M - $9.64M
135K $9.29B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
102K
New
$57.07 - $62.58 $5.84M - $6.41M
102K $5.85B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
58K
New
$96.64 - $101.23 $5.61M - $5.88M
58K $5.62B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
108K
New
$35.45 - $40.33 $3.84M - $4.37M
108K $3.88B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
153K
New
$24.55 - $25.16 $3.76M - $3.85M
153K $3.77B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
39.7K
New
$77.98 - $84.06 $3.1M - $3.34M
39.7K $3.21B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
73.8K
New
$38.37 - $42.82 $2.83M - $3.16M
73.8K $2.83B
FTCS
First Trust Capital Strength E

ETFs
31.7K
New
$87.62 - $94.03 $2.77M - $2.98M
31.7K $2.78B
FVD
First Tr Value Line Divid Inde

ETFs
63.3K
New
$43.4 - $46.7 $2.75M - $2.96M
63.3K $2.76B
GCOR
Goldman Sachs ETF Tr Access U

ETFs
59.2K
New
$40.33 - $42.34 $2.39M - $2.51M
59.2K $2.39B
BNDX
Vanguard Total International B

ETFs
40.6K
New
$48.91 - $50.61 $1.98M - $2.05M
40.6K $1.99B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
40.3K
New
$48.48 - $49.47 $1.95M - $1.99M
40.3K $1.96B
JPME
Jpmorgan Tr. Diversified Retur

ETFs
17K
New
$102.08 - $110.92 $1.74M - $1.89M
17K $1.74B
VTI
Vanguard Total Stock Market Et

ETFs
5.79K
New
$280.04 - $302.45 $1.62M - $1.75M
5.79K $1.68B
JPSE
J P Morgan Diversified Return

ETFs
31.4K
New
$46.77 - $51.7 $1.47M - $1.62M
31.4K $1.47B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
42.6K
New
$34.13 - $37.35 $1.45M - $1.59M
42.6K $1.45B
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.6K
New
$87.1 - $98.49 $1.45M - $1.63M
16.6K $1.45B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
40.6K
New
N/A
40.6K $1.35B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
30.7K
New
$44.04 - $49.49 $1.35M - $1.52M
30.7K $1.35B
CATH
Global X Fds Global X S&P 500

ETFs
17.3K
New
$68.5 - $73.81 $1.19M - $1.28M
17.3K $1.23B
ACWI
Ishares Msci Acwi ETF

ETFs
9.82K
New
$117.05 - $123.03 $1.15M - $1.21M
9.82K $1.15B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
44.2K
New
$24.94 - $26.14 $1.1M - $1.16M
44.2K $1.1B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.1K
New
$44.33 - $49.55 $1.07M - $1.19M
24.1K $1.08B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
9.3K
New
$111.85 - $120.71 $1.04M - $1.12M
9.3K $1.07B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
21.3K
New
$50.06 - $55.0 $1.06M - $1.17M
21.3K $1.07B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
18.6K
New
$55.86 - $60.21 $1.04M - $1.12M
18.6K $1.07B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
33.6K
New
$30.93 - $33.94 $1.04M - $1.14M
33.6K $1.04B
GLD
Spdr Gold Trust

ETFs
4.27K
New
$236.59 - $257.5 $1.01M - $1.1M
4.27K $1.03B
BIBL
Northern Lts Fd Tr Iv

ETFs
26.1K
New
$38.73 - $42.41 $1.01M - $1.11M
26.1K $1.02B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.66K
New
$567.81 - $607.81 $943K - $1.01M
1.66K $973M
VEA
Vanguard Ftse Developed Market

ETFs
18.9K
New
$47.57 - $52.44 $900K - $992K
18.9K $904M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
38.9K
New
$22.39 - $23.45 $870K - $911K
38.9K $893M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.4K
New
$71.75 - $75.11 $819K - $858K
11.4K $821M
NVDA
Nvidia Corp

Technology
5.86K
New
$117.0 - $148.88 $686K - $873K
5.86K $787M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
30.9K
New
$25.25 - $26.34 $780K - $814K
30.9K $782M
AAPL
Apple Inc.

Technology
2.88K
New
$221.69 - $259.02 $638K - $746K
2.88K $721M
JNK
Spdr Bloomberg High Yield Bond

ETFs
7.11K
New
$94.77 - $97.36 $674K - $693K
7.11K $679M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
15.9K
New
$39.3 - $41.34 $625K - $658K
15.9K $627M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.4K
New
$45.17 - $47.23 $606K - $634K
13.4K $608M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.01K
New
$115.08 - $119.55 $576K - $599K
5.01K $579M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.7K
New
$99.04 - $109.59 $564K - $624K
5.7K $567M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.5K
New
$58.88 - $64.8 $559K - $616K
9.5K $560M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
10.7K
New
$52.1 - $57.26 $557K - $612K
10.7K $558M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.01K
New
$521.84 - $558.82 $524K - $562K
1.01K $542M
SPTL
Spdr Portfolio Long Term Treas

ETFs
19.9K
New
$26.05 - $29.17 $518K - $580K
19.9K $521M
AXP
American Express CO

Financial Services
1.64K
New
$267.35 - $305.57 $438K - $500K
1.64K $486M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
13K
New
$31.92 - $36.14 $415K - $470K
13K $415M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
17.7K
New
$23.29 - $23.93 $411K - $422K
17.7K $414M
DIS
Walt Disney CO

Communication Services
3.55K
New
$92.39 - $117.6 $328K - $417K
3.55K $395M
Activity Summary
Buys All Purchases 83 New Holdings 83 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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