Stonehaven Wealth & Tax Solutions, LLC New Holdings in Q4 2024

Stonehaven Wealth & Tax Solutions, LLC

  • $91.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EBND
Spdr Bloomberg Emerging Market

ETFs
20K
New
$19.53 - $21.1 $390K - $421K
20K $390M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
5.62K
New
$67.57 - $76.22 $380K - $428K
5.62K $388M
FEMS
First Trust Emerging Markets S

ETFs
10.3K
New
$37.58 - $41.53 $386K - $427K
10.3K $388M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.83K
New
$100.24 - $101.35 $384K - $388K
3.83K $385M
IWM
Ishares Russell 2000 ETF

ETFs
1.72K
New
$216.13 - $242.4 $371K - $416K
1.72K $380M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.23K
New
$113.92 - $127.38 $368K - $412K
3.23K $373M
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.3K
New
$32.65 - $33.68 $370K - $382K
11.3K $372M
SPSB
Spdr Portfolio Short Term Corp

ETFs
12.3K
New
$29.77 - $30.19 $367K - $372K
12.3K $368M
PG
Procter & Gamble CO

Consumer Defensive
2.14K
New
$161.05 - $179.7 $345K - $385K
2.14K $359M
NURE
Nuveen Short Term Reit ETF

ETFs
10.8K
New
$31.13 - $34.56 $335K - $372K
10.8K $343M
WEC
Wec Energy Group, Inc.

Utilities
3.45K
New
$92.94 - $101.82 $320K - $351K
3.45K $324M
TRV
Travelers Companies, Inc.

Financial Services
1.31K
New
$225.97 - $266.66 $296K - $349K
1.31K $316M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
6.38K
New
$49.43 - $52.12 $315K - $332K
6.38K $315M
TXN
Texas Instruments Inc

Technology
1.68K
New
N/A
1.68K $314M
Lam Research Corp
4.34K
New
N/A
4.34K $313M
XOM
Exxon Mobil Corp

Energy
2.91K
New
$105.51 - $125.37 $307K - $364K
2.91K $313M
BMY
Bristol Myers Squibb CO

Healthcare
4.84K
New
$51.92 - $59.94 $251K - $290K
4.84K $273M
XLY
Select Sector Spdr Consumer Di

ETFs
1.17K
New
$194.8 - $239.43 $228K - $280K
1.17K $262M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.07K
New
$82.28 - $117.52 $253K - $361K
3.07K $260M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
11.8K
New
$20.7 - $22.35 $244K - $263K
11.8K $257M
BXP
Boston Properties Inc

Real Estate
3.32K
New
$73.33 - $89.72 $243K - $298K
3.32K $247M
XLF
Financial Sector Spdr

ETFs
4.81K
New
$44.89 - $51.34 $216K - $247K
4.81K $232M
CAT
Caterpillar Inc

Industrials
629
New
$360.37 - $416.88 $227K - $262K
629 $228M
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
New
$4100.99 - $5300.34 $185K - $239K
45 $224M
IWC
Russell Micro Cap ETF

ETFs
1.65K
New
$120.3 - $138.84 $198K - $229K
1.65K $215M
Celestica Inc
2.31K
New
N/A
2.31K $214M
Arista Networks Inc
1.9K
New
N/A
1.9K $210M
CSCO
Cisco Systems, Inc.

Technology
3.5K
New
$52.45 - $60.02 $184K - $210K
3.5K $207M
XLV
Select Sector Spdr Fund Health

ETFs
1.46K
New
$136.28 - $154.74 $199K - $226K
1.46K $201M
HBM
Hudbay Minerals Inc.

Basic Materials
15K
New
$7.84 - $9.72 $117K - $146K
15K $121M
HMY
Harmony Gold Mining CO LTD

Basic Materials
12.6K
New
$8.14 - $12.23 $102K - $154K
12.6K $103M
Veren Inc
16.9K
New
N/A
16.9K $86.7M
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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