Stonehaven Wealth & Tax Solutions, LLC Sells in Q4 2025

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-4.51K
- 42.68%
$41.55 - $42.13 $187K - $190K
6.06K $252M
BNDX
Vanguard Total International B

ETFs
-2.66K
- 5.82%
$49.3 - $49.91 $131K - $133K
43.1K $2.08B
Arista Networks Inc
-814
- 23.13%
N/A
2.71K $355M
AXP
American Express CO

Financial Services
-526
- 48.12%
$316.26 - $372.77 $166K - $196K
567 $210M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.26K
- 3.65%
$45.45 - $48.31 $148K - $157K
86K $4.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.31K
- 28.02%
$114.27 - $121.15 $149K - $158K
3.36K $403M
DIS
Walt Disney CO

Communication Services
-1.29K
- 38.59%
$105.69 - $116.65 $136K - $150K
2.05K $233M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.07K
- 14.65%
$63.98 - $67.45 $132K - $139K
12K $809M
GLD
Spdr Gold Trust

ETFs
-690
- 16.05%
$354.79 - $403.15 $245K - $278K
3.61K $1.43B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-2.58K
- 1.07%
$25.17 - $25.38 $65K - $65.5K
239K $6.01B
PG
Procter & Gamble CO

Consumer Defensive
-141
- 6.95%
$145.5 - $153.18 $20.5K - $21.6K
1.89K $270M
PHM
Pultegroup Inc

Consumer Cyclical
-69
- 3.33%
$118.23 - $137.61 $8.16K - $9.5K
2K $235M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-610
- 5.61%
$90.65 - $95.4 $55.3K - $58.2K
10.3K $968M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.58K
- 3.57%
$39.17 - $40.87 $61.7K - $64.4K
42.6K $1.74B
First Tr Exchange Traded Fd
-2.04K
- 6.36%
N/A
30.1K $512M
First Tr Exchange Traded Fd
-1.66K
- 7.64%
N/A
20.1K $346M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-875
- 1.55%
$23.04 - $23.36 $20.2K - $20.4K
55.6K $1.28B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-180
- 7.57%
$127.15 - $133.03 $22.9K - $23.9K
2.2K $291M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-262
- 0.92%
$47.97 - $49.62 $12.6K - $13K
28.2K $1.39B
IVV
Ishares Core S&P 500 ETF

ETFs
-31
- 8.91%
$656.2 - $690.71 $20.3K - $21.4K
317 $217M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-755
- 7.76%
N/A
8.98K $385M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-343
- 1.88%
$46.85 - $47.44 $16.1K - $16.3K
17.9K $842M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-106
- 0.36%
$26.14 - $26.55 $2.77K - $2.81K
29.2K $757M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-231
- 1.15%
$61.42 - $63.67 $14.2K - $14.7K
19.8K $1.25B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4
- 0.07%
$102.72 - $103.6 $411 - $414
5.84K $597M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-89
- 0.85%
$5.42 - $5.8 $482 - $516
10.4K $56M
SPY
Spdr S&P 500 ETF Trust

ETFs
-59
- 2.47%
$653.02 - $687.39 $38.5K - $40.6K
2.33K $1.59B
CATH
Global X Fds Global X S&P 500

ETFs
-360
- 1.44%
$79.23 - $83.57 $28.5K - $30.1K
24.6K $2.02B
JPSE
J P Morgan Diversified Return

ETFs
-180
- 0.44%
$48.44 - $50.76 $8.72K - $9.14K
40.7K $2.04B
BMY
Bristol Myers Squibb CO

Healthcare
-302
- 5.69%
$42.6 - $49.08 $12.9K - $14.8K
5K $270M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.17K
- 1.57%
$76.84 - $80.86 $166K - $175K
136K $10.9B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-754
- 0.5%
$69.23 - $72.65 $52.2K - $54.8K
151K $10.9B
Activity Summary
Buys All Purchases 50 New Holdings 21 Increased Positions 29 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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