Stonehaven Wealth & Tax Solutions, LLC Portfolio Holdings

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.