Stony Point Wealth Management Inc. Buys SPDR Bloomberg Barclays Investment Grade Floating , Schwab Emerging Markets Equity, JPMorgan Chase, Sells Berkshire Hathaway Inc, Vanguard Intermediate-Term Bond, Cheniere Energy Inc

Investment company Stony Point Wealth Management Inc. buys SPDR Bloomberg Barclays Investment Grade Floating , Schwab Emerging Markets Equity, JPMorgan Chase, PowerShares S&P 500 Top 50 Portfolio, PowerShares S&P 500 Equal Weight Health Care Portf, SPDR Select Sector Fund - Financial, PowerShares S&P 500 Equal Weight Industrials Portf, 3M Co, Schwab U.S. Large-Cap, Schwab U.S. Broad Market, sells Berkshire Hathaway Inc, Vanguard Intermediate-Term Bond, Cheniere Energy Inc, Schwab US Aggregate Bond, PowerShares Preferred Portfolio during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Stony Point Wealth Management Inc.. As of 2018-03-31, Stony Point Wealth Management Inc. owns 85 stocks with a total value of $112 million. These are the details of the buys and sells.

For the details of Stony Point Wealth Management Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Stony+Point+Wealth+Management+Inc.

These are the top 5 holdings of Stony Point Wealth Management Inc.
  1. iShares MSCI Eurozone (EZU) - 204,821 shares, 7.93% of the total portfolio. Shares added by 6.80%
  2. PowerShares QQQ Trust Series 1 (QQQ) - 44,490 shares, 6.36% of the total portfolio. Shares added by 9.81%
  3. iShares MSCI Japan Index Fund (EWJ) - 77,029 shares, 4.17% of the total portfolio. Shares added by 4.49%
  4. Schwab Emerging Markets Equity (SCHE) - 162,003 shares, 4.15% of the total portfolio. Shares added by 23.55%
  5. SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 138,938 shares, 3.81% of the total portfolio. Shares added by 132.34%
New Purchase: PowerShares S&P 500 Top 50 Portfolio (XLG)

Stony Point Wealth Management Inc. initiated holding in PowerShares S&P 500 Top 50 Portfolio. The purchase prices were between $182.82 and $204.48, with an estimated average price of $194.69. The stock is now traded at around $188.92. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,977 shares as of 2018-03-31.

New Purchase: PowerShares S&P 500 Equal Weight Health Care Portf (RYH)

Stony Point Wealth Management Inc. initiated holding in PowerShares S&P 500 Equal Weight Health Care Portf. The purchase prices were between $175.45 and $198.64, with an estimated average price of $185.99. The stock is now traded at around $179.55. The impact to a portfolio due to this purchase was 0.25%. The holding were 1,572 shares as of 2018-03-31.

New Purchase: Schwab U.S. Large-Cap (SCHX)

Stony Point Wealth Management Inc. initiated holding in Schwab U.S. Large-Cap. The purchase prices were between $61.65 and $68.43, with an estimated average price of $65.24. The stock is now traded at around $63.64. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,838 shares as of 2018-03-31.

New Purchase: Schwab U.S. Broad Market (SCHB)

Stony Point Wealth Management Inc. initiated holding in Schwab U.S. Broad Market. The purchase prices were between $62.27 and $69.07, with an estimated average price of $65.91. The stock is now traded at around $64.41. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,432 shares as of 2018-03-31.

New Purchase: iShares MSCI Emerging Index Fund (EEM)

Stony Point Wealth Management Inc. initiated holding in iShares MSCI Emerging Index Fund. The purchase prices were between $45.69 and $52.08, with an estimated average price of $49.03. The stock is now traded at around $48.05. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,291 shares as of 2018-03-31.

Added: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

Stony Point Wealth Management Inc. added to a holding in SPDR Bloomberg Barclays Investment Grade Floating by 132.34%. The purchase prices were between $30.66 and $30.79, with an estimated average price of $30.73. The stock is now traded at around $30.72. The impact to a portfolio due to this purchase was 2.17%. The holding were 138,938 shares as of 2018-03-31.

Added: Schwab Emerging Markets Equity (SCHE)

Stony Point Wealth Management Inc. added to a holding in Schwab Emerging Markets Equity by 23.55%. The purchase prices were between $27.53 and $31.08, with an estimated average price of $29.3. The stock is now traded at around $28.69. The impact to a portfolio due to this purchase was 0.79%. The holding were 162,003 shares as of 2018-03-31.

Added: JPMorgan Chase & Co (JPM)

Stony Point Wealth Management Inc. added to a holding in JPMorgan Chase & Co by 20.39%. The purchase prices were between $107.01 and $118.77, with an estimated average price of $113.23. The stock is now traded at around $113.37. The impact to a portfolio due to this purchase was 0.45%. The holding were 26,831 shares as of 2018-03-31.

Added: SPDR Select Sector Fund - Financial (XLF)

Stony Point Wealth Management Inc. added to a holding in SPDR Select Sector Fund - Financial by 30.26%. The purchase prices were between $26.82 and $30.17, with an estimated average price of $28.79. The stock is now traded at around $27.88. The impact to a portfolio due to this purchase was 0.23%. The holding were 41,081 shares as of 2018-03-31.

Added: PowerShares S&P 500 Equal Weight Industrials Portf (RGI)

Stony Point Wealth Management Inc. added to a holding in PowerShares S&P 500 Equal Weight Industrials Portf by 22.05%. The purchase prices were between $116.5 and $127.83, with an estimated average price of $122.36. The stock is now traded at around $118.59. The impact to a portfolio due to this purchase was 0.23%. The holding were 11,830 shares as of 2018-03-31.

Added: 3M Co (MMM)

Stony Point Wealth Management Inc. added to a holding in 3M Co by 30.05%. The purchase prices were between $215.36 and $258.63, with an estimated average price of $236.99. The stock is now traded at around $216.42. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,890 shares as of 2018-03-31.

Sold Out: Berkshire Hathaway Inc (BRK.A)

Stony Point Wealth Management Inc. sold out a holding in Berkshire Hathaway Inc. The sale prices were between $288000 and $325915, with an estimated average price of $308211.

Sold Out: Vanguard Intermediate-Term Bond (BIV)

Stony Point Wealth Management Inc. sold out a holding in Vanguard Intermediate-Term Bond. The sale prices were between $81.18 and $83.65, with an estimated average price of $82.05.

Sold Out: Cheniere Energy Inc (LNG)

Stony Point Wealth Management Inc. sold out a holding in Cheniere Energy Inc. The sale prices were between $51.88 and $59.99, with an estimated average price of $55.09.

Sold Out: General Electric Co (GE)

Stony Point Wealth Management Inc. sold out a holding in General Electric Co. The sale prices were between $12.89 and $19.02, with an estimated average price of $15.54.

Sold Out: Walt Disney Co (DIS)

Stony Point Wealth Management Inc. sold out a holding in Walt Disney Co. The sale prices were between $98.54 and $112.47, with an estimated average price of $106.26.

Sold Out: Consolidated Edison Inc (ED)

Stony Point Wealth Management Inc. sold out a holding in Consolidated Edison Inc. The sale prices were between $74.35 and $83.58, with an estimated average price of $77.73.

Reduced: Schwab US Aggregate Bond (SCHZ)

Stony Point Wealth Management Inc. reduced to a holding in Schwab US Aggregate Bond by 39.69%. The sale prices were between $50.67 and $51.99, with an estimated average price of $51.15. The stock is now traded at around $50.86. The impact to a portfolio due to this sale was -0.36%. Stony Point Wealth Management Inc. still held 11,545 shares as of 2018-03-31.

Reduced: PowerShares Preferred Portfolio (PGX)

Stony Point Wealth Management Inc. reduced to a holding in PowerShares Preferred Portfolio by 22.42%. The sale prices were between $14.3 and $14.85, with an estimated average price of $14.58. The stock is now traded at around $14.50. The impact to a portfolio due to this sale was -0.35%. Stony Point Wealth Management Inc. still held 89,064 shares as of 2018-03-31.

Reduced: Vanguard Total Stock Market (VTI)

Stony Point Wealth Management Inc. reduced to a holding in Vanguard Total Stock Market by 27.28%. The sale prices were between $132.41 and $146.86, with an estimated average price of $140.18. The stock is now traded at around $136.97. The impact to a portfolio due to this sale was -0.1%. Stony Point Wealth Management Inc. still held 2,087 shares as of 2018-03-31.



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