SS
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Stone Summit Wealth LLC13F | |
| Stone Summit Wealth LLC | |
| Last update 2025-04-24 | 140 Stocks (2 new) |
| Value $295.00 Mil | Turnover 4 % |
Stone Summit Wealth LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 61,670 | 23,150.2 | -0.32% | 7.840 | -0.03% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
VTV | Vanguard Value ETF | 92,091 | 15,907.8 | -0.68% | 5.390 | -0.04% | 0.010 | +8.46% | +5.19% | 131,706.9 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 192,197 | 9,815.5 | -1.70% | 3.320 | -0.06% | 0.040 | +9.49% | +3.49% | 26,646.9 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 99,573 | 8,141.1 | +1.48% | 2.760 | +0.04% | 0.020 | +2.87% | +4.22% | 53,014.7 | ||
JPM | JPMorgan Chase & Co | 30,767 | 7,547.1 | -1.07% | 2.560 | -0.03% | 0.000 | +23.51% | +21.48% | 787,919.1 | Banks | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 94,476 | 7,457.9 | -20.80% | 2.530 | -0.65% | 0.020 | +1.91% | +3.42% | 34,885.6 | ||
BSV | Vanguard Short-Term Bond ETF | 82,691 | 6,473.1 | -0.87% | 2.190 | -0.02% | 0.020 | +0.98% | +3.00% | 38,342.2 | ||
DFIV | Dimensional International Value ETF | 160,962 | 6,335.5 | +12.37% | 2.150 | +0.24% | 0.070 | +13.51% | +22.80% | 12,162.2 | ||
GOOG | Alphabet Inc | 39,445 | 6,162.5 | -1.67% | 2.090 | -0.04% | 0.000 | +15.53% | -3.63% | 2,214,529.6 | Interactive Media | |
RSP | Invesco S&P 500 Equal Weight ETF | 32,613 | 5,649.6 | +4.07% | 1.910 | +0.07% | 0.010 | +11.76% | +4.82% | 73,156.8 |
Stone Summit Wealth LLC's Historical Top Holdings Breakdowns
Stone Summit Wealth LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
A | Agilent Technologies Inc | 2025-03-31 | New Buy New Buy | +0.86% | 116.69 ($134.77) 152.6 | $112.94 | -16.20% | New holding | 21,630 | 21,630 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.65% | 77.7 ($78.41) 78.94 | $78.96 | 0.70% | Reduce -20.8% | 94,476 | -24,814 | |
UPS | United Parcel Service Inc | 2025-03-31 | Reduce Reduce | -0.31% | 109.66 ($119.57) 136.26 | $99.53 | -16.76% | Reduce -66.73% | 3,664 | -7,348 | |
DFIV | Dimensional International Value ETF | 2025-03-31 | Add Add | +0.24% | 35.33 ($38.16) 40.8 | $42.66 | 11.79% | Add 12.37% | 160,962 | 17,713 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Add Add | +0.20% | 100.59 ($101.89) 103.47 | $102.62 | 0.72% | Add 21.21% | 32,631 | 5,711 | |
NKE | Nike Inc | 2025-03-31 | Reduce Reduce | -0.20% | 63.29 ($73.61) 81.72 | $71.99 | -2.20% | Reduce -42.26% | 10,645 | -7,790 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.19% | 47.4 ($50.6) 52.99 | $56.37 | 11.40% | Add 11.97% | 105,197 | 11,248 | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 2025-03-31 | Add Add | +0.18% | 78.51 ($79.37) 80.13 | $79.85 | 0.60% | Add 44.9% | 21,333 | 6,610 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.18% | 50.39 ($50.51) 50.66 | $50.55 | 0.08% | Add 32.94% | 43,236 | 10,713 | |
PFF | iShares U.S. Preferred Stock | 2025-03-31 | Add Add | +0.16% | 30.73 ($31.53) 32.26 | $30.94 | -1.87% | Add 49.68% | 47,015 | 15,605 |
Stone Summit Wealth LLC Total Holding History ($B)
Stone Summit Wealth LLC's Asset Allocation
Stone Summit Wealth LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Stone Summit Wealth LLC's Hypothetical Growth since 2025-03-31
Stone Summit Wealth LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Stone Summit Wealth LLC's Holdings Heat Map
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Stone Summit Wealth LLC's Holdings Bubble Chart
Stone Summit Wealth LLC News
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