SW
| |
StoneCrest Wealth Management, Inc.13F | |
| StoneCrest Wealth Management, Inc. | |
| Last update 2025-07-16 | 71 Stocks (10 new) |
| Value $210.00 Mil | Turnover 21 % |
StoneCrest Wealth Management, ... Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQM | Invesco NASDAQ 100 ETF | 66,845 | 15,180.5 | +2.05% | 7.230 | +0.14% | 0.030 | +21.08% | +10.86% | 55,454.1 | ||
NVDA | NVIDIA Corp | 81,396 | 12,859.8 | -0.11% | 6.130 | -0.01% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
SPLG | SPDR Portfolio S&P 500 ETF | 117,794 | 8,562.5 | +3.45% | 4.080 | +0.14% | 0.010 | +16.48% | +8.96% | 78,151.1 | ||
IDMO |
Invesco S&P International Developed Momentum ETF
Invesco S&P International Developed Momentum ETF
| 160,476 | 8,222.8 | New Holding | 3.920 | +3.92% | 0.720 | +13.36% | +29.07% | 1,241.8 | ||
SPMO | Invesco S&P 500 Momentum ETF | 67,427 | 7,583.5 | +8.40% | 3.610 | +0.28% | 0.080 | +23.42% | +20.81% | 10,511.3 | ||
PVAL | Putnam Focused Large Cap Value ETF | 182,199 | 7,329.9 | +1.68% | 3.490 | +0.06% | 0.210 | +13.07% | +11.46% | 3,703.0 | ||
BKDV | BNY Mellon Dynamic Value ETF | 268,115 | 7,134.5 | +317.96% | 3.400 | +2.59% | 2.000 | +12.25% | +10.38% | 391.9 | ||
MSFT | Microsoft Corp | 13,146 | 6,538.9 | -1.77% | 3.120 | -0.06% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 103,523 | 6,495.0 | -8.20% | 3.090 | -0.34% | 0.040 | +13.00% | +9.02% | 15,579.3 | ||
META | Meta Platforms Inc | 8,635 | 6,373.4 | -0.58% | 3.040 | -0.02% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media |
StoneCrest Wealth Management, Inc.'s Historical Top Holdings Breakdowns
StoneCrest Wealth Management, Inc.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IDMO |
Invesco S&P International Developed Momentum ETF
Invesco S&P International Developed Momentum ETF
| 2025-06-30 | New Buy New Buy | +3.92% | 39.69 ($47.55) 51.24 | $51.74 | 8.81% | New holding | 160,476 | 160,476 | |
BKDV | BNY Mellon Dynamic Value ETF | 2025-06-30 | Add Add | +2.59% | 22.36 ($24.95) 26.61 | $27.18 | 8.92% | Add 317.96% | 268,115 | 203,967 | |
XYLD | Global X S&P 500 Covered Call ETF | 2025-06-30 | Sold Out Sold Out | -2.48% | 35.62 ($38.36) 39.64 | $38.86 | 1.30% | Sold Out | 0 | -98,743 | |
SHLD | Global X Defense Tech ETF | 2025-06-30 | New Buy New Buy | +2.14% | 43.57 ($53.63) 60.46 | $61.68 | 15.01% | New holding | 74,645 | 74,645 | |
FWD | AB Disruptors ETF | 2025-06-30 | New Buy New Buy | +2.00% | 62.05 ($77.31) 89.72 | $91.71 | 18.63% | New holding | 46,822 | 46,822 | |
PJBF | PGIM Jennison Better Future ETF | 2025-06-30 | Sold Out Sold Out | -1.96% | 47.77 ($56.46) 61.01 | $61.63 | 9.16% | Sold Out | 0 | -57,879 | |
SPYI | NEOS S&P 500 High Income ETF | 2025-06-30 | New Buy New Buy | +1.90% | 42.92 ($48.1) 50.34 | $50.96 | 5.95% | New holding | 79,321 | 79,321 | |
CGMM |
Capital Group U.S. Small and Mid Cap ETF
Capital Group U.S. Small and Mid Cap ETF
| 2025-06-30 | New Buy New Buy | +1.52% | 20.98 ($24.67) 26.88 | $27.66 | 12.12% | New holding | 118,935 | 118,935 | |
NLR | VanEck Uranium Nuclear Energy ETF | 2025-06-30 | Add Add | +1.32% | 66.89 ($88.66) 111.18 | $120.54 | 35.96% | Add 194.96% | 37,569 | 24,832 | |
COWG |
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
| 2025-06-30 | New Buy New Buy | +1.19% | 27.4 ($32.78) 35.19 | $35.33 | 7.78% | New holding | 71,442 | 71,442 |
StoneCrest Wealth Management, Inc. Total Holding History ($B)
StoneCrest Wealth Management, Inc.'s Asset Allocation
StoneCrest Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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StoneCrest Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30
StoneCrest Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
StoneCrest Wealth Management, Inc.'s Holdings Heat Map
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StoneCrest Wealth Management, Inc.'s Holdings Bubble Chart
StoneCrest Wealth Management, Inc. News
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