FC
| |
Firestone Capital Management13F | |
| Firestone Capital Management | |
| Last update 2025-05-02 | 149 Stocks (8 new) |
| Value $381.00 Mil | Turnover 3 % |
Firestone Capital Management Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 142,710 | 27,684.2 | -2.50% | 7.260 | -0.18% | 0.030 | +15.48% | +6.75% | 89,810.9 | ||
SPY | SPDR S&P 500 ETF Trust | 44,493 | 24,889.1 | -0.70% | 6.530 | -0.05% | 0.000 | +23.21% | +8.36% | 647,082.3 | ||
VXF | Vanguard Extended Market Index ETF | 135,081 | 23,269.0 | -0.71% | 6.100 | -0.05% | 0.120 | +26.05% | +5.28% | 21,567.1 | ||
VTI | Vanguard Total Stock Market ETF | 78,922 | 21,691.0 | -0.28% | 5.690 | -0.02% | 0.000 | +23.42% | +7.95% | 479,290.6 | ||
VTV | Vanguard Value ETF | 111,915 | 19,332.3 | +2.66% | 5.070 | +0.13% | 0.010 | +13.04% | +6.62% | 133,490.7 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 768,125 | 18,135.4 | +2.57% | 4.760 | +0.12% | 0.100 | +15.91% | +6.01% | 18,851.7 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 210,627 | 16,626.9 | +10.84% | 4.360 | +0.43% | 0.050 | +2.19% | +3.91% | 35,051.3 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 350,653 | 16,158.1 | -3.33% | 4.240 | -0.14% | 0.050 | +2.50% | +3.78% | 32,841.4 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 165,195 | 14,956.8 | +2.13% | 3.920 | +0.08% | 0.040 | +7.76% | +3.91% | 33,780.2 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 240,766 | 14,604.9 | -0.23% | 3.830 | -0.01% | 0.040 | +14.43% | +19.14% | 44,559.4 |
Firestone Capital Management's Historical Top Holdings Breakdowns
Firestone Capital Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Sold Out Sold Out | -1.86% | 169.43 ($177.82) 182.84 | $184.75 | 3.90% | Sold Out | 0 | -42,691 | |
PWB | Invesco Large Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -0.91% | 94.5 ($103.47) 110.71 | $118.67 | 14.69% | Sold Out | 0 | -36,137 | |
IAU | iShares Gold Trust | 2025-03-31 | Sold Out Sold Out | -0.67% | 49.74 ($54.09) 58.96 | $63.95 | 18.23% | Sold Out | 0 | -54,604 | |
PWV | Invesco Large Cap Value ETF | 2025-03-31 | Sold Out Sold Out | -0.53% | 56.58 ($59.29) 61.24 | $62.17 | 4.86% | Sold Out | 0 | -37,513 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Sold Out Sold Out | -0.52% | 89.18 ($97.46) 104.04 | $99.53 | 2.12% | Sold Out | 0 | -21,255 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.43% | 77.7 ($78.41) 78.94 | $79.33 | 1.18% | Add 10.84% | 210,627 | 20,592 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-03-31 | Add Add | +0.24% | 59.58 ($62) 63.7 | $63.35 | 2.18% | Add 38.43% | 56,484 | 15,682 | |
KO | Coca-Cola Co | 2025-03-31 | Add Add | +0.23% | 60.81 ($66.78) 72.32 | $70.41 | 5.43% | Add 138.27% | 20,756 | 12,045 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.18% | 190.26 ($217) 242.06 | $228.88 | 5.47% | Reduce -30.59% | 7,328 | -3,230 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -0.18% | 190.34 ($198.85) 205.23 | $207.16 | 4.18% | Reduce -2.5% | 142,710 | -3,655 |
Firestone Capital Management Total Holding History ($B)
Firestone Capital Management's Asset Allocation
Firestone Capital Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Firestone Capital Management's Hypothetical Growth since 2025-03-31
Firestone Capital Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Firestone Capital Management's Holdings Heat Map
Size field:
Firestone Capital Management's Holdings Bubble Chart
Firestone Capital Management News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers