SW
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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 | +25.62% | +9.35% | 54,159.2 | ||
NVDA | NVIDIA Corp | 81,396 | 12,859.8 | -0.11% | 6.130 | -0.01% | 0.000 | +64.02% | +27.63% | 4,179,295.7 | Semiconductors | |
SPLG | SPDR Portfolio S&P 500 ETF | 117,794 | 8,562.5 | +3.45% | 4.080 | +0.14% | 0.010 | +19.11% | +7.18% | 76,558.1 | ||
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 | +15.13% | +26.50% | 1,135.9 | ||
SPMO | Invesco S&P 500 Momentum ETF | 67,427 | 7,583.5 | +8.40% | 3.610 | +0.28% | 0.080 | +28.15% | +19.27% | 10,076.8 | ||
PVAL | Putnam Focused Large Cap Value ETF | 182,199 | 7,329.9 | +1.68% | 3.490 | +0.06% | 0.210 | +15.31% | +10.05% | 3,576.2 | ||
BKDV | BNY Mellon Dynamic Value ETF | 268,115 | 7,134.5 | +317.96% | 3.400 | +2.59% | 2.000 | +13.57% | +8.45% | 358.4 | ||
MSFT | Microsoft Corp | 13,146 | 6,538.9 | -1.77% | 3.120 | -0.06% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | 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 | +15.24% | +6.65% | 15,100.1 | ||
META | Meta Platforms Inc | 8,635 | 6,373.4 | -0.58% | 3.040 | -0.02% | 0.000 | +40.04% | +20.25% | 1,767,345.8 | 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 | $50.71 | 6.65% | 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 | $26.70 | 7.01% | 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 | $39.11 | 1.96% | 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 | $60.83 | 13.43% | 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 | $90.17 | 16.63% | 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 | $61.14 | 8.29% | 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 | $50.84 | 5.70% | 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 | $27.29 | 10.62% | 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 | $114.42 | 29.05% | 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 | $34.73 | 5.95% | New holding | 71,442 | 71,442 |
StoneCrest Wealth Management, Inc. Total Holding History ($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 % |
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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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