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 %
Countries:
Top Holdings: QQQM(7.23%)NVDA(6.13%)SPLG(4.08%)IDMO(3.92%)SPMO(3.61%)
Summary Stock Picks Current Portfolio
StoneCrest Wealth Management, ... Top Holdings of 2025-06-30 View Full List
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 View Full List
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)

To

StoneCrest Wealth Management, Inc.'s Asset Allocation

To

StoneCrest Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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

Size field:

StoneCrest Wealth Management, Inc.'s Holdings Bubble Chart

StoneCrest Wealth Management, Inc. News

  • 1

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