SW
| |
StoneCrest Wealth Management, Inc.13F | |
| StoneCrest Wealth Management, Inc. | |
| Last update 2025-04-11 | 66 Stocks (11 new) |
| Value $157.00 Mil | Turnover 15 % |
StoneCrest Wealth Management, ... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQM | Invesco NASDAQ 100 ETF | 65,505 | 12,643.8 | -0.14% | 8.030 | -0.01% | 0.030 | +22.16% | +8.73% | 52,882.8 | ||
NVDA | NVIDIA Corp | 81,488 | 8,831.7 | -3.09% | 5.610 | -0.23% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
SPLG | SPDR Portfolio S&P 500 ETF | 113,865 | 7,487.8 | +1.46% | 4.760 | +0.07% | 0.010 | +17.15% | +7.06% | 72,502.2 | ||
PVAL | Putnam Focused Large Cap Value ETF | 179,181 | 6,823.2 | +2.49% | 4.340 | +0.11% | 0.260 | +15.18% | +10.87% | 3,601.3 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 112,775 | 6,601.9 | New Holding | 4.200 | +4.20% | 0.050 | +15.46% | +7.76% | 15,171.4 | ||
SPMO | Invesco S&P 500 Momentum ETF | 62,200 | 5,755.4 | +0.80% | 3.660 | +0.03% | 0.110 | +25.13% | +18.52% | 9,453.7 | ||
AMZN | Amazon.com Inc | 28,836 | 5,486.3 | -5.26% | 3.490 | -0.23% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
LLY | Eli Lilly and Co | 6,109 | 5,045.5 | +15.96% | 3.210 | +0.44% | 0.000 | +8.50% | +3.11% | 711,913.3 | Drug Manufacturers | |
MSFT | Microsoft Corp | 13,383 | 5,023.8 | -0.23% | 3.190 | -0.01% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
META | Meta Platforms Inc | 8,685 | 5,005.7 | -1.15% | 3.180 | -0.04% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-03-31 | New Buy New Buy | +4.20% | 57.22 ($60.78) 63.39 | $63.28 | 4.11% | New holding | 112,775 | 112,775 | |
JSI |
Janus Henderson Securitized Income ETF
Janus Henderson Securitized Income ETF
| 2025-03-31 | New Buy New Buy | +1.98% | 51.63 ($52.09) 52.53 | $52.28 | 0.36% | New holding | 59,486 | 59,486 | |
BAI |
iShares A.I. Innovation and Tech Active ETF
iShares A.I. Innovation and Tech Active ETF
| 2025-03-31 | New Buy New Buy | +1.80% | 21.89 ($26.39) 29.42 | $28.81 | 9.17% | New holding | 129,129 | 129,129 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | New Buy New Buy | +1.74% | 25.77 ($26.17) 26.48 | $26.32 | 0.57% | New holding | 103,638 | 103,638 | |
BKDV | BNY Mellon Dynamic Value ETF | 2025-03-31 | New Buy New Buy | +1.03% | 24.56 ($25.53) 26.31 | $26.97 | 5.64% | New holding | 64,148 | 64,148 | |
CIBR |
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
| 2025-03-31 | Reduce Reduce | -0.77% | 62.72 ($66.38) 71.92 | $72.58 | 9.34% | Reduce -19.35% | 77,232 | -18,534 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.75% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -54.27% | 3,868 | -4,590 | |
NLR | VanEck Uranium Nuclear Energy ETF | 2025-03-31 | New Buy New Buy | +0.59% | 73.27 ($83.96) 96.21 | $108.17 | 28.84% | New holding | 12,737 | 12,737 | |
DDOG | Datadog Inc | 2025-03-31 | Sold Out Sold Out | -0.52% | 98.68 ($126.18) 151.89 | $137.37 | 8.87% | Sold Out | 0 | -5,525 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | Reduce Reduce | -0.49% | 211.47 ($239.69) 267.17 | $287.49 | 19.94% | Reduce -13.34% | 19,984 | -3,075 |
StoneCrest Wealth Management, Inc. Total Holding History ($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 2025-03-31
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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