SW

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

13F
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Last update 2025-05-15 72 Stocks (10 new)
Value $95.00 Mil Turnover 24 %
Countries:
Top Holdings: BBIN(10.16%)SPLG(9.62%)AGG(7.78%)UCON(6.23%)SDVY(5.83%)
Summary Stock Picks Current Portfolio
STONEHAVEN WEALTH & TAX SOLUTI... 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
BBIN
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
156,314
9,614.1
+52.64%
10.160
+3.50%
0.200
+10.84%
+18.82%
5,492.0
 
SPLG
SPDR Portfolio S&P 500 ETF
138,425
9,102.8
+2.73%
9.620
+0.26%
0.010
+19.60%
+7.78%
76,985.6
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
74,452
7,364.8
+28.26%
7.780
+1.71%
0.010
+1.23%
+3.24%
127,979.5
 
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
238,135
5,893.8
+55.55%
6.230
+2.22%
0.190
+2.00%
+3.04%
2,952.2
 
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
164,798
5,520.7
+52.12%
5.830
+2.00%
0.070
+15.33%
+1.29%
8,412.8
 
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
95,288
4,248.9
+50.43%
4.490
+1.51%
0.050
+5.71%
+4.62%
9,045.9
 
FTCS
First Trust Capital Strength ETF
45,320
4,062.5
+43.19%
4.290
+1.29%
0.050
+5.15%
+3.89%
8,347.2
 
SPEM
SPDR Portfolio Emerging Markets ETF
90,322
3,556.0
+22.41%
3.760
+0.69%
0.030
+16.74%
+14.83%
12,541.0
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
66,207
3,254.7
+64.31%
3.440
+1.35%
0.070
+1.70%
+3.32%
5,126.5
 
TLT
iShares 20+ Year Treasury Bond ETF
27,850
2,535.2
+67.84%
2.680
+1.08%
0.010
-1.53%
-0.28%
47,103.6
 

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Historical Top Holdings Breakdowns

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BBIN
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
2025-03-31
Add
Add
+3.50%
●
56.44 ($60.79) 64.13
$66.65
9.64%
Add 52.64%
156,314
53,905
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
Goldman Sachs MarketBeta U.S. Equity ETF
2025-03-31
Reduce
Reduce
-2.32%
●
75.92 ($81.1) 84.67
$86.90
7.15%
Reduce -66.6%
13,264
-26,447
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
Add
Add
+2.22%
●
24.5 ($24.74) 24.95
$24.84
0.40%
Add 55.55%
238,135
85,046
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+2.00%
●
32.49 ($35.67) 37.99
$36.03
1.01%
Add 52.12%
164,798
56,464
GCOR
Goldman Sachs Access U.S. Aggregate Bond ETF
Goldman Sachs Access U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-1.91%
●
39.88 ($40.75) 41.41
$40.88
0.32%
Reduce -73.3%
15,808
-43,391
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.83%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Reduce -83.76%
554
-2,857
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+1.71%
●
95.85 ($97.76) 99.25
$98.11
0.36%
Add 28.26%
74,452
16,403
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Sold Out
Sold Out
-1.58%
●
33.84 ($36.14) 37.77
$40.22
11.29%
Sold Out
0
-42,585
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
2025-03-31
Add
Add
+1.51%
●
42.61 ($44.44) 45.47
$45.13
1.55%
Add 50.43%
95,288
31,946
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Sold Out
Sold Out
-1.47%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Sold Out
0
-30,701

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC Total Holding History ($B)

To

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Asset Allocation

To

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC Past Portfolios

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

Top Ranked Articles

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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Hypothetical Growth since 2025-03-31

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holdings Heat Map

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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holdings Bubble Chart

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC News

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