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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC13F | |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | |
| Last update 2025-05-15 | 72 Stocks (10 new) |
| Value $95.00 Mil | Turnover 24 % |
STONEHAVEN WEALTH & TAX SOLUTI... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBIN |
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
| 156,314 | 9,614.1 | +52.64% | 10.160 | +3.50% | 0.200 | +21.11% | +16.83% | 5,416.9 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 138,425 | 9,102.8 | +2.73% | 9.620 | +0.26% | 0.010 | +23.09% | +5.93% | 72,185.9 | ||
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 | +0.90% | +3.25% | 127,801.9 | ||
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 | +0.45% | +0.61% | 2,967.3 | ||
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 | +19.91% | +0.45% | 8,314.7 | ||
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 | +10.01% | +4.42% | 9,077.4 | ||
FTCS | First Trust Capital Strength ETF | 45,320 | 4,062.5 | +43.19% | 4.290 | +1.29% | 0.050 | +11.15% | +4.91% | 8,474.9 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 90,322 | 3,556.0 | +22.41% | 3.760 | +0.69% | 0.030 | +21.29% | +11.21% | 12,241.8 | ||
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 | +0.72% | +0.78% | 5,086.5 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 27,850 | 2,535.2 | +67.84% | 2.680 | +1.08% | 0.010 | -4.34% | -1.36% | 47,911.7 |
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Historical Top Holdings Breakdowns
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBIN |
JPMorgan BetaBuilders International Equity ETF
JPMorgan BetaBuilders International Equity ETF
| 2025-03-31 | Add Add | +3.50% | 56.44 ($60.79) 64.13 | $66.71 | 9.74% | 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 | $85.88 | 5.89% | 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 | $24.80 | 0.24% | 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 | $36.01 | 0.95% | 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 | $40.92 | 0.41% | 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 | $623.83 | 5.64% | 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 | $98.12 | 0.37% | 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 | $40.14 | 11.07% | 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 | $45.04 | 1.35% | 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 | $49.43 | 9.82% | Sold Out | 0 | -30,701 |
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC Total Holding History ($B)
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Asset Allocation
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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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