Stony Point Wealth Management Inc. Buys Altria Group Inc, Adobe Inc, Visa Inc, Sells Novartis AG, Becton, Dickinson and Co, Goldman Sachs Group Inc

Article's Main Image
Investment company Stony Point Wealth Management Inc. (Current Portfolio) buys Altria Group Inc, Adobe Inc, Visa Inc, Berkshire Hathaway Inc, ISHARES TRUST, sells Novartis AG, Becton, Dickinson and Co, Goldman Sachs Group Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Stony Point Wealth Management Inc.. As of 2020Q3, Stony Point Wealth Management Inc. owns 69 stocks with a total value of $125 million. These are the details of the buys and sells.

For the details of Stony Point Wealth Management Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/stony+point+wealth+management+inc./current-portfolio/portfolio

These are the top 5 holdings of Stony Point Wealth Management Inc.
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 149,792 shares, 33.22% of the total portfolio. Shares reduced by 4.46%
  2. VANGUARD WHITEHALL (VYM) - 66,231 shares, 4.28% of the total portfolio. Shares reduced by 0.33%
  3. Dominion Energy Inc (D) - 58,432 shares, 3.68% of the total portfolio. Shares added by 5.50%
  4. Apple Inc (AAPL) - 35,629 shares, 3.29% of the total portfolio. Shares reduced by 1.99%
  5. W.P. Carey Inc (WPC) - 62,129 shares, 3.23% of the total portfolio. Shares added by 2.25%
New Purchase: Adobe Inc (ADBE)

Stony Point Wealth Management Inc. initiated holding in Adobe Inc. The purchase prices were between $426.29 and $533.8, with an estimated average price of $465.25. The stock is now traded at around $452.00. The impact to a portfolio due to this purchase was 0.26%. The holding were 654 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Stony Point Wealth Management Inc. initiated holding in Berkshire Hathaway Inc. The purchase prices were between $177.99 and $221.68, with an estimated average price of $204.37. The stock is now traded at around $228.48. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,135 shares as of .

New Purchase: ISHARES TRUST (MTUM)

Stony Point Wealth Management Inc. initiated holding in ISHARES TRUST. The purchase prices were between $132.78 and $156.38, with an estimated average price of $142.8. The stock is now traded at around $147.86. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,461 shares as of .

Added: Altria Group Inc (MO)

Stony Point Wealth Management Inc. added to a holding in Altria Group Inc by 38.69%. The purchase prices were between $37.93 and $44.04, with an estimated average price of $41.61. The stock is now traded at around $39.59. The impact to a portfolio due to this purchase was 0.32%. The holding were 37,690 shares as of .

Added: Visa Inc (V)

Stony Point Wealth Management Inc. added to a holding in Visa Inc by 74.32%. The purchase prices were between $189.02 and $216.48, with an estimated average price of $199.76. The stock is now traded at around $213.31. The impact to a portfolio due to this purchase was 0.23%. The holding were 3,476 shares as of .

Sold Out: Novartis AG (NVS)

Stony Point Wealth Management Inc. sold out a holding in Novartis AG. The sale prices were between $82.14 and $91, with an estimated average price of $86.65.



Here is the complete portfolio of Stony Point Wealth Management Inc.. Also check out:

1. Stony Point Wealth Management Inc.'s Undervalued Stocks
2. Stony Point Wealth Management Inc.'s Top Growth Companies, and
3. Stony Point Wealth Management Inc.'s High Yield stocks
4. Stocks that Stony Point Wealth Management Inc. keeps buying