- New Purchases: ADBE, BRK.B, MTUM,
- Added Positions: BX, MO, V, D, JPM, DEO, DIS, XLV, WPC, INTC, HON, VZ, PG, GOOG, JNJ, IVE, SCHV, ANTM, GOOGL, PFE, ZTS,
- Reduced Positions: QQQ, IVW, CVX, XLG, SPLV, VUG, SCHG, BDX, SPY, GS, T, MSFT, AAPL, VTI, COF, BA, SCHX, VCSH, AMZN, IVV, PM, APD, VGT, NKE, PEP, IJH, OEF, TFC, BMY, BAC, SCHB,
- Sold Out: NVS,
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.- PowerShares QQQ Trust Ser 1 (QQQ) - 149,792 shares, 33.22% of the total portfolio. Shares reduced by 4.46%
- VANGUARD WHITEHALL (VYM) - 66,231 shares, 4.28% of the total portfolio. Shares reduced by 0.33%
- Dominion Energy Inc (D) - 58,432 shares, 3.68% of the total portfolio. Shares added by 5.50%
- Apple Inc (AAPL) - 35,629 shares, 3.29% of the total portfolio. Shares reduced by 1.99%
- W.P. Carey Inc (WPC) - 62,129 shares, 3.23% of the total portfolio. Shares added by 2.25%
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.
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