- New Purchases: SPLV, GS, APD, ORCL, GOOG, ADBE, NKE, LOW, DIS,
- Added Positions: SCHA, QQQ, BA, XLV, CSCO, SCHX, HD, JNJ, D, DES, CVX, XLE, SCHE, AAPL, XLG, SCHG, OEF, T, SCHV, MSFT, SCHD, IVE, PFE, VUG, SCHB, HON, INTC, BX, IJR, AMZN, ADM, IVW, DEO, BMY, SPY, IVV, PEP, EPD, ANTM, GOOGL,
- Reduced Positions: FLRN, EWJ, KBE, PM, COF, WPC, FLOT, MMM, XLF, ABBV, PGX, BBT, SCHF, IDV, BAC, DWDP, KMB, IJH, VZ, PG, WM, BDX, GLD, XOM, VTI, OKE,
- Sold Out: BRK.B,
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.- Invesco QQQ Trust Series 1 (QQQ) - 59,238 shares, 9.83% of the total portfolio. Shares added by 9.51%
- SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 220,136 shares, 6.24% of the total portfolio. Shares reduced by 39.7%
- Schwab U.S. Small-Cap (SCHA) - 72,913 shares, 4.71% of the total portfolio. Shares added by 28.10%
- Schwab Emerging Markets Equity (SCHE) - 181,361 shares, 4.36% of the total portfolio. Shares added by 3.13%
- W.P. Carey Inc (WPC) - 54,817 shares, 3.96% of the total portfolio. Shares reduced by 5.31%
Stony Point Wealth Management Inc. initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.28. The impact to a portfolio due to this purchase was 0.42%. The holding were 8,598 shares as of .
New Purchase: Goldman Sachs Group Inc (GS)Stony Point Wealth Management Inc. initiated holding in Goldman Sachs Group Inc. The purchase prices were between $167.05 and $202.54, with an estimated average price of $192.75. The stock is now traded at around $204.60. The impact to a portfolio due to this purchase was 0.36%. The holding were 2,033 shares as of .
New Purchase: Air Products & Chemicals Inc (APD)Stony Point Wealth Management Inc. initiated holding in Air Products & Chemicals Inc. The purchase prices were between $154.62 and $190.96, with an estimated average price of $171.74. The stock is now traded at around $196.62. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,238 shares as of .
New Purchase: Oracle Corp (ORCL)Stony Point Wealth Management Inc. initiated holding in Oracle Corp. The purchase prices were between $44.78 and $54.04, with an estimated average price of $50.84. The stock is now traded at around $54.62. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,248 shares as of .
New Purchase: Alphabet Inc (GOOG)Stony Point Wealth Management Inc. initiated holding in Alphabet Inc. The purchase prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29. The stock is now traded at around $1248.84. The impact to a portfolio due to this purchase was 0.21%. The holding were 197 shares as of .
New Purchase: Adobe Inc (ADBE)Stony Point Wealth Management Inc. initiated holding in Adobe Inc. The purchase prices were between $215.7 and $267.69, with an estimated average price of $251.74. The stock is now traded at around $272.21. The impact to a portfolio due to this purchase was 0.2%. The holding were 803 shares as of .
Added: Schwab U.S. Small-Cap (SCHA)Stony Point Wealth Management Inc. added to a holding in Schwab U.S. Small-Cap by 28.10%. The purchase prices were between $59.85 and $72, with an estimated average price of $68.33. The stock is now traded at around $71.19. The impact to a portfolio due to this purchase was 1.03%. The holding were 72,913 shares as of .
Added: Boeing Co (BA)Stony Point Wealth Management Inc. added to a holding in Boeing Co by 139.87%. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $375.17. The impact to a portfolio due to this purchase was 0.81%. The holding were 3,953 shares as of .
Added: Cisco Systems Inc (CSCO)Stony Point Wealth Management Inc. added to a holding in Cisco Systems Inc by 58.14%. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $56.34. The impact to a portfolio due to this purchase was 0.29%. The holding were 15,711 shares as of .
Added: Schwab U.S. Large-Cap (SCHX)Stony Point Wealth Management Inc. added to a holding in Schwab U.S. Large-Cap by 48.81%. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $69.45. The impact to a portfolio due to this purchase was 0.27%. The holding were 13,028 shares as of .
Added: The Home Depot Inc (HD)Stony Point Wealth Management Inc. added to a holding in The Home Depot Inc by 27.95%. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $204.78. The impact to a portfolio due to this purchase was 0.26%. The holding were 6,675 shares as of .
Added: iShares S&P 100 (OEF)Stony Point Wealth Management Inc. added to a holding in iShares S&P 100 by 22.42%. The purchase prices were between $108.89 and $126.45, with an estimated average price of $120.29. The stock is now traded at around $129.43. The impact to a portfolio due to this purchase was 0.11%. The holding were 5,128 shares as of .
Sold Out: Berkshire Hathaway Inc (BRK.B)Stony Point Wealth Management Inc. sold out a holding in Berkshire Hathaway Inc. The sale prices were between $191.66 and $209.19, with an estimated average price of $201.99.
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