Stony Point Wealth Management

Stony Point Wealth Management as of Sept. 30, 2020

Portfolio Holdings for Stony Point Wealth Management

Stony Point Wealth Management holds 71 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 32.9 $42M 150k 277.84
Vanguard Whitehall Fds High Div Yld (VYM) 4.2 $5.4M 66k 80.93
Dominion Resources (D) 3.6 $4.6M 58k 78.93
Apple (AAPL) 3.3 $4.1M 36k 115.80
Wp Carey (WPC) 3.2 $4.0M 62k 65.15
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.1 $3.9M 72k 53.63
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $3.7M 35k 105.47
Blackstone Group Com Cl A (BX) 2.8 $3.6M 69k 52.19
Home Depot (HD) 2.6 $3.3M 12k 277.69
Microsoft Corporation (MSFT) 2.2 $2.8M 13k 210.34
Johnson & Johnson (JNJ) 2.2 $2.8M 19k 148.86
JPMorgan Chase & Co. (JPM) 2.1 $2.7M 28k 96.28
Verizon Communications (VZ) 1.9 $2.4M 41k 59.48
Amazon (AMZN) 1.8 $2.3M 741.00 3148.45
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $2.2M 19k 112.44
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.6 $2.0M 7.6k 261.90
Procter & Gamble Company (PG) 1.6 $2.0M 14k 138.99
Diageo Spon Adr New (DEO) 1.4 $1.8M 13k 137.68
Disney Walt Com Disney (DIS) 1.4 $1.7M 14k 124.10
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $1.6M 7.0k 231.13
Altria (MO) 1.2 $1.5M 38k 38.63
Chevron Corporation (CVX) 1.1 $1.3M 19k 71.98
Pepsi (PEP) 1.1 $1.3M 9.7k 138.66
At&t (T) 1.0 $1.2M 44k 28.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $1.2M 21k 55.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $973k 8.5k 115.13
Ishares Tr S&p 100 Etf (OEF) 0.7 $889k 5.7k 155.80
Honeywell International (HON) 0.7 $869k 5.3k 164.61
Intel Corporation (INTC) 0.7 $861k 17k 51.76
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.7 $843k 5.9k 142.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $813k 10k 80.62
Visa Com Cl A (V) 0.5 $695k 3.5k 199.94
Vanguard Index Fds Growth Etf (VUG) 0.5 $668k 2.9k 227.75
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $640k 2.00 320000.00
Bank of America Corporation (BAC) 0.5 $625k 26k 24.07
Philip Morris International (PM) 0.5 $619k 8.3k 74.94
Waste Management (WM) 0.5 $618k 5.5k 113.10
Alphabet Cap Stk Cl A (GOOGL) 0.5 $613k 418.00 1466.51
Boeing Company (BA) 0.5 $589k 3.6k 165.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $561k 1.7k 335.13
Anthem (ELV) 0.4 $557k 2.1k 268.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $531k 6.7k 79.59
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.4 $504k 28k 18.14
Kimberly-Clark Corporation (KMB) 0.3 $419k 2.8k 147.59
Abbott Laboratories (ABT) 0.3 $419k 3.9k 108.72
Alphabet Cap Stk Cl C (GOOG) 0.3 $411k 280.00 1467.86
Ishares Tr Core S&p500 Etf (IVV) 0.3 $392k 1.2k 336.48
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $390k 8.9k 43.83
Pfizer (PFE) 0.3 $380k 10k 36.65
Capital One Financial (COF) 0.3 $360k 5.0k 71.83
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $355k 6.8k 52.19
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $350k 24k 14.74
Spdr Gold Tr Gold Shs (GLD) 0.3 $346k 2.0k 176.98
Nike CL B (NKE) 0.3 $335k 2.7k 125.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $335k 1.8k 185.39
Lowe's Companies (LOW) 0.3 $325k 2.0k 165.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $323k 1.9k 170.54
Adobe Systems Incorporated (ADBE) 0.3 $321k 654.00 490.83
Norfolk Southern (NSC) 0.2 $315k 1.5k 213.70
Truist Financial Corp equities (TFC) 0.2 $296k 7.8k 37.99
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $279k 895.00 311.73
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $266k 1.1k 235.82
Zoetis Cl A (ZTS) 0.2 $264k 1.6k 165.31
Oracle Corporation (ORCL) 0.2 $264k 4.4k 59.70
Air Products & Chemicals (APD) 0.2 $255k 858.00 297.20
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $245k 3.0k 82.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $242k 1.1k 213.22
Becton, Dickinson and (BDX) 0.2 $237k 1.0k 232.35
Bristol Myers Squibb (BMY) 0.2 $236k 3.9k 60.37
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $215k 1.5k 147.16
Goldman Sachs (GS) 0.2 $201k 1.0k 200.80