Stony Point Wealth Management

Latest statistics and disclosures from Stony Point Wealth Management's latest quarterly 13F-HR filing:

Companies in the Stony Point Wealth Management portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Invesco Qqq Trust Series 1 12.07 65641 +9% 212.61
Schwab U S Small Cap ETF (SCHA) 6.95 106138 +9% 75.64
Schwab Emerging Markets Equity ETF (SCHE) 3.98 168233 +2% 27.37
Wp Carey 3.78 54602 +3% 80.05
WisdomTree SmallCap Dividend Fund (DES) 3.51 141579 -10% 28.68
Dominion Resources (D) 3.28 45836 82.82
Vanguard High Dividend Yield ETF (VYM) 3.11 38377 NEW 93.70
JPMorgan Chase & Co. (JPM) 2.81 23337 -4% 139.35
Health Care SPDR (XLV) 2.57 29206 -20% 101.86
Invesco S&p 500 Low Volatility Etf 2.44 48405 +122% 58.34
Apple (AAPL) 2.41 9503 -8% 293.59
Chevron Corporation (CVX) 2.39 22892 -7% 120.44
Blackstone Group Inc Com Cl A stock 2.21 45744 +11% 55.94
Johnson & Johnson (JNJ) 2.12 16794 +7% 145.83
iShares S&P; 500 Value Index (IVE) 1.99 17670 +3% 130.11
Home Depot (HD) 1.74 9236 +12% 218.38
Microsoft Corporation (MSFT) 1.60 11699 157.71
iShares S&P; 500 Growth Index (IVW) 1.55 9271 -16% 193.61
Invesco S&p 500 Top 50 Etf 1.45 7190 -7% 233.38
Diageo (DEO) 1.40 9583 +2% 168.42
Procter & Gamble Company (PG) 1.33 12284 +4% 124.88
Ishares Inc em mkt min vol 1.32 26022 -2% 58.64
Verizon Communications (VZ) 1.28 24150 -2% 61.33
Powershares S&p Intl Dev Low Volatil Etf etf 1.17 39466 -10% 34.13
AT&T; (T) 1.10 32473 +9% 39.08
Altria (MO) 1.08 25118 -5% 49.84
Amazon (AMZN) 1.05 656 +4% 1850.61
Boeing Company (BA) 1.02 3630 -4% 325.90
Schwab Strategic Tr us lrg cap etf 1.02 15285 -19% 76.81
Pepsi (PEP) 1.01 8519 -5% 136.64
Schwab Strategic Tr us dividend eq 0.97 19320 57.92
Schwab U S Large Cap Growth ETF (SCHG) 0.96 11957 -28% 92.92
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.91 31283 +3% 33.56
Bank of America Corporation (BAC) 0.90 29628 35.20
Walt Disney Company (DIS) 0.85 6800 +55% 144.71
Cisco Systems (CSCO) 0.85 20513 -14% 47.97
iShares Russell 2000 Index (IWM) 0.77 5388 -3% 165.74
Intel Corporation (INTC) 0.76 14741 +7% 59.83
SPDR S&P; 500 ETF (SPY) 0.75 2685 321.79
Invesco Exchange Traded Fd T s&p500 eql ind 0.70 5960 -43% 135.57
iShares S&P; 100 Index (OEF) 0.67 5370 -4% 144.13
Philip Morris International (PM) 0.64 8581 -4% 86.12
Honeywell International (HON) 0.62 4023 +2% 176.98
Vanguard Growth ETF (VUG) 0.62 3922 -9% 182.30
Berkshire Hathaway (BRK.A) 0.59 2 339500.00
iShares S&P; MidCap 400 Index (IJH) 0.59 3312 -13% 205.92
Invesco Etf s&p500 eql stp 0.56 4461 -20% 145.93
Energy Select Sector SPDR (XLE) 0.53 10225 -62% 60.05
Anthem 0.53 2037 +17% 301.91
Industrial SPDR (XLI) 0.52 7356 -32% 81.43
Exxon Mobil Corporation (XOM) 0.50 8332 -22% 69.73
iShares S&P; SmallCap 600 Index (IJR) 0.48 6573 -13% 83.83
Truist Financial Corp equities 0.48 9835 NEW 56.23
Waste Management (WM) 0.47 4780 114.02
Capital One Financial (COF) 0.47 5314 102.75
iShares Morningstar Small Core Idx (JKJ) 0.44 2683 -7% 188.59
Schwab U S Broad Market ETF (SCHB) 0.41 6143 -4% 76.84
iShares S&P; 500 Index (IVV) 0.40 1436 +2% 323.12
Aberdeen Standard Physical Swiss Gold Shares Etf etf 0.40 31860 +820% 14.63
Kimberly-Clark Corporation (KMB) 0.35 2932 -4% 137.45
Financial Select Sector SPDR (XLF) 0.35 13132 -25% 30.76
Vanguard Short Term Corporate Bond ETF (VCSH) 0.33 4696 NEW 81.13
First Tr Exchange Traded Fd nasd tech div 0.33 8763 -3% 43.14
Goldman Sachs (GS) 0.32 1631 229.92
Enterprise Products Partners 0.32 13091 -7% 28.19
Schwab Strategic Tr cmn 0.31 5869 60.15
Becton, Dickinson and (BDX) 0.30 1284 271.81
Vanguard Total Stock Market ETF (VTI) 0.29 2058 163.75
Norfolk Southern (NSC) 0.27 1590 194.34
ONEOK (OKE) 0.27 4164 -2% 75.65
Alphabet Inc Class A cs 0.27 237 -2% 1337.55
SPDR Gold Trust (GLD) 0.26 2120 -2% 142.92
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund 0.26 1333 -35% 221.31
Bristol Myers Squibb (BMY) 0.25 4459 64.14
Air Products & Chemicals (APD) 0.23 1135 -5% 235.24
NIKE (NKE) 0.23 2633 101.41
Pfizer (PFE) 0.22 6584 -2% 39.19
Abbott Laboratories (ABT) 0.20 2696 86.80
Oracle Corporation (ORCL) 0.20 4275 53.10
Vanguard Information Technology ETF (VGT) 0.20 956 +2% 244.77
Schwab International Equity ETF (SCHF) 0.20 6875 -13% 33.60
Sch Fnd Intl Lg Etf 0.20 8029 -41% 28.90
Alphabet Inc Class C cs 0.20 172 1337.21
Lowe's Companies (LOW) 0.19 1800 NEW 120.00
Novartis AG (NVS) 0.18 2222 NEW 94.51
Pgx etf 0.16 12204 -3% 15.00
Titan Medical Inc Com Npv 0.01 23750 0.51

Past 13F-HR SEC Filings by Stony Point Wealth Management

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