Stony Point Wealth Management

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

  • Top 5 stock holdings are QQQ, VYM, WPC, D, BX, and represent 45.82% of Stony Point Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: SCHA, VYM, VZ, WPC, AVGO, VTV, CRM, LLY, MO, DIS.
  • Started 5 new stock positions in LLY, CRM, BIOL, AVGO, VTV.
  • Reduced shares in these 10 stocks: QQQ, SPLV, XLV, XLG, IVW, SCHG, , BX, VTI, SCHX.
  • Sold out of its positions in ADBE, VGSH, VCSH, VTI.
  • Stony Point Wealth Management was a net seller of stock by $-2.4M.
  • Stony Point Wealth Management has $142M in assets under management (AUM), dropping by 2.84%.
  • Central Index Key (CIK): 0001731359

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Portfolio Holdings for Stony Point Wealth Management

Companies in the Stony Point Wealth Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 29.1 $41M -9% 129k 319.13
Vanguard Whitehall Fds High Div Yld (VYM) 6.5 $9.1M +32% 90k 101.09
Wp Carey (WPC) 3.4 $4.9M +9% 69k 70.76
Dominion Resources (D) 3.4 $4.8M +2% 64k 75.97
Blackstone Group Inc Com Cl A (BX) 3.4 $4.8M -5% 65k 74.53
Apple (AAPL) 3.1 $4.5M 37k 122.15
JPMorgan Chase & Co. (JPM) 2.9 $4.1M 27k 152.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $3.8M +369% 38k 99.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.6 $3.6M -11% 31k 116.74
Home Depot (HD) 2.4 $3.3M -4% 11k 305.26
Verizon Communications (VZ) 2.3 $3.3M +14% 57k 58.14
Johnson & Johnson (JNJ) 2.1 $3.0M 19k 164.37
Microsoft Corporation (MSFT) 2.1 $3.0M -3% 13k 235.77
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.1 $2.9M -21% 50k 58.15

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Walt Disney Company (DIS) 2.1 $2.9M +6% 16k 184.50
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $2.8M -2% 20k 141.27
Altria (MO) 1.6 $2.2M +10% 43k 51.17
Diageo Spon Adr New (DEO) 1.5 $2.1M -4% 13k 164.20
Amazon (AMZN) 1.4 $2.0M -6% 652.00 3093.56
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $1.7M +4% 23k 72.93
Procter & Gamble Company (PG) 1.2 $1.7M -3% 12k 135.41
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.2 $1.6M -20% 5.5k 296.42
Pepsi (PEP) 1.0 $1.4M +4% 10k 141.50
Honeywell International (HON) 0.8 $1.2M 5.3k 217.05
Visa Com Cl A (V) 0.8 $1.1M -2% 5.3k 211.68
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.0M -28% 16k 65.09
Bank of America Corporation (BAC) 0.7 $1.0M 26k 38.70
Chevron Corporation (CVX) 0.7 $987k -10% 9.4k 104.82
At&t (T) 0.7 $948k -14% 31k 30.26
Boeing Company (BA) 0.6 $873k +2% 3.4k 254.74
Alphabet Cap Stk Cl A (GOOGL) 0.6 $846k +2% 410.00 2063.41
Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) 0.6 $829k -13% 5.3k 157.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $771k 2.00 385500.00
Ishares Tr S&p 100 Etf (OEF) 0.5 $759k -22% 4.2k 179.73
Philip Morris International (PM) 0.5 $735k 8.3k 88.71
Capital One Financial (COF) 0.4 $628k 4.9k 127.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $603k -3% 1.5k 396.45
Waste Management (WM) 0.4 $602k -8% 4.7k 129.07
CVS Caremark Corporation (CVS) 0.4 $566k +19% 7.5k 75.24
Alphabet Cap Stk Cl C (GOOG) 0.4 $559k -3% 270.00 2070.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $545k +14% 8.4k 65.25
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.4 $498k +5% 30k 16.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $480k -43% 3.7k 129.76
Paypal Holdings (PYPL) 0.3 $478k +18% 2.0k 243.01
Abbott Laboratories (ABT) 0.3 $477k 4.0k 119.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $469k -35% 4.9k 96.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $458k -23% 4.7k 96.71
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $430k -17% 1.7k 260.13
Ishares Tr Core S&p500 Etf (IVV) 0.3 $411k -4% 1.0k 397.87
Vanguard Index Fds Growth Etf (VUG) 0.3 $402k -30% 1.6k 257.20
Norfolk Southern (NSC) 0.3 $397k 1.5k 268.79
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $395k -5% 7.3k 54.01
Pfizer (PFE) 0.3 $391k 11k 36.18
Truist Financial Corp equities (TFC) 0.3 $384k -8% 6.6k 58.33
Anthem (ANTM) 0.3 $382k -35% 1.1k 359.02
Lowe's Companies (LOW) 0.3 $380k 2.0k 190.09
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $364k 24k 14.99
Nike CL B (NKE) 0.3 $355k 2.7k 133.01
Kimberly-Clark Corporation (KMB) 0.2 $349k -8% 2.5k 139.15
Broadcom (AVGO) 0.2 $345k NEW 744.00 463.71
Oracle Corporation (ORCL) 0.2 $312k 4.4k 70.25
Intel Corporation (INTC) 0.2 $298k -26% 4.7k 63.93
Marriott Intl Cl A (MAR) 0.2 $295k +4% 2.0k 148.02
Zoetis Cl A (ZTS) 0.2 $292k +9% 1.9k 157.50
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) 0.2 $279k -5% 1.0k 268.01
Oneok (OKE) 0.2 $278k -5% 5.5k 50.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $277k 1.1k 255.30
Vanguard Index Fds Value Etf (VTV) 0.2 $269k NEW 2.0k 131.41
Spdr Gold Tr Gold Shs (GLD) 0.2 $262k 1.6k 160.24
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $259k -19% 721.00 359.22
Becton, Dickinson and (BDX) 0.2 $244k 1.0k 243.27
Air Products & Chemicals (APD) 0.2 $231k 821.00 281.36
salesforce (CRM) 0.2 $229k NEW 1.1k 211.65
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $220k -6% 1.4k 160.94
Eli Lilly & Co. (LLY) 0.2 $215k NEW 1.1k 187.12
Abbvie (ABBV) 0.2 $213k 2.0k 108.18
Bristol Myers Squibb (BMY) 0.1 $200k -6% 3.2k 63.11
Biolase Com New (BIOL) 0.0 $9.0k NEW 11k 0.81

Past Filings by Stony Point Wealth Management

SEC 13F filings are viewable for Stony Point Wealth Management going back to 2017