Stony Point Wealth Management

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

Portfolio Holdings for Stony Point Wealth Management

Companies in the Stony Point Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Invesco Qqq Trust Series 1 (QQQ) 32.41 160.85k +145% 190.40
Vanguard High Dividend Yield ETF (VYM) 4.61 61.56k +60% 70.75
Dominion Resources (D) 4.06 53.17k +15% 72.17
Wp Carey (WPC) 3.59 58.48k +7% 57.95
Invesco S&p 500 Low Volatility Etf (SPLV) 3.41 68.63k +41% 46.92
Health Care SPDR (XLV) 2.84 30.32k +3% 88.57
Johnson & Johnson (JNJ) 2.50 18.04k +7% 131.19
Blackstone Group Inc Com Cl A (BX) 2.49 51.56k +12% 45.54
Apple (AAPL) 2.41 8.97k -5% 254.29
JPMorgan Chase & Co. (JPM) 2.24 23.50k 89.93
Home Depot (HD) 2.19 11.07k +19% 186.65
Microsoft Corporation (MSFT) 2.17 12.99k +11% 157.65
iShares S&P 500 Value Index (IVE) 1.89 18.58k +5% 96.25
Invesco S&p 500 Top 50 Etf (XLG) 1.81 8.74k +21% 195.56
Verizon Communications (VZ) 1.79 31.52k +30% 53.78
Amazon (AMZN) 1.59 770 +17% 1948.05
Chevron Corporation (CVX) 1.58 20.62k -9% 72.55
Diageo (DEO) 1.49 11.07k +15% 127.12
Procter & Gamble Company (PG) 1.48 12.70k +3% 109.98
iShares S&P 500 Growth Index (IVW) 1.48 8.48k -8% 165.06
At&t (T) 1.33 43.27k +33% 29.07
Walt Disney Company (DIS) 1.19 11.66k +71% 96.63
Pepsi (PEP) 1.13 8.86k +4% 120.18
Altria (MO) 1.01 25.05k 38.21
Schwab Strategic Tr us dividend eq (SCHD) 1.01 21.12k +9% 44.97
Intel Corporation (INTC) 0.93 16.26k +10% 54.12
Schwab U S Large Cap Growth ETF (SCHG) 0.86 10.26k -14% 79.63
Schwab Strategic Tr us lrg cap etf (SCHX) 0.81 12.50k -18% 61.28
iShares S&P 100 Index (OEF) 0.72 5.72k +6% 118.53
Spdr S&p 500 Etf (SPY) 0.68 2.48k -7% 257.65
Philip Morris International (PM) 0.66 8.48k 73.24
Vanguard Growth ETF (VUG) 0.63 3.83k -2% 156.52
Honeywell International (HON) 0.61 4.32k +7% 133.80
Bank of America Corporation (BAC) 0.60 26.68k -9% 21.21
Boeing Company (BA) 0.58 3.69k 148.94
Berkshire Hathaway (BRK.A) 0.58 2 272000.00
Invesco Etf s&p500 eql stp (RHS) 0.54 4.13k -7% 123.76
Anthem (ANTM) 0.50 2.10k +3% 226.77
Alphabet Inc Class A cs (GOOGL) 0.48 388 +63% 1162.37
Waste Management (WM) 0.46 4.71k 92.49
Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) 0.45 28.10k -11% 15.16
Schwab U S Broad Market ETF (SCHB) 0.43 6.74k +9% 60.41
Kimberly-Clark Corporation (KMB) 0.38 2.83k -3% 127.92
iShares S&P 500 Index (IVV) 0.37 1.36k -5% 258.47
Vanguard Total Stock Market ETF (VTI) 0.34 2.48k +20% 128.77
Becton, Dickinson and (BDX) 0.32 1.30k 230.18
First Tr Exchange Traded Fd nasd tech div (TDIV) 0.32 8.55k -2% 35.33
SPDR Gold Trust (GLD) 0.31 1.98k -6% 147.85
Schwab Strategic Tr cmn (SCHV) 0.31 6.62k +12% 44.26
Goldman Sachs (GS) 0.30 1.84k +13% 154.47
Capital One Financial (COF) 0.28 5.22k 50.16
iShares S&P MidCap 400 Index (IJH) 0.28 1.82k -44% 143.72
Truist Financial Corp equities (TFC) 0.26 8.09k -17% 30.55
Norfolk Southern (NSC) 0.25 1.59k 145.91
Pfizer (PFE) 0.24 6.82k +3% 32.69
Bristol Myers Squibb (BMY) 0.24 4.13k -7% 55.73
Nike (NKE) 0.24 2.74k +3% 82.60
Alphabet Inc Class C cs (GOOG) 0.24 195 +13% 1164.10
Oracle Corporation (ORCL) 0.22 4.38k +2% 48.37
Vanguard Information Technology ETF (VGT) 0.22 991 +3% 211.91
Pgx etf (PGX) 0.22 16.00k +31% 13.18
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RYH) 0.22 1.09k -18% 189.16
Abbott Laboratories (ABT) 0.21 2.58k -4% 78.83

Past Filings by Stony Point Wealth Management

View past SEC 13F filings by Stony Point Wealth Management

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