Stony Point Wealth Management

Stony Point Wealth Management as of June 30, 2019

Portfolio Holdings for Stony Point Wealth Management

Stony Point Wealth Management holds 90 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Trust Series 1 (QQQ) 10.6 $12M 60k 192.20
Schwab U S Small Cap ETF (SCHA) 6.0 $6.5M 91k 71.39
Schwab Emerging Markets Equity ETF (SCHE) 4.2 $4.6M 175k 26.42
Wp Carey (WPC) 4.2 $4.6M 54k 84.81
WisdomTree SmallCap Dividend Fund (DES) 3.9 $4.3M 158k 26.86
Dominion Resources (D) 3.3 $3.6M 46k 77.38
Health Care SPDR (XLV) 3.1 $3.4M 37k 92.21
Chevron Corporation (CVX) 2.8 $3.0M 25k 124.11
JPMorgan Chase & Co. (JPM) 2.7 $3.0M 26k 114.01
Energy Select Sector SPDR (XLE) 2.0 $2.2M 35k 62.46
Apple (AAPL) 1.9 $2.1M 10k 203.31
Invesco Exchange Traded Fd T s&p500 eql ind (RSPN) 1.9 $2.1M 16k 125.56
iShares S&P 500 Growth Index (IVW) 1.9 $2.0M 11k 182.78
Johnson & Johnson (JNJ) 1.9 $2.0M 15k 131.87
iShares S&P 500 Value Index (IVE) 1.8 $2.0M 17k 117.82
Blackstone 1.7 $1.9M 42k 45.28
Home Depot (HD) 1.6 $1.8M 8.4k 215.63
Ishares Inc em mkt min vol (EEMV) 1.5 $1.6M 28k 58.86
Powershares S&p Intl Dev Low Volatil Etf etf (IDLV) 1.5 $1.6M 47k 34.16
Invesco S&p 500 Top 50 Etf (XLG) 1.4 $1.6M 7.4k 214.32
Microsoft Corporation (MSFT) 1.4 $1.6M 12k 136.28
Procter & Gamble Company (PG) 1.4 $1.5M 13k 115.97
Schwab U S Large Cap Growth ETF (SCHG) 1.4 $1.5M 17k 85.16
Boeing Company (BA) 1.3 $1.4M 3.9k 369.58
Diageo (DEO) 1.3 $1.4M 8.3k 170.91
Verizon Communications (VZ) 1.3 $1.4M 25k 57.19
Altria (MO) 1.3 $1.4M 28k 49.91
Pepsi (PEP) 1.1 $1.3M 9.4k 132.81
Amazon (AMZN) 1.1 $1.2M 583.00 1989.71
Cisco Systems (CSCO) 1.1 $1.1M 20k 57.23
Schwab Strategic Tr us lrg cap etf (SCHX) 1.1 $1.1M 16k 71.31
Industrial SPDR (XLI) 0.9 $960k 13k 76.92
At&t (T) 0.9 $949k 29k 33.26
Bank of America Corporation (BAC) 0.8 $900k 31k 29.20
Spdr S&p 500 Etf (SPY) 0.8 $897k 3.0k 297.81
iShares Russell 2000 Index (IWM) 0.8 $860k 5.6k 154.09
Schwab Strategic Tr us dividend eq (SCHD) 0.8 $844k 16k 53.68
Philip Morris International (PM) 0.7 $801k 9.4k 85.46
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.7 $792k 26k 30.59
Exxon Mobil Corporation (XOM) 0.7 $783k 10k 75.46
iShares S&P MidCap 400 Index (IJH) 0.7 $751k 3.9k 193.46
Vanguard Growth ETF (VUG) 0.7 $755k 4.5k 167.59
Invesco Etf s&p500 eql stp (RSPS) 0.7 $720k 5.3k 136.65
iShares S&P 100 Index (OEF) 0.6 $692k 5.2k 132.09
3M Company (MMM) 0.6 $661k 3.8k 174.78
Honeywell International (HON) 0.6 $668k 4.0k 168.56
Intel Corporation (INTC) 0.6 $646k 13k 49.40
Berkshire Hathaway (BRK.A) 0.6 $623k 2.00 311500.00
Waste Management (WM) 0.5 $591k 5.0k 118.15
iShares S&P SmallCap 600 Index (IJR) 0.5 $588k 7.6k 77.33
Invesco S&p 500 Low Volatility Etf (SPLV) 0.5 $586k 10k 56.15
Kimberly-Clark Corporation (KMB) 0.5 $526k 3.8k 138.09
Financial Select Sector SPDR (XLF) 0.5 $519k 19k 27.84
BB&T Corporation 0.5 $509k 10k 49.73
Anthem (ELV) 0.5 $508k 1.7k 304.37
iShares Morningstar Small Core Idx (ISCB) 0.5 $502k 2.9k 173.76
Spdr Ser Tr cmn (FLRN) 0.4 $479k 16k 30.69
Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) 0.4 $482k 3.5k 137.40
Capital One Financial (COF) 0.4 $469k 5.3k 88.26
Vanguard Total Stock Market ETF (VTI) 0.4 $457k 3.0k 152.03
Archer Daniels Midland Company (ADM) 0.4 $448k 11k 40.31
Enterprise Products Partners (EPD) 0.4 $447k 15k 30.16
Schwab U S Broad Market ETF (SCHB) 0.4 $434k 6.1k 71.51
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) 0.4 $437k 2.2k 201.29
Goldman Sachs (GS) 0.4 $425k 2.0k 213.14
iShares S&P 500 Index (IVV) 0.4 $420k 1.4k 299.15
Sch Fnd Intl Lg Etf (FNDF) 0.4 $402k 15k 27.66
Walt Disney Company (DIS) 0.3 $383k 2.7k 142.49
Schwab Strategic Tr cmn (SCHV) 0.3 $387k 6.9k 56.46
First Tr Exchange Traded Fd nasd tech div (TDIV) 0.3 $366k 9.2k 39.93
Becton, Dickinson and (BDX) 0.3 $355k 1.4k 251.77
Pfizer (PFE) 0.3 $342k 7.9k 43.54
Oneok (OKE) 0.3 $311k 4.5k 69.68
Norfolk Southern (NSC) 0.3 $304k 1.6k 191.19
British American Tobac (BTI) 0.3 $306k 12.00 25500.00
Schwab International Equity ETF (SCHF) 0.3 $300k 9.4k 31.99
SPDR Gold Trust (GLD) 0.3 $292k 2.2k 134.38
Air Products & Chemicals (APD) 0.3 $280k 1.2k 226.72
Alphabet Inc Class A cs (GOOGL) 0.3 $284k 248.00 1145.16
John Hancock Exchange Traded mltfactor enrg 0.3 $285k 12k 24.03
Oracle Corporation (ORCL) 0.2 $246k 4.2k 57.91
Bristol Myers Squibb (BMY) 0.2 $238k 5.4k 44.11
Ishares Msci Japan (EWJ) 0.2 $238k 4.3k 54.78
Nike (NKE) 0.2 $230k 2.6k 87.55
Vanguard Admiral Fds Inc cmn (IVOO) 0.2 $222k 1.7k 130.90
Invesco Exchange Traded Fd T s&p500 eql fin (RSPF) 0.2 $223k 5.1k 43.90
Abbott Laboratories (ABT) 0.2 $208k 2.4k 85.67
Vanguard Information Technology ETF (VGT) 0.2 $202k 931.00 216.97
Pgx etf (PGX) 0.2 $202k 14k 14.89
Titan Medical (TMDIF) 0.0 $32k 15k 2.13