Stony Point Wealth Management

Stony Point Wealth Management as of March 31, 2020

Portfolio Holdings for Stony Point Wealth Management

Stony Point Wealth Management holds 63 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Trust Series 1 (QQQ) 32.4 $31M 161k 190.40
Vanguard High Dividend Yield ETF (VYM) 4.6 $4.4M 62k 70.75
Dominion Resources (D) 4.1 $3.8M 53k 72.17
Wp Carey (WPC) 3.6 $3.4M 59k 57.95
Invesco S&p 500 Low Volatility Etf (SPLV) 3.4 $3.2M 69k 46.92
Health Care SPDR (XLV) 2.8 $2.7M 30k 88.57
Johnson & Johnson (JNJ) 2.5 $2.4M 18k 131.19
Blackstone Group Inc Com Cl A (BX) 2.5 $2.3M 52k 45.54
Apple (AAPL) 2.4 $2.3M 9.0k 254.29
JPMorgan Chase & Co. (JPM) 2.2 $2.1M 24k 89.93
Home Depot (HD) 2.2 $2.1M 11k 186.65
Microsoft Corporation (MSFT) 2.2 $2.0M 13k 157.65
iShares S&P 500 Value Index (IVE) 1.9 $1.8M 19k 96.25
Invesco S&p 500 Top 50 Etf (XLG) 1.8 $1.7M 8.7k 195.56
Verizon Communications (VZ) 1.8 $1.7M 32k 53.78
Amazon (AMZN) 1.6 $1.5M 770.00 1948.05
Chevron Corporation (CVX) 1.6 $1.5M 21k 72.55
Diageo (DEO) 1.5 $1.4M 11k 127.12
Procter & Gamble Company (PG) 1.5 $1.4M 13k 109.98
iShares S&P 500 Growth Index (IVW) 1.5 $1.4M 8.5k 165.06
At&t (T) 1.3 $1.3M 43k 29.07
Walt Disney Company (DIS) 1.2 $1.1M 12k 96.63
Pepsi (PEP) 1.1 $1.1M 8.9k 120.18
Altria (MO) 1.0 $957k 25k 38.21
Schwab Strategic Tr us dividend eq (SCHD) 1.0 $950k 21k 44.97
Intel Corporation (INTC) 0.9 $880k 16k 54.12
Schwab U S Large Cap Growth ETF (SCHG) 0.9 $817k 10k 79.63
Schwab Strategic Tr us lrg cap etf (SCHX) 0.8 $766k 13k 61.28
iShares S&P 100 Index (OEF) 0.7 $678k 5.7k 118.53
Spdr S&p 500 Etf (SPY) 0.7 $640k 2.5k 257.65
Philip Morris International (PM) 0.7 $621k 8.5k 73.24
Vanguard Growth ETF (VUG) 0.6 $599k 3.8k 156.52
Honeywell International (HON) 0.6 $578k 4.3k 133.80
Bank of America Corporation (BAC) 0.6 $566k 27k 21.21
Boeing Company (BA) 0.6 $549k 3.7k 148.94
Berkshire Hathaway (BRK.A) 0.6 $544k 2.00 272000.00
Invesco Etf s&p500 eql stp (RSPS) 0.5 $511k 4.1k 123.76
Anthem (ELV) 0.5 $476k 2.1k 226.77
Alphabet Inc Class A cs (GOOGL) 0.5 $451k 388.00 1162.37
Waste Management (WM) 0.5 $436k 4.7k 92.49
Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) 0.5 $426k 28k 15.16
Schwab U S Broad Market ETF (SCHB) 0.4 $407k 6.7k 60.41
Kimberly-Clark Corporation (KMB) 0.4 $362k 2.8k 127.92
iShares S&P 500 Index (IVV) 0.4 $351k 1.4k 258.47
Vanguard Total Stock Market ETF (VTI) 0.3 $320k 2.5k 128.77
Becton, Dickinson and (BDX) 0.3 $299k 1.3k 230.18
First Tr Exchange Traded Fd nasd tech div (TDIV) 0.3 $302k 8.5k 35.33
SPDR Gold Trust (GLD) 0.3 $292k 2.0k 147.85
Schwab Strategic Tr cmn (SCHV) 0.3 $293k 6.6k 44.26
Goldman Sachs (GS) 0.3 $285k 1.8k 154.47
Capital One Financial (COF) 0.3 $262k 5.2k 50.16
iShares S&P MidCap 400 Index (IJH) 0.3 $262k 1.8k 143.72
Truist Financial Corp equities (TFC) 0.3 $247k 8.1k 30.55
Norfolk Southern (NSC) 0.2 $232k 1.6k 145.91
Pfizer (PFE) 0.2 $223k 6.8k 32.69
Bristol Myers Squibb (BMY) 0.2 $230k 4.1k 55.73
Nike (NKE) 0.2 $226k 2.7k 82.60
Alphabet Inc Class C cs (GOOG) 0.2 $227k 195.00 1164.10
Oracle Corporation (ORCL) 0.2 $212k 4.4k 48.37
Vanguard Information Technology ETF (VGT) 0.2 $210k 991.00 211.91
Pgx etf (PGX) 0.2 $211k 16k 13.18
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) 0.2 $206k 1.1k 189.16
Abbott Laboratories (ABT) 0.2 $203k 2.6k 78.83