Stony Point Wealth Management

Stony Point Wealth Management as of June 30, 2020

Portfolio Holdings for Stony Point Wealth Management

Stony Point Wealth Management holds 69 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 32.9 $39M 157k 247.60
Vanguard Whitehall Fds High Div Yld (VYM) 4.4 $5.2M 67k 78.78
Dominion Resources (D) 3.8 $4.5M 55k 81.18
Wp Carey (WPC) 3.5 $4.1M 61k 67.66
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 3.2 $3.8M 76k 49.68
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $3.4M 34k 100.07
Apple (AAPL) 2.8 $3.3M 9.1k 364.77
Blackstone Group Com Cl A (BX) 2.7 $3.2M 57k 56.65
Home Depot (HD) 2.5 $3.0M 12k 250.55
Microsoft Corporation (MSFT) 2.4 $2.8M 14k 203.49
Johnson & Johnson (JNJ) 2.2 $2.6M 19k 140.64
JPMorgan Chase & Co. (JPM) 2.0 $2.4M 26k 94.05
Verizon Communications (VZ) 1.8 $2.2M 40k 55.13
Amazon (AMZN) 1.8 $2.1M 755.00 2758.94
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $2.1M 19k 108.22
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.7 $2.0M 8.4k 237.92
Chevron Corporation (CVX) 1.6 $1.9M 21k 89.23
Procter & Gamble Company (PG) 1.4 $1.7M 14k 119.54
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $1.7M 8.0k 207.45
Diageo P L C Spon Adr New (DEO) 1.3 $1.6M 12k 134.41
Disney Walt Com Disney (DIS) 1.2 $1.4M 13k 111.55
At&t (T) 1.2 $1.4M 47k 30.22
Pepsi (PEP) 1.1 $1.3M 9.8k 132.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $1.1M 21k 51.77
Altria (MO) 0.9 $1.1M 27k 39.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $973k 9.6k 101.56
Intel Corporation (INTC) 0.8 $913k 15k 59.83
Ishares Tr S&p 100 Etf (OEF) 0.7 $821k 5.8k 142.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $798k 11k 74.09
Vanguard Index Fds Growth Etf (VUG) 0.6 $733k 3.6k 202.15
Honeywell International (HON) 0.6 $703k 4.9k 144.50
Boeing Company (BA) 0.6 $700k 3.8k 183.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $635k 2.1k 308.55
Bank of America Corporation (BAC) 0.5 $629k 27k 23.75
Philip Morris International (PM) 0.5 $601k 8.6k 70.10
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.5 $586k 4.3k 135.62
Waste Management (WM) 0.5 $579k 5.5k 105.95
Alphabet Cap Stk Cl A (GOOGL) 0.5 $566k 399.00 1418.55
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $535k 2.00 267500.00
Anthem (ELV) 0.4 $524k 2.0k 263.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $495k 6.7k 73.40
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.4 $477k 28k 17.16
Kimberly-Clark Corporation (KMB) 0.3 $402k 2.8k 141.30
Ishares Tr Core S&p500 Etf (IVV) 0.3 $393k 1.3k 309.45
Visa Com Cl A (V) 0.3 $385k 2.0k 193.08
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $373k 8.9k 41.71
Becton, Dickinson and (BDX) 0.3 $362k 1.5k 239.42
Capital One Financial (COF) 0.3 $358k 5.7k 62.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $355k 2.3k 156.73
Alphabet Cap Stk Cl C (GOOG) 0.3 $353k 250.00 1412.00
Abbott Laboratories (ABT) 0.3 $351k 3.8k 91.41
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $336k 24k 14.11
Spdr Gold Tr Gold Shs (GLD) 0.3 $329k 2.0k 167.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $327k 1.8k 177.72
Pfizer (PFE) 0.3 $322k 9.9k 32.69
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $317k 6.3k 50.17
Goldman Sachs (GS) 0.3 $315k 1.6k 197.37
Truist Financial Corp equities (TFC) 0.3 $305k 8.1k 37.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $278k 3.4k 82.71
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $277k 993.00 278.95
Nike CL B (NKE) 0.2 $269k 2.7k 98.07
Lowe's Companies (LOW) 0.2 $265k 2.0k 135.20
Norfolk Southern (NSC) 0.2 $259k 1.5k 175.83
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $247k 1.1k 222.12
Bristol Myers Squibb (BMY) 0.2 $244k 4.2k 58.71
Oracle Corporation (ORCL) 0.2 $243k 4.4k 55.19
Air Products & Chemicals (APD) 0.2 $234k 970.00 241.24
Novartis Sponsored Adr (NVS) 0.2 $204k 2.3k 87.44
Zoetis Cl A (ZTS) 0.2 $204k 1.5k 136.91