Stony Point Wealth Management

Stony Point Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Stony Point Wealth Management

Stony Point Wealth Management holds 77 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 32.4 $45M 142k 313.74
Vanguard Whitehall Fds High Div Yld (VYM) 4.5 $6.2M 68k 91.52
Apple (AAPL) 3.5 $4.8M 36k 132.69
Dominion Resources (D) 3.4 $4.7M 62k 75.20
Blackstone Group Com Cl A (BX) 3.2 $4.5M 69k 64.81
Wp Carey (WPC) 3.2 $4.4M 63k 70.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $4.0M 35k 113.43
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.6 $3.6M 64k 56.23
JPMorgan Chase & Co. (JPM) 2.5 $3.4M 27k 127.07
Home Depot (HD) 2.2 $3.0M 12k 265.64
Johnson & Johnson (JNJ) 2.1 $2.9M 19k 157.40
Verizon Communications (VZ) 2.1 $2.9M 49k 58.75
Microsoft Corporation (MSFT) 2.1 $2.9M 13k 222.41
Walt Disney Company (DIS) 2.0 $2.7M 15k 181.16
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $2.6M 20k 128.00
Amazon (AMZN) 1.7 $2.3M 701.00 3256.78
Diageo Spon Adr New (DEO) 1.5 $2.1M 13k 158.77
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.4 $2.0M 6.9k 285.26
Procter & Gamble Company (PG) 1.3 $1.8M 13k 139.18
Altria (MO) 1.2 $1.6M 39k 40.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $1.4M 22k 64.13
Pepsi (PEP) 1.0 $1.4M 9.5k 148.28
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $1.4M 22k 63.84
Visa Com Cl A (V) 0.9 $1.2M 5.4k 218.68
Honeywell International (HON) 0.8 $1.1M 5.3k 212.64
At&t (T) 0.8 $1.1M 37k 28.76
Ishares Tr S&p 100 Etf (OEF) 0.7 $941k 5.5k 171.72
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.7 $919k 6.1k 151.28
Chevron Corporation (CVX) 0.6 $885k 11k 84.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $834k 6.5k 128.37
Bank of America Corporation (BAC) 0.6 $788k 26k 30.29
Boeing Company (BA) 0.5 $718k 3.4k 214.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $717k 8.1k 88.99
Alphabet Cap Stk Cl A (GOOGL) 0.5 $703k 401.00 1753.12
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $696k 2.00 348000.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $688k 7.6k 90.96
Philip Morris International (PM) 0.5 $684k 8.3k 82.80
Waste Management (WM) 0.4 $599k 5.1k 118.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $590k 1.6k 374.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $566k 6.2k 91.03
Vanguard Index Fds Growth Etf (VUG) 0.4 $566k 2.2k 253.36
Anthem (ELV) 0.4 $527k 1.6k 320.95
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.4 $524k 29k 18.26
Capital One Financial (COF) 0.4 $495k 5.0k 98.76
Alphabet Cap Stk Cl C (GOOG) 0.4 $491k 280.00 1753.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $460k 2.0k 229.66
Abbott Laboratories (ABT) 0.3 $442k 4.0k 109.38
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $433k 7.3k 59.54
CVS Caremark Corporation (CVS) 0.3 $431k 6.3k 68.30
Ishares Tr Core S&p500 Etf (IVV) 0.3 $407k 1.1k 375.46
Pfizer (PFE) 0.3 $398k 11k 36.77
Paypal Holdings (PYPL) 0.3 $390k 1.7k 234.09
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $383k 7.8k 49.41
Nike CL B (NKE) 0.3 $378k 2.7k 141.63
Kimberly-Clark Corporation (KMB) 0.3 $369k 2.7k 134.92
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $367k 24k 15.27
Norfolk Southern (NSC) 0.3 $351k 1.5k 237.48
Truist Financial Corp equities (TFC) 0.2 $344k 7.2k 47.95
Adobe Systems Incorporated (ADBE) 0.2 $332k 664.00 500.00
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $317k 896.00 353.79
Lowe's Companies (LOW) 0.2 $316k 2.0k 160.65
Intel Corporation (INTC) 0.2 $315k 6.3k 49.77
Spdr Gold Tr Gold Shs (GLD) 0.2 $292k 1.6k 178.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $291k 1.5k 194.78
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $288k 1.1k 261.58
Oracle Corporation (ORCL) 0.2 $287k 4.4k 64.64
Zoetis Cl A (ZTS) 0.2 $280k 1.7k 165.58
Marriott Intl Cl A (MAR) 0.2 $252k 1.9k 131.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $252k 1.1k 231.62
Becton, Dickinson and (BDX) 0.2 $250k 1.0k 250.00
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $237k 1.5k 161.55
Air Products & Chemicals (APD) 0.2 $224k 820.00 273.17
Oneok (OKE) 0.2 $224k 5.8k 38.44
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $221k 3.6k 61.53
Bristol Myers Squibb (BMY) 0.2 $210k 3.4k 62.00
Abbvie (ABBV) 0.2 $208k 1.9k 106.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $204k 2.5k 83.23