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Advisorshares Tr advisorshs etf shares owned by Stone Wealth Partners

Quarter-by-quarter ownership of Advisorshares Tr advisorshs etf (CWS) shares owned by Stone Wealth Partners from 13F filings

Historical chart of Stone Wealth Partners investment in Advisorshares Tr advisorshs etf

Tip: Access up to 7 years of quarterly data

All positions including Advisorshares Tr advisorshs etf held by Stone Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisorshares Tr advisorshs etf by Stone Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 34k 68.73

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Spdr Series Trust State Street Spd (SPYG)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (BIL)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)

View all positions for Stone Wealth Partners

Top funds holding Advisorshares Tr advisorshs etf

CIBC World Markets
Advisor Group Holdings
LPL Financial
Kestra Advisory Services
Stifel Financial
Cetera Investment Advisers
Cambridge Investment Research Advisors
Mason & Associates
Stone Wealth Partners
Trademark Financial Management
Raymond James Financial
United Advisor Group
Catalytic Wealth RIA
Sigma Planning
TrueWealth Advisors

View all funds holding Advisorshares Tr advisorshs etf