StoneCrest Wealth Management »

Pimco shares owned by StoneCrest Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by StoneCrest Wealth Management from 13F filings

Historical chart of StoneCrest Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by StoneCrest Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 137k 26.84
2025-06-30 $3.6M 137k 26.54
2025-03-31 $2.7M 104k 26.35

More positions owned by StoneCrest Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Global X Fds Defense Tech Etf (SHLD)

View all positions for StoneCrest Wealth Management

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco