Stone Point Wealth LLC holdings history

Add to watchlist

156 is the total number of securities Stone Point Wealth LLC has owned. The longest Stone Point Wealth LLC has owned a single stock is 8 quarters.

Stone Point Wealth LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP880.39%7.78%10.64%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS882.53%3.96%4.94%Q4 2021Q3 20238
SPYV SPDR SER TR881.98%2.79%3.28%Q4 2021Q3 20238
GOOG ALPHABET INC882.13%2.65%3.28%Q4 2021Q3 20238
PEP PEPSICO INC882.05%2.47%2.88%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO882.21%2.42%2.79%Q4 2021Q3 20238
SYK STRYKER CORPORATION881.71%1.94%2.24%Q4 2021Q3 20238
NKE NIKE INC881.28%1.89%2.81%Q4 2021Q3 20238
AAPL APPLE INC881.45%1.83%2.55%Q4 2021Q3 20238
QCOM QUALCOMM INC881.28%1.73%2.63%Q4 2021Q3 20238
A AGILENT TECHNOLOGIES INC881.24%1.72%2.05%Q4 2021Q3 20238
LOW LOWES COS INC881.43%1.70%2.37%Q4 2021Q3 20238
AXP AMERICAN EXPRESS CO881.28%1.57%1.84%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.82%1.51%1.99%Q4 2021Q3 20238
BSV VANGUARD BD INDEX FDS881.22%1.44%1.90%Q4 2021Q3 20238
IJR ISHARES TR881.31%1.42%1.82%Q4 2021Q3 20238
VTIP VANGUARD MALVERN FDS880.79%1.38%2.16%Q4 2021Q3 20238
STIP ISHARES TR880.78%1.31%1.92%Q4 2021Q3 20238
AVUV AMERICAN CENTY ETF TR880.64%1.28%1.90%Q4 2021Q3 20238
VCSH VANGUARD SCOTTSDALE FDS880.90%1.26%1.65%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS881.01%1.25%1.38%Q4 2021Q3 20238
UPS UNITED PARCEL SERVICE INC880.90%1.24%1.60%Q4 2021Q3 20238
MDT MEDTRONIC PLC880.94%1.22%1.55%Q4 2021Q3 20238
APH AMPHENOL CORP NEW881.03%1.19%1.49%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC880.55%1.17%1.44%Q4 2021Q3 20238
DIS DISNEY WALT CO880.69%1.17%1.67%Q4 2021Q3 20238
IVV ISHARES TR880.96%1.16%1.89%Q4 2021Q3 20238
ECL ECOLAB INC880.92%1.09%1.51%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...880.87%1.08%1.20%Q4 2021Q3 20238
AVDV AMERICAN CENTY ETF TR880.82%1.06%1.25%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST880.40%1.06%1.48%Q4 2021Q3 20238
HD HOME DEPOT INC880.29%1.05%1.34%Q4 2021Q3 20238
IGV ISHARES TR880.83%1.02%1.38%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.66%1.02%1.85%Q4 2021Q3 20238
TSM TAIWAN SEMICONDUCTOR M...880.84%1.00%1.34%Q4 2021Q3 20238
JPST J P MORGAN EXCHANGE-TR...880.71%0.99%1.42%Q4 2021Q3 20238
GILD GILEAD SCIENCES INC880.74%0.98%1.20%Q4 2021Q3 20238
BND VANGUARD BD INDEX FDS880.65%0.97%1.15%Q4 2021Q3 20238
MRK MERCK & CO INC880.39%0.94%1.29%Q4 2021Q3 20238
VV VANGUARD INDEX FDS880.69%0.87%1.52%Q4 2021Q3 20238
SPLG SPDR SER TR880.63%0.85%1.60%Q4 2021Q3 20238
CAT CATERPILLAR INC880.76%0.82%0.90%Q4 2021Q3 20238
CMI CUMMINS INC880.55%0.80%0.92%Q4 2021Q3 20238
V VISA INC880.72%0.77%0.81%Q4 2021Q3 20238
NTR NUTRIEN LTD880.48%0.75%1.28%Q4 2021Q3 20238
IEMG ISHARES INC880.44%0.73%1.01%Q4 2021Q3 20238
SPYG SPDR SER TR880.44%0.71%1.31%Q4 2021Q3 20238
DFAC DIMENSIONAL ETF TRUST880.54%0.71%0.98%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...880.57%0.70%0.91%Q4 2021Q3 20238
AMJ JPMORGAN CHASE & CO880.55%0.65%0.75%Q4 2021Q3 20238
TIP ISHARES TR880.44%0.64%0.97%Q4 2021Q3 20238
EZU ISHARES INC880.43%0.61%0.76%Q4 2021Q3 20238
SUB ISHARES TR880.29%0.61%0.86%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.51%0.59%0.78%Q4 2021Q3 20238
SPSM SPDR SER TR880.50%0.55%0.68%Q4 2021Q3 20238
VTEB VANGUARD MUN BD FDS880.21%0.55%0.71%Q4 2021Q3 20238
SPSB SPDR SER TR880.35%0.52%1.04%Q4 2021Q3 20238
PFF ISHARES TR880.31%0.50%0.67%Q4 2021Q3 20238
SCHC SCHWAB STRATEGIC TR880.39%0.49%0.82%Q4 2021Q3 20238
MUB ISHARES TR880.31%0.48%0.73%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS880.36%0.47%0.78%Q4 2021Q3 20238
SPDW SPDR INDEX SHS FDS880.23%0.43%0.94%Q4 2021Q3 20238
XLU SELECT SECTOR SPDR TR880.29%0.41%0.61%Q4 2021Q3 20238
AVEM AMERICAN CENTY ETF TR880.32%0.40%0.53%Q4 2021Q3 20238
HYG ISHARES TR880.21%0.40%0.65%Q4 2021Q3 20238
IEFA ISHARES TR880.37%0.40%0.43%Q4 2021Q3 20238
PGX INVESCO EXCH TRADED FD...880.28%0.37%0.51%Q4 2021Q3 20238
SCHX SCHWAB STRATEGIC TR880.22%0.35%0.45%Q4 2021Q3 20238
GOOGL ALPHABET INC880.20%0.34%0.67%Q4 2021Q3 20238
VNQI VANGUARD INTL EQUITY I...880.25%0.33%0.48%Q4 2021Q3 20238
FNDF SCHWAB STRATEGIC TR880.29%0.33%0.44%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.19%0.29%0.34%Q4 2021Q3 20238
SCZ ISHARES TR880.10%0.28%0.68%Q4 2021Q3 20238
DFAI DIMENSIONAL ETF TRUST880.22%0.28%0.45%Q4 2021Q3 20238
SLYV SPDR SER TR880.18%0.24%0.42%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.18%0.24%0.36%Q4 2021Q3 20238
IWF ISHARES TR880.16%0.23%0.43%Q4 2021Q3 20238
EFG ISHARES TR880.17%0.22%0.26%Q4 2021Q3 20238
SCHV SCHWAB STRATEGIC TR880.16%0.22%0.30%Q4 2021Q3 20238
IWM ISHARES TR880.17%0.22%0.27%Q4 2021Q3 20238
XLK SELECT SECTOR SPDR TR880.14%0.20%0.44%Q4 2021Q3 20238
DFAS DIMENSIONAL ETF TRUST880.15%0.19%0.33%Q4 2021Q3 20238
VIOV VANGUARD ADMIRAL FDS INC880.14%0.19%0.30%Q4 2021Q3 20238
SPEM SPDR INDEX SHS FDS880.11%0.19%0.34%Q4 2021Q3 20238
SLB SCHLUMBERGER LTD880.14%0.18%0.24%Q4 2021Q3 20238
FNDC SCHWAB STRATEGIC TR880.12%0.16%0.25%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST880.12%0.15%0.23%Q4 2021Q3 20238
VEU VANGUARD INTL EQUITY I...880.11%0.13%0.19%Q4 2021Q3 20238
TEVA TEVA PHARMACEUTICAL IN...880.04%0.06%0.07%Q4 2021Q3 20238
KO COCA COLA CO770.35%0.46%0.57%Q1 2022Q3 20237
RSP INVESCO EXCHANGE TRADE...770.14%0.40%0.59%Q1 2022Q3 20237
BMY BRISTOL-MYERS SQUIBB CO770.27%0.38%0.52%Q1 2022Q3 20237
XOM EXXON MOBIL CORP770.28%0.35%0.42%Q1 2022Q3 20237
LLY LILLY ELI & CO770.28%0.34%0.43%Q1 2022Q3 20237
BNDX VANGUARD CHARLOTTE FDS770.12%0.31%0.82%Q1 2022Q3 20237
TSLA TESLA INC770.18%0.31%0.44%Q1 2022Q3 20237
WMT WALMART INC770.25%0.29%0.34%Q1 2022Q3 20237
JNJ JOHNSON & JOHNSON770.16%0.27%0.42%Q1 2022Q3 20237
TFC TRUIST FINL CORP770.12%0.24%0.37%Q1 2022Q3 20237
AMGN AMGEN INC770.16%0.21%0.26%Q1 2022Q3 20237
VIG VANGUARD SPECIALIZED F...770.16%0.20%0.25%Q1 2022Q3 20237
SPY SPDR S&P 500 ETF TR770.16%0.19%0.33%Q1 2022Q3 20237
IVE ISHARES TR770.17%0.19%0.22%Q1 2022Q3 20237
BA BOEING CO770.16%0.18%0.24%Q1 2022Q3 20237
MCD MCDONALDS CORP770.15%0.18%0.21%Q1 2022Q3 20237
PFE PFIZER INC770.11%0.18%0.25%Q1 2022Q3 20237
BAC BK OF AMERICA CORP770.13%0.18%0.24%Q1 2022Q3 20237
HON HONEYWELL INTL INC770.12%0.16%0.20%Q1 2022Q3 20237
IVW ISHARES TR770.13%0.15%0.21%Q1 2022Q3 20237
CVX CHEVRON CORP NEW770.10%0.14%0.18%Q1 2022Q3 20237
CVS CVS HEALTH CORP770.08%0.13%0.18%Q1 2022Q3 20237
CSCO CISCO SYS INC430.10%0.13%0.22%Q4 2021Q3 20237
VCIT VANGUARD SCOTTSDALE FDS660.30%1.14%1.81%Q2 2022Q3 20236
DIVO AMPLIFY ETF TR660.74%0.82%0.95%Q4 2021Q1 20236
DIMENSIONAL ETF TRUST660.68%0.76%0.86%Q2 2022Q3 20236
SHYD VANECK ETF TRUST660.18%0.21%0.24%Q2 2022Q3 20236
J P MORGAN EXCHANGE TR...660.13%0.20%0.25%Q2 2022Q3 20236
QQQ INVESCO QQQ TR660.12%0.18%0.21%Q2 2022Q3 20236
ARES ARES MANAGEMENT CORPOR...660.13%0.14%0.16%Q2 2022Q3 20236
AMZN AMAZON COM INC330.09%0.13%0.17%Q1 2022Q3 20236
LIN LINDE PLC551.30%1.31%1.36%Q4 2021Q4 20225
EFV ISHARES TR550.22%0.28%0.42%Q4 2021Q4 20225
APOLLO GLOBAL MGMT INC410.11%0.13%0.15%Q2 2022Q3 20235
ETN EATON CORP PLC410.10%0.11%0.12%Q1 2022Q3 20235
TERRAN ORBITAL CORPORA...442.04%4.20%5.48%Q4 2022Q3 20234
RCL ROYAL CARIBBEAN GROUP440.32%0.58%0.83%Q4 2021Q3 20224
SE SEA LTD440.16%0.51%1.04%Q4 2021Q3 20224
SCHF SCHWAB STRATEGIC TR440.16%0.21%0.27%Q4 2022Q3 20234
AGG ISHARES TR440.11%0.15%0.23%Q4 2022Q3 20234
IWD ISHARES TR220.12%0.15%0.24%Q4 2021Q3 20234
ITOT ISHARES TR440.10%0.11%0.14%Q4 2022Q3 20234
CL COLGATE PALMOLIVE CO310.09%0.10%0.13%Q2 2022Q2 20234
LINDE PLC331.32%1.34%1.35%Q1 2023Q3 20233
AMERICAN CENTY ETF TR330.23%0.44%0.65%Q1 2023Q3 20233
HEFA ISHARES TR330.36%0.42%0.48%Q1 2023Q3 20233
IMTM ISHARES TR330.19%0.22%0.27%Q4 2021Q2 20223
AMERICAN CENTY ETF TR330.18%0.19%0.20%Q1 2023Q3 20233
JBT JOHN BEAN TECHNOLOGIES...330.14%0.19%0.30%Q4 2021Q2 20223
VOO VANGUARD INDEX FDS330.10%0.16%0.26%Q1 2023Q3 20233
XLV SELECT SECTOR SPDR TR210.09%0.10%0.11%Q4 2022Q3 20233
RIO RIO TINTO PLC330.09%0.10%0.11%Q4 2022Q2 20233
SRCL STERICYCLE INC220.50%0.54%0.57%Q4 2021Q1 20222
MFL BLACKROCK MUNIHLDS INV...220.34%0.37%0.41%Q4 2021Q1 20222
SHM SPDR SER TR220.19%0.30%0.42%Q4 2021Q1 20222
VANGUARD WELLINGTON FD220.11%0.14%0.17%Q2 2023Q3 20232
ORCL ORACLE CORP220.13%0.14%0.15%Q2 2023Q3 20232
VZ VERIZON COMMUNICATIONS...220.12%0.12%0.12%Q1 2022Q2 20222
SCHD SCHWAB STRATEGIC TR220.11%0.12%0.12%Q2 2023Q3 20232
NLSN NIELSEN HLDGS PLC110.28%0.28%0.28%Q4 2021Q4 20211
IWB ISHARES TR110.17%0.17%0.17%Q4 2021Q4 20211
PNC PNC FINL SVCS GROUP INC110.13%0.13%0.13%Q1 2022Q1 20221
NSC NORFOLK SOUTHN CORP110.12%0.12%0.12%Q1 2022Q1 20221
JMUB J P MORGAN EXCHANGE TR...110.12%0.12%0.12%Q3 2023Q3 20231
HPQ HP INC110.11%0.11%0.11%Q1 2022Q1 20221
SCHE SCHWAB STRATEGIC TR110.10%0.10%0.10%Q3 2023Q3 20231
DIMENSIONAL ETF TRUST110.09%0.09%0.09%Q3 2023Q3 20231
 Download

The securities at the top of the list , including MICROSOFT CORP, VANGUARD INDEX FDS, and SPDR SER TR, are the highest-conviction holdings of Stone Point Wealth LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Stone Point Wealth LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Stone Point Wealth LLC owns currently or has owned in the past.