| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 11 | Q2 2024 | 10.6% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 5.3% |
| SPDR SER TR | 11 | Q2 2024 | 3.5% |
| ALPHABET INC | 11 | Q2 2024 | 3.3% |
| JPMORGAN CHASE & CO. | 11 | Q2 2024 | 2.8% |
| PEPSICO INC | 11 | Q2 2024 | 2.9% |
| STRYKER CORPORATION | 11 | Q2 2024 | 2.2% |
| APPLE INC | 11 | Q2 2024 | 2.5% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.2% |
| QUALCOMM INC | 11 | Q2 2024 | 2.6% |
View Stone Point Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-29 |
View Stone Point Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.