Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 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.