| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | 3 | Q2 2024 | 10.4% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 8.0% |
| FIRST TR NAS100 EQ WEIGHTED | 3 | Q2 2024 | 6.2% |
| VANECK ETF TRUST | 3 | Q2 2024 | 5.7% |
| FIRST TR EXCHANGE TRADED FD | 3 | Q2 2024 | 5.3% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 5.4% |
| SPDR SER TR | 3 | Q2 2024 | 4.7% |
| MICROSOFT CORP | 3 | Q2 2024 | 4.4% |
| AMAZON COM INC | 3 | Q2 2024 | 4.4% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 3.9% |
View StoneCrest Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-22 |
View StoneCrest Wealth Management, Inc.'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.