Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
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.