Stony Point Wealth Management Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP Stony Point Wealth Management Inc. | Institutional Filer | ▼ 5.83% | $251.7M | 96 |
Current Portfolio Holdings
Showing all 96 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | — | 106K | $20.4M | 8.12% |
| 2 | GOOGL | Alphabet Inc. | Technology | 54K | $15.7M | 6.22% |
| 3 | MKL | Markel Corporation | Financial Services | 8K | $15.4M | 6.13% |
| 4 | IBDZ | ISHARES TR | — | 497K | $12.9M | 5.14% |
| 5 | MSFT | Microsoft Corporation | Technology | 31K | $11.4M | 4.55% |
| 6 | STWD | Starwood Property Trust, Inc. | Real Estate | 622K | $10.7M | 4.25% |
| 7 | QQQ | Invesco QQQ Trust | — | 17K | $9.7M | 3.86% |
| 8 | WPC | W. P. Carey Inc. | Real Estate | 120K | $8.2M | 3.25% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 25K | $7.3M | 2.91% |
| 10 | VMC | Vulcan Materials Company | Basic Materials | 24K | $6.4M | 2.56% |
| 11 | MO | Altria Group, Inc. | Consumer Defensive | 90K | $5.9M | 2.36% |
| 12 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 119K | $5.9M | 2.34% |
| 13 | VYM | VANGUARD WHITEHALL FDS | — | 37K | $5.6M | 2.21% |
| 14 | CRWD | CrowdStrike Holdings, Inc. | Technology | 14K | $5.4M | 2.13% |
| 15 | CHRD | Chord Energy Corporation | Energy | 36K | $5.2M | 2.06% |
Showing 1 to 15 of 96 holdings