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Size ($ in 1000's)
At 03/31/2024: $115,626
At 12/31/2023: $104,330
StoneCrest Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from StoneCrest Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the StoneCrest Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by StoneCrest Wealth Management Inc..
In the StoneCrest Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by StoneCrest Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the StoneCrest Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO EXCH TRADED FD TR II (QQQM) |
64,673 |
+463 |
$11,815 | | QQQM | 64,673 | +463 | $11,815 | | NVIDIA CORPORATION |
8,147 |
-1,841 |
$7,361 | | NVDA | 8,147 | -1,841 | $7,361 | | VANECK ETF TRUST (SMH) |
29,352 |
-2,622 |
$6,604 | | SMH | 29,352 | -2,622 | $6,604 | | FIRST TR NAS100 EQ WEIGHTED (QQEW) |
52,709 |
-1,930 |
$6,531 | | QQEW | 52,709 | -1,930 | $6,531 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
104,038 |
+2,096 |
$5,867 | | CIBR | 104,038 | +2,096 | $5,867 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
102,621 |
-9,315 |
$5,566 | | JEPQ | 102,621 | -9,315 | $5,566 | | SPDR SER TR (SPLG) |
87,879 |
+860 |
$5,407 | | SPLG | 87,879 | +860 | $5,407 | | MICROSOFT CORP |
11,309 |
-205 |
$4,758 | | MSFT | 11,309 | -205 | $4,758 | | AMAZON COM INC |
26,038 |
-1,164 |
$4,697 | | AMZN | 26,038 | -1,164 | $4,697 | | INVESCO EXCHANGE TRADED FD T (RSP) |
25,788 |
+244 |
$4,368 | | RSP | 25,788 | +244 | $4,368 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
68,386 |
+4,707 |
$3,957 | | JEPI | 68,386 | +4,707 | $3,957 | | GLOBAL X FDS |
91,914 |
+8,879 |
$3,749 | | XYLD | 91,914 | +8,879 | $3,749 | | APPLE INC |
18,606 |
-2,941 |
$3,191 | | AAPL | 18,606 | -2,941 | $3,191 | | WISDOMTREE TR |
90,072 |
+1,942 |
$3,136 | | WCLD | 90,072 | +1,942 | $3,136 | | ALPHABET INC |
18,491 |
+297 |
$2,791 | | GOOGL | 18,491 | +297 | $2,791 | | ISHARES TR (IVV) |
5,106 |
-202 |
$2,684 | | IVV | 5,106 | -202 | $2,684 | | PALO ALTO NETWORKS INC |
9,404 |
-1,228 |
$2,672 | | PANW | 9,404 | -1,228 | $2,672 | | ISHARES TR (IVW) |
31,370 |
-1,887 |
$2,649 | | IVW | 31,370 | -1,887 | $2,649 | | INVESCO EXCH TRADED FD TR II (PGX) |
182,235 |
+46,784 |
$2,165 | | PGX | 182,235 | +46,784 | $2,165 | | ISHARES TR (IJJ) |
14,609 |
-47 |
$1,728 | | IJJ | 14,609 | -47 | $1,728 | | J P MORGAN EXCHANGE TRADED F (JAVA) |
28,653 |
-489 |
$1,716 | | JAVA | 28,653 | -489 | $1,716 | | INVESCO QQQ TR |
3,746 |
-205 |
$1,663 | | QQQ | 3,746 | -205 | $1,663 | | ELI LILLY & CO |
1,583 |
+581 |
$1,232 | | LLY | 1,583 | +581 | $1,232 | | PACER FDS TR |
24,250 |
+98 |
$1,192 | | CALF | 24,250 | +98 | $1,192 | | SHOPIFY INC |
15,335 |
+399 |
$1,183 | | SHOP | 15,335 | +399 | $1,183 | | UBER TECHNOLOGIES INC |
14,862 |
+730 |
$1,144 | | UBER | 14,862 | +730 | $1,144 | | DRAFTKINGS INC NEW |
24,540 |
+2,151 |
$1,114 | | DKNG | 24,540 | +2,151 | $1,114 | | ALPHABET INC |
7,050 |
-114 |
$1,073 | | GOOG | 7,050 | -114 | $1,073 | | ISHARES TR (SOXX) |
4,509 |
+2,991 |
$1,019 | | SOXX | 4,509 | +2,991 | $1,019 | | ISHARES TR (ICSH) |
20,112 |
+1,756 |
$1,017 | | ICSH | 20,112 | +1,756 | $1,017 | | DATADOG INC |
7,910 |
+123 |
$978 | | DDOG | 7,910 | +123 | $978 | | META PLATFORMS INC |
1,827 |
+477 |
$887 | | META | 1,827 | +477 | $887 | | ARGENX SE |
2,121 |
+13 |
$835 | | ARGX | 2,121 | +13 | $835 | | J P MORGAN EXCHANGE TRADED F (JPST) |
14,375 |
+432 |
$725 | | JPST | 14,375 | +432 | $725 | | SPDR S&P 500 ETF TR (SPY) |
1,272 |
-13 |
$665 | | SPY | 1,272 | -13 | $665 | | DIREXION SHS ETF TR (SOXL) |
14,040 |
-1,397 |
$653 | | SOXL | 14,040 | -1,397 | $653 | | PROSHARES TR (TQQQ) |
8,561 |
-1,178 |
$527 | | TQQQ | 8,561 | -1,178 | $527 | | VISA INC |
1,833 |
-45 |
$512 | | V | 1,833 | -45 | $512 | | VIRIDIAN THERAPEUTICS INC |
27,675 |
-116 |
$485 | | VRDN | 27,675 | -116 | $485 | | ISHARES TR (IWM) |
2,302 |
UNCH |
$484 | | IWM | 2,302 | UNCH | $484 | | CROWDSTRIKE HLDGS INC |
1,500 |
+1,500 |
$481 | | CRWD | 1,500 | +1,500 | $481 | | SELECT SECTOR SPDR TR (XLK) |
2,274 |
-186 |
$474 | | XLK | 2,274 | -186 | $474 | | ISHARES TR (IJK) |
4,579 |
-20 |
$418 | | IJK | 4,579 | -20 | $418 | | COSTCO WHSL CORP NEW |
550 |
UNCH |
$403 | | COST | 550 | UNCH | $403 | | ARM HOLDINGS PLC |
3,090 |
+3,090 |
$386 | | ARM | 3,090 | +3,090 | $386 | | ADOBE INC |
763 |
UNCH |
$385 | | ADBE | 763 | UNCH | $385 | | SNOWFLAKE INC |
2,082 |
-237 |
$336 | | SNOW | 2,082 | -237 | $336 | | ACCENTURE PLC IRELAND |
944 |
-47 |
$327 | | ACN | 944 | -47 | $327 | | REGENERON PHARMACEUTICALS |
321 |
-4 |
$309 | | REGN | 321 | -4 | $309 | | YUM BRANDS INC |
2,142 |
UNCH |
$297 | | YUM | 2,142 | UNCH | $297 |
See Full List: All Stocks Held By StoneCrest Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By StoneCrest Wealth Management Inc.
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