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CIK: 0002008409
Total reported value
$313.0M
$313.0M
54 檔
12.2%
As reported in its official Q1 2024 Form 13F filing, StoneCrest Wealth Management, Inc.'s tracked investment portfolio stood at $313.0M with 54 total positions.
During Q1 2024, StoneCrest Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 10.22% | -0.34% | +0.72% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.37% | -1.65% | -18.43% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-Other | 5.71% | -0.08% | -8.20% | |
| 4 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 5.65% | — | -3.53% | |
| 5 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 5.07% | +0.20% | +2.06% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 4.81% | — | -8.32% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.68% | -0.85% | +0.99% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.11% | -0.44% | -1.78% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.06% | -0.38% | -4.28% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.78% | — | +0.96% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.42% | — | +7.39% | |
| 12 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 3.24% | — | +10.69% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.76% | -0.05% | -13.65% | |
| 14 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 2.71% | — | +2.20% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | -0.25% | +1.63% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | -0.21% | -3.81% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.31% | — | -11.55% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.29% | -0.18% | -5.67% | |
| 19 | PGX | Invesco Preferred ETF | ETF-Other | 1.87% | — | +34.54% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.49% | -0.06% | -0.32% | |
| 21 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.48% | — | -1.68% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.44% | -0.03% | -5.19% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | -0.43% | +57.98% | |
| 24 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.03% | — | +0.41% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.02% | -0.47% | EXIT | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.99% | -0.32% | EXIT | |
| 27 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.96% | — | +9.61% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | -0.12% | -1.59% | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.88% | +0.02% | +197.04% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.88% | -0.45% | +9.57% | |
| 31 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.85% | — | +1.58% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.56% | +35.33% | |
| 33 | ARGX | Argenx Se - Adr | Stock-Healthcare | 0.72% | -0.01% | +0.62% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.63% | -0.31% | +3.10% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.04% | -1.01% | |
| 36 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 0.56% | +0.16% | -9.05% | |
| 37 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.46% | +0.04% | -12.10% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.02% | -2.40% | |
| 39 | VRDN | Viridian Therapeutics Inc | Stock-Other | 0.42% | — | -0.42% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | — | — | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.42% | -1.27% | EXIT | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | +0.08% | NEW | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.36% | — | -0.43% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.04% | — | |
| 45 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.33% | — | — | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.33% | — | — | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.29% | — | -10.22% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.28% | — | -4.74% | |
| 49 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.27% | — | -1.23% | |
| 50 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.26% | — | — |
According to official SEC Form 13F filings, StoneCrest Wealth Management, Inc. reported a total U.S. public equity portfolio value of $313.0M across 54 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQM, NVDA, SMH) accounted for 12.2% of total reported equity market value during Q1 2024.
During Q1 2024, StoneCrest Wealth Management, Inc.'s top holdings by market value included QQQM (10.2%)、NVDA (6.4%)、SMH (5.7%). The largest single position, QQQM, represented 10.2% of total portfolio value.
In Q1 2024, StoneCrest Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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