13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002008409
Total reported value
$313.0M
$313.0M
63 檔
14.7%
In Q4 2024, StoneCrest Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $313.0M, distributed across 63 disclosed stock positions.
In Q4 2024, StoneCrest Wealth Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 9.01% | -0.34% | +3.33% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.37% | -1.65% | -0.69% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.05% | -0.85% | +3.77% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.36% | -0.38% | +0.51% | |
| 5 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 4.24% | -0.80% | +6.45% | |
| 6 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.97% | +0.20% | +4.06% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.83% | +0.86% | +5.87% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | -0.44% | +1.38% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.65% | -0.08% | +4.05% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.36% | -0.56% | +1.93% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.23% | — | +4.25% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.74% | -0.25% | +3.05% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.74% | — | +2.75% | |
| 14 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.70% | -1.65% | EXIT | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.65% | -0.43% | +6.81% | |
| 16 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 2.63% | — | +6.02% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.55% | — | +5.81% | |
| 18 | PJBF | Pgim Jennison Better Future | ETF-Other | 2.48% | — | +8.27% | |
| 19 | WCLD | Wisdomtree Cloud Computing | ETF-Other | 2.28% | — | +139.18% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.12% | -0.18% | +4.81% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.90% | -0.05% | +419.66% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.74% | — | +102.65% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | -0.21% | -3.73% | |
| 24 | PGX | Invesco Preferred ETF | ETF-Other | 1.41% | — | +5.41% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.05% | -5.43% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.37% | -1.27% | EXIT | |
| 27 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.31% | -0.45% | +13.89% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.19% | -0.31% | +24.18% | |
| 29 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.97% | -0.14% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | -0.03% | -3.25% | |
| 31 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.90% | -0.32% | EXIT | |
| 32 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.75% | -0.47% | EXIT | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | -0.12% | — | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.56% | -0.06% | -1.91% | |
| 35 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.52% | — | +12.82% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.51% | +0.02% | -3.71% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.49% | -0.32% | EXIT | |
| 38 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.45% | — | +16.63% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | +0.10% | +0.06% | |
| 40 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.39% | +0.04% | -2.37% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.04% | -0.20% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.04% | +8.36% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | -0.26% | — | |
| 44 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.34% | — | -65.44% | |
| 45 | JMSI | JPM Sus Municipal Income | ETF-Other | 0.34% | — | -65.45% | |
| 46 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.34% | — | -65.52% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.91% | — | |
| 48 | VRDN | Viridian Therapeutics Inc | Stock-Other | 0.32% | — | -6.28% | |
| 49 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.31% | — | -25.05% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGV | Ishares Expanded Tech-softwa | +2.7% | NEW | New buy |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +1.5% | +419.66% | Add |
| 3 | WCLD | Wisdomtree Cloud Computing | +1.4% | +139.18% | Add |
| 4 | RDDT | Reddit Inc-cl A | +0.6% | +22.79% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | New buy |
| 6 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.3% | +0.51% | Add |
| 8 | SHOP | Shopify Inc - Class A | +0.2% | +7.70% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +2.81% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.05% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 12 | JPST | Jpmorgan Ultra-short Income | +0.1% | +24.18% | Add |
| 13 | DDOG | Datadog Inc - Class A | +0.1% | +12.82% | Add |
| 14 | ICSH | Ishares Ultra Short Duration | 0% | +13.89% | Add |
| 15 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 16 | JMHI | Jpmorgan High Yield Municpl | 0% | +16.63% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.06% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | +8.36% | Add |
| 19 | CIBR | First Trust Nasdaq Cybersecu | — | +4.06% | Add |
| 20 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 21 | ARGX | Argenx Se - Adr | — | -0.27% | Trim |
| 22 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +5.87% | Add |
| 23 | IVW | Ishares S&p 500 Growth ETF | 0% | +4.81% | Add |
| 24 | TQQQ | Proshares Ultrapro Qqq | 0% | -2.37% | Trim |
| 25 | ADBE | Adobe Inc | 0% | — | Unchanged |
| 26 | PANW | Palo Alto Networks Inc | -0.1% | +102.65% | Add |
| 27 | REGN | Regeneron Pharmaceuticals | -0.1% | -0.32% | Trim |
| 28 | XYLD | Global X S&p 500 Cove Call E | -0.1% | +6.02% | Add |
| 29 | NVDA | Nvidia CORP | -0.1% | -0.69% | Trim |
| 30 | SOXL | Direx Dail Semi Bu 3x Et-usd | -0.1% | -4.30% | Trim |
| 31 | SOXX | Ishares Semiconductor ETF | -0.1% | -3.71% | Trim |
| 32 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | +4.25% | Add |
| 33 | PJBF | Pgim Jennison Better Future | -0.1% | +8.27% | Add |
| 34 | VRDN | Viridian Therapeutics Inc | -0.1% | -6.28% | Trim |
| 35 | CURE | Direx Dly Hea Bul 3x Etf-usd | -0.2% | EXIT | Sold out |
| 36 | DKNG | Draftkings Inc-cl A | -0.2% | -25.05% | Trim |
| 37 | PGX | Invesco Preferred ETF | -0.2% | +5.41% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.2% | -3.73% | Trim |
| 39 | ARM | Arm Holdings Plc-adr | -0.2% | -33.19% | Trim |
| 40 | META | Meta Platforms Inc-class A | -0.2% | +1.93% | Add |
| 41 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | +5.81% | Add |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | +3.77% | Add |
| 43 | QQQM | Invesco Nasdaq 100 ETF | -0.3% | +3.33% | Add |
| 44 | PVAL | Putnam Focused Lrg Cap Value | -0.3% | +6.45% | Add |
| 45 | SMH | Vaneck Semiconductor ETF | -0.3% | +4.05% | Add |
| 46 | MSFT | Microsoft CORP | -0.5% | +1.38% | Add |
| 47 | LLY | Eli Lilly & Co | -0.5% | +6.81% | Add |
| 48 | MUNI | Pimco Intermediate Municipal | -0.8% | -65.52% | Trim |
| 49 | INMU | Ishares Intermediate Muni In | -0.8% | -65.44% | Trim |
| 50 | JMSI | JPM Sus Municipal Income | -0.8% | -65.45% | Trim |
According to official SEC Form 13F filings, StoneCrest Wealth Management, Inc. reported a total U.S. public equity portfolio value of $313.0M across 63 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQM, NVDA, SPYM) accounted for 14.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
IGV
市值: $4.1M
Top Position Liquidated / Trimmed
CURE
前期市值: $245.7K
During Q4 2024, StoneCrest Wealth Management, Inc.'s top holdings by market value included QQQM (9.0%)、NVDA (7.4%)、SPYM (5.0%). The largest single position, QQQM, represented 9.0% of total portfolio value.
In Q4 2024, StoneCrest Wealth Management, Inc. made 47 total portfolio adjustments, initiating 4 new buys, adding to 29 positions, trimming 13 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.