SP

Stone Point Wealth LLC

13F
Stone Point Wealth LLC
Last update 2024-10-31 141 Stocks (4 new)
Value $310.00 Mil Turnover 8 %
Countries:
Top Holdings: MSFT(8.60%)VTV(5.28%)SPYV(3.50%)VCSH(2.92%)VCIT(2.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
Stone Point Wealth LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
61,956
26659.490
-0.16%
8.600
-0.02%
0.000
+4.32%
+10.02%
3059156.044
Software
VTV 		Vanguard Value ETF
93,808
16376.130
+2.75%
5.280
+0.14%
0.010
+8.51%
+16.10%
122992.043
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
205,299
10852.110
+1.60%
3.500
+0.06%
0.040
+7.87%
+12.93%
24542.344
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
113,850
9041.970
+11.86%
2.920
+0.31%
0.030
-0.17%
+1.14%
34292.030
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
97,677
8180.450
+19.62%
2.640
+0.43%
0.020
-0.94%
+0.11%
48973.152
 
JPM 		JPMorgan Chase & Co
32,189
6787.440
-2.99%
2.190
-0.07%
0.000
+14.34%
+33.32%
623569.750
Banks
GOOG 		Alphabet Inc
40,454
6763.500
-1.01%
2.180
-0.03%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
VBR 		Vanguard Small Cap Value ETF
33,053
6636.400
-0.66%
2.140
-0.01%
0.020
+10.76%
+12.48%
30560.084
 
BSV 		Vanguard Short-Term Bond ETF
76,731
6037.960
+15.50%
1.950
+0.26%
0.020
-0.81%
+0.55%
33159.948
 
AVUV 		Avantis U.S. Small Cap Value ETF
62,467
5993.710
New Holding
1.930
+1.93%
0.040
+9.16%
+8.04%
13747.734
 

Stone Point Wealth LLC's Historical Top Holdings Breakdowns

Stone Point Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVUV 		Avantis U.S. Small Cap Value ETF2024-09-30New Buy
+1.93%
●
88.24 ($93.47) 99.7
$97.02
3.80%
New holding
62,467
62,467
AVDV 		Avantis International Small Cap Value ETF2024-09-30New Buy
+1.32%
●
62.52 ($67.28) 71.12
$67.65
0.55%
New holding
58,039
58,039
AVEM 		Avantis Emerging Markets Equity ETF2024-09-30New Buy
+0.65%
●
57.2 ($61.22) 65.56
$63.67
4.00%
New holding
31,082
31,082
LLAP 		Terran Orbital Corp2024-09-30Reduce
-0.46%
●
0.24 ($0.51) 0.92
$0.25
-50.98%
Reduce -27.19%
4,172,504
-1,558,400
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-09-30Add
+0.43%
●
79.29 ($82.23) 84.02
$81.37
-1.05%
Add 19.62%
97,677
16,023
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Add
+0.31%
●
76.94 ($78.48) 79.54
$78.25
-0.29%
Add 11.86%
113,850
12,067
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+0.26%
●
76.38 ($77.89) 78.87
$77.44
-0.58%
Add 15.5%
76,731
10,298
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.25%
●
20.37 ($21.79) 22.62
$22.80
4.64%
Add 195.58%
52,152
11,503
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-09-30Add
+0.21%
●
31.05 ($33.03) 34.29
$34.54
4.57%
Add 17.96%
124,017
18,881
MDY 		S&P MidCap 400 ETF2024-09-30Add
+0.21%
●
523.84 ($550.93) 572.06
$576.69
4.68%
Add 41.03%
3,891
1,132

Stone Point Wealth LLC Total Holding History ($B)

To

Stone Point Wealth LLC's Asset Allocation

To

Stone Point Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stone Point Wealth LLC's Hypothetical Growth since 2024-09-30

Stone Point Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stone Point Wealth LLC's Holdings Heat Map

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Stone Point Wealth LLC's Holdings Bubble Chart

Stone Point Wealth LLC News

  • 1

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