HoldingsChannel.com
Stone Point Wealth LLC Top Holdings
As of  09/30/2022, below is a summary of the Stone Point Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Stone Point Wealth LLC. In the Stone Point Wealth LLC-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 Stone Point Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Stone Point Wealth LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
MICROSOFT CORP 62,688 -115 $14,600
     MSFT62,688-115$14,600
VANGUARD INDEX FDS (VTV) 54,679 +5,354 $6,752
     VTV54,679+5,354$6,752
PEPSICO INC 28,712 +500 $4,688
     PEP28,712+500$4,688
ALPHABET INC 46,352 +44,111 $4,457
     GOOG46,352+44,111$4,457
SPDR SER TR (SPYV) 117,759 +11,025 $4,061
     SPYV117,759+11,025$4,061
JPMORGAN CHASE & CO 36,456 +2,450 $3,809
     JPM36,456+2,450$3,809
STRYKER CORPORATION 15,661 +450 $3,172
     SYK15,661+450$3,172
APPLE INC 22,951 +669 $3,171
     AAPL22,951+669$3,171
VANGUARD MALVERN FDS (VTIP) 65,883 -6,185 $3,170
     VTIP65,883-6,185$3,170
LOWES COS INC 16,627 +685 $3,123
     LOW16,627+685$3,123
AGILENT TECHNOLOGIES INC 25,361 +329 $3,082
     A25,361+329$3,082
QUALCOMM INC 25,848 +45 $2,920
     QCOM25,848+45$2,920
NIKE INC 33,568 +895 $2,790
     NKE33,568+895$2,790
ISHARES TR (STIP) 28,051 -3,690 $2,697
     STIP28,051-3,690$2,697
AMERICAN EXPRESS CO 19,906 +882 $2,685
     AXP19,906+882$2,685
VANGUARD INDEX FDS (VBR) 17,902 +3,489 $2,567
     VBR17,902+3,489$2,567
NEXTERA ENERGY INC 29,984 +1,147 $2,351
     NEE29,984+1,147$2,351
ISHARES TR (IJR) 26,098 +2,304 $2,275
     IJR26,098+2,304$2,275
VANGUARD BD INDEX FDS (BSV) 29,890 -2,466 $2,236
     BSV29,890-2,466$2,236
MEDTRONIC PLC 27,237 +1,505 $2,200
     MDT27,237+1,505$2,200
HOME DEPOT INC 7,882 -87 $2,175
     HD7,882-87$2,175
DISNEY WALT CO 22,988 +815 $2,169
     DIS22,988+815$2,169
VANGUARD INDEX FDS (VTI) 12,005 +641 $2,155
     VTI12,005+641$2,155
VANGUARD SCOTTSDALE FDS (VCSH) 28,864 +2,560 $2,145
     VCSH28,864+2,560$2,145
LINDE PLC 7,819 +255 $2,108
     LIN7,819+255$2,108
UNITED PARCEL SERVICE INC 12,941 +305 $2,090
     UPS12,941+305$2,090
AMPHENOL CORP NEW 30,962 +915 $2,073
     APH30,962+915$2,073
AMERICAN CENTY ETF TR (AVUV) 30,589 +9,266 $2,023
     AVUV30,589+9,266$2,023
ECOLAB INC 12,338 +15 $1,781
     ECL12,338+15$1,781
ISHARES TR (IVV) 4,857 +106 $1,742
     IVV4,857+106$1,742
VANGUARD INDEX FDS (VUG) 7,985 +210 $1,709
     VUG7,985+210$1,709
DIMENSIONAL ETF TRUST (DFIV) 65,612 +6,103 $1,690
     DFIV65,612+6,103$1,690
VANGUARD BD INDEX FDS (BND) 23,361 +4,240 $1,667
     BND23,361+4,240$1,667
MERCK & CO INC 19,213 +614 $1,655
     MRK19,213+614$1,655
AMERICAN CENTY ETF TR (AVDV) 34,509 +4,639 $1,640
     AVDV34,509+4,639$1,640
VANGUARD TAX MANAGED FDS (VEA) 44,025 -3,505 $1,601
     VEA44,025-3,505$1,601
ISHARES TR (TIP) 15,107 +3,190 $1,585
     TIP15,107+3,190$1,585
ISHARES TR (IGV) 6,229 -24 $1,558
     IGV6,229-24$1,558
TAIWAN SEMICONDUCTOR MFG LTD 21,919 +1,490 $1,503
     TSM21,919+1,490$1,503
J P MORGAN EXCHANGE TRADED F (JPST) 29,542 -2,035 $1,482
     JPST29,542-2,035$1,482
CUMMINS INC 7,186 +517 $1,463
     CMI7,186+517$1,463
GILEAD SCIENCES INC 23,235 +1,475 $1,434
     GILD23,235+1,475$1,434
VANGUARD INDEX FDS (VV) 8,306 UNCH $1,359
     VV8,306UNCH$1,359
DIMENSIONAL ETF TRUST (DFUV) 45,703 UNCH $1,353
     DFUV45,703UNCH$1,353
AMPLIFY ETF TR (DIVO) 40,510 -6,790 $1,297
     DIVO40,510-6,790$1,297
VISA INC 7,180 +315 $1,276
     V7,180+315$1,276
SPDR SER TR (SPLG) 30,296 UNCH $1,272
     SPLG30,296UNCH$1,272
SPDR SER TR (SPYG) 25,338 +885 $1,270
     SPYG25,338+885$1,270
NUTRIEN LTD 14,955 -665 $1,247
     NTR14,955-665$1,247
CATERPILLAR INC 7,580 +170 $1,243
     CAT7,580+170$1,243

See Full List: All Stocks Held By Stone Point Wealth LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Stone Point Wealth LLC

Size ($ in 1000's)
At 09/30/2022: $162,698
At 06/30/2022: $167,546

Stone Point Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stone Point Wealth LLC 13F filings. Link to 13F filings: SEC filings

Stone Point Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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