Stonecrest Wealth Management, Inc. Top Holdings and 13F Report (2025) About Stonecrest Wealth Management, Inc.Investment ActivityStonecrest Wealth Management, Inc. has $153.18 million in total holdings as of December 31, 2024.Stonecrest Wealth Management, Inc. owns shares of 63 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 10.63% of the portfolio was purchased this quarter.About 2.66% of the portfolio was sold this quarter.This quarter, Stonecrest Wealth Management, Inc. has purchased 60 new stocks and bought additional shares in 31 stocks.Stonecrest Wealth Management, Inc. sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco NASDAQ 100 ETF $13,804,889NVIDIA $11,292,043SPDR Portfolio S&P 500 ETF $7,736,791Amazon.com $6,677,354Putnam Focused Large Cap Value ETF $6,489,838 Largest New Holdings this Quarter iShares Expanded Tech-Software Sector ETF $4,137,859 HoldingPALANTIR TECHNOLOGIES INC $545,141 HoldingBroadcom $504,716 HoldingTesla $218,074 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 41,329 shares (about $4.14M)Janus Henderson AAA CLO ETF 46,372 shares (about $2.35M)WisdomTree Cloud Computing Fund 54,198 shares (about $2.03M)Palo Alto Networks 7,399 shares (about $1.35M)PALANTIR TECHNOLOGIES INC 7,208 shares (about $545.14K) Largest Sales this Quarter iShares Intermediate Muni Income Active ETF 42,231 shares (about $996.65K)J P MORGAN EXCHANGE TRADED F 19,874 shares (about $995.09K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 19,228 shares (about $994.67K)ARM HOLDINGS PLC 1,535 shares (about $189.36K)DraftKings 4,279 shares (about $159.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStonecrest Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQMInvesco NASDAQ 100 ETF$13,804,889$445,523 ▲3.3%65,5979.0%ETFNVDANVIDIA$11,292,043$78,157 ▼-0.7%84,0877.4%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$7,736,791$280,999 ▲3.8%112,2255.1%ETFAMZNAmazon.com$6,677,354$34,005 ▲0.5%30,4364.4%Retail/WholesalePVALPutnam Focused Large Cap Value ETF$6,489,838$393,509 ▲6.5%174,8344.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$6,076,353$237,176 ▲4.1%95,7664.0%ManufacturingSPMOInvesco S&P 500 Momentum ETF$5,862,592$324,839 ▲5.9%61,7053.8%ETFMSFTMicrosoft$5,654,001$76,713 ▲1.4%13,4143.7%Computer and TechnologySMHVanEck Semiconductor ETF$5,584,198$217,469 ▲4.1%23,0593.6%ManufacturingMETAMeta Platforms$5,144,291$97,195 ▲1.9%8,7863.4%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,948,754$201,840 ▲4.3%87,7753.2%ETFGOOGLAlphabet$4,195,834$124,181 ▲3.0%22,1652.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$4,194,656$112,147 ▲2.7%23,9382.7%ETFIGViShares Expanded Tech-Software Sector ETF$4,137,859$4,137,859 ▲New Holding41,3292.7%ETFLLYEli Lilly and Company$4,066,896$259,392 ▲6.8%5,2682.7%MedicalXYLDGlobal X S&P 500 Covered Call ETF$4,023,112$228,523 ▲6.0%96,0172.6%ETFJEPIJPMorgan Equity Premium Income ETF$3,913,133$214,702 ▲5.8%68,0192.6%ETFPGIM ETF TR$3,800,868$290,270 ▲8.3%63,2062.5%JENNISON BTR FUTWCLDWisdomTree Cloud Computing Fund$3,494,575$2,033,509 ▲139.2%93,1392.3%ManufacturingIVWiShares S&P 500 Growth ETF$3,246,219$148,945 ▲4.8%31,9732.1%ETFJAAAJanus Henderson AAA CLO ETF$2,911,870$2,351,524 ▲419.7%57,4221.9%ETFPANWPalo Alto Networks$2,657,890$1,346,322 ▲102.6%14,6071.7%Computer and TechnologyIVViShares Core S&P 500 ETF$2,458,328$95,366 ▼-3.7%4,1761.6%ETFPGXInvesco Preferred ETF$2,160,226$110,826 ▲5.4%187,3571.4%ETFAAPLApple$2,118,052$121,704 ▼-5.4%8,4581.4%Computer and TechnologyCRWDCrowdStrike$2,099,494$57,483 ▲2.8%6,1361.4%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$2,007,820$244,939 ▲13.9%39,8141.3%ETFJPSTJPMorgan Ultra-Short Income ETF$1,817,350$353,900 ▲24.2%36,0801.2%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,481,2950.0%29,7211.0%ETFQQQInvesco QQQ$1,399,237$47,033 ▼-3.3%2,7370.9%FinanceREDDIT INC$1,373,877$254,966 ▲22.8%8,4060.9%CL ASHOPShopify$1,151,022$82,299 ▲7.7%10,8250.8%Computer and TechnologyGOOGAlphabet$1,067,7970.0%5,6070.7%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$865,223$16,870 ▼-1.9%6,9240.6%ETFDDOGDatadog$789,467$89,735 ▲12.8%5,5250.5%Computer and TechnologySOXXiShares Semiconductor ETF$783,737$30,169 ▼-3.7%3,6370.5%ETFUBERUber Technologies$754,000$124,018 ▲19.7%12,5000.5%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$690,374$98,431 ▲16.6%13,7470.5%HIGH YIELD MUNITSMTaiwan Semiconductor Manufacturing$639,670$395 ▲0.1%3,2390.4%Computer and TechnologyTQQQProShares UltraPro QQQ$597,511$14,481 ▼-2.4%7,5510.4%ETFSPYSPDR S&P 500 ETF Trust$580,805$1,172 ▼-0.2%9910.4%FinanceCOSTCostco Wholesale$546,097$42,148 ▲8.4%5960.4%Retail/WholesalePALANTIR TECHNOLOGIES INC$545,141$545,141 ▲New Holding7,2080.4%CL AINMUiShares Intermediate Muni Income Active ETF$526,280$996,652 ▼-65.4%22,3000.3%ETFJ P MORGAN EXCHANGE TRADED F$525,385$995,092 ▼-65.4%10,4930.3%SUSTAINABLE MUNIMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$523,508$994,665 ▼-65.5%10,1200.3%ETFAVGOBroadcom$504,716$504,716 ▲New Holding2,1770.3%Computer and TechnologyVRDNViridian Therapeutics$495,717$33,241 ▼-6.3%25,8590.3%MedicalDKNGDraftKings$476,383$159,179 ▼-25.0%12,8060.3%Consumer DiscretionaryIWMiShares Russell 2000 ETF$453,6310.0%2,0530.3%FinanceARGXargenx$449,565$1,230 ▼-0.3%7310.3%MedicalVVisa$434,8710.0%1,3760.3%Business ServicesVUGVanguard Growth ETF$414,9550.0%1,0110.3%ETFARM HOLDINGS PLC$381,182$189,357 ▼-33.2%3,0900.2%SPONSORED ADSSOXLDirexion Daily Semiconductors Bull 3x Shares$334,220$15,021 ▼-4.3%12,2380.2%ETFXLKTechnology Select Sector SPDR Fund$260,887$26,042 ▼-9.1%1,1220.2%ETFWMTWalmart$244,939$15,631 ▼-6.0%2,7110.2%Retail/WholesaleJPMJPMorgan Chase & Co.$239,7100.0%1,0000.2%FinanceREGNRegeneron Pharmaceuticals$224,384$712 ▼-0.3%3150.1%MedicalADBEAdobe$222,3400.0%5000.1%Computer and TechnologyTSLATesla$218,074$218,074 ▲New Holding5400.1%Auto/Tires/TrucksACNAccenture$211,0740.0%6000.1%Computer and TechnologyYUMYum! Brands$201,2400.0%1,5000.1%Retail/WholesaleCUREDirexion Daily Healthcare Bull 3x Shares$0$245,717 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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