Stony Point Wealth Management Inc.
CIK 1731359 · Holdings on Jun 30, 2024 · First reported Jul 12, 2024
Top ten holdings
Q2 2024- RSP8.24%
- MSFT5.65%
- JAAA5.26%
- GOOGL5.13%
- QQQ4.08%
- MKL3.91%
- CALF3.76%
- IBDX3.75%
- AMK3.70%
- JPM3.61%
Share classes counted separately47.09%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JAAAWeight increased · +2.22 pp3.04% → 5.26%Shares +100.26K (+72.67%)
- RSPWeight increased · +1.05 pp7.19% → 8.24%Shares +18.00K (+18.42%)
- VMCWeight decreased · -0.71 pp4.09% → 3.38%Shares -3.11K (-9.01%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $19.01M | 8.24% | 115.69K shares | 7.19% → 8.24%+1.05 pp +18.00K (+18.42%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $13.02M | 5.65% | 29.13K shares | 5.20% → 5.65%+0.45 pp +724 (+2.55%) | Added | ↗▾ |
| 03 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $12.12M | 5.26% | 238.22K shares | 3.04% → 5.26%+2.22 pp +100.26K (+72.67%) | Added | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $11.83M | 5.13% | 64.94K shares | 4.43% → 5.13%+0.70 pp -2.50K (-3.70%) | Reduced | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $9.41M | 4.08% | 19.64K shares | 3.86% → 4.08%+0.22 pp -350 (-1.75%) | Reduced | ↗▾ |
| 06 | MKLMARKEL GROUP INC View history and evidence | $9.01M | 3.91% | 5.72K shares | 3.62% → 3.91%+0.29 pp +254 (+4.65%) | Added | ↗▾ |
| 07 | CALFPCR US SM CP CSH CWS ETF-USDPACER US SMALL View history and evidence | $8.66M | 3.76% | 198.79K shares | 3.79% → 3.76%-0.03 pp +21.47K (+12.11%) | Added | ↗▾ |
| 08 | IBDXISHARES IBONDS DEC 2032 TCIBONDS DEC 2032 View history and evidence | $8.65M | 3.75% | 352.12K shares | 3.59% → 3.75%+0.16 pp +18.88K (+5.66%) | Added | ↗▾ |
| 09 | AMKASSETMARK FINANCIAL HOLDINGS View history and evidence | $8.53M | 3.70% | 246.86K shares | 3.80% → 3.70%-0.10 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $8.33M | 3.61% | 41.17K shares | 4.00% → 3.61%-0.39 pp -4.71K (-10.27%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ZTS ZOETIS INC | Non-derivative | -22,470 | -$3.80M | SEC filing ↗ | SEC filing ↗ |
| BMY BRISTOL-MYERS SQUIBB CO | Non-derivative | -4,165 | -$225.84K | SEC filing ↗ | SEC filing ↗ |
| WTRG ESSENTIAL UTILITIES INC | Non-derivative | -5,533 | -$205.00K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1731359 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 12, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 230512008
}Research all 80 reported holdings.
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