• 13F History

StoneCrest Wealth Management, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$157M
Signature - Title
Keith Mahan - Chief Compliance Officer
Location
Chandler, AZ
Summary
This page shows a list of all the recent 13F filings made by StoneCrest Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. StoneCrest Wealth Management, Inc. reported 66 stock holdings with total value $157M as of Q1 2025. Top holdings included QQQM, NVDA, SPLG, PVAL, and RDVY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 66 $157M +$22.9M -$7.88M +$15M QQQM, NVDA, SPLG, PVAL, RDVY 13F-HR 4/11/2025, 10:18 AM
Q4 2024 63 $153M +$16.3M -$4.08M +$12.2M QQQM, NVDA, SPLG, AMZN, PVAL 13F-HR 1/15/2025, 06:21 AM
Q3 2024 60 $137M +$20.8M -$15.4M +$5.44M QQQM, NVDA, SPLG, PVAL, MSFT 13F-HR 10/8/2024, 04:28 PM
Q2 2024 54 $131M +$36.1M -$19.9M +$16.2M QQQM, NVDA, COWZ, AMZN, MSFT 13F-HR 7/15/2024, 08:21 AM
Q1 2024 54 $116M +$4.63M -$4.83M -$197K QQQM, NVDA, SMH, QQEW, CIBR 13F-HR 4/22/2024, 10:46 AM
Q4 2023 50 $104M QQQM, QQEW, SMH, JEPQ, CIBR 13F-HR 1/22/2024, 09:28 AM