Stone Point Wealth LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$310M
Signature - Title
Alan J. Whitby - CCO
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Stone Point Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stone Point Wealth LLC reported 141 stock holdings with total value $310M as of Q3 2024. Top holdings included MSFT, VTV, SPYV, VCSH, and VCIT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 141 $310M +$23.6M -$3.06M +$20.6M MSFT, VTV, SPYV, VCSH, VCIT 13F-HR 10/31/2024, 01:27 PM
Q2 2024 137 $279M +$9.02M -$15.2M -$6.16M MSFT, VTV, SPYV, VCSH, GOOG 13F-HR 7/30/2024, 10:24 AM
Q1 2024 140 $288M +$20.2M -$10.7M +$9.54M MSFT, VTV, SPYV, LLAP, VCSH 13F-HR 5/1/2024, 04:54 PM
Q4 2023 139 $261M +$11.7M -$9.48M +$2.26M MSFT, VTV, SPYV, LLAP, GOOG 13F-HR 1/26/2024, 12:48 PM
Q3 2023 138 $233M +$10.8M -$4.6M +$6.19M MSFT, VTV, SPYV, GOOG, JPM 13F-HR 10/25/2023, 04:45 PM
Q2 2023 137 $241M +$13.7M -$4.32M +$9.37M MSFT, VTV, LLAP, SPYV, GOOG 13F-HR 7/25/2023, 12:08 PM
Q1 2023 133 $225M +$17.3M -$8.09M +$9.2M MSFT, LLAP, VTV, SPYV, PEP 13F-HR 4/20/2023, 03:12 PM
Q4 2022 130 $204M +$31.8M -$4.83M +$27M MSFT, LLAP, VTV, SPYV, PEP 13F-HR 1/20/2023, 02:07 PM
Q3 2022 123 $163M +$13.2M -$3.62M +$9.54M MSFT, VTV, PEP, GOOG, SPYV 13F-HR 11/3/2022, 01:06 PM
Q2 2022 129 $168M +$20.4M -$5.31M +$15.1M MSFT, VTV, GOOG, PEP, SPYV 13F-HR 7/19/2022, 02:28 PM
Q1 2022 129 $178M +$64.8M -$2.5M +$62.3M MSFT, GOOG, JPM, PEP, VTV 13F-HR 4/28/2022, 07:15 PM
Q4 2021 103 $123M $0 $0 GOOG, VTV, NKE, JPM, SPYV 13F-HR 2/10/2022, 03:47 PM