StoneCrest Wealth Management, Inc.

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Keith Mahan - Chief Compliance Officer
Location
Chandler, AZ
Holdings as of
31 Dec 2023
Value $
$104,330,401
Num holdings
50
Filing time
22 Jan 2024, 09:28:38 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included QQQM, QQEW, SMH, JEPQ, and CIBR.
Next filing
Q1 2024 - 22 Apr 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Keith Mahan Chief Compliance Officer Chandler, Arizona 22 Jan 2024