The Analysis of Stone Wealth Partners's Holdings & P&L


Currently, Stone Wealth Partners holds 63 types of securities in its portfolio with a total value $136.8M. In the most recent quarter, they have increased their positions in MGK (+49.5K shares, valued at $4.3M), SNDK (+708 shares, valued at $1.6M), INTC (+10.7K shares, valued at $1.5M); decreased their positions in WDC (-1.0K shares, valued at $670.0K), N/A (-3.1K shares, valued at $302.4K), N/A (-300 shares, valued at $224.6K); initiated new positions in SNDK (+708 shares, valued at $1.6M), INTC (+10.7K shares, valued at $1.5M), DELL (+2.4K shares, valued at $1.0M).


1M P&L
-2.2M-2.04%
3M P&L
+2.2M+2.11%
HY P&L
+7.1M+7.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A81.2M
72.4%
2Semiconductors7.1M
6.4%
3Computer Hardware4.9M
4.4%

Top Industries by Stock Count

1N/A31 stocks
59.6%
2Semiconductors4 stocks
7.7%
3Computer Hardware3 stocks
5.8%
Stock Holdings
SPYG
SPDR SERIES TRUST
-0.83%
Shares133.7K
Event2026-06-30
Filed2026-07-16
VOO
VANGUARD INDEX FDS
7.86%
Shares15.4K
Event2026-06-30
Filed2026-07-16
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-2.97%
Shares9.8K
Event2026-06-30
Filed2026-07-16
VTV
VANGUARD INDEX FDS
1.74%
Shares26.7K
Event2026-06-30
Filed2026-07-16
MINT
PIMCO ETF TR
8.85%
Shares55.8K
Event2026-06-30
Filed2026-07-16
ISHARES TR
ISHARES TR
-5.28%
Shares54.8K
Event2026-06-30
Filed2026-07-16
MGK
VANGUARD WORLD FD
420.59%
Shares61.2K
Event2026-06-30
Filed2026-07-16
IJT
ISHARES TR
2.58%
Shares26.9K
Event2026-06-30
Filed2026-07-16
IWP
ISHARES TR
5.15%
Shares27.4K
Event2026-06-30
Filed2026-07-16
VEA
VANGUARD TAX-MANAGED FDS
1.13%
Shares54.9K
Event2026-06-30
Filed2026-07-16
FTSM
FIRST TR EXCHANGE-TRADED FD
6.40%
Shares57.9K
Event2026-06-30
Filed2026-07-16
SPMO
INVESCO EXCH TRADED FD TR II
0.25%
Shares20.2K
Event2026-06-30
Filed2026-07-16
SDVY
FIRST TR EXCHANGE TRADED FD
0.49%
Shares72.5K
Event2026-06-30
Filed2026-07-16
MU
MICRON TECHNOLOGY INC
3.26%
Shares2.6K
Event2026-06-30
Filed2026-07-16
GOOG
ALPHABET INC
-0.36%
Shares8.0K
Event2026-06-30
Filed2026-07-16
AAPL
APPLE INC
-0.56%
Shares9.6K
Event2026-06-30
Filed2026-07-16
VANGUARD INDEX FDS
VANGUARD INDEX FDS
16.53%
Shares7.1K
Event2026-06-30
Filed2026-07-16
BRK.B
BERKSHIRE HATHAWAY INC DEL
-2.35%
Shares5.0K
Event2026-06-30
Filed2026-07-16
BIL
SPDR SERIES TRUST
17.14%
Shares26.0K
Event2026-06-30
Filed2026-07-16
WDC
WESTERN DIGITAL CORP
-22.79%
Shares3.6K
Event2026-06-30
Filed2026-07-16
CWS
ADVISORSHARES TR
-1.20%
Shares32.6K
Event2026-06-30
Filed2026-07-16
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
1.37%
Shares2.3K
Event2026-06-30
Filed2026-07-16
QQQ
INVESCO QQQ TR
29.10%
Shares2.9K
Event2026-06-30
Filed2026-07-16
AMZN
AMAZON COM INC
0.51%
Shares8.4K
Event2026-06-30
Filed2026-07-16
META PLATFORMS INC
META PLATFORMS INC
24.92%
Shares3.3K
Event2026-06-30
Filed2026-07-16
LRCX
LAM RESEARCH CORP
9.71%
Shares4.1K
Event2026-06-30
Filed2026-07-16
NVDA
NVIDIA CORPORATION
-1.32%
Shares8.2K
Event2026-06-30
Filed2026-07-16
SNDK
SANDISK CORP
New
Shares708
Event2026-06-30
Filed2026-07-16
WMT
WALMART INC
3.96%
Shares13.6K
Event2026-06-30
Filed2026-07-16
INTC
INTEL CORP
New
Shares10.7K
Event2026-06-30
Filed2026-07-16
GLW
CORNING INC
6.31%
Shares5.7K
Event2026-06-30
Filed2026-07-16
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
0.65%
Shares4.2K
Event2026-06-30
Filed2026-07-16
ISHARES TR
ISHARES TR
-0.77%
Shares1.7K
Event2026-06-30
Filed2026-07-16
DELL
DELL TECHNOLOGIES INC
New
Shares2.4K
Event2026-06-30
Filed2026-07-16
TSLA
TESLA INC
10.72%
Shares2.4K
Event2026-06-30
Filed2026-07-16
AMD
ADVANCED MICRO DEVICES INC
New
Shares1.8K
Event2026-06-30
Filed2026-07-16
MSFT
MICROSOFT CORP
2.80%
Shares2.7K
Event2026-06-30
Filed2026-07-16
BROADCOM INC
BROADCOM INC
3.05%
Shares2.6K
Event2026-06-30
Filed2026-07-16
OEF
ISHARES TR
0.47%
Shares2.5K
Event2026-06-30
Filed2026-07-16
IYK
ISHARES TR
-9.84%
Shares11.2K
Event2026-06-30
Filed2026-07-16
IVW
ISHARES TR
3.55%
Shares5.6K
Event2026-06-30
Filed2026-07-16
IWL
ISHARES TR
-4.21%
Shares4.1K
Event2026-06-30
Filed2026-07-16
GOOGL
ALPHABET INC
-1.80%
Shares2.1K
Event2026-06-30
Filed2026-07-16
ON SEMICONDUCTOR CORP
ON SEMICONDUCTOR CORP
New
Shares6.2K
Event2026-06-30
Filed2026-07-16
VISA INC
VISA INC
0.42%
Shares1.7K
Event2026-06-30
Filed2026-07-16
SCHD
SCHWAB STRATEGIC TR
-1.49%
Shares17.2K
Event2026-06-30
Filed2026-07-16
SGOV
ISHARES TR
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-16
VIG
VANGUARD SPECIALIZED FUNDS
0.48%
Shares2.1K
Event2026-06-30
Filed2026-07-16
XLV
SELECT SECTOR SPDR TR
-24.70%
Shares3.1K
Event2026-06-30
Filed2026-07-16
GLD
SPDR GOLD TR
7.53%
Shares1.3K
Event2026-06-30
Filed2026-07-16
SPTM
SPDR SERIES TRUST
0.00%
Shares5.4K
Event2026-06-30
Filed2026-07-16
VUG
VANGUARD INDEX FDS
468.57%
Shares5.0K
Event2026-06-30
Filed2026-07-16
NETFLIX INC.
NETFLIX INC.
39.15%
Shares5.8K
Event2026-06-30
Filed2026-07-16
JPST
J P MORGAN EXCHANGE TRADED F
New
Shares7.5K
Event2026-06-30
Filed2026-07-16
OAKM
HARRIS OAKMARK ETF TRUST
28.05%
Shares13.0K
Event2026-06-30
Filed2026-07-16
UBER
UBER TECHNOLOGIES INC
New
Shares4.7K
Event2026-06-30
Filed2026-07-16
CAT
CATERPILLAR INC
New
Shares290
Event2026-06-30
Filed2026-07-16
PAVE
GLOBAL X FDS
-0.02%
Shares5.2K
Event2026-06-30
Filed2026-07-16
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares291
Event2026-06-30
Filed2026-07-16
BND
VANGUARD BD INDEX FDS
23.34%
Shares3.6K
Event2026-06-30
Filed2026-07-16
IWV
ISHARES TR
0.00%
Shares596
Event2026-06-30
Filed2026-07-16
QTEC
FIRST TR EXCHANGE-TRADED FD
New
Shares641
Event2026-06-30
Filed2026-07-16
HSIC
SCHEIN HENRY INC
New
Shares2.4K
Event2026-06-30
Filed2026-07-16

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available