Sponsored

The Analysis of StoneCrest Wealth Management, Inc.'s Holdings & P&L

Currently, StoneCrest Wealth Management, Inc. holds 73 types of securities in its portfolio with a total value $236.4M. In the most recent quarter, they have increased their positions in MU (+9.9K shares, valued at $3.3M), ORCL (+15.1K shares, valued at $2.2M), RSPG (+7.2K shares, valued at $784.5K); decreased their positions in N/A (-14.7K shares, valued at $367.8K), NVDA (-1.5K shares, valued at $269.3K), IVW (-2.2K shares, valued at $245.7K); initiated new positions in MU (+9.9K shares, valued at $3.3M), RSPG (+7.2K shares, valued at $784.5K), XLE (+6.1K shares, valued at $371.5K).

1M P&L

+20.6M+8.25%

3M P&L

+31.1M+12.98%

HY P&L

+40.5M+17.62%

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/A161.0M

72.0%

2Semiconductors18.5M

8.3%

3Software - Infrastructure12.2M

5.5%

Top Industries by Stock Count

1N/A36 stocks

53.7%

2Semiconductors5 stocks

7.5%

3Software - Infrastructure5 stocks

7.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQM INVESCO EXCH TRADED FD TR II70.3K shares-0.52%2026-03-312026-04-08

NVDA NVIDIA CORPORATION78.3K shares-1.93%2026-03-312026-04-08

IDMO INVESCO EXCH TRADED FD TR II225.5K shares1.50%2026-03-312026-04-08

SPMO INVESCO EXCH TRADED FD TR II92.5K shares1.48%2026-03-312026-04-08

SPYM SPDR SERIES TRUST128.0K shares0.25%2026-03-312026-04-08

PVAL PUTNAM ETF TRUST204.9K shares0.71%2026-03-312026-04-08

BKDV BNY MELLON ETF TRUST II299.2K shares0.52%2026-03-312026-04-08

RDVY FIRST TR EXCHANGE TRADED FD118.1K shares1.22%2026-03-312026-04-08

Sponsored

SMH VANECK ETF TRUST19.7K shares-2.10%2026-03-312026-04-08

ALPHABET INC ALPHABET INC24.7K shares-0.53%2026-03-312026-04-08

AMZN AMAZON COM INC30.1K shares-0.27%2026-03-312026-04-08

SHLD GLOBAL X FDS84.3K shares2.20%2026-03-312026-04-08

LLY ELI LILLY & CO6.4K shares-3.30%2026-03-312026-04-08

FWD AB ACTIVE ETFS INC53.7K shares2.93%2026-03-312026-04-08

NLR VANECK ETF TRUST43.1K shares1.92%2026-03-312026-04-08

META META PLATFORMS INC9.0K shares-0.79%2026-03-312026-04-08

Sponsored

BAI BLACKROCK ETF TRUST155.0K shares2.66%2026-03-312026-04-08

MSFT MICROSOFT CORP13.8K shares1.54%2026-03-312026-04-08

QQQI NEOS ETF TRUST101.3K shares-4.27%2026-03-312026-04-08

CIBR FIRST TR EXCHANGE-TRADED FD79.0K shares1.47%2026-03-312026-04-08

SPYI NEOS ETF TRUST92.9K shares0.46%2026-03-312026-04-08

RDVI FIRST TR EXCHANGE-TRADED FD179.3K shares0.27%2026-03-312026-04-08

JSI JANUS DETROIT STR TR82.2K shares0.11%2026-03-312026-04-08

CGMM CAPITAL GROUP EQUITY ETF TR139.7K shares1.85%2026-03-312026-04-08

Sponsored

PYLD PIMCO ETF TR152.8K shares1.17%2026-03-312026-04-08

IGV ISHARES TR48.6K shares2.94%2026-03-312026-04-08

SRRK SCHOLAR ROCK HLDG CORP70.9K shares20.19%2026-03-312026-04-08

IVW ISHARES TR30.5K shares-6.64%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC9.9K sharesnew addition2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC7.7K shares-0.96%2026-03-312026-04-08

ICSH ISHARES TR53.3K shares-3.70%2026-03-312026-04-08

ORCL ORACLE CORP18.0K shares526.44%2026-03-312026-04-08

Sponsored

VRT VERTIV HOLDINGS CO9.5K shares-4.09%2026-03-312026-04-08

IVV ISHARES TR3.5K shares-2.48%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F44.5K shares-3.58%2026-03-312026-04-08

FPEI FIRST TR EXCH TRADED FD III105.6K shares-0.29%2026-03-312026-04-08

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR72.0K shares-16.92%2026-03-312026-04-08

BE BLOOM ENERGY CORP10.1K shares46.03%2026-03-312026-04-08

SMMU PIMCO ETF TR26.7K shares0.00%2026-03-312026-04-08

NBIS NEBIUS GROUP N.V.12.0K shares6.74%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC4.3K shares-12.66%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR2.0K shares-6.03%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC7.7K shares1.76%2026-03-312026-04-08

SHOP SHOPIFY INC9.3K shares-2.99%2026-03-312026-04-08

BROADCOM INC BROADCOM INC3.5K shares-3.30%2026-03-312026-04-08

IJJ ISHARES TR6.2K shares-2.33%2026-03-312026-04-08

SOXX ISHARES TR2.5K shares-2.29%2026-03-312026-04-08

RSPG INVESCO EXCHANGE TRADED FD T7.2K sharesnew addition2026-03-312026-04-08

Sponsored

ALAB ASTERA LABS INC7.2K shares-5.88%2026-03-312026-04-08

RDDT REDDIT INC5.6K shares-19.63%2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC10.5K shares-3.39%2026-03-312026-04-08

AAPL APPLE INC2.8K shares-13.30%2026-03-312026-04-08

MINT PIMCO ETF TR5.8K shares0.51%2026-03-312026-04-08

ARGX ARGENX SE730 shares0.00%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T816 shares-8.62%2026-03-312026-04-08

OKLO OKLO INC10.6K shares-3.25%2026-03-312026-04-08

Sponsored

TQQQ PROSHARES TR12.6K shares-5.53%2026-03-312026-04-08

JAAA JANUS DETROIT STR TR10.0K shares24.76%2026-03-312026-04-08

SOXL DIREXION SHARES ETF TRUST9.4K shares-8.80%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares7.74%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR6.1K sharesnew addition2026-03-312026-04-08

RBRK RUBRIK INC.7.6K shares26.18%2026-03-312026-04-08

VUG VANGUARD INDEX FDS799 shares-26.49%2026-03-312026-04-08

LITE LUMENTUM HLDGS INC450 sharesnew addition2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION317 shares-38.92%2026-03-312026-04-08

COHERENT CORP COHERENT CORP1.2K sharesnew addition2026-03-312026-04-08

V VISA INC922 shares-28.97%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC1.3K shares-20.33%2026-03-312026-04-08

APP APPLOVIN CORP668 shares5.36%2026-03-312026-04-08

WMT WALMART INC2.1K shares-9.61%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO861 shares-12.59%2026-03-312026-04-08

NIO NIO INC11.2K sharesnew addition2026-03-312026-04-08

Sponsored

GERN GERON CORP25.0K shares0.00%2026-03-312026-04-08

QQQM

INVESCO EXCH TRADED FD TR II

-0.52%

Shares70.3K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-1.93%

Shares78.3K

Event2026-03-31

Filed2026-04-08

IDMO

INVESCO EXCH TRADED FD TR II

1.50%

Shares225.5K

Event2026-03-31

Filed2026-04-08

SPMO

INVESCO EXCH TRADED FD TR II

1.48%

Shares92.5K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

0.25%

Shares128.0K

Event2026-03-31

Filed2026-04-08

PVAL

PUTNAM ETF TRUST

0.71%

Shares204.9K

Event2026-03-31

Filed2026-04-08

BKDV

BNY MELLON ETF TRUST II

0.52%

Shares299.2K

Event2026-03-31

Filed2026-04-08

RDVY

FIRST TR EXCHANGE TRADED FD

1.22%

Shares118.1K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

-2.10%

Shares19.7K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-0.53%

Shares24.7K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-0.27%

Shares30.1K

Event2026-03-31

Filed2026-04-08

SHLD

GLOBAL X FDS

2.20%

Shares84.3K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

-3.30%

Shares6.4K

Event2026-03-31

Filed2026-04-08

FWD

AB ACTIVE ETFS INC

2.93%

Shares53.7K

Event2026-03-31

Filed2026-04-08

NLR

VANECK ETF TRUST

1.92%

Shares43.1K

Event2026-03-31

Filed2026-04-08