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

Currently, StoneCrest Wealth Management, Inc. holds 71 types of securities in its portfolio with a total value $247.8M. In the most recent quarter, they have increased their positions in RDVI (+178.8K shares, valued at $4.7M), N/A (+86.6K shares, valued at $2.3M), FPEI (+105.9K shares, valued at $2.1M); decreased their positions in PLTR (-1.7K shares, valued at $307.3K), OKLO (-4.1K shares, valued at $292.1K), UBER (-1.6K shares, valued at $128.4K); initiated new positions in RDVI (+178.8K shares, valued at $4.7M), N/A (+86.6K shares, valued at $2.3M), FPEI (+105.9K shares, valued at $2.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQM INVESCO EXCH TRADED FD TR II70.7K shares4.92%2025-12-312026-01-16

NVDA NVIDIA CORPORATION79.8K shares-0.76%2025-12-312026-01-16

IDMO INVESCO EXCH TRADED FD TR II222.2K shares7.88%2025-12-312026-01-16

SPMO INVESCO EXCH TRADED FD TR II91.2K shares7.64%2025-12-312026-01-16

SPYM SPDR SERIES TRUST127.6K shares7.12%2025-12-312026-01-16

PVAL PUTNAM ETF TRUST203.5K shares9.53%2025-12-312026-01-16

BKDV BNY MELLON ETF TRUST II297.7K shares8.80%2025-12-312026-01-16

RDVY FIRST TR EXCHANGE TRADED FD116.7K shares9.74%2025-12-312026-01-16

Sponsored

ALPHABET INC ALPHABET INC24.8K shares2.50%2025-12-312026-01-16

SMH VANECK ETF TRUST20.1K shares5.81%2025-12-312026-01-16

LLY ELI LILLY & CO6.6K shares4.61%2025-12-312026-01-16

AMZN AMAZON COM INC30.1K shares4.86%2025-12-312026-01-16

MSFT MICROSOFT CORP13.6K shares3.16%2025-12-312026-01-16

META META PLATFORMS INC9.1K shares5.13%2025-12-312026-01-16

QQQI NEOS ETF TRUST105.8K shares10.67%2025-12-312026-01-16

CIBR FIRST TR EXCHANGE TRADED FD77.9K shares7.30%2025-12-312026-01-16

Sponsored

FWD AB ACTIVE ETFS INC52.2K shares8.57%2025-12-312026-01-16

SHLD GLOBAL X FDS82.5K shares7.62%2025-12-312026-01-16

NLR VANECK ETF TRUST42.2K shares8.05%2025-12-312026-01-16

BAI BLACKROCK ETF TRUST151.0K shares9.35%2025-12-312026-01-16

IGV ISHARES TR47.3K shares7.10%2025-12-312026-01-16

SPYI NEOS ETF TRUST92.5K shares13.49%2025-12-312026-01-16

RDVI FIRST TR EXCHANGE-TRADED FD178.8K sharesnew addition2025-12-312026-01-16

JSI JANUS DETROIT STR TR82.1K shares8.28%2025-12-312026-01-16

Sponsored

IVW ISHARES TR32.7K shares2.39%2025-12-312026-01-16

PYLD PIMCO ETF TR151.0K shares9.89%2025-12-312026-01-16

CGMM CAPITAL GROUP EQUITY ETF TR137.2K shares11.17%2025-12-312026-01-16

CRWD CROWDSTRIKE HLDGS INC7.8K shares3.60%2025-12-312026-01-16

COWG PACER FDS TR81.3K shares10.45%2025-12-312026-01-16

ICSH ISHARES TR55.4K shares2.78%2025-12-312026-01-16

PANW PALO ALTO NETWORKS INC14.7K shares4.27%2025-12-312026-01-16

SRRK SCHOLAR ROCK HLDG CORP59.0K shares24.66%2025-12-312026-01-16

Sponsored

IVV ISHARES TR3.6K shares-2.34%2025-12-312026-01-16

JPST J P MORGAN EXCHANGE TRADED F46.1K shares2.06%2025-12-312026-01-16

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR86.6K sharesnew addition2025-12-312026-01-16

FPEI FIRST TR EXCH TRADED FD III105.9K sharesnew addition2025-12-312026-01-16

RDDT REDDIT INC7.0K shares8.94%2025-12-312026-01-16

VRT VERTIV HOLDINGS CO9.9K shares10.27%2025-12-312026-01-16

ALPHABET INC ALPHABET INC5.0K shares2.63%2025-12-312026-01-16

SHOP SHOPIFY INC9.6K shares2.60%2025-12-312026-01-16

Sponsored

SMMU PIMCO ETF TR26.7K shares3.85%2025-12-312026-01-16

PLTR PALANTIR TECHNOLOGIES INC7.6K shares-18.62%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR2.2K shares-4.02%2025-12-312026-01-16

ALAB ASTERA LABS INC7.6K shares2.55%2025-12-312026-01-16

BROADCOM INC BROADCOM INC3.6K shares20.33%2025-12-312026-01-16

NBIS NEBIUS GROUP N.V.11.2K shares29.48%2025-12-312026-01-16

UBER UBER TECHNOLOGIES INC10.9K shares-12.59%2025-12-312026-01-16

AAPL APPLE INC3.2K shares-0.62%2025-12-312026-01-16

Sponsored

IJJ ISHARES TR6.4K shares-0.78%2025-12-312026-01-16

OKLO OKLO INC11.0K shares-27.09%2025-12-312026-01-16

VRDN VIRIDIAN THERAPEUTICS INC24.9K shares-0.23%2025-12-312026-01-16

SOXX ISHARES TR2.5K shares-0.94%2025-12-312026-01-16

TQQQ PROSHARES TR13.3K shares86.73%2025-12-312026-01-16

ARGX ARGENX SE730 shares0.00%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR893 shares1.36%2025-12-312026-01-16

BE BLOOM ENERGY CORP6.9K sharesnew addition2025-12-312026-01-16

Sponsored

MINT PIMCO ETF TR5.7K shares124.68%2025-12-312026-01-16

ORCL ORACLE CORP2.9K shares69.34%2025-12-312026-01-16

VUG VANGUARD INDEX FDS1.1K shares-6.37%2025-12-312026-01-16

RBRK RUBRIK INC.6.0K shares67.24%2025-12-312026-01-16

V VISA INC1.3K shares-0.84%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW519 shares-4.42%2025-12-312026-01-16

SOXL DIREXION SHS ETF TR10.3K shares1.39%2025-12-312026-01-16

APP APPLOVIN CORP634 shares10.45%2025-12-312026-01-16

Sponsored

JAAA JANUS DETROIT STR TR8.0K shares-6.66%2025-12-312026-01-16

TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.00%2025-12-312026-01-16

AMD ADVANCED MICRO DEVICES INC1.6K sharesnew addition2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.985 shares-1.20%2025-12-312026-01-16

TSLA TESLA INC594 sharesnew addition2025-12-312026-01-16

WMT WALMART INC2.4K shares-2.04%2025-12-312026-01-16

GERN GERON CORP25.0K shares0.00%2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available