The Analysis of STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holdings
Currently, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC holds 81 types of securities in its portfolio with a total value $108.2M. In the most recent quarter, they have increased their positions in AGG (+3.8K shares, valued at $385.2K), PDBC (+26.4K shares, valued at $355.2K), WCMI (+14.0K shares, valued at $236.2K); decreased their positions in BBIN (-4.0K shares, valued at $278.7K), SPYM (-3.4K shares, valued at $266.7K), NVDA (-623 shares, valued at $116.2K); initiated new positions in PDBC (+26.4K shares, valued at $355.2K), IWC (+1.5K shares, valued at $225.3K), HPE (+9.1K shares, valued at $222.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST137.8K shares-2.41%2025-09-302025-11-13
BBIN J P MORGAN EXCHANGE TRADED F151.5K shares-2.56%2025-09-302025-11-13 AGG ISHARES TR81.3K shares4.96%2025-09-302025-11-13 SDVY FIRST TR EXCHANGE-TRADED FD170.4K shares0.57%2025-09-302025-11-13 UCON FIRST TR EXCHNG TRADED FD VI241.5K shares-1.70%2025-09-302025-11-13 FVD FIRST TR EXCHANGE-TRADED FD98.6K shares0.02%2025-09-302025-11-13 FTCS FIRST TR EXCHANGE-TRADED FD47.0K shares1.23%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS89.3K shares-1.42%2025-09-302025-11-13 LMBS FIRST TR EXCHANGE-TRADED FD66.6K shares-1.51%2025-09-302025-11-13 TLT ISHARES TR28.8K shares4.02%2025-09-302025-11-13 JPME J P MORGAN EXCHANGE TRADED F22.1K shares-0.66%2025-09-302025-11-13 VTI VANGUARD INDEX FDS7.2K shares0.80%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS45.7K shares0.46%2025-09-302025-11-13 JPSE J P MORGAN EXCHANGE TRADED F40.8K shares-0.72%2025-09-302025-11-13 ACWI ISHARES TR14.6K shares5.84%2025-09-302025-11-13 CATH GLOBAL X FDS25.0K shares-0.81%2025-09-302025-11-13 GWX SPDR INDEX SHS FDS44.1K shares-0.96%2025-09-302025-11-13 BIBL NORTHERN LTS FD TR IV39.2K shares-0.20%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR2.4K shares5.93%2025-09-302025-11-13 GLD SPDR GOLD TR4.3K shares0.16%2025-09-302025-11-13 KNG FIRST TR EXCHANGE-TRADED FD28.5K shares2.98%2025-09-302025-11-13 GOVT ISHARES TR56.5K shares0.68%2025-09-302025-11-13 JQUA J P MORGAN EXCHANGE TRADED F20.0K shares-0.47%2025-09-302025-11-13 GSUS GOLDMAN SACHS ETF TR10.9K shares-3.61%2025-09-302025-11-13 IEI ISHARES TR8.4K shares2.85%2025-09-302025-11-13 NVDA NVIDIA CORPORATION5.2K shares-10.68%2025-09-302025-11-13 ACWX ISHARES TR14.1K shares7.46%2025-09-302025-11-13 AAPL APPLE INC3.4K shares1.33%2025-09-302025-11-13 VMBS VANGUARD SCOTTSDALE FDS18.2K shares-0.15%2025-09-302025-11-13 SPIP SPDR SERIES TRUST29.3K shares0.12%2025-09-302025-11-13 STIP ISHARES TR5.8K shares-0.12%2025-09-302025-11-13 JNK SPDR SERIES TRUST6.1K shares-0.07%2025-09-302025-11-13 NURE NUSHARES ETF TR20.7K shares3.13%2025-09-302025-11-13 BIL SPDR SERIES TRUST6.2K shares6.17%2025-09-302025-11-13 SGOV ISHARES TR5.6K shares6.05%2025-09-302025-11-13 IJR ISHARES TR4.7K shares6.95%2025-09-302025-11-13 WCMI FIRST TR EXCHANGE-TRADED FD32.1K shares77.27%2025-09-302025-11-13 ANET ARISTA NETWORKS INC3.5K shares-8.83%2025-09-302025-11-13 UUP INVESCO DB US DLR INDEX TR16.7K shares1.42%2025-09-302025-11-13 GCOR GOLDMAN SACHS ETF TR10.6K shares-12.47%2025-09-302025-11-13 BABA ALIBABA GROUP HLDG LTD2.5K shares-1.56%2025-09-302025-11-13 EBND SPDR SERIES TRUST20.0K shares0.77%2025-09-302025-11-13 WEC WEC ENERGY GROUP INC3.5K shares0.09%2025-09-302025-11-13 GSIE GOLDMAN SACHS ETF TR9.7K shares-3.50%2025-09-302025-11-13 DIS DISNEY WALT CO3.3K shares-2.69%2025-09-302025-11-13 WCME FIRST TR EXCHANGE-TRADED FD21.7K shares72.64%2025-09-302025-11-13 SPHY SPDR SERIES TRUST15.5K shares1.70%2025-09-302025-11-13 SPIB SPDR SERIES TRUST11.0K shares1.14%2025-09-302025-11-13 SPSB SPDR SERIES TRUST12.1K shares1.80%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO1.1K shares-1.89%2025-09-302025-11-13 PDBC INVESCO ACTVELY MNGD ETC FD26.4K sharesnew addition2025-09-302025-11-13 LRCX LAM RESEARCH CORP2.4K shares-7.14%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO2.0K shares0.05%2025-09-302025-11-13 GSLC GOLDMAN SACHS ETF TR2.4K shares-3.61%2025-09-302025-11-13 TRV TRAVELERS COMPANIES INC1.1K shares-1.87%2025-09-302025-11-13 CAT CATERPILLAR INC643 shares-0.62%2025-09-302025-11-13 EME EMCOR GROUP INC462 shares-4.74%2025-09-302025-11-13 NKE NIKE INC4.2K shares-1.40%2025-09-302025-11-13 PHM PULTE GROUP INC2.1K shares-3.95%2025-09-302025-11-13 XOM EXXON MOBIL CORP2.4K shares0.04%2025-09-302025-11-13 JBL JABIL INC1.2K shares-8.48%2025-09-302025-11-13 SPSM SPDR SERIES TRUST5.7K shares-9.79%2025-09-302025-11-13 BXP BXP INC3.5K shares-3.82%2025-09-302025-11-13 FTGS FIRST TR EXCHANGE-TRADED FD7.3K shares0.04%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR1.0K shares-0.19%2025-09-302025-11-13 FMB FIRST TR EXCH TRADED FD III4.8K shares4.35%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO5.3K shares-0.86%2025-09-302025-11-13 MET METLIFE INC2.9K shares-3.91%2025-09-302025-11-13 IVV ISHARES TR348 shares-15.74%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR4.2K shares-0.07%2025-09-302025-11-13 IWC ISHARES TR1.5K sharesnew addition2025-09-302025-11-13 HPE HEWLETT PACKARD ENTERPRISE C9.1K sharesnew addition2025-09-302025-11-13 AEE AMEREN CORP2.1K shares-4.70%2025-09-302025-11-13 TRMB TRIMBLE INC2.6K shares-4.17%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC1.3K shares-2.77%2025-09-302025-11-13 MSFT MICROSOFT CORP394 sharesnew addition2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR1.5K sharesnew addition2025-09-302025-11-13 BCS BARCLAYS PLC9.7K sharesnew addition2025-09-302025-11-13 IAG IAMGOLD CORP13.9K shares-16.22%2025-09-302025-11-13 HBI HANESBRANDS INC16.5K shares-12.13%2025-09-302025-11-13 ACP ABRDN INCOME CREDIT STRATEGI10.4K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available