Portfolio (Quarterly)
Guide ↗
StoneCrest Wealth Management, Inc.
· CIK 0002008409| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHLD | GLOBAL X FDS | — | 84,316 | $6.0M | 2.53% | SOLD |
| 2 | IGV | ISHARES TR | — | 48,638 | $3.9M | 1.65% | SOLD |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 7,705 | $3.0M | 1.27% | SOLD |
| 4 | — | SELECT SECTOR SPDR TR | — | 71,959 | $1.8M | 0.76% | SOLD |
| 5 | SHOP | SHOPIFY INC | Technology | 9,326 | $1.1M | 0.47% | SOLD |
| 6 | RSPG | INVESCO EXCHANGE TRADED FD T | — | 7,166 | $784K | 0.33% | SOLD |
| 7 | RDDT | REDDIT INC | Communication Services | 5,639 | $759K | 0.32% | SOLD |
| 8 | UBER | UBER TECHNOLOGIES INC | Technology | 10,539 | $758K | 0.32% | SOLD |
| 9 | XLE | SELECT SECTOR SPDR TR | — | 6,065 | $372K | 0.16% | SOLD |
| 10 | RBRK | RUBRIK INC. | Technology | 7,557 | $370K | 0.16% | SOLD |
| 11 | APP | APPLOVIN CORP | Technology | 668 | $266K | 0.11% | SOLD |
Sector Allocation
Technology
53.4%
Communication Services
15.3%
Healthcare
12.8%
Consumer Cyclical
8.1%
Industrials
6.3%
Financial Services
2.9%
Utilities
0.6%
Consumer Defensive
0.6%