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  Name: StoneCrest Wealth Management Inc.
  City: CHANDLER
  State: AZ
  Zip: 85226
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $115,626,000
  Total Value Change : $11,296,000
  Securities Held Change : 4
   
All Securities Held : 54
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 20
  Unchanged Positions : 5
  Decreased Positions : 25

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 41 New $351.47 $481,000 1,500 0.42% 481,000 1,500 0.001    N/A
   (ARM)1 Year Chart         ARM Arm Holdings American Depos... 45 New $114.64 $386,000 3,090 0.33% 386,000 3,090 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 51 New $166.36 $282,000 1,560 0.24% 282,000 1,560 0    Semiconductor- Broad...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 54 New $200.71 $200,000 1,000 0.17% 200,000 1,000 0    Domestic Money Center...

      4 Records Found
  1    
Page 1 of 1
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