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| Name: |
StoneCrest Wealth Management Inc. |
| City: |
CHANDLER |
| State: |
AZ |
| Zip: |
85226 |
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data |
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| Holdings
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20 |
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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 |
|
QQQM |
Invesco Nasdaq 100 Etf |
1 |
- |
$0.00 |
$11,815,000 |
64,673 |
10.22% |
993,000 |
463 |
0.072 |
N/A |
|
|
CIBR |
First Trust Nasdaq Cea Cybe... |
5 |
- |
$0.00 |
$5,867,000 |
104,038 |
5.07% |
378,000 |
2,096 |
0.161 |
N/A |
|
|
ELR |
streetTRACKS Series Trust -... |
7 |
- |
$62.32 |
$5,407,000 |
87,879 |
4.68% |
543,000 |
860 |
0.01 |
Closed - End Fund - E... |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
10 |
- |
$167.19 |
$4,368,000 |
25,788 |
3.78% |
337,000 |
244 |
0.008 |
Closed - End Fund - E... |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
11 |
- |
$0.00 |
$3,957,000 |
68,386 |
3.42% |
456,000 |
4,707 |
0.008 |
N/A |
|
|
HSPX |
Global X S&P 500 Covered Ca... |
12 |
- |
$0.00 |
$3,749,000 |
91,914 |
3.24% |
474,000 |
8,879 |
0.09 |
N/A |
|
|
WCLD |
Wisdomtree Cloud Computing Etf |
14 |
- |
$0.00 |
$3,136,000 |
90,072 |
2.71% |
56,000 |
1,942 |
0.436 |
N/A |
|
|
GOOGL |
Alphabet Inc |
15 |
- |
$176.38 |
$2,791,000 |
18,491 |
2.41% |
249,000 |
297 |
0 |
Search Engines & Info... |
|
|
PGX |
Invesco Preferred ETF |
19 |
- |
$11.49 |
$2,165,000 |
182,235 |
1.87% |
611,000 |
46,784 |
0.042 |
Closed - End Fund - Debt |
|
|
LLY |
Eli Lilly & Co |
23 |
- |
$802.91 |
$1,232,000 |
1,583 |
1.07% |
648,000 |
581 |
0 |
Drug Manufacturers - ... |
|
|
CALF |
Pacer Us Small Cap Cash Cow... |
24 |
- |
$0.00 |
$1,192,000 |
24,250 |
1.03% |
32,000 |
98 |
0.023 |
N/A |
|
|
SHOP |
Shopify Inc |
25 |
- |
$58.70 |
$1,183,000 |
15,335 |
1.02% |
19,000 |
399 |
0.001 |
N/A |
|
|
UBER |
Uber Technologies, Inc |
26 |
- |
$65.48 |
$1,144,000 |
14,862 |
0.99% |
274,000 |
730 |
0.001 |
N/A |
|
|
DKNG |
Draftkings Inc Class A |
27 |
- |
$0.00 |
$1,114,000 |
24,540 |
0.96% |
325,000 |
2,151 |
0.006 |
N/A |
|
|
SOXX |
iShares S&P GSTI Semiconductor |
29 |
- |
$235.24 |
$1,019,000 |
4,509 |
0.88% |
144,000 |
2,991 |
0.038 |
Closed - End Fund - E... |
|
|
ICSH |
Ishares Ultra Short Term Bo... |
30 |
- |
$0.00 |
$1,017,000 |
20,112 |
0.88% |
93,000 |
1,756 |
0.002 |
N/A |
|
|
DDOG |
Datadog, Inc. |
31 |
- |
$0.00 |
$978,000 |
7,910 |
0.85% |
33,000 |
123 |
0.003 |
N/A |
|
|
FB |
Meta Platforms Inc |
32 |
- |
$467.78 |
$887,000 |
1,827 |
0.77% |
409,000 |
477 |
0 |
Internet Service Prov... |
|
|
ARGX |
Argenx Se |
33 |
- |
$363.73 |
$835,000 |
2,121 |
0.72% |
33,000 |
13 |
0.005 |
N/A |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
34 |
- |
$0.00 |
$725,000 |
14,375 |
0.63% |
25,000 |
432 |
0.002 |
N/A |
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