| |
|
|
| Name: |
Stony Point Wealth Management Inc. |
| City: |
RICHMOND |
| State: |
VA |
| Zip: |
23235 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
6 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MTBA |
Simplify Mbs Etf |
32 |
New |
$0.00 |
$1,126,000 |
22,118 |
0.49% |
1,126,000 |
22,118 |
0.246 |
N/A |
|
|
IBDQ |
Ishares Ibonds Dec 2025 Ter... |
63 |
New |
$24.77 |
$318,000 |
12,833 |
0.14% |
318,000 |
12,833 |
0.004 |
N/A |
|
|
DELL |
Dell Technologies Inc |
67 |
New |
$134.12 |
$262,000 |
2,295 |
0.11% |
262,000 |
2,295 |
0.001 |
N/A |
|
|
PH |
Parker Hannifin Corp |
69 |
New |
$549.40 |
$237,000 |
427 |
0.1% |
237,000 |
427 |
0 |
Industrial Equipment ... |
|
|
DOV |
Dover Corp |
73 |
New |
$183.71 |
$205,000 |
1,155 |
0.09% |
205,000 |
1,155 |
0.003 |
Conglomerates |
|
|
SDY |
streetTRACKS Series Trust -... |
75 |
New |
$131.33 |
$203,000 |
1,548 |
0.09% |
203,000 |
1,548 |
0.001 |
Closed - End Fund - E... |
|
