| |
|
|
| 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 :
17 |
|
View All Holdings |
Currently
Viewing:
Increased 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 |
|
RSP |
Guggenheim ETF Trust - Gugg... |
1 |
- |
$167.90 |
$16,546,000 |
97,692 |
7.19% |
16,324,000 |
96,282 |
0.032 |
Closed - End Fund - E... |
|
|
GOOGL |
Alphabet Inc |
3 |
- |
$176.92 |
$10,178,000 |
67,436 |
4.43% |
1,379,000 |
4,448 |
0.001 |
Search Engines & Info... |
|
|
CALF |
Pacer Us Small Cap Cash Cow... |
8 |
- |
$0.00 |
$8,717,000 |
177,326 |
3.79% |
1,320,000 |
23,320 |
0.171 |
N/A |
|
|
MKL |
Markel Corp |
9 |
- |
$1,639.48 |
$8,315,000 |
5,465 |
3.62% |
1,012,000 |
321 |
0.04 |
Property & Casualty I... |
|
|
STWD |
Starwood Property Trust, Inc. |
11 |
- |
$20.42 |
$7,689,000 |
378,192 |
3.34% |
-211,000 |
2,379 |
0.133 |
Property Management |
|
|
JAAA |
Janus Henderson Aaa Clo Etf |
12 |
- |
$0.00 |
$7,000,000 |
137,964 |
3.04% |
4,313,000 |
84,542 |
0.153 |
N/A |
|
|
DEO |
Diageo Plc (ADR) |
15 |
- |
$140.55 |
$6,293,000 |
42,309 |
2.74% |
454,000 |
2,225 |
0.007 |
Beverage - Brewers |
|
|
SCHW |
Charles Schwab Corp |
17 |
- |
$78.66 |
$6,141,000 |
84,889 |
2.67% |
333,000 |
473 |
0.005 |
Investment Brokerage ... |
|
|
NEE |
NextEra Energy |
23 |
- |
$75.87 |
$3,494,000 |
54,673 |
1.52% |
426,000 |
4,162 |
0.003 |
Electric Utilities |
|
|
IVE |
iShares S&P 500/BARRA Value |
25 |
- |
$185.71 |
$2,954,000 |
15,813 |
1.28% |
221,000 |
99 |
0.011 |
Closed - End Fund - E... |
|
|
VYM |
Vanguard High Dividend Yiel... |
27 |
- |
$120.86 |
$2,294,000 |
18,961 |
1% |
351,000 |
1,552 |
0.006 |
Closed - End Fund - Debt |
|
|
IJH |
iShares S&P MidCap 400 Index |
40 |
- |
$60.34 |
$761,000 |
12,526 |
0.33% |
67,000 |
10,022 |
0.005 |
Closed - End Fund - E... |
|
|
D |
Dominion Energy Inc |
50 |
- |
$53.78 |
$559,000 |
11,355 |
0.24% |
36,000 |
228 |
0.001 |
Electric Utilities |
|
|
IBDP |
Ishares Ibonds Dec 2024 Ter... |
56 |
- |
$25.07 |
$477,000 |
19,035 |
0.21% |
56,000 |
2,149 |
0.005 |
N/A |
|
|
SPLV |
Powershares S&Amp;P 500 Low... |
59 |
- |
$65.71 |
$376,000 |
5,705 |
0.16% |
19,000 |
14 |
0.004 |
N/A |
|
|
SCHB |
Schwab Strategic Trust |
60 |
- |
$61.70 |
$373,000 |
6,117 |
0.16% |
39,000 |
111 |
0.003 |
Closed - End Fund - Debt |
|
|
MRK |
Merck & Co Inc |
68 |
- |
$131.20 |
$259,000 |
1,960 |
0.11% |
45,000 |
2 |
0 |
Drug Manufacturers - ... |
|
