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  Name: Stony Point Wealth Management Inc.
  City: RICHMOND
  State: VA
  Zip: 23235
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $229,995,000
  Total Value Change : $13,958,000
  Securities Held Change : 6
   
All Securities Held : 83
  New Positions : 7
  Closed Positions : 1
  Increased Positions : 19
  Unchanged Positions : 13
  Decreased Positions : 44

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged 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
   (AMK)1 Year Chart         AMK Assetmark Financial Holding... 7 - $0.00 $8,741,000 246,860 3.8% 1,348,000 0 0.341    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 29 - $619,250.00 $1,269,000 2 0.55% 184,000 0 0    Property & Casualty I...
   (CSX)1 Year Chart         CSX CSX Corp 33 - $33.93 $1,019,000 27,502 0.44% 66,000 0 0.001    Railroads
   (GOOG)1 Year Chart         GOOG Alphabet Inc 37 - $171.93 $887,000 5,825 0.39% 66,000 0 0    Search Engines & Info...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 42 - $523.30 $749,000 1,431 0.33% 69,000 0 0    Closed - End Fund - E...
   (COF)1 Year Chart         COF Capital One Financial Corp 46 - $143.08 $701,000 4,711 0.3% 83,000 0 0.001    Credit Services
   (ORCL)1 Year Chart         ORCL Oracle Corp 51 - $120.87 $554,000 4,407 0.24% 89,000 0 0    Application Software
   (LOW)1 Year Chart         LOW Lowes Companies Inc 53 - $231.58 $499,000 1,961 0.22% 63,000 0 0    Home Improvement Stores
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 58 - $249.65 $391,000 1,533 0.17% 29,000 0 0.001    Railroads
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 66 - $117.67 $273,000 2,352 0.12% 38,000 0 0    Integrated Oil & Gas
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 70 - $345.65 $233,000 678 0.1% 22,000 0 0    Closed - End Fund - E...
   (WTRG)1 Year Chart         WTRG Essential Utilities Ord Shs 74 - $51.94 $205,000 5,533 0.09% -2,000 0 0    Water Utilities
   (SOHO)1 Year Chart         SOHO Sotherly Hotels Inc 77 - $1.40 $79,000 54,752 0.03% -3,000 0 0.368    Diversified Investments
      13 Records Found
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Page 1 of 1
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