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  Name: Stone Point Wealth LLC
  City: Miami
  State: FL
  Zip: 33129
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $287,692,000
  Total Value Change : $26,942,000
  Securities Held Change : 1
   
All Securities Held : 140
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 65
  Unchanged Positions : 15
  Decreased Positions : 56

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Holdings Found : 15     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
   (LLAP)1 Year Chart         LLAP Terran Orbital Corp 4 - $1.01 $7,507,000 5,730,904 2.61% 974,000 0 4.174    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 46 - $40.33 $2,116,000 51,732 0.74% 191,000 0 0.006    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 92 - $44.11 $539,000 9,940 0.19% 29,000 0 0    Drug Manufacturers - ...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 96 - $183.63 $499,000 2,734 0.17% 33,000 0 0.001    Closed - End Fund - Debt
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 98 - $207.93 $483,000 2,298 0.17% 22,000 0 0    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 99 - $186.16 $478,000 2,561 0.17% 33,000 0 0.002    Closed - End Fund - E...
   (APO)1 Year Chart         APO Apollo Global Management LLC 104 - $112.73 $439,000 3,900 0.15% 76,000 0 0.001    Diversified Investments
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 107 - $61.94 $420,000 6,737 0.15% 18,000 0 0.007    N/A
   (BA)1 Year Chart         BA Boeing Co 116 - $182.96 $376,000 1,950 0.13% -132,000 0 0    Aerospace/Defense - M...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 120 - $178.56 $327,000 1,827 0.11% 25,000 0 0.001    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 127 - $57.31 $279,000 4,755 0.1% 12,000 0 0.001    Closed - End Fund - F...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 130 - $64.25 $268,000 4,224 0.09% 7,000 0 0    Closed - End Fund - E...
   (CL)1 Year Chart         CL Colgate Palmolive Co 133 - $94.53 $247,000 2,740 0.09% 29,000 0 0    Personal Products
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 135 - $290.40 $227,000 788 0.08% 20,000 0 0.001    Closed - End Fund - E...
   (TEVA)1 Year Chart         TEVA Teva Pharmaceutical Industr... 140 - $16.30 $184,000 13,020 0.06% 48,000 0 0.001    Drug Manufacturers - ...
      15 Records Found
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Page 1 of 1
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