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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed 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
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 143 Closed $57.52 $0 0 0% -229,000 -2,900 0    Drug Stores
   (AMJ)1 Year Chart         AMJ Jpmorgan Alerian Mlp Index Etn 142 Closed $28.28 $0 0 0% -1,323,000 -52,170 0    N/A
   (NTR)1 Year Chart         NTR Nutrien Ltd 141 Closed $57.17 $0 0 0% -824,000 -14,620 0    N/A

      3 Records Found
  1    
Page 1 of 1
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