Stonecrest Wealth Management, Inc. Top Holdings and 13F Report (2024) → Biden replacement revealed? (From Paradigm Press) (Ad) About Stonecrest Wealth Management, Inc.Investment ActivityStonecrest Wealth Management, Inc. has $115.63 million in total holdings as of March 31, 2024.Stonecrest Wealth Management, Inc. owns shares of 54 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.00% of the portfolio was purchased this quarter.About 4.17% of the portfolio was sold this quarter.This quarter, Stonecrest Wealth Management, Inc. has purchased 50 new stocks and bought additional shares in 20 stocks.Stonecrest Wealth Management, Inc. sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco NASDAQ 100 ETF $11,815,110NVIDIA $7,361,303VanEck Semiconductor ETF $6,603,906First Trust NASDAQ 100 Equal Weighted Index Fund $6,530,645First Trust Nasdaq Cybersecurity ETF $5,866,703 Largest New Holdings this Quarter CrowdStrike $480,885 HoldingARM HOLDINGS PLC $386,219 HoldingAdvanced Micro Devices $281,564 HoldingJPMorgan Chase & Co. $200,300 Holding Largest Purchases this Quarter iShares Semiconductor ETF 2,991 shares (about $675.73K)Invesco Preferred ETF 46,784 shares (about $555.79K)CrowdStrike 1,500 shares (about $480.89K)Eli Lilly and Company 581 shares (about $451.99K)ARM HOLDINGS PLC 3,090 shares (about $386.22K) Largest Sales this Quarter NVIDIA 1,841 shares (about $1.66M)VanEck Semiconductor ETF 2,622 shares (about $589.92K)JPMorgan Nasdaq Equity Premium Income ETF 9,315 shares (about $505.25K)Apple 2,941 shares (about $504.32K)Palo Alto Networks 1,228 shares (about $348.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStonecrest Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQMInvesco NASDAQ 100 ETF$11,815,110$84,585 ▲0.7%64,67310.2%ETFNVDANVIDIA$7,361,303$1,663,454 ▼-18.4%8,1476.4%Computer and TechnologySMHVanEck Semiconductor ETF$6,603,906$589,924 ▼-8.2%29,3525.7%ManufacturingQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$6,530,645$239,127 ▼-3.5%52,7095.6%ManufacturingCIBRFirst Trust Nasdaq Cybersecurity ETF$5,866,703$118,193 ▲2.1%104,0385.1%ManufacturingJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,566,163$505,246 ▼-8.3%102,6214.8%ETFSPLGSPDR Portfolio S&P 500 ETF$5,407,195$52,916 ▲1.0%87,8794.7%ETFMSFTMicrosoft$4,757,922$86,248 ▼-1.8%11,3094.1%Computer and TechnologyAMZNAmazon.com$4,696,734$209,962 ▼-4.3%26,0384.1%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$4,367,714$41,326 ▲1.0%25,7883.8%ETFJEPIJPMorgan Equity Premium Income ETF$3,956,814$272,347 ▲7.4%68,3863.4%ETFXYLDGlobal X S&P 500 Covered Call ETF$3,749,172$362,174 ▲10.7%91,9143.2%ETFAAPLApple$3,190,557$504,323 ▼-13.6%18,6062.8%Computer and TechnologyWCLDWisdomTree Cloud Computing Fund$3,136,307$67,620 ▲2.2%90,0722.7%ManufacturingGOOGLAlphabet$2,790,847$44,826 ▲1.6%18,4912.4%Computer and TechnologyIVViShares Core S&P 500 ETF$2,684,377$106,197 ▼-3.8%5,1062.3%ETFPANWPalo Alto Networks$2,671,959$348,912 ▼-11.6%9,4042.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,648,883$159,338 ▼-5.7%31,3702.3%ETFPGXInvesco Preferred ETF$2,164,952$555,794 ▲34.5%182,2351.9%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,728,099$5,560 ▼-0.3%14,6091.5%ETFJAVAJPMorgan Active Value ETF$1,716,028$29,286 ▼-1.7%28,6531.5%ETFQQQInvesco QQQ$1,663,261$91,022 ▼-5.2%3,7461.4%FinanceLLYEli Lilly and Company$1,231,511$451,995 ▲58.0%1,5831.1%MedicalCALFPacer US Small Cap Cash Cows 100 ETF$1,192,130$4,818 ▲0.4%24,2501.0%ETFSHOPShopify$1,183,402$30,791 ▲2.7%15,3351.0%Computer and TechnologyUBERUber Technologies$1,144,225$56,203 ▲5.2%14,8621.0%Computer and TechnologyDKNGDraftKings$1,114,361$97,677 ▲9.6%24,5401.0%Consumer DiscretionaryGOOGAlphabet$1,073,433$17,358 ▼-1.6%7,0500.9%Computer and TechnologySOXXiShares Semiconductor ETF$1,018,673$675,727 ▲197.0%4,5090.9%ETFICSHBlackRock Ultra Short-Term Bond ETF$1,016,863$88,783 ▲9.6%20,1120.9%ETFDDOGDatadog$977,676$15,203 ▲1.6%7,9100.8%Computer and TechnologyMETAMeta Platforms$887,155$231,622 ▲35.3%1,8270.8%Computer and TechnologyARGXargenx$835,080$5,118 ▲0.6%2,1210.7%MedicalJPSTJPMorgan Ultra-Short Income ETF$725,219$21,794 ▲3.1%14,3750.6%ETFSPYSPDR S&P 500 ETF Trust$665,345$6,800 ▼-1.0%1,2720.6%FinanceSOXLDirexion Daily Semiconductors Bull 3x Shares$653,281$65,002 ▼-9.0%14,0400.6%ETFTQQQProShares UltraPro QQQ$527,015$72,518 ▼-12.1%8,5610.5%ETFVVisa$511,554$12,559 ▼-2.4%1,8330.4%Business ServicesVRDNViridian Therapeutics$484,589$2,031 ▼-0.4%27,6750.4%MedicalIWMiShares Russell 2000 ETF$484,1110.0%2,3020.4%FinanceCRWDCrowdStrike$480,885$480,885 ▲New Holding1,5000.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$473,606$38,738 ▼-7.6%2,2740.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$417,834$1,825 ▼-0.4%4,5790.4%ETFCOSTCostco Wholesale$402,9470.0%5500.3%Consumer DefensiveARM HOLDINGS PLC$386,219$386,219 ▲New Holding3,0900.3%SPONSORED ADRADBEAdobe$385,0100.0%7630.3%Computer and TechnologySNOWSnowflake$336,451$38,299 ▼-10.2%2,0820.3%Computer and TechnologyACNAccenture$327,200$16,291 ▼-4.7%9440.3%Business ServicesREGNRegeneron Pharmaceuticals$308,959$3,850 ▼-1.2%3210.3%MedicalYUMYum! Brands$296,9880.0%2,1420.3%Retail/WholesaleAMDAdvanced Micro Devices$281,564$281,564 ▲New Holding1,5600.2%Computer and TechnologyCUREDirexion Daily Healthcare Bull 3x Shares$265,4520.0%2,1160.2%ETFVUGVanguard Growth ETF$262,969$11,359 ▼-4.1%7640.2%ETFJPMJPMorgan Chase & Co.$200,300$200,300 ▲New Holding1,0000.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. 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