Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
28
1
0
1
0
0
13
0
1
STONY POINT WEALTH MANAGEMENT INC

Time Period2019-03-31

Total Holdings94

Total Value ($x1000)115,132
Activities
New9

Increased47

Unchanged2

Decreased36

Sold Out3

Top 10 Stock Holdingstotal 41.57%
QQQ9.24

FLRN5.87

SCHA4.43

SCHE4.1

WPC3.73

 
DES3.54

XLV2.76

JPM2.66

CVX2.64

D2.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
QQQ
9.24%
UNIT SER 1
FLRN
5.87%
INV GRD FLT RT
SCHA
4.43%
US SML CAP ETF
SCHE
4.1%
EMRG MKTEQ ETF
WPC
3.73%
COM
DES
3.54%
SMALLCAP DIVID
XLV
2.76%
SBI HEALTHCARE
JPM
2.66%
COM
CVX
2.64%
COM
D
2.6%
COM
XLE
2.05%
SBI INT-ENERGY
KBE
2.05%
S&P BK ETF
IVW
1.88%
S&P 500 GRWT ETF
AAPL
1.82%
COM
IVE
1.81%
S&P 500 VAL ETF
RGI
1.7%
S&P500 EQL IND
JNJ
1.65%
COM
IDLV
1.51%
S&P INTL LOW
EEMV
1.49%
EM MK MINVOL ETF
MO
1.37%
COM
BA
1.31%
COM
BX
1.24%
COM UNIT LTD
DEO
1.19%
SPON ADR NEW
MSFT
1.18%
COM
SCHG
1.17%
US LCAP GR ETF
VZ
1.16%
COM
PG
1.15%
COM
HD
1.11%
COM
XLG
1.11%
S&P 500 TOP 50
AMZN
1.08%
COM
FLOT
0.95%
FLTG RATE BD ETF
PEP
0.93%
COM
EWJ
0.92%
MSCI JPN ETF NEW
MMM
0.88%
COM
XLI
0.85%
SBI INT-INDS
XLF
0.85%
SBI INT-FINL
BAC
0.81%
COM
BRK.A
0.79%
CL A
SCHX
0.77%
US LRG CAP ETF
CSCO
0.74%
COM
XOM
0.73%
COM
IWM
0.71%
RUSSELL 2000 ETF
IDV
0.71%
INTL SEL DIV ETF
PM
0.71%
COM
SPY
0.71%
TR UNIT
T
0.68%
COM
IJH
0.65%
CORE S&P MCP ETF
INTC
0.64%
COM
VUG
0.61%
GROWTH ETF
HON
0.58%
COM
OEF
0.56%
S&P 100 ETF
FNDF
0.55%
SCHWB FDT INT LG
RHS
0.55%
S&P500 EQL STP
SCHD
0.49%
US DIVIDEND EQ
BBT
0.46%
COM
IJR
0.45%
CORE S&P SCP ETF
WM
0.44%
COM
ADM
0.44%
COM
SGOL
0.42%
PHYSCL SWISS GLD
JKJ
0.42%
MRGSTR SM CP ETF
KMB
0.41%
COM
SPLV
0.39%
S&P500 LOW VOL
COF
0.39%
COM
ABBV
0.38%
COM
EPD
0.36%
COM
IVV
0.36%
CORE S&P500 ETF
GOOGL
0.35%
CAP STK CL A
VTI
0.35%
TOTAL STK MKT
GS
0.34%
COM
SCHB
0.34%
US BRD MKT ETF
SCHF
0.32%
INTL EQTY ETF
RYH
0.32%
S&P500 EQL HLT
BDX
0.32%
COM
DWDP
0.32%
COM
RYF
0.31%
S&P500 EQL FIN
TDIV
0.31%
NASD TECH DIV
OKE
0.3%
COM
SCHV
0.27%
US LCAP VA ETF
JHME
0.27%
MLTFACTOR ENRG
NSC
0.26%
COM
PFE
0.26%
COM
ANTM
0.24%
COM
BMY
0.23%
COM
GLD
0.23%
GOLD SHS
IVOO
0.23%
MIDCP 400 IDX
APD
0.2%
COM
PGX
0.2%
PFD ETF
GOOG
0.2%
CAP STK CL C
ORCL
0.2%
COM
NKE
0.19%
CL B
ADBE
0.19%
COM
DIS
0.18%
COM DISNEY
LOW
0.18%
COM
TMDI
0.04%
COM NEW
USCI
0.47%
COMM IDX FND
BRK.B
0.22%
CL B NEW
HMNY
< 0.01%
COM PAR