Top 50 Stonecrest Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 7.07% | 70.3K | $16.7M | -0.52%(-366) | $187.59(+56.81%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.78% | 78.3K | $13.7M | -1.93%(-1.54K) | $49.06(+360.27%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 5.23% | 225.5K | $12.4M | +1.50%(+3.33K) | $49.41(+23.41%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 4.39% | 92.5K | $10.4M | +1.48%(+1.35K) | $95.30(+53.51%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.14% | 128.0K | $9.8M | +0.25%(+321) | $58.31(+49.82%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.02% | 204.9K | $9.5M | +0.71%(+1.44K) | $37.92(+30.98%) | 2026-03-31 | |
| BKDV | BNY MELLON ETF TRUST II | 3.75% | 299.2K | $8.9M | +0.52%(+1.53K) | $25.89(+24.70%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.41% | 118.1K | $8.1M | +1.22%(+1.42K) | $59.94(+23.28%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 3.2% | 19.7K | $7.6M | -2.10%(-423) | $175.18(+226.79%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.01% | 24.7K | $7.1M | -0.53%(-131) | $149.13(+169.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.79% | +67.62% |
| Top 20 Holdings Unweighted | +15.87% | +55.55% |
Sign up free to track Stonecrest Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.