Stone Wealth Partners - Q22026 Holdings
Stone Wealth Partners holds 63 stocks with a total portfolio value of $ 136.76M as of Q22026. In Q22026, Stone Wealth Partners added 10 new positions, increased stakes in 33 stocks, reduced 16 holdings, and fully exited 6 positions. The largest holding is Spdr Series Trust (SPYG), representing 11.64% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options