Stonecrest Wealth Management, Inc. - Q12026 Holdings
Stonecrest Wealth Management, Inc. holds 73 stocks with a total portfolio value of $ 236.39M as of Q12026. In Q12026, Stonecrest Wealth Management, Inc. added 6 new positions, increased stakes in 28 stocks, reduced 36 holdings, and fully exited 4 positions. The largest holding is Invesco Exch Traded Fd Tr Ii (QQQM), representing 7.07% of the total portfolio.
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