StoneCrest Wealth Management, Inc. Q1 2025 Filing

Filed April 11, 2025

Portfolio Value

$157.4B

Holdings

66

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (66 positions)

#StockSharesValue% PortfolioType
1
QQQMINVESCO EXCH TRADED FD TR II
65,505$12.6B8.03%
2
NVDANVIDIA CORPORATION
81,488$8.8B5.61%
3
SPYMSPDR SER TR
113,865$7.5B4.76%
4
PVALPUTNAM ETF TRUST
179,181$6.8B4.34%
5
RDVYFIRST TR EXCHANGE TRADED FD
112,775$6.6B4.20%
6
KLMNINVESCO EXCH TRADED FD TR II
62,200$5.8B3.66%
7
AMZNAMAZON COM INC
28,836$5.5B3.49%
8
LLYELI LILLY & CO
6,109$5.0B3.21%
9
MSFTMICROSOFT CORP
13,383$5.0B3.19%
10
METAMETA PLATFORMS INC
8,685$5.0B3.18%
11
CIBRFIRST TR EXCHANGE TRADED FD
77,232$4.9B3.09%
12
JEPQJ P MORGAN EXCHANGE TRADED F
88,882$4.6B2.92%
13
SMHVANECK ETF TRUST
19,984$4.2B2.69%
14
RSPINVESCO EXCHANGE TRADED FD T
23,370$4.0B2.57%
15
JEPIJ P MORGAN EXCHANGE TRADED F
69,876$4.0B2.54%
16
XYLDGLOBAL X FDS
98,743$3.9B2.48%
17
IGVISHARES TR
42,480$3.8B2.40%
18
GOOGLALPHABET INC
23,548$3.6B2.31%
19
JAAAJANUS DETROIT STR TR
61,712$3.1B1.99%
20
JSIJANUS DETROIT STR TR
59,486$3.1B1.98%
21
WQTMWISDOMTREE TR
95,861$3.1B1.98%
22
PJBFPGIM ETF TR
57,879$3.1B1.96%
23
IVWISHARES TR
32,084$3.0B1.89%
24
BAIBLACKROCK ETF TRUST
129,129$2.8B1.80%
25
PYLDPIMCO ETF TR
103,638$2.7B1.74%
26
CRWDCROWDSTRIKE HLDGS INC
7,476$2.6B1.68%
27
PANWPALO ALTO NETWORKS INC
13,697$2.3B1.49%
28
IVVISHARES TR
3,953$2.2B1.41%
29
ICSHISHARES TR
39,510$2.0B1.27%
30
PGXINVESCO EXCH TRADED FD TR II
165,349$1.9B1.18%
31
JPSTJ P MORGAN EXCHANGE TRADED F
35,892$1.8B1.15%
32
BKDVBNY MELLON ETF TRUST II
64,148$1.6B1.03%
33
SMMUPIMCO ETF TR
29,721$1.5B0.94%
34
NDQINVESCO QQQ TR
2,566$1.2B0.76%
35
UBERUBER TECHNOLOGIES INC
14,768$1.1B0.68%
36
SHOPSHOPIFY INC
11,064$1.1B0.67%
37
NLRVANECK ETF TRUST
12,737$933.2M0.59%
38
RDDTREDDIT INC
8,241$864.5M0.55%
39
AAPLAPPLE INC
3,868$859.2M0.55%
40
GOOGALPHABET INC
5,338$834.0M0.53%
41
IJJISHARES TR
6,657$797.0M0.51%
42
PLTRPALANTIR TECHNOLOGIES INC
9,376$791.3M0.50%
43
JMHIJ P MORGAN EXCHANGE TRADED F
14,524$733.4M0.47%
44
VRTVERTIV HOLDINGS CO
7,785$562.1M0.36%
45
ARMARM HOLDINGS PLC
5,230$558.5M0.35%
46
SPYSPDR S&P 500 ETF TR
985$551.0M0.35%
47
SOXXISHARES TR
2,845$535.3M0.34%
48
INMUBLACKROCK ETF TRUST II
22,300$527.5M0.34%
49
JMSIJ P MORGAN EXCHANGE TRADED F
10,493$522.6M0.33%
50
MUNIPIMCO ETF TR
10,120$521.7M0.33%
51
COSTCOSTCO WHSL CORP NEW
550$520.2M0.33%
52
VVISA INC
1,376$482.2M0.31%
53
AVGOBROADCOM INC
2,793$467.6M0.30%
54
TQQQPROSHARES TR
8,128$465.7M0.30%
55
COHRCOHERENT CORP
6,876$446.5M0.28%
56
ARGXARGENX SE
731$432.7M0.27%
57
IWMISHARES TR
2,053$409.6M0.26%
58
VUGVANGUARD INDEX FDS
1,011$374.9M0.24%
59
OKLOOKLO INC
16,052$347.2M0.22%
60
VRDNVIRIDIAN THERAPEUTICS INC
25,707$346.5M0.22%
61
ALABASTERA LABS INC
5,348$319.1M0.20%
62
JPMJPMORGAN CHASE & CO.
1,000$245.3M0.16%
63
YUMYUM BRANDS INC
1,500$236.0M0.15%
64
WMTWALMART INC
2,549$223.8M0.14%
65
VSTVISTRA CORP
1,820$213.7M0.14%
66
SOXLDIREXION SHS ETF TR
11,908$189.9M0.12%