Fund HoldingsStoneCrest Wealth Management, Inc.

Total Portfolio Value
$115.63M
Total Bought
$7.48M
Total Sold
$7.18M
Net Transaction
+$306.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)9,9888,147-1,8414,9467,3616.37%+2,415
VANECK ETF TRUST
SEMICONDUCTR ETF
31,97429,352-2,6225,5916,6045.71%+1,013
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
64,21064,673+46310,82211,81510.22%+993
ELI LILLY & CO(LLY)1,0021,583+5815841,2321.07%+647
INVESCO EXCH TRADED FD TR II135,451182,235+46,7841,5542,1651.87%+611
AMAZON COM INC(AMZN)27,20226,038-1,1644,1334,6974.06%+564
SPDR SER TR
ST STR P500ETF
87,01987,879+8604,8645,4074.68%+543
CROWDSTRIKE HLDGS INC(CRWD)01,500+1,50004810.42%+481
GLOBAL X FDS
S&P 500 COVERED
83,03591,914+8,8793,2753,7493.24%+474
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
63,67968,386+4,7073,5013,9573.42%+456
MICROSOFT CORP(MSFT)11,51411,309-2054,3304,7584.11%+428
META PLATFORMS INC(META)1,3501,827+4774788870.77%+409
ARM HOLDINGS PLC03,090+3,09003860.33%+386
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
101,942104,038+2,0965,4895,8675.07%+378
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
25,54425,788+2444,0314,3683.78%+337
DRAFTKINGS INC NEW(DKNG)22,38924,540+2,1517891,1140.96%+325
ADVANCED MICRO DEVICES INC(AMD)01,560+1,56002820.24%+282
UBER TECHNOLOGIES INC(UBER)14,13214,862+7308701,1440.99%+274
ALPHABET INC(GOOG)18,19418,491+2972,5422,7912.41%+249
JPMORGAN CHASE & CO(JPM)01,000+1,00002000.17%+200
DIREXION SHS ETF TR
DAI SEM BUL ETF
15,43714,040-1,3974856530.56%+169
ISHARES TR33,25731,370-1,8872,4982,6492.29%+151
ISHARES TR5,3085,106-2022,5352,6842.32%+149
ISHARES TR1,5184,509+2,9918751,0190.88%+144
FIRST TR NAS100 EQ WEIGHTED54,63952,709-1,9306,4176,5315.65%+113
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
29,14228,653-4891,6211,7161.48%+95
ISHARES TR
ULTRA SHORT DUR
18,35620,112+1,7569241,0170.88%+92
ALPHABET INC(GOOG)7,1647,050-1141,0101,0730.93%+64
ISHARES TR14,65614,609-471,6711,7281.49%+57
WISDOMTREE TR(WT)88,13090,072+1,9423,0803,1362.71%+56
SPDR S&P 500 ETF TR(SPY)1,2851,272-136116650.58%+55
ISHARES TR4,5994,579-203644180.36%+54
DIREXION SHS ETF TR
DAIL HEAL BU ETF
2,1162,11602152650.23%+50
INVESCO QQQ TR3,9513,746-2051,6181,6631.44%+45
COSTCO WHSL CORP NEW(COST)55055003634030.35%+40
PROSHARES TR
ULTRAPRO QQQ
9,7398,561-1,1784945270.46%+33
ARGENX SE(ARGX)2,1082,121+138028350.72%+33
DATADOG INC(DDOG)7,7877,910+1239459780.85%+32
PACER FDS TR
US SM CAP CA ETF
24,15224,250+981,1601,1921.03%+32
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
13,94314,375+4327007250.63%+25
REGENERON PHARMACEUTICALS(REGN)325321-42853090.27%+24
VISA INC(V)1,8781,833-454895120.44%+23
ISHARES TR2,3022,30204624840.42%+22
SHOPIFY INC(SHOP)14,93615,335+3991,1641,1831.02%+20
YUM BRANDS INC(YUM)2,1422,14202802970.26%+17
VANGUARD INDEX FDS797764-332482630.23%+15
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,4602,274-1864744740.41%0
ACCENTURE PLC IRELAND
SHS CLASS A
991944-473483270.28%-21
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
111,936102,621-9,3155,5895,5664.81%-23
ADOBE INC(ADBE)76376304553850.33%-70
VIRIDIAN THERAPEUTICS INC(VRDN)27,79127,675-1166054850.42%-121
SNOWFLAKE INC(SNOW)2,3192,082-2374613360.29%-125
PALO ALTO NETWORKS INC(PANW)10,6329,404-1,2283,1352,6722.31%-463
APPLE INC(AAPL)21,54718,606-2,9414,1483,1912.76%-958
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