Fund HoldingsSTONEHAVEN WEALTH & TAX SOLUTIONS, LLC

Total Portfolio Value
$102.45M
Total Bought
$13.50M
Total Sold
$8.87M
Net Transaction
+$4.63M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0245,652+245,65206,1145.97%+6,114
SPDR SERIES TRUST
ST STR P500ETF
138,425141,190+2,7659,10310,26310.02%+1,160
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
156,314155,434-8809,61410,49210.24%+878
SPDR SERIES TRUST
ST STR BLO 1 ETF
05,867+5,86705380.53%+538
ISHARES TR05,325+5,32505360.52%+536
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
164,798169,391+4,5935,5215,9765.83%+455
ISHARES TR74,45277,459+3,0077,3657,6847.50%+319
SPDR INDEX SHS FDS
ST PORT MARK ETF
90,32290,575+2533,5563,8713.78%+315
JABIL INC(JBL)01,345+1,34502930.29%+293
FIRST TR EXCHANGE-TRADED FD018,119+18,11902880.28%+288
NVIDIA CORPORATION(NVDA)6,0075,834-1736519220.90%+271
EMCOR GROUP INC(EME)0485+48502590.25%+259
FIRST TR EXCHANGE-TRADED FD07,272+7,27202490.24%+249
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
04,600+4,60002290.22%+229
VANGUARD INDEX FDS7,1397,151+121,9622,1732.12%+211
SPDR INDEX SHS FDS
ST INTL CAP ETF
45,29444,572-7221,4481,6571.62%+210
TRIMBLE INC(TRMB)02,734+2,73402080.20%+208
GLOBAL X FDS
S&P 500 CATHOLIC
25,13025,165+351,6971,8991.85%+201
FIRST TR EXCHANGE-TRADED FD012,597+12,59701980.19%+198
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
21,15422,270+1,1162,1282,3092.25%+182
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
39,18141,146+1,9651,7081,8721.83%+164
FIRST TR EXCHANGE-TRADED FD
SHS
95,28898,587+3,2994,2494,4074.30%+158
FIRST TR EXCHANGE-TRADED FD45,32046,415+1,0954,0624,2194.12%+156
SPDR S&P 500 ETF TR(SPY)2,2532,259+61,2601,3961.36%+135
ISHARES TR14,12713,838-2891,6441,7801.74%+135
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
39,20939,325+1161,5061,6251.59%+119
ARISTA NETWORKS INC(ANET)3,6293,861+2322813950.39%+114
DISNEY WALT CO(DIS)3,4323,422-103394240.41%+86
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
19,88220,102+2201,1231,2071.18%+84
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
66,20767,607+1,4003,2553,3303.25%+76
ISHARES TR13,09813,132+347268000.78%+74
SPDR SERIES TRUST
SST SPDR BLOOMBE
17,52419,886+2,3623524260.42%+74
ISHARES TR
US TREAS BD ETF
53,32256,097+2,7751,2261,2891.26%+64
AMERICAN EXPRESS CO(AXP)1,1171,114-33013550.35%+55
SPDR SERIES TRUST
ST PORT HIGH ETF
13,51315,275+1,7623163640.35%+47
SPDR SERIES TRUST
ST INTER BD ETF
9,57610,836+1,2603183640.36%+46
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
17,31618,263+9478028460.83%+44
SPDR SERIES TRUST
ST SHOR CORP ETF
10,52511,908+1,3833173600.35%+43
LAM RESEARCH CORP(LRCX)2,9702,632-3382162560.25%+40
ISHARES TR4,1854,361+1764384770.47%+39
CATERPILLAR INC(CAT)64764702132510.25%+38
NIKE INC(NKE)4,2774,298+212723050.30%+34
PHILIP MORRIS INTL INC(PM)1,2801,301+212032370.23%+34
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,0411,039-22062260.22%+20
SPDR GOLD TR(GLD)4,4724,291-1811,2891,3081.28%+19
ISHARES TR
0-5 YR TIPS ETF
5,6305,846+2165836020.59%+19
TEXAS INSTRS INC(TXN)1,1201,047-732012170.21%+16
IAMGOLD CORP(IAG)17,46816,587-8811091220.12%+13
SPDR SERIES TRUST
ST BLOO HIGH ETF
6,1166,117+15835950.58%+12
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,2264,213-132102210.22%+10
ISHARES TR8,1748,168-69669730.95%+7
PULTE GROUP INC(PHM)2,1542,15402212270.22%+6
METLIFE INC(MET)2,9683,020+522382430.24%+5
BXP INC(BXP)3,6693,66902472480.24%+1
ABRDN INCOME CREDIT STRATEGI10,46110,443-1862620.06%-0
TRAVELERS COMPANIES INC(TRV)1,1431,122-213023000.29%-2
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
46,24245,521-7212,2582,2542.20%-4
ACCENTURE PLC IRELAND
SHS CLASS A
671681+102092040.20%-6
AMEREN CORP(AEE)2,1722,17202182090.20%-9
WEC ENERGY GROUP INC(WEC)3,4433,498+553753640.36%-11
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
27,21027,664+4541,3751,3581.33%-16
ISHARES S&P GSCI COMMODITY-(GSG)19,59219,402-1904464280.42%-18
SPDR SERIES TRUST
ST STR SP600 SML
7,0336,292-7412872680.26%-19
INVESCO DB US DLR INDEX TR
BULLISH FD
16,18916,446+2574624420.43%-20
HANESBRANDS INC18,77618,827+51108860.08%-22
GOLDMAN SACHS ETF TR2,9532,466-4873252990.29%-26
EXXON MOBIL CORP2,3902,386-42842570.25%-27
GOLDMAN SACHS ETF TR12,52210,083-2,4394464000.39%-47
NUSHARES ETF TR
NUVEEN SHRT TERM
20,69720,119-5786475960.58%-51
APPLE INC(AAPL)3,3673,378+117486930.68%-55
ISHARES TR554413-1413112560.25%-55
GOLDMAN SACHS ETF TR13,26411,276-1,9881,0209650.94%-55
PROCTER AND GAMBLE CO(PG)2,2232,027-1963793230.32%-56
SPDR SERIES TRUST
ST STR TIPS ETF
31,14629,230-1,9168227620.74%-60
ALIBABA GROUP HLDG LTD(BABA)2,6092,508-1013452840.28%-61
BRISTOL-MYERS SQUIBB CO(BMY)5,1825,350+1683162480.24%-68
FIRST TR EXCH TRD ALPHDX FD
EM SML CP ALPH
10,6547,810-2,8443963170.31%-79
ISHARES TR27,85027,724-1262,5352,4472.39%-89
GOLDMAN SACHS ETF TR
ACCESS US AGRAT
15,80812,078-3,7306524990.49%-152
VERIZON COMMUNICATIONS INC(VZ)4,5070-4,5072040-204
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,4530-1,4532120-212
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
238,1350-238,1355,8940-5,894
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