Avoid Fraud, Get The Facts, And Find The Best
Legal Name: STONY POINT WEALTH MANAGEMENT INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 23, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
59,990 |
$11,530k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
91,281 |
$6,517k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
174,961 |
$4,622k |
|
|
W P CAREY INC (92936U109)
|
53,720 |
$4,556k |
|
|
WISDOMTREE TR (97717W604)
|
158,305 |
$4,252k |
|
|
DOMINION ENERGY INC (25746U109)
|
46,125 |
$3,569k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
37,316 |
$3,441k |
|
|
Chevron Corp (166764100)
|
24,479 |
$3,038k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
26,120 |
$2,978k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
35,367 |
$2,209k |
|
|
Apple Inc (037833100)
|
10,388 |
$2,112k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V324)
|
16,343 |
$2,052k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
11,150 |
$2,038k |
|
|
JOHNSON & JOHNSON (478160104)
|
15,311 |
$2,019k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
17,001 |
$2,003k |
|
|
BLACKSTONE GROUP (09253U108)
|
41,452 |
$1,877k |
|
|
HOME DEPOT INC (437076102)
|
8,357 |
$1,802k |
|
|
ISHARES INC (464286533)
|
27,591 |
$1,624k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E230)
|
47,396 |
$1,619k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V233)
|
7,386 |
$1,583k |
|
|
MICROSOFT CORP (594918104)
|
11,476 |
$1,564k |
|
|
PROCTER & GAMBLE CO (742718109)
|
12,805 |
$1,485k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
17,274 |
$1,471k |
|
|
Boeing Co/The (097023105)
|
3,899 |
$1,441k |
|
|
DIAGEO P L C (25243Q205)
|
8,320 |
$1,422k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
24,674 |
$1,411k |
|
|
ALTRIA GROUP INC (02209S103)
|
27,552 |
$1,375k |
|
|
PEPSICO INC (713448108)
|
9,427 |
$1,252k |
|
|
Amazon.com Inc (023135106)
|
583 |
$1,160k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
16,112 |
$1,149k |
|
|
CISCO SYSTEMS INC (17275R102)
|
19,955 |
$1,142k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
12,480 |
$960k |
|
|
AT&T INC (00206R102)
|
28,531 |
$949k |
|
|
Bank of America Corp. (060505104)
|
30,822 |
$900k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,012 |
$897k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
5,581 |
$860k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
15,724 |
$844k |
|
|
PHILIP MORRIS INTL (718172109)
|
9,373 |
$801k |
|
|
ISHARES (464288448)
|
25,889 |
$792k |
|
|
Exxon Mobil Corp (30231G102)
|
10,376 |
$783k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
4,505 |
$755k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
3,882 |
$751k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V373)
|
5,269 |
$720k |
|
|
ISHA (464287101)
|
5,239 |
$692k |
|
|
HONEYWELL INTL INC (438516106)
|
3,963 |
$668k |
|
|
3M CO (88579Y101)
|
3,782 |
$661k |
|
|
INTEL CORP (458140100)
|
13,077 |
$646k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$623k |
|
|
WASTE MGMT INC DEL (94106L109)
|
5,002 |
$591k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
7,604 |
$588k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
10,437 |
$586k |
|
|
KIMBERLY CLARK CORP (494368103)
|
3,809 |
$526k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
18,644 |
$519k |
|
|
BB&T CORPORATION (054937107)
|
10,235 |
$509k |
|
|
ANTHEM INC (036752103)
|
1,669 |
$508k |
|
|
ISHARES TR MRGSTR (464288505)
|
2,889 |
$502k |
|
|
ABERDEEN STD GOLD ETF TR (00326A104)
|
3,508 |
$482k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
15,608 |
$479k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
5,314 |
$469k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
3,006 |
$457k |
|
|
Archer-Daniels-Midland Co (039483102)
|
11,115 |
$448k |
|
|
ENTERPRISE PRODS (293792107)
|
14,819 |
$447k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
2,171 |
$437k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
6,069 |
$434k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
1,994 |
$425k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,404 |
$420k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
14,531 |
$402k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
6,855 |
$387k |
|
|
DISNEY WALT CO (254687106)
|
2,688 |
$383k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R118)
|
9,166 |
$366k |
|
|
BECTON DICKINSON (075887109)
|
1,410 |
$355k |
|
|
PFIZER INC (717081103)
|
7,854 |
$342k |
|
|
ONEOK Inc (682680103)
|
4,463 |
$311k |
|
|
BRITISH AMER TOB PLC (110448107)
|
12 |
$306k |
|
|
NORFOLK SOUTHERN (655844108)
|
1,590 |
$304k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
9,378 |
$300k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,173 |
$292k |
|
|
John Hancock Multifactor Energy ETF (47804J701)
|
11,858 |
$285k |
|
|
ALPHABET INC (02079K305)
|
248 |
$284k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
1,235 |
$280k |
|
|
ORACLE CORP (68389X105)
|
4,248 |
$246k |
|
|
Bristol-Myers Squibb Co (110122108)
|
5,395 |
$238k |
|
|
ISHARES INC (46434G822)
|
4,345 |
$238k |
|
|
NIKE INC (654106103)
|
2,627 |
$230k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V340)
|
5,080 |
$223k |
|
|
VANGUARD ADMIRAL FDS INC (921932885)
|
1,696 |
$222k |
|
|
ABBOTT LABS (002824100)
|
2,428 |
$208k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
13,569 |
$202k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
931 |
$202k |
|
|
TITAN MED INC COM NEW (88830X819)
|
15,000 |
$32k |
|
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