Instuitional Investor - Stonehaven Wealth & Tax Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Stonehaven Wealth & Tax Solutions, Llc |
| Portfolio Value | $124,850,151 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | KRE | 139,469 | $12,256,536 | 9.82% | |
| 2. | J P Morgan Exchange Traded F | 154,638 | $12,074,135 | 9.67% | |
| 3. | IEF | 87,059 | $8,617,100 | 6.9% | |
| 4. | First Tr Exchange Traded Fd - SMID RISNG ETF | 176,353 | $7,607,868 | 6.09% | |
| 5. | First Tr Exchng Traded Fd Vi - SMIT UNCO BD ETF | 244,917 | $6,093,535 | 4.88% |
Hedge Fund Resource Center 
