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Home > Institutional Investor > Stony Point Wealth Management Inc. > Profile

Instuitional Investor - Stony Point Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Stony Point Wealth Management Inc.
Portfolio Value $235,292,725
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 169,407 $30,788,028 13.08%
2.
Microsoft Corp
 MSFT 31,609 $15,722,626 6.68%
3.
Markel Group Inc.
 MKL 7,066 $14,113,971 6%
4.
Alphabet Inc.
 GOOGL 74,393 $13,110,356 5.57%
5.
Starwood Property Trust Inc.
 STWD 534,176 $10,721,074 4.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)