The Analysis of STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holdings
Currently, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC holds 85 types of securities in its portfolio with a total value $111.3M. In the most recent quarter, they have increased their positions in FMB (+15.1K shares, valued at $771.9K), TLT (+7.4K shares, valued at $640.7K), TLH (+5.2K shares, valued at $529.1K); decreased their positions in GLD (-690 shares, valued at $273.5K), AXP (-526 shares, valued at $194.6K), GCOR (-4.5K shares, valued at $187.3K); initiated new positions in TLH (+5.2K shares, valued at $529.1K), FSMB (+24.2K shares, valued at $484.4K), EFA (+4.7K shares, valued at $453.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BBIN J P MORGAN EXCHANGE TRADED F150.7K shares-0.50%2025-12-312026-01-23
SPYM SPDR SERIES TRUST135.6K shares-1.57%2025-12-312026-01-23 AGG ISHARES TR84.0K shares3.31%2025-12-312026-01-23 SDVY FIRST TR EXCHANGE-TRADED FD170.5K shares0.09%2025-12-312026-01-23 UCON FIRST TR EXCHNG TRADED FD VI238.9K shares-1.07%2025-12-312026-01-23 FVD FIRST TR EXCHANGE-TRADED FD102.3K shares3.70%2025-12-312026-01-23 FTCS FIRST TR EXCHANGE-TRADED FD49.8K shares5.94%2025-12-312026-01-23 SPEM SPDR INDEX SHS FDS86.0K shares-3.65%2025-12-312026-01-23 LMBS FIRST TR EXCHANGE-TRADED FD67.2K shares0.88%2025-12-312026-01-23 TLT ISHARES TR36.2K shares25.49%2025-12-312026-01-23 VTI VANGUARD INDEX FDS7.6K shares4.99%2025-12-312026-01-23 JPME J P MORGAN EXCHANGE TRADED F22.7K shares2.69%2025-12-312026-01-23 BNDX VANGUARD CHARLOTTE FDS43.1K shares-5.82%2025-12-312026-01-23 JPSE J P MORGAN EXCHANGE TRADED F40.7K shares-0.44%2025-12-312026-01-23 CATH GLOBAL X FDS24.6K shares-1.44%2025-12-312026-01-23 ACWI ISHARES TR14.0K shares-4.33%2025-12-312026-01-23 BIBL NORTHERN LTS FD TR IV39.3K shares0.22%2025-12-312026-01-23 GWX SPDR INDEX SHS FDS42.6K shares-3.57%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR2.3K shares-2.47%2025-12-312026-01-23 GLD SPDR GOLD TR3.6K shares-16.05%2025-12-312026-01-23 KNG FIRST TR EXCHANGE-TRADED FD28.2K shares-0.92%2025-12-312026-01-23 GOVT ISHARES TR55.6K shares-1.55%2025-12-312026-01-23 JQUA J P MORGAN EXCHANGE TRADED F19.8K shares-1.15%2025-12-312026-01-23 AAPL APPLE INC4.6K shares33.57%2025-12-312026-01-23 IEI ISHARES TR9.0K shares6.65%2025-12-312026-01-23 FMB FIRST TR EXCH TRADED FD III19.9K shares314.50%2025-12-312026-01-23 NVDA NVIDIA CORPORATION5.4K shares3.09%2025-12-312026-01-23 GSUS GOLDMAN SACHS ETF TR10.3K shares-5.61%2025-12-312026-01-23 VMBS VANGUARD SCOTTSDALE FDS17.9K shares-1.88%2025-12-312026-01-23 ACWX ISHARES TR12.0K shares-14.65%2025-12-312026-01-23 SPIP SPDR SERIES TRUST29.2K shares-0.36%2025-12-312026-01-23 NURE NUSHARES ETF TR21.5K shares3.56%2025-12-312026-01-23 STIP ISHARES TR5.8K shares-0.07%2025-12-312026-01-23 SGOV ISHARES TR5.9K shares3.79%2025-12-312026-01-23 BIL SPDR SERIES TRUST6.4K shares3.16%2025-12-312026-01-23 TLH ISHARES TR5.2K sharesnew addition2025-12-312026-01-23 WCMI FIRST TR EXCHANGE-TRADED FD30.1K shares-6.36%2025-12-312026-01-23 FSMB FIRST TR EXCH TRADED FD III24.2K sharesnew addition2025-12-312026-01-23 EBND SPDR SERIES TRUST21.2K shares6.02%2025-12-312026-01-23 EFA ISHARES TR4.7K sharesnew addition2025-12-312026-01-23 FTGS FIRST TR EXCHANGE-TRADED FD12.6K shares73.39%2025-12-312026-01-23 PDBC INVESCO ACTVELY MNGD ETC FD32.6K shares23.16%2025-12-312026-01-23 SHOP SHOPIFY INC2.6K sharesnew addition2025-12-312026-01-23 SPIB SPDR SERIES TRUST12.0K shares9.87%2025-12-312026-01-23 SPHY SPDR SERIES TRUST17.1K shares9.83%2025-12-312026-01-23 IJR ISHARES TR3.4K shares-28.02%2025-12-312026-01-23 SPSB SPDR SERIES TRUST13.4K shares10.20%2025-12-312026-01-23 CAT CATERPILLAR INC678 shares5.44%2025-12-312026-01-23 GSIE GOLDMAN SACHS ETF TR9.0K shares-7.76%2025-12-312026-01-23 XLV SELECT SECTOR SPDR TR2.5K shares70.27%2025-12-312026-01-23 WCME FIRST TR EXCHANGE-TRADED FD20.1K shares-7.64%2025-12-312026-01-23 MEDP MEDPACE HLDGS INC565 sharesnew addition2025-12-312026-01-23 EPAM EPAM SYS INC1.4K sharesnew addition2025-12-312026-01-23 GSLC GOLDMAN SACHS ETF TR2.2K shares-7.57%2025-12-312026-01-23 XOM EXXON MOBIL CORP2.4K shares0.00%2025-12-312026-01-23 V VISA INC797 sharesnew addition2025-12-312026-01-23 PG PROCTER AND GAMBLE CO1.9K shares-6.95%2025-12-312026-01-23 BMY BRISTOL-MYERS SQUIBB CO5.0K shares-5.69%2025-12-312026-01-23 CSCO CISCO SYS INC3.5K sharesnew addition2025-12-312026-01-23 MO ALTRIA GROUP INC4.6K sharesnew addition2025-12-312026-01-23 TM TOYOTA MOTOR CORP1.2K sharesnew addition2025-12-312026-01-23 GCOR GOLDMAN SACHS ETF TR6.1K shares-42.68%2025-12-312026-01-23 ADBE ADOBE INC718 sharesnew addition2025-12-312026-01-23 BXP BXP INC3.7K shares4.59%2025-12-312026-01-23 MSFT MICROSOFT CORP506 shares28.43%2025-12-312026-01-23 MPLX MPLX LP4.5K sharesnew addition2025-12-312026-01-23 PHM PULTE GROUP INC2.0K shares-3.33%2025-12-312026-01-23 DIS DISNEY WALT CO2.0K shares-38.59%2025-12-312026-01-23 HPE HEWLETT PACKARD ENTERPRISE C9.1K shares0.28%2025-12-312026-01-23 KO COCA COLA CO3.1K sharesnew addition2025-12-312026-01-23 IVV ISHARES TR317 shares-8.91%2025-12-312026-01-23 AXP AMERICAN EXPRESS CO567 shares-48.12%2025-12-312026-01-23 KR KROGER CO3.3K sharesnew addition2025-12-312026-01-23 WDC WESTERN DIGITAL CORP1.2K sharesnew addition2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS696 sharesnew addition2025-12-312026-01-23 FEMS FIRST TR EXCH TRD ALPHDX FD4.9K sharesnew addition2025-12-312026-01-23 TRMB TRIMBLE INC2.6K shares0.23%2025-12-312026-01-23 LNT ALLIANT ENERGY CORP3.1K sharesnew addition2025-12-312026-01-23 DNN DENISON MINES CORP37.9K sharesnew addition2025-12-312026-01-23 TIGR UP FINTECH HLDG LTD10.4K sharesnew addition2025-12-312026-01-23 NIO NIO INC15.6K sharesnew addition2025-12-312026-01-23 ACP ABRDN INCOME CREDIT STRATEGI10.4K shares-0.85%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available