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Stony Point Wealth Management Inc. Buys Vulcan Materials Co, Starwood Property Trust Inc, ...

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Investment company Stony Point Wealth Management Inc. (Current Portfolio) buys Vulcan Materials Co, Starwood Property Trust Inc, Altria Group Inc, Markel Corp, The Walt Disney Co, sells Dominion Energy Inc, Magnite Inc, WestRock Co, Visa Inc, Schwab U.S. Large-Cap ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Stony Point Wealth Management Inc.. As of 2021Q4, Stony Point Wealth Management Inc. owns 86 stocks with a total value of $189 million. These are the details of the buys and sells.

  • New Purchases: PFF, CI, VUG, DOV, IVOO,

  • Added Positions: VMC, STWD, MO, MKL, DIS, JPM, LMT, ZTS, SCHA, UNH, AMT, FLRN, GOOGL, ADSK, HON, ACN, TMO, NKE, CVS, WPC, PFE, WM, DEO, PG, NEE, ABT, IDXX, UPS, SCHW, OKE, ABBV, GOOG,

  • Reduced Positions: QQQM, D, AAPL, XLV, V, VYM, VZ, RHS, IJH, CVX, SPLV, JNJ, MSFT, SGOL, ETSY, SCHD, AMZN, IVE, COF, BAC, LLY, IVW, ANTM, HD, OEF, SCHB, IVV, SCHG, PEP, TDIV, XLG, SCHV,

  • Sold Out: MGNI, WRK, SCHX, KMB, MRK, CRM, INTC, APD,


For the details of Stony Point Wealth Management Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/stony+point+wealth+management+inc./current-portfolio/portfolio

These are the top 5 holdings of Stony Point Wealth Management Inc.

  1. Invesco NASDAQ 100 ETF (QQQM) - 188,984 shares, 16.37% of the total portfolio. Shares reduced by 8.78%

  2. PowerShares QQQ Trust Ser 1 (QQQ) - 29,139 shares, 6.14% of the total portfolio. Shares reduced by 0.67%

  3. Blackstone Inc (BX) - 71,977 shares, 4.93% of the total portfolio. Shares added by 0.72%

  4. Vanguard High Dividend Yield Indx ETF (VYM) - 70,317 shares, 4.18% of the total portfolio. Shares reduced by 3.04%

  5. W.P. Carey Inc (WPC) - 95,651 shares, 4.16% of the total portfolio. Shares added by 3.97%

New Purchase: iShares U.S. Preferred Stock (PFF)

Stony Point Wealth Management Inc. initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $37.98 and $39.43, with an estimated average price of $38.64. The stock is now traded at around $37.330000. The impact to a portfolio due to this purchase was 0.15%. The holding were 7,300 shares as of 2021-12-31.

New Purchase: Cigna Corp (CI)

Stony Point Wealth Management Inc. initiated holding in Cigna Corp. The purchase prices were between $191.9 and $231.65, with an estimated average price of $212.85. The stock is now traded at around $230.020000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,078 shares as of 2021-12-31.

New Purchase: Vanguard Growth ETF (VUG)

Stony Point Wealth Management Inc. initiated holding in Vanguard Growth ETF. The purchase prices were between $286.58 and $325.19, with an estimated average price of $312.45. The stock is now traded at around $294.840000. The impact to a portfolio due to this purchase was 0.12%. The holding were 678 shares as of 2021-12-31.

New Purchase: Dover Corp (DOV)

Stony Point Wealth Management Inc. initiated holding in Dover Corp. The purchase prices were between $155.99 and $181.6, with an estimated average price of $170.05. The stock is now traded at around $170.260000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,163 shares as of 2021-12-31.

New Purchase: Vanguard S&P Mid-Cap 400 ETF (IVOO)

Stony Point Wealth Management Inc. initiated holding in Vanguard S&P Mid-Cap 400 ETF. The purchase prices were between $179.18 and $195.86, with an estimated average price of $187.9. The stock is now traded at around $179.590000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,079 shares as of 2021-12-31.

Added: Vulcan Materials Co (VMC)

Stony Point Wealth Management Inc. added to a holding in Vulcan Materials Co by 61.88%. The purchase prices were between $169.28 and $208.97, with an estimated average price of $194.33. The stock is now traded at around $189.980000. The impact to a portfolio due to this purchase was 0.82%. The holding were 19,529 shares as of 2021-12-31.

Added: Starwood Property Trust Inc (STWD)

Stony Point Wealth Management Inc. added to a holding in Starwood Property Trust Inc by 58.86%. The purchase prices were between $22.73 and $26.26, with an estimated average price of $25.23. The stock is now traded at around $24.770000. The impact to a portfolio due to this purchase was 0.63%. The holding were 131,089 shares as of 2021-12-31.

Added: Altria Group Inc (MO)

Stony Point Wealth Management Inc. added to a holding in Altria Group Inc by 33.21%. The purchase prices were between $42.64 and $48.7, with an estimated average price of $45.81. The stock is now traded at around $50.500000. The impact to a portfolio due to this purchase was 0.58%. The holding were 92,548 shares as of 2021-12-31.

Added: Markel Corp (MKL)

Stony Point Wealth Management Inc. added to a holding in Markel Corp by 228.61%. The purchase prices were between $1188 and $1330.53, with an estimated average price of $1262.22. The stock is now traded at around $1291.380000. The impact to a portfolio due to this purchase was 0.56%. The holding were 1,229 shares as of 2021-12-31.

Added: The Walt Disney Co (DIS)

Stony Point Wealth Management Inc. added to a holding in The Walt Disney Co by 23.17%. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $142.620000. The impact to a portfolio due to this purchase was 0.54%. The holding were 35,058 shares as of 2021-12-31.

Added: Lockheed Martin Corp (LMT)

Stony Point Wealth Management Inc. added to a holding in Lockheed Martin Corp by 355.88%. The purchase prices were between $326.31 and $376.33, with an estimated average price of $345.82. The stock is now traded at around $387.340000. The impact to a portfolio due to this purchase was 0.51%. The holding were 3,451 shares as of 2021-12-31.

Sold Out: Magnite Inc (MGNI)

Stony Point Wealth Management Inc. sold out a holding in Magnite Inc. The sale prices were between $16.6 and $30.58, with an estimated average price of $22.34.

Sold Out: WestRock Co (WRK)

Stony Point Wealth Management Inc. sold out a holding in WestRock Co. The sale prices were between $42.48 and $51.63, with an estimated average price of $46.94.

Sold Out: Schwab U.S. Large-Cap ETF (SCHX)

Stony Point Wealth Management Inc. sold out a holding in Schwab U.S. Large-Cap ETF. The sale prices were between $103.39 and $114.55, with an estimated average price of $110.61.

Sold Out: Kimberly-Clark Corp (KMB)

Stony Point Wealth Management Inc. sold out a holding in Kimberly-Clark Corp. The sale prices were between $129.26 and $142.92, with an estimated average price of $134.72.

Sold Out: Merck & Co Inc (MRK)

Stony Point Wealth Management Inc. sold out a holding in Merck & Co Inc. The sale prices were between $72.28 and $90.54, with an estimated average price of $79.6.

Sold Out: Salesforce.com Inc (CRM)

Stony Point Wealth Management Inc. sold out a holding in Salesforce.com Inc. The sale prices were between $247.21 and $309.96, with an estimated average price of $280.77.



Here is the complete portfolio of Stony Point Wealth Management Inc.. Also check out:

1. Stony Point Wealth Management Inc.'s Undervalued Stocks

2. Stony Point Wealth Management Inc.'s Top Growth Companies, and

3. Stony Point Wealth Management Inc.'s High Yield stocks

4. Stocks that Stony Point Wealth Management Inc. keeps buyingThis article first appeared on GuruFocus.