Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STONE POINT WEALTH LLC | 05-01-2024 | 03-31-2024 | 140 | 287,689,129 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 151 | $539,046 | 9,940 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 152 | $535,521 | 3,625 | 0.00 | 0.00 | 151 | 4.35 | 03-31-2024 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,251 | -4.88 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 154 | $525,840 | 3,484 | 0.00 | 0.00 | -280 | -7.44 | 03-31-2024 |
