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Keith Mahan

@Stonecrest Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$153.184MTotal holdings63
Assets growth rate11.45%Assets growth rate (2-Q avg)8.17%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonecrest Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Stonecrest Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 153.184M in assets, with a quarterly growth rate of 11.45% and a 2-quarter average growth rate of 8.17%. The portfolio is managed by Keith Mahan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RDDTReddit Inc
Recent Activity
Increased 22.79%
0.9%
$1.374M
8,406 shares@ $163.45 avg price
SHOPShopify Inc
Recent Activity
Increased 7.71%
0.76%
$1.151M
10,825 shares@ $106.33 avg price
GOOGAlphabet Inc
Recent Activity
0.7%
$1.068M
5,607 shares@ $190.44 avg price
IJJIshares Tr
Recent Activity
Decreased -1.91%
0.57%
$865,223
6,924 shares@ $124.96 avg price
DDOGDatadog Inc
Recent Activity
Increased 12.83%
0.52%
$789,467
5,525 shares@ $142.89 avg price
SOXXIshares Tr
Recent Activity
Decreased -3.7%
0.52%
$783,737
3,637 shares@ $215.49 avg price
UBERUber Technologies Inc
Recent Activity
Increased 19.69%
0.5%
$754,000
12,500 shares@ $60.32 avg price
JMHIJ P Morgan Exchange Traded F
Recent Activity
Increased 16.63%
0.46%
$690,374
13,747 shares@ $50.22 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 0.07%
0.42%
$639,670
3,239 shares@ $197.49 avg price
TQQQProshares Tr
Recent Activity
Decreased -2.36%
0.4%
$597,511
7,551 shares@ $79.14 avg price