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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
ARGXArgenx Se
Recent Activity
Decreased -0.27%
0.3%
$449,565
731 shares@ $615.0 avg price
VVisa Inc
Recent Activity
0.29%
$434,871
1,376 shares@ $316.04 avg price
VUGVanguard Index Fds
Recent Activity
0.28%
$414,955
1,011 shares@ $410.45 avg price
ARMArm Holdings Plc
Recent Activity
Decreased -33.18%
0.25%
$381,182
3,090 shares@ $123.36 avg price
SOXLDirexion Shs Etf Tr
Recent Activity
Decreased -4.3%
0.22%
$334,220
12,238 shares@ $27.32 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -9.07%
0.18%
$260,887
1,122 shares@ $232.52 avg price
WMTWalmart Inc
Recent Activity
Decreased -5.99%
0.16%
$244,939
2,711 shares@ $90.36 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.16%
$239,710
1,000 shares@ $239.71 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -0.31%
0.15%
$224,384
315 shares@ $712.34 avg price
ADBEAdobe Inc
Recent Activity
0.15%
$222,340
500 shares@ $444.68 avg price