Keith Mahan

@Stonecrest Wealth Management, Inc.

Latest period2024 - Q4

Reported4d ago

Managed Assets$153.184M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TSLATesla Inc Recent Activity New Position	0.15%	$218,074 540 shares@ $403.85 avg price	New Position
ACNAccenture Plc Ireland Recent Activity	0.14%	$211,074 600 shares@ $351.79 avg price
YUMYum Brands Inc Recent Activity	0.14%	$201,240 1,500 shares@ $134.16 avg price