STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NIO | 16K | $79.69K |
 | TIGR | 10K | $99.74K |
 | HPE | 9K | $218.53K |
 | NVDA | 5K | $1.00M |
 | BMY | 5K | $269.81K |
 | MO | 5K | $265.29K |
 | AAPL | 5K | $1.24M |
 | MPLX | 5K | $241.23K |
 | BXP | 4K | $249.07K |
 | WEC | 4K | $369.21K |
 | CSCO | 3K | $268.30K |
 | KR | 3K | $208.37K |
 | LRCX | 3K | $538.88K |
 | KO | 3K | $218.40K |
 | LNT | 3K | $202.18K |
 | ANET | 3K | $354.57K |
 | TRMB | 3K | $205.75K |
 | SHOP | 3K | $412.73K |
 | XOM | 2K | $287.25K |
 | DIS | 2K | $232.66K |
NIO Inc.
NIO
Shares Held
16K
Value
$79.69K
UP Fintech Holding Ltd. Sponsored ADR Class A
TIGR
Shares Held
10K
Value
$99.74K
Hewlett Packard Enterprise Company
HPE
Shares Held
9K
Value
$218.53K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$1.00M
Bristol-Myers Squibb Company
BMY
Shares Held
5K
Value
$269.81K
Altria Group, Inc.
MO
Shares Held
5K
Value
$265.29K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.24M
MPLX Lp
MPLX
Shares Held
5K
Value
$241.23K
BXP, Inc.
BXP
Shares Held
4K
Value
$249.07K
WEC Energy Group, Inc.
WEC
Shares Held
4K
Value
$369.21K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$268.30K
The Kroger Co.
KR
Shares Held
3K
Value
$208.37K
Lam Research Corporation
LRCX
Shares Held
3K
Value
$538.88K
The Coca-Cola Company
KO
Shares Held
3K
Value
$218.40K
Alliant Energy Corporation
LNT
Shares Held
3K
Value
$202.18K
Arista Networks, Inc.
ANET
Shares Held
3K
Value
$354.57K
Trimble Inc.
TRMB
Shares Held
3K
Value
$205.75K
Shopify Inc.
SHOP
Shares Held
3K
Value
$412.73K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$287.25K
The Walt Disney Company
DIS
Shares Held
2K
Value
$232.66K