Firestone Capital Management
CIK:0001799964
Investment Adviser
$710M AUM
160 holdings
Coral Gables, FL, USA
Firestone Capital Management specializes in wealth management, offering services such as portfolio management, financial planning, and investment advisory services.
Top Buys
R
RSPINVESCO EXCHANGE TRADED FD T+$8.1M
P
PWBINVESCO EXCHANGE TRADED FD T+$4.2M
I
IAUISHARES GOLD TR+$3.6M
S
SPYSPDR S&P 500 ETF TR+$3.1M
P
PWVINVESCO EXCHANGE TRADED FD T+$2.3M
Top Sells
J
JMSTJ P MORGAN EXCHANGE TRADED F-$983.7K
X
XLKSELECT SECTOR SPDR TR-$635.3K
C
CVXCHEVRON CORP NEW-$374.5K
S
SLYVSPDR SERIES TRUST-$353.7K
S
SCHHSCHWAB STRATEGIC TR-$341.4K
Top Holdings
V
VIGVANGUARD SPECIALIZED FUNDS+6.8%$29.0M
S
SPYSPDR S&P 500 ETF TR+6.6%$28.0M
V
VXFVANGUARD INDEX FDS+6.0%$25.6M
V
VTIVANGUARD INDEX FDS+5.5%$23.5M
V
VTVVANGUARD INDEX FDS+4.6%$19.6M
Equity Positions (160)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 6.82% | $29.0M | 141,553 | $153.89 | $204.67 | +$1.3M |
S SPY | SPDR S&P 500 ETF TR | 6.60% | $28.0M | 45,339 | $418.98 | $617.85 | +$3.1M |
V VXF | VANGUARD INDEX FDS | 6.03% | $25.6M | 132,821 | $136.88 | $192.71 | +$2.3M |
V VTI | VANGUARD INDEX FDS | 5.52% | $23.5M | 77,168 | $193.11 | $303.93 | +$1.8M |
V VTV | VANGUARD INDEX FDS | 4.62% | $19.6M | 110,976 | $128.12 | $176.74 | +$281.7K |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+1.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.9%
SERVICES-PREPACKAGED SOFTWARE
+1.1%
ELECTRONIC COMPUTERS
+0.9%
PETROLEUM REFINING
+0.8%