StoneCrest Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

StoneCrest Wealth Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.75M	Sell	14,872 -4,845	-25%	-$2.64M	3.12%	9
2026 Q1	$7.56M	Sell	19,717 -423	-2%	-$168K	3.2%	9
2025 Q4	$7.25M	Buy	20,140 +1,105	+6%	+$388K	2.93%	10
2025 Q3	$6.21M	Buy	19,035 +304	+2%	+$90K	2.72%	12
2025 Q2	$5.22M	Sell	18,731 -1,253	-6%	-$291K	2.49%	13
2025 Q1	$4.23M	Sell	19,984 -3,075	-13%	-$737K	2.69%	13
2024 Q4	$5.58M	Buy	23,059 +898	+4%	+$223K	3.65%	9
2024 Q3	$5.44M	Sell	22,161 -88	-0.4%	-$21.4K	3.96%	8
2024 Q2	$5.8M	Sell	22,249 -7,103	-24%	-$1.67M	4.43%	6
2024 Q1	$6.6M	Sell	29,352 -2,622	-8%	-$527K	5.71%	3
2023 Q4	$5.59M	Buy	+31,974	New	+$5M	5.36%	3

Other funds holding SMH

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return