0001085146-20-001040.txt : 20200409 0001085146-20-001040.hdr.sgml : 20200409 20200409084445 ACCESSION NUMBER: 0001085146-20-001040 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200409 DATE AS OF CHANGE: 20200409 EFFECTIVENESS DATE: 20200409 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stony Point Wealth Management Inc. CENTRAL INDEX KEY: 0001731359 IRS NUMBER: 474491639 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18653 FILM NUMBER: 20783240 BUSINESS ADDRESS: STREET 1: 9020 STONY POINT PARKWAY STREET 2: SUITE 360 CITY: RICHMOND STATE: VA ZIP: 23235 BUSINESS PHONE: 8043176814 MAIL ADDRESS: STREET 1: 9020 STONY POINT PARKWAY STREET 2: SUITE 360 CITY: RICHMOND STATE: VA ZIP: 23235 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001731359 XXXXXXXX 03-31-2020 03-31-2020 false Stony Point Wealth Management Inc.

9020 STONY POINT PARKWAY SUITE 360 RICHMOND VA 23235

13F HOLDINGS REPORT 028-18653 N Matthew C. Daniel 804-317-6814 /s/ Matthew C. Daniel Richmond VA 04-07-2020 0 63 94486 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 203 2575 SH SOLE 2575 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 426 28100 SH SOLE 28100 0 0 ALPHABET INC CAP STK CL C 02079K107 227 195 SH SOLE 195 0 0 ALPHABET INC CAP STK CL A 02079K305 451 388 SH SOLE 388 0 0 ALTRIA GROUP INC COM 02209S103 957 25045 SH SOLE 25045 0 0 AMAZON COM INC COM 023135106 1500 770 SH SOLE 770 0 0 ANTHEM INC COM 036752103 476 2099 SH SOLE 2099 0 0 APPLE INC COM 037833100 2281 8970 SH SOLE 8970 0 0 AT&T INC COM 00206R102 1258 43275 SH SOLE 43275 0 0 BECTON DICKINSON & CO COM 075887109 299 1299 SH SOLE 1299 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 544 2 SH SOLE 2 0 0 BK OF AMERICA CORP COM 060505104 566 26681 SH SOLE 26681 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 2348 51564 SH SOLE 51564 0 0 BOEING CO COM 097023105 549 3686 SH SOLE 3686 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 230 4127 SH SOLE 4127 0 0 CAPITAL ONE FINL CORP COM 14040H105 262 5223 SH SOLE 5223 0 0 CHEVRON CORP NEW COM 166764100 1496 20619 SH SOLE 20619 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 1407 11068 SH SOLE 11068 0 0 DISNEY WALT CO COM DISNEY 254687106 1127 11663 SH SOLE 11663 0 0 DOMINION ENERGY INC COM 25746U109 3837 53168 SH SOLE 53168 0 0 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 302 8547 SH SOLE 8547 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 285 1845 SH SOLE 1845 0 0 HOME DEPOT INC COM 437076102 2067 11074 SH SOLE 11074 0 0 HONEYWELL INTL INC COM 438516106 578 4320 SH SOLE 4320 0 0 INTEL CORP COM 458140100 880 16260 SH SOLE 16260 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1709 8739 SH SOLE 8739 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 206 1089 SH SOLE 1089 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 511 4129 SH SOLE 4129 0 0 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 3220 68629 SH SOLE 68629 0 0 INVESCO EXCHANGE-TRADED FD T PFD ETF 46138E511 211 16004 SH SOLE 16004 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 30627 160855 SH SOLE 160855 0 0 ISHARES TR S&P 100 ETF 464287101 678 5720 SH SOLE 5720 0 0 ISHARES TR CORE S&P500 ETF 464287200 351 1358 SH SOLE 1358 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1400 8482 SH SOLE 8482 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1788 18577 SH SOLE 18577 0 0 ISHARES TR CORE S&P MCP ETF 464287507 262 1823 SH SOLE 1823 0 0 JOHNSON & JOHNSON COM 478160104 2366 18035 SH SOLE 18035 0 0 JPMORGAN CHASE & CO COM 46625H100 2113 23496 SH SOLE 23496 0 0 KIMBERLY CLARK CORP COM 494368103 362 2830 SH SOLE 2830 0 0 MICROSOFT CORP COM 594918104 2048 12991 SH SOLE 12991 0 0 NIKE INC CL B 654106103 226 2736 SH SOLE 2736 0 0 NORFOLK SOUTHERN CORP COM 655844108 232 1590 SH SOLE 1590 0 0 ORACLE CORP COM 68389X105 212 4383 SH SOLE 4383 0 0 PEPSICO INC COM 713448108 1065 8862 SH SOLE 8862 0 0 PFIZER INC COM 717081103 223 6822 SH SOLE 6822 0 0 PHILIP MORRIS INTL INC COM 718172109 621 8479 SH SOLE 8479 0 0 PROCTER & GAMBLE CO COM 742718109 1397 12702 SH SOLE 12702 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 407 6737 SH SOLE 6737 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 766 12500 SH SOLE 12500 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 817 10260 SH SOLE 10260 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 293 6620 SH SOLE 6620 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 950 21124 SH SOLE 21124 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2686 30325 SH SOLE 30325 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 292 1975 SH SOLE 1975 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 640 2484 SH SOLE 2484 0 0 TRUIST FINL CORP COM 89832Q109 247 8085 SH SOLE 8085 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 599 3827 SH SOLE 3827 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 320 2485 SH SOLE 2485 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4355 61557 SH SOLE 61557 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 210 991 SH SOLE 991 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1695 31519 SH SOLE 31519 0 0 WASTE MGMT INC DEL COM 94106L109 436 4714 SH SOLE 4714 0 0 WP CAREY INC COM 92936U109 3389 58481 SH SOLE 58481 0 0