0001085146-21-001316.txt : 20210427 0001085146-21-001316.hdr.sgml : 20210427 20210427094021 ACCESSION NUMBER: 0001085146-21-001316 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210427 DATE AS OF CHANGE: 20210427 EFFECTIVENESS DATE: 20210427 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: 21856253 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 03-31-2021 03-31-2021 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 04-23-2021 0 78 141554 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 477 3980 SH SOLE 3980 0 0 ABBVIE INC COM 00287Y109 213 1969 SH SOLE 1969 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 498 30380 SH SOLE 30380 0 0 AIR PRODS & CHEMS INC COM 009158106 231 821 SH SOLE 821 0 0 ALPHABET INC CAP STK CL A 02079K305 846 410 SH SOLE 410 0 0 ALPHABET INC CAP STK CL C 02079K107 559 270 SH SOLE 270 0 0 ALTRIA GROUP INC COM 02209S103 2198 42956 SH SOLE 42956 0 0 AMAZON COM INC COM 023135106 2017 652 SH SOLE 652 0 0 ANTHEM INC COM 036752103 382 1064 SH SOLE 1064 0 0 APPLE INC COM 037833100 4457 36487 SH SOLE 36487 0 0 AT&T INC COM 00206R102 948 31330 SH SOLE 31330 0 0 BECTON DICKINSON & CO COM 075887109 244 1003 SH SOLE 1003 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 771 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 277 1085 SH SOLE 1085 0 0 BIOLASE INC COM NEW 090911207 9 11080 SH SOLE 11080 0 0 BK OF AMERICA CORP COM 060505104 1022 26410 SH SOLE 26410 0 0 BLACKSTONE GROUP INC COM 09260D107 4828 64779 SH SOLE 64779 0 0 BOEING CO COM 097023105 873 3427 SH SOLE 3427 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 200 3169 SH SOLE 3169 0 0 BROADCOM INC COM 11135F101 345 744 SH SOLE 744 0 0 CAPITAL ONE FINL CORP COM 14040H105 628 4938 SH SOLE 4938 0 0 CHEVRON CORP NEW COM 166764100 987 9416 SH SOLE 9416 0 0 CVS HEALTH CORP COM 126650100 566 7523 SH SOLE 7523 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 2073 12625 SH SOLE 12625 0 0 DISNEY WALT CO COM 254687106 2928 15870 SH SOLE 15870 0 0 DOMINION ENERGY INC COM 25746U109 4838 63686 SH SOLE 63686 0 0 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 395 7314 SH SOLE 7314 0 0 HOME DEPOT INC COM 437076102 3335 10925 SH SOLE 10925 0 0 HONEYWELL INTL INC COM 438516106 1151 5303 SH SOLE 5303 0 0 INTEL CORP COM 458140100 298 4661 SH SOLE 4661 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 364 24282 SH SOLE 24282 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2933 50436 SH SOLE 50436 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1638 5526 SH SOLE 5526 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 279 1041 SH SOLE 1041 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 829 5252 SH SOLE 5252 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 41169 129004 SH SOLE 129004 0 0 ISHARES TR CORE S&P MCP ETF 464287507 430 1653 SH SOLE 1653 0 0 ISHARES TR CORE S&P500 ETF 464287200 411 1033 SH SOLE 1033 0 0 ISHARES TR MSCI USA MMENTM 46432F396 220 1367 SH SOLE 1367 0 0 ISHARES TR S&P 100 ETF 464287101 759 4223 SH SOLE 4223 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1024 15732 SH SOLE 15732 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2754 19495 SH SOLE 19495 0 0 JOHNSON & JOHNSON COM 478160104 3035 18465 SH SOLE 18465 0 0 JPMORGAN CHASE & CO COM 46625H100 4128 27116 SH SOLE 27116 0 0 KIMBERLY-CLARK CORP COM 494368103 349 2508 SH SOLE 2508 0 0 LILLY ELI & CO COM 532457108 215 1149 SH SOLE 1149 0 0 LOWES COS INC COM 548661107 380 1999 SH SOLE 1999 0 0 MARRIOTT INTL INC NEW CL A 571903202 295 1993 SH SOLE 1993 0 0 MICROSOFT CORP COM 594918104 2950 12512 SH SOLE 12512 0 0 NIKE INC CL B 654106103 355 2669 SH SOLE 2669 0 0 NORFOLK SOUTHN CORP COM 655844108 397 1477 SH SOLE 1477 0 0 ONEOK INC NEW COM 682680103 278 5480 SH SOLE 5480 0 0 ORACLE CORP COM 68389X105 312 4441 SH SOLE 4441 0 0 PAYPAL HLDGS INC COM 70450Y103 478 1967 SH SOLE 1967 0 0 PEPSICO INC COM 713448108 1410 9965 SH SOLE 9965 0 0 PFIZER INC COM 717081103 391 10806 SH SOLE 10806 0 0 PHILIP MORRIS INTL INC COM 718172109 735 8285 SH SOLE 8285 0 0 PROCTER AND GAMBLE CO COM 742718109 1670 12333 SH SOLE 12333 0 0 SALESFORCE COM INC COM 79466L302 229 1082 SH SOLE 1082 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 458 4736 SH SOLE 4736 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1694 23229 SH SOLE 23229 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 480 3699 SH SOLE 3699 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 545 8352 SH SOLE 8352 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 469 4879 SH SOLE 4879 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3773 37858 SH SOLE 37858 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3618 30991 SH SOLE 30991 0 0 SPDR GOLD TR GOLD SHS 78463V107 262 1635 SH SOLE 1635 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 603 1521 SH SOLE 1521 0 0 TRUIST FINL CORP COM 89832Q109 384 6583 SH SOLE 6583 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 402 1563 SH SOLE 1563 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 269 2047 SH SOLE 2047 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 9142 90432 SH SOLE 90432 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 259 721 SH SOLE 721 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3290 56583 SH SOLE 56583 0 0 VISA INC COM CL A 92826C839 1120 5291 SH SOLE 5291 0 0 WASTE MGMT INC DEL COM 94106L109 602 4664 SH SOLE 4664 0 0 WP CAREY INC COM 92936U109 4881 68983 SH SOLE 68983 0 0 ZOETIS INC CL A 98978V103 292 1854 SH SOLE 1854 0 0