Principal

0001085146-18-001733.txt : 20180723 0001085146-18-001733.hdr.sgml : 20180723 20180723164620 ACCESSION NUMBER: 0001085146-18-001733 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180723 DATE AS OF CHANGE: 20180723 EFFECTIVENESS DATE: 20180723 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: 18964907 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 true false 0001731359 XXXXXXXX 06-30-2018 06-30-2018 false Stony Point Wealth Management Inc.

9020 STONY POINT PARKWAY SUITE 360 RICHMOND VA 23235

13F HOLDINGS REPORT 028-18653 N Matthew C. Daniel Principal 804-317-6814 /s/ Matthew C. Daniel Richmond VA 07-20-2018 0 95 123042 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1274 6474 SH SOLE 6474 0 0 ABBVIE INC COM 00287Y109 590 6366 SH SOLE 6366 0 0 AIR PRODS & CHEMS INC COM 009158106 201 1293 SH SOLE 1293 0 0 ALBEMARLE CORP COM 012653101 434 4605 SH SOLE 4605 0 0 ALPHABET INC CAP STK CL A 02079K305 201 178 SH SOLE 178 0 0 ALTRIA GROUP INC COM 02209S103 1564 27463 SH SOLE 27463 0 0 AMAZON COM INC COM 023135106 840 494 SH SOLE 494 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 302 3000 SH SOLE 3000 0 0 ANTHEM INC COM 036752103 208 874 SH SOLE 874 0 0 APPLE INC COM 037833100 1710 9238 SH SOLE 9238 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 510 11121 SH SOLE 11121 0 0 AT&T INC COM 00206R102 407 12671 SH SOLE 12671 0 0 BANK AMER CORP COM 060505104 873 31020 SH SOLE 31020 0 0 BB&T CORP COM 054937107 660 13072 SH SOLE 13072 0 0 BECTON DICKINSON & CO COM 075887109 372 1554 SH SOLE 1554 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 846 3 SH SOLE 3 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 206 1105 SH SOLE 1105 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1178 36599 SH SOLE 36599 0 0 BOEING CO COM 097023105 230 686 SH SOLE 686 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 293 5291 SH SOLE 5291 0 0 CAPITAL ONE FINL CORP COM 14040H105 810 8808 SH SOLE 8808 0 0 CHEVRON CORP NEW COM 166764100 2626 20782 SH SOLE 20782 0 0 CISCO SYS INC COM 17275R102 207 4803 SH SOLE 4803 0 0 COLGATE PALMOLIVE CO COM 194162103 201 3094 SH SOLE 3094 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 1072 7445 SH SOLE 7445 0 0 DOMINION ENERGY INC COM 25746U109 2473 36245 SH SOLE 36245 0 0 DOWDUPONT INC COM 26078J100 587 8899 SH SOLE 8899 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 397 14365 SH SOLE 14365 0 0 ETFS GOLD TR SHS 26922Y105 701 5798 SH SOLE 5798 0 0 EXXON MOBIL CORP COM 30231G102 948 11460 SH SOLE 11460 0 0 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 235 6642 SH SOLE 6642 0 0 FS INVT CORP COM 302635107 1482 201112 SH SOLE 201112 0 0 HOME DEPOT INC COM 437076102 644 3301 SH SOLE 3301 0 0 HONEYWELL INTL INC COM 438516106 339 2352 SH SOLE 2352 0 0 INTEL CORP COM 458140100 745 14985 SH SOLE 14985 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 682 3540 SH SOLE 3540 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324 1645 14355 SH SOLE 14355 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 299 1635 SH SOLE 1635 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 600 14184 SH SOLE 14184 0 0 INVESCO EXCHNG TRADED FD TR S&P INTL LOW 46138E230 2928 90896 SH SOLE 90896 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 557 11751 SH SOLE 11751 0 0 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 1022 70175 SH SOLE 70175 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 8110 47246 SH SOLE 47246 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 1683 29094 SH SOLE 29094 0 0 ISHARES INC MSCI EURZONE ETF 464286608 8528 207955 SH SOLE 207955 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 4368 75435 SH SOLE 75435 0 0 ISHARES TR S&P 100 ETF 464287101 384 3211 SH SOLE 3211 0 0 ISHARES TR CORE S&P500 ETF 464287200 309 1131 SH SOLE 1131 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1964 12079 SH SOLE 12079 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1832 16635 SH SOLE 16635 0 0 ISHARES TR CORE S&P MCP ETF 464287507 930 4776 SH SOLE 4776 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 951 5809 SH SOLE 5809 0 0 ISHARES TR CORE S&P SCP ETF 464287804 469 5614 SH SOLE 5614 0 0 ISHARES TR INTL SEL DIV ETF 464288448 913 28479 SH SOLE 28479 0 0 ISHARES TR MRGSTR SM CP ETF 464288505 496 2776 SH SOLE 2776 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 1236 24231 SH SOLE 24231 0 0 ISHARES TR HDG MSCI EAFE 46434V803 217 7344 SH SOLE 7344 0 0 JOHNSON & JOHNSON COM 478160104 1413 11641 SH SOLE 11641 0 0 JPMORGAN CHASE & CO COM 46625H100 2994 28730 SH SOLE 28730 0 0 KIMBERLY CLARK CORP COM 494368103 475 4505 SH SOLE 4505 0 0 MICROSOFT CORP COM 594918104 680 6892 SH SOLE 6892 0 0 NORFOLK SOUTHERN CORP COM 655844108 240 1589 SH SOLE 1589 0 0 NOVARTIS A G SPONSORED ADR 66987V109 201 2660 SH SOLE 2660 0 0 ONEOK INC NEW COM 682680103 384 5501 SH SOLE 5501 0 0 PEPSICO INC COM 713448108 684 6286 SH SOLE 6286 0 0 PHILIP MORRIS INTL INC COM 718172109 1265 15605 SH SOLE 15605 0 0 PROCTER AND GAMBLE CO COM 742718109 934 11962 SH SOLE 11962 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 243 3679 SH SOLE 3679 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 323 4974 SH SOLE 4974 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1043 13759 SH SOLE 13759 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3185 43298 SH SOLE 43298 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4541 175384 SH SOLE 175384 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 1851 53075 SH SOLE 53075 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 599 20277 SH SOLE 20277 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 594 12050 SH SOLE 12050 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 543 16442 SH SOLE 16442 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 419 7632 SH SOLE 7632 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2317 27757 SH SOLE 27757 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 2507 33013 SH SOLE 33013 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1104 41537 SH SOLE 41537 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1027 14338 SH SOLE 14338 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 354 2983 SH SOLE 2983 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 644 2375 SH SOLE 2375 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 8455 274959 SH SOLE 274959 0 0 SPDR SERIES TRUST S&P BK ETF 78464A797 3510 74434 SH SOLE 74434 0 0 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 511 11681 SH SOLE 11681 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 265 2018 SH SOLE 2018 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 614 4096 SH SOLE 4096 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 268 1910 SH SOLE 1910 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3671 47002 SH SOLE 47002 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1213 24070 SH SOLE 24070 0 0 W P CAREY INC COM 92936U109 2547 38380 SH SOLE 38380 0 0 WASTE MGMT INC DEL COM 94106L109 452 5555 SH SOLE 5555 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 4225 142512 SH SOLE 142512 0 0 WISDOMTREE TR US S CAP QTY DIV 97717X651 258 7044 SH SOLE 7044 0 0