Principal

0001085146-19-002527.txt : 20191015 0001085146-19-002527.hdr.sgml : 20191015 20191015105830 ACCESSION NUMBER: 0001085146-19-002527 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191015 DATE AS OF CHANGE: 20191015 EFFECTIVENESS DATE: 20191015 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: 191149994 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 09-30-2019 09-30-2019 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 10-09-2019 0 84 105735 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 224 2678 SH SOLE 2678 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 491 3460 SH SOLE 3460 0 0 AIR PRODS & CHEMS INC COM 009158106 265 1195 SH SOLE 1195 0 0 ALPHABET INC CAP STK CL C 02079K107 210 172 SH SOLE 172 0 0 ALPHABET INC CAP STK CL A 02079K305 296 242 SH SOLE 242 0 0 ALTRIA GROUP INC COM 02209S103 1086 26573 SH SOLE 26573 0 0 AMAZON COM INC COM 023135106 1090 628 SH SOLE 628 0 0 ANTHEM INC COM 036752103 416 1731 SH SOLE 1731 0 0 APPLE INC COM 037833100 2321 10363 SH SOLE 10363 0 0 AT&T INC COM 00206R102 1125 29734 SH SOLE 29734 0 0 BANK AMER CORP COM 060505104 866 29688 SH SOLE 29688 0 0 BB&T CORP COM 054937107 538 10085 SH SOLE 10085 0 0 BECTON DICKINSON & CO COM 075887109 325 1284 SH SOLE 1284 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 624 2 SH SOLE 2 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 2002 40992 SH SOLE 40992 0 0 BOEING CO COM 097023105 1451 3815 SH SOLE 3815 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 226 4458 SH SOLE 4458 0 0 CAPITAL ONE FINL CORP COM 14040H105 483 5314 SH SOLE 5314 0 0 CHEVRON CORP NEW COM 166764100 2937 24765 SH SOLE 24765 0 0 CISCO SYS INC COM 17275R102 1186 24003 SH SOLE 24003 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 1534 9379 SH SOLE 9379 0 0 DISNEY WALT CO COM DISNEY 254687106 571 4385 SH SOLE 4385 0 0 DOMINION ENERGY INC COM 25746U109 3758 46369 SH SOLE 46369 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 406 14220 SH SOLE 14220 0 0 EXXON MOBIL CORP COM 30231G102 763 10805 SH SOLE 10805 0 0 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 366 9116 SH SOLE 9116 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 340 1639 SH SOLE 1639 0 0 HOME DEPOT INC COM 437076102 1910 8231 SH SOLE 8231 0 0 HONEYWELL INTL INC COM 438516106 665 3929 SH SOLE 3929 0 0 INTEL CORP COM 458140100 705 13680 SH SOLE 13680 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1652 7778 SH SOLE 7778 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324 1342 10612 SH SOLE 10612 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 407 2078 SH SOLE 2078 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 789 5617 SH SOLE 5617 0 0 INVESCO EXCHNG TRADED FD TR S&P INTL LOW 46138E230 1505 44047 SH SOLE 44047 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 1262 21804 SH SOLE 21804 0 0 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 190 12642 SH SOLE 12642 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 11345 60087 SH SOLE 60087 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 1518 26583 SH SOLE 26583 0 0 ISHARES TR S&P 100 ETF 464287101 738 5611 SH SOLE 5611 0 0 ISHARES TR CORE S&P500 ETF 464287200 419 1404 SH SOLE 1404 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1992 11066 SH SOLE 11066 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2033 17063 SH SOLE 17063 0 0 ISHARES TR CORE S&P MCP ETF 464287507 739 3822 SH SOLE 3822 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 842 5565 SH SOLE 5565 0 0 ISHARES TR CORE S&P SCP ETF 464287804 594 7628 SH SOLE 7628 0 0 ISHARES TR INTL SEL DIV ETF 464288448 928 30184 SH SOLE 30184 0 0 ISHARES TR MRGSTR SM CP ETF 464288505 506 2889 SH SOLE 2889 0 0 JOHNSON & JOHNSON COM 478160104 2021 15621 SH SOLE 15621 0 0 JPMORGAN CHASE & CO COM 46625H100 2876 24434 SH SOLE 24434 0 0 KIMBERLY CLARK CORP COM 494368103 435 3064 SH SOLE 3064 0 0 MICROSOFT CORP COM 594918104 1634 11754 SH SOLE 11754 0 0 NIKE INC CL B 654106103 247 2627 SH SOLE 2627 0 0 NORFOLK SOUTHERN CORP COM 655844108 286 1590 SH SOLE 1590 0 0 ONEOK INC NEW COM 682680103 316 4287 SH SOLE 4287 0 0 ORACLE CORP COM 68389X105 234 4258 SH SOLE 4258 0 0 PEPSICO INC COM 713448108 1239 9039 SH SOLE 9039 0 0 PFIZER INC COM 717081103 243 6774 SH SOLE 6774 0 0 PHILIP MORRIS INTL INC COM 718172109 686 9029 SH SOLE 9029 0 0 PROCTER & GAMBLE CO COM 742718109 1460 11735 SH SOLE 11735 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 458 6452 SH SOLE 6452 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1342 18917 SH SOLE 18917 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1397 16629 SH SOLE 16629 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 335 5899 SH SOLE 5899 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 6746 96745 SH SOLE 96745 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4141 164781 SH SOLE 164781 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 376 13621 SH SOLE 13621 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1061 19363 SH SOLE 19363 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 253 7945 SH SOLE 7945 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3323 36874 SH SOLE 36874 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1618 27339 SH SOLE 27339 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 494 17643 SH SOLE 17643 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 841 10832 SH SOLE 10832 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 302 2173 SH SOLE 2173 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 808 2721 SH SOLE 2721 0 0 TITAN MED INC COM NEW 88830X819 24 23750 SH SOLE 23750 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 221 1696 SH SOLE 1696 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 719 4327 SH SOLE 4327 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 310 2052 SH SOLE 2052 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 201 931 SH SOLE 931 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1500 24858 SH SOLE 24858 0 0 W P CAREY INC COM 92936U109 4726 52799 SH SOLE 52799 0 0 WASTE MGMT INC DEL COM 94106L109 547 4760 SH SOLE 4760 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 4334 158334 SH SOLE 158334 0 0