0001085146-20-000112.txt : 20200113 0001085146-20-000112.hdr.sgml : 20200113 20200110185206 ACCESSION NUMBER: 0001085146-20-000112 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200113 DATE AS OF CHANGE: 20200110 EFFECTIVENESS DATE: 20200113 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: 20522256 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 12-31-2019 12-31-2019 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 01-09-2020 0 87 115587
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 234 2696 SH SOLE 2696 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 466 31860 SH SOLE 31860 0 0 AIR PRODS & CHEMS INC COM 009158106 267 1135 SH SOLE 1135 0 0 ALPHABET INC CAP STK CL C 02079K107 230 172 SH SOLE 172 0 0 ALPHABET INC CAP STK CL A 02079K305 317 237 SH SOLE 237 0 0 ALTRIA GROUP INC COM 02209S103 1252 25118 SH SOLE 25118 0 0 AMAZON COM INC COM 023135106 1214 656 SH SOLE 656 0 0 ANTHEM INC COM 036752103 615 2037 SH SOLE 2037 0 0 APPLE INC COM 037833100 2790 9503 SH SOLE 9503 0 0 AT&T INC COM 00206R102 1269 32473 SH SOLE 32473 0 0 BANK AMER CORP COM 060505104 1043 29628 SH SOLE 29628 0 0 BECTON DICKINSON & CO COM 075887109 349 1284 SH SOLE 1284 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 679 2 SH SOLE 2 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 2559 45744 SH SOLE 45744 0 0 BOEING CO COM 097023105 1183 3630 SH SOLE 3630 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 286 4459 SH SOLE 4459 0 0 CAPITAL ONE FINL CORP COM 14040H105 546 5314 SH SOLE 5314 0 0 CHEVRON CORP NEW COM 166764100 2757 22892 SH SOLE 22892 0 0 CISCO SYS INC COM 17275R102 984 20513 SH SOLE 20513 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 1614 9583 SH SOLE 9583 0 0 DISNEY WALT CO COM DISNEY 254687106 984 6800 SH SOLE 6800 0 0 DOMINION ENERGY INC COM 25746U109 3796 45836 SH SOLE 45836 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 369 13091 SH SOLE 13091 0 0 EXXON MOBIL CORP COM 30231G102 581 8332 SH SOLE 8332 0 0 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 378 8763 SH SOLE 8763 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 375 1631 SH SOLE 1631 0 0 HOME DEPOT INC COM 437076102 2017 9236 SH SOLE 9236 0 0 HONEYWELL INTL INC COM 438516106 712 4023 SH SOLE 4023 0 0 INTEL CORP COM 458140100 882 14741 SH SOLE 14741 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1678 7190 SH SOLE 7190 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324 808 5960 SH SOLE 5960 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 295 1333 SH SOLE 1333 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 651 4461 SH SOLE 4461 0 0 INVESCO EXCHNG TRADED FD TR S&P INTL LOW 46138E230 1347 39466 SH SOLE 39466 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 2824 48405 SH SOLE 48405 0 0 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 183 12204 SH SOLE 12204 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 13956 65641 SH SOLE 65641 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 1526 26022 SH SOLE 26022 0 0 ISHARES TR S&P 100 ETF 464287101 774 5370 SH SOLE 5370 0 0 ISHARES TR CORE S&P500 ETF 464287200 464 1436 SH SOLE 1436 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1795 9271 SH SOLE 9271 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2299 17670 SH SOLE 17670 0 0 ISHARES TR CORE S&P MCP ETF 464287507 682 3312 SH SOLE 3312 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 893 5388 SH SOLE 5388 0 0 ISHARES TR CORE S&P SCP ETF 464287804 551 6573 SH SOLE 6573 0 0 ISHARES TR INTL SEL DIV ETF 464288448 1050 31283 SH SOLE 31283 0 0 ISHARES TR MRGSTR SM CP ETF 464288505 506 2683 SH SOLE 2683 0 0 JOHNSON & JOHNSON COM 478160104 2449 16794 SH SOLE 16794 0 0 JPMORGAN CHASE & CO COM 46625H100 3252 23337 SH SOLE 23337 0 0 KIMBERLY CLARK CORP COM 494368103 403 2932 SH SOLE 2932 0 0 LOWES COS INC COM 548661107 216 1800 SH SOLE 1800 0 0 MICROSOFT CORP COM 594918104 1845 11699 SH SOLE 11699 0 0 NIKE INC CL B 654106103 267 2633 SH SOLE 2633 0 0 NORFOLK SOUTHERN CORP COM 655844108 309 1590 SH SOLE 1590 0 0 NOVARTIS A G SPONSORED ADR 66987V109 210 2222 SH SOLE 2222 0 0 ONEOK INC NEW COM 682680103 315 4164 SH SOLE 4164 0 0 ORACLE CORP COM 68389X105 227 4275 SH SOLE 4275 0 0 PEPSICO INC COM 713448108 1164 8519 SH SOLE 8519 0 0 PFIZER INC COM 717081103 258 6584 SH SOLE 6584 0 0 PHILIP MORRIS INTL INC COM 718172109 739 8581 SH SOLE 8581 0 0 PROCTER & GAMBLE CO COM 742718109 1534 12284 SH SOLE 12284 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 472 6143 SH SOLE 6143 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1174 15285 SH SOLE 15285 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1111 11957 SH SOLE 11957 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 353 5869 SH SOLE 5869 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 8028 106138 SH SOLE 106138 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4605 168233 SH SOLE 168233 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 232 8029 SH SOLE 8029 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1119 19320 SH SOLE 19320 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 231 6875 SH SOLE 6875 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2975 29206 SH SOLE 29206 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 614 10225 SH SOLE 10225 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 404 13132 SH SOLE 13132 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 599 7356 SH SOLE 7356 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 303 2120 SH SOLE 2120 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 864 2685 SH SOLE 2685 0 0 TITAN MED INC COM NEW 88830X819 12 23750 SH SOLE 23750 0 0 TRUIST FINL CORP COM 89832Q109 553 9835 SH SOLE 9835 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 715 3922 SH SOLE 3922 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 337 2058 SH SOLE 2058 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 381 4696 SH SOLE 4696 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 3596 38377 SH SOLE 38377 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 234 956 SH SOLE 956 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1481 24150 SH SOLE 24150 0 0 W P CAREY INC COM 92936U109 4371 54602 SH SOLE 54602 0 0 WASTE MGMT INC DEL COM 94106L109 545 4780 SH SOLE 4780 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 4060 141579 SH SOLE 141579 0 0