0001085146-21-000152.txt : 20210119 0001085146-21-000152.hdr.sgml : 20210119 20210115195529 ACCESSION NUMBER: 0001085146-21-000152 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210119 DATE AS OF CHANGE: 20210115 EFFECTIVENESS DATE: 20210119 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: 21533509 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 12-31-2020 12-31-2020 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 01-13-2021 0 77 137651 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 442 4041 SH SOLE 4041 0 0 ABBVIE INC COM 00287Y109 208 1945 SH SOLE 1945 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 524 28690 SH SOLE 28690 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 332 664 SH SOLE 664 0 0 AIR PRODS & CHEMS INC COM 009158106 224 820 SH SOLE 820 0 0 ALPHABET INC CAP STK CL A 02079K305 703 401 SH SOLE 401 0 0 ALPHABET INC CAP STK CL C 02079K107 491 280 SH SOLE 280 0 0 ALTRIA GROUP INC COM 02209S103 1592 38841 SH SOLE 38841 0 0 AMAZON COM INC COM 023135106 2283 701 SH SOLE 701 0 0 ANTHEM INC COM 036752103 527 1642 SH SOLE 1642 0 0 APPLE INC COM 037833100 4810 36249 SH SOLE 36249 0 0 AT&T INC COM 00206R102 1054 36648 SH SOLE 36648 0 0 BECTON DICKINSON & CO COM 075887109 250 1000 SH SOLE 1000 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 696 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 252 1088 SH SOLE 1088 0 0 BK OF AMERICA CORP COM 060505104 788 26013 SH SOLE 26013 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 4455 68735 SH SOLE 68735 0 0 BOEING CO COM 097023105 718 3352 SH SOLE 3352 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 210 3387 SH SOLE 3387 0 0 CAPITAL ONE FINL CORP COM 14040H105 495 5012 SH SOLE 5012 0 0 CHEVRON CORP NEW COM 166764100 885 10475 SH SOLE 10475 0 0 CVS HEALTH CORP COM 126650100 431 6310 SH SOLE 6310 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 2104 13252 SH SOLE 13252 0 0 DISNEY WALT CO COM 254687106 2697 14887 SH SOLE 14887 0 0 DOMINION ENERGY INC COM 25746U109 4683 62278 SH SOLE 62278 0 0 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 383 7751 SH SOLE 7751 0 0 HOME DEPOT INC COM 437076102 3049 11478 SH SOLE 11478 0 0 HONEYWELL INTL INC COM 438516106 1124 5286 SH SOLE 5286 0 0 INTEL CORP COM 458140100 315 6329 SH SOLE 6329 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 367 24029 SH SOLE 24029 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 3611 64224 SH SOLE 64224 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1978 6934 SH SOLE 6934 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 288 1101 SH SOLE 1101 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 919 6075 SH SOLE 6075 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 44572 142068 SH SOLE 142068 0 0 ISHARES TR CORE S&P MCP ETF 464287507 460 2003 SH SOLE 2003 0 0 ISHARES TR CORE S&P500 ETF 464287200 407 1084 SH SOLE 1084 0 0 ISHARES TR MSCI USA MMENTM 46432F396 237 1467 SH SOLE 1467 0 0 ISHARES TR S&P 100 ETF 464287101 941 5480 SH SOLE 5480 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1403 21976 SH SOLE 21976 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2557 19976 SH SOLE 19976 0 0 JOHNSON & JOHNSON COM 478160104 2938 18666 SH SOLE 18666 0 0 JPMORGAN CHASE & CO COM 46625H100 3445 27111 SH SOLE 27111 0 0 KIMBERLY-CLARK CORP COM 494368103 369 2735 SH SOLE 2735 0 0 LOWES COS INC COM 548661107 316 1967 SH SOLE 1967 0 0 MARRIOTT INTL INC NEW CL A 571903202 252 1912 SH SOLE 1912 0 0 MICROSOFT CORP COM 594918104 2876 12931 SH SOLE 12931 0 0 NIKE INC CL B 654106103 378 2669 SH SOLE 2669 0 0 NORFOLK SOUTHN CORP COM 655844108 351 1478 SH SOLE 1478 0 0 ONEOK INC NEW COM 682680103 224 5827 SH SOLE 5827 0 0 ORACLE CORP COM 68389X105 287 4440 SH SOLE 4440 0 0 PAYPAL HLDGS INC COM 70450Y103 390 1666 SH SOLE 1666 0 0 PEPSICO INC COM 713448108 1411 9516 SH SOLE 9516 0 0 PFIZER INC COM 717081103 398 10824 SH SOLE 10824 0 0 PHILIP MORRIS INTL INC COM 718172109 684 8261 SH SOLE 8261 0 0 PROCTER AND GAMBLE CO COM 742718109 1777 12768 SH SOLE 12768 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 566 6218 SH SOLE 6218 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1421 22157 SH SOLE 22157 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 834 6497 SH SOLE 6497 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 433 7273 SH SOLE 7273 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 688 7564 SH SOLE 7564 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 717 8057 SH SOLE 8057 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3967 34974 SH SOLE 34974 0 0 SPDR GOLD TR GOLD SHS 78463V107 292 1635 SH SOLE 1635 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 590 1577 SH SOLE 1577 0 0 TRUIST FINL CORP COM 89832Q109 344 7174 SH SOLE 7174 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 566 2234 SH SOLE 2234 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 291 1494 SH SOLE 1494 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 221 3592 SH SOLE 3592 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 204 2451 SH SOLE 2451 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6231 68086 SH SOLE 68086 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 317 896 SH SOLE 896 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2894 49257 SH SOLE 49257 0 0 VISA INC COM CL A 92826C839 1187 5428 SH SOLE 5428 0 0 WASTE MGMT INC DEL COM 94106L109 599 5076 SH SOLE 5076 0 0 WP CAREY INC COM 92936U109 4448 63026 SH SOLE 63026 0 0 ZOETIS INC CL A 98978V103 280 1691 SH SOLE 1691 0 0