0001085146-22-001426.txt : 20220414 0001085146-22-001426.hdr.sgml : 20220414 20220414165225 ACCESSION NUMBER: 0001085146-22-001426 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220414 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: 22827960 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 03-31-2022 03-31-2022 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 04-10-2022 0 84 189676 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1596 13488 SH SOLE 13488 0 0 ABBVIE INC COM 00287Y109 323 1990 SH SOLE 1990 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1357 4024 SH SOLE 4024 0 0 ALPHABET INC CAP STK CL A 02079K305 3963 1425 SH SOLE 1425 0 0 ALPHABET INC CAP STK CL C 02079K107 793 284 SH SOLE 284 0 0 ALTRIA GROUP INC COM 02209S103 5032 96301 SH SOLE 96301 0 0 AMAZON COM INC COM 023135106 1487 456 SH SOLE 456 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1772 7054 SH SOLE 7054 0 0 ANTHEM INC COM 036752103 836 1701 SH SOLE 1701 0 0 APPLE INC COM 037833100 5657 32399 SH SOLE 32399 0 0 AUTODESK INC COM 052769106 2780 12968 SH SOLE 12968 0 0 BECTON DICKINSON & CO COM 075887109 269 1010 SH SOLE 1010 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1058 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 641 1815 SH SOLE 1815 0 0 BK OF AMERICA CORP COM 060505104 1401 33977 SH SOLE 33977 0 0 BLACKSTONE GROUP INC COM 09260D107 9923 78171 SH SOLE 78171 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 231 3165 SH SOLE 3165 0 0 BROADCOM INC COM 11135F101 594 944 SH SOLE 944 0 0 CAPITAL ONE FINL CORP COM 14040H105 638 4861 SH SOLE 4861 0 0 CHEVRON CORP NEW COM 166764100 963 5916 SH SOLE 5916 0 0 CVS HEALTH CORP COM 126650100 1455 14379 SH SOLE 14379 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 3378 16627 SH SOLE 16627 0 0 DISNEY WALT CO COM 254687106 5948 43363 SH SOLE 43363 0 0 DOMINION ENERGY INC COM 25746U109 2068 24338 SH SOLE 24338 0 0 ETSY INC COM 29786A106 509 4097 SH SOLE 4097 0 0 EXXON MOBIL CORP COM 30231G102 255 3085 SH SOLE 3085 0 0 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 345 5855 SH SOLE 5855 0 0 HOME DEPOT INC COM 437076102 3806 12715 SH SOLE 12715 0 0 HONEYWELL INTL INC COM 438516106 2627 13499 SH SOLE 13499 0 0 IDEXX LABS INC COM 45168D104 722 1320 SH SOLE 1320 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 26766 179671 SH SOLE 179671 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 636 9477 SH SOLE 9477 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1338 3806 SH SOLE 3806 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 435 2569 SH SOLE 2569 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 10450 28824 SH SOLE 28824 0 0 ISHARES TR CORE S&P MCP ETF 464287507 636 2370 SH SOLE 2370 0 0 ISHARES TR CORE S&P500 ETF 464287200 464 1022 SH SOLE 1022 0 0 ISHARES TR PFD AND INCM SEC 464288687 255 7000 SH SOLE 7000 0 0 ISHARES TR S&P 100 ETF 464287101 540 2592 SH SOLE 2592 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 852 11158 SH SOLE 11158 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3617 23226 SH SOLE 23226 0 0 JOHNSON & JOHNSON COM 478160104 2760 15573 SH SOLE 15573 0 0 JPMORGAN CHASE & CO COM 46625H100 6511 47763 SH SOLE 47763 0 0 KROGER CO COM 501044101 344 6000 SH SOLE 6000 0 0 LILLY ELI & CO COM 532457108 215 749 SH SOLE 749 0 0 LOCKHEED MARTIN CORP COM 539830109 1711 3876 SH SOLE 3876 0 0 LOWES COS INC COM 548661107 396 1961 SH SOLE 1961 0 0 MARKEL CORP COM 570535104 2546 1726 SH SOLE 1726 0 0 MICROSOFT CORP COM 594918104 3790 12294 SH SOLE 12294 0 0 NEXTERA ENERGY INC COM 65339F101 1293 15261 SH SOLE 15261 0 0 NIKE INC CL B 654106103 1696 12604 SH SOLE 12604 0 0 NORFOLK SOUTHN CORP COM 655844108 422 1479 SH SOLE 1479 0 0 ONEOK INC NEW COM 682680103 1532 21690 SH SOLE 21690 0 0 ORACLE CORP COM 68389X105 358 4322 SH SOLE 4322 0 0 PAYPAL HLDGS INC COM 70450Y103 1289 11148 SH SOLE 11148 0 0 PEPSICO INC COM 713448108 1901 11359 SH SOLE 11359 0 0 PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 273 13709 SH SOLE 13709 0 0 PFIZER INC COM 717081103 709 13686 SH SOLE 13686 0 0 PHILIP MORRIS INTL INC COM 718172109 761 8104 SH SOLE 8104 0 0 PROCTER AND GAMBLE CO COM 742718109 3823 25023 SH SOLE 25023 0 0 SCHWAB CHARLES CORP COM 808513105 848 10053 SH SOLE 10053 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 323 6053 SH SOLE 6053 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1244 15765 SH SOLE 15765 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 253 3386 SH SOLE 3386 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 5469 115484 SH SOLE 115484 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2179 15909 SH SOLE 15909 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 679 1502 SH SOLE 1502 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 1524 49996 SH SOLE 49996 0 0 STARWOOD PPTY TR INC COM 85571B105 4756 196757 SH SOLE 196757 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1693 2866 SH SOLE 2866 0 0 TRUIST FINL CORP COM 89832Q109 391 6892 SH SOLE 6892 0 0 UDR INC COM 902653104 231 4024 SH SOLE 4024 0 0 UNITED PARCEL SERVICE INC CL B 911312106 413 1923 SH SOLE 1923 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1419 2782 SH SOLE 2782 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 260 625 SH SOLE 625 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7125 63476 SH SOLE 63476 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 302 726 SH SOLE 726 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2895 56829 SH SOLE 56829 0 0 VILLAGE BK & TR FINL CORP COM NEW 92705T200 213 4032 SH SOLE 4032 0 0 VISA INC COM CL A 92826C839 365 1648 SH SOLE 1648 0 0 VULCAN MATLS CO COM 929160109 4836 26326 SH SOLE 26326 0 0 WASTE MGMT INC DEL COM 94106L109 1237 7802 SH SOLE 7802 0 0 WP CAREY INC COM 92936U109 8166 101010 SH SOLE 101010 0 0 ZOETIS INC CL A 98978V103 2109 11182 SH SOLE 11182 0 0