0001085146-22-000474.txt : 20220202 0001085146-22-000474.hdr.sgml : 20220202 20220202161403 ACCESSION NUMBER: 0001085146-22-000474 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220202 DATE AS OF CHANGE: 20220202 EFFECTIVENESS DATE: 20220202 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: 22583775 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 12-31-2021 12-31-2021 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 01-13-2022 0 86 188792 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1796 12760 SH SOLE 12760 0 0 ABBVIE INC COM 00287Y109 269 1990 SH SOLE 1990 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 230 13070 SH SOLE 13070 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 993 2396 SH SOLE 2396 0 0 ALPHABET INC CAP STK CL A 02079K305 3474 1199 SH SOLE 1199 0 0 ALPHABET INC CAP STK CL C 02079K107 810 280 SH SOLE 280 0 0 ALTRIA GROUP INC COM 02209S103 4386 92548 SH SOLE 92548 0 0 AMAZON COM INC COM 023135106 1610 483 SH SOLE 483 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1837 6279 SH SOLE 6279 0 0 ANTHEM INC COM 036752103 638 1376 SH SOLE 1376 0 0 APPLE INC COM 037833100 6073 34200 SH SOLE 34200 0 0 AUTODESK INC COM 052769106 2419 8602 SH SOLE 8602 0 0 BECTON DICKINSON & CO COM 075887109 254 1010 SH SOLE 1010 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 901 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 420 1405 SH SOLE 1405 0 0 BK OF AMERICA CORP COM 060505104 1075 24171 SH SOLE 24171 0 0 BLACKSTONE INC COM 09260D107 9313 71977 SH SOLE 71977 0 0 BROADCOM INC COM 11135F101 633 952 SH SOLE 952 0 0 CAPITAL ONE FINL CORP COM 14040H105 705 4861 SH SOLE 4861 0 0 CHEVRON CORP NEW COM 166764100 818 6970 SH SOLE 6970 0 0 CIGNA CORP NEW COM 125523100 247 1078 SH SOLE 1078 0 0 CVS HEALTH CORP COM 126650100 1204 11671 SH SOLE 11671 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 3009 13670 SH SOLE 13670 0 0 DISNEY WALT CO COM 254687106 5430 35058 SH SOLE 35058 0 0 DOMINION ENERGY INC COM 25746U109 2241 28520 SH SOLE 28520 0 0 DOVER CORP COM 260003108 211 1163 SH SOLE 1163 0 0 ETSY INC COM 29786A106 750 3427 SH SOLE 3427 0 0 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 370 5886 SH SOLE 5886 0 0 HOME DEPOT INC COM 437076102 4457 10739 SH SOLE 10739 0 0 HONEYWELL INTL INC COM 438516106 2057 9863 SH SOLE 9863 0 0 IDEXX LABS INC COM 45168D104 833 1265 SH SOLE 1265 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 30908 188984 SH SOLE 188984 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 198 13232 SH SOLE 13232 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 752 10952 SH SOLE 10952 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1456 3946 SH SOLE 3946 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 532 3131 SH SOLE 3131 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 11593 29139 SH SOLE 29139 0 0 ISHARES TR CORE S&P MCP ETF 464287507 670 2369 SH SOLE 2369 0 0 ISHARES TR CORE S&P500 ETF 464287200 479 1005 SH SOLE 1005 0 0 ISHARES TR PFD AND INCM SEC 464288687 288 7300 SH SOLE 7300 0 0 ISHARES TR S&P 100 ETF 464287101 651 2973 SH SOLE 2973 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 933 11156 SH SOLE 11156 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3602 22999 SH SOLE 22999 0 0 JOHNSON & JOHNSON COM 478160104 3072 17955 SH SOLE 17955 0 0 JPMORGAN CHASE & CO COM 46625H100 6483 40942 SH SOLE 40942 0 0 LILLY ELI & CO COM 532457108 214 774 SH SOLE 774 0 0 LOCKHEED MARTIN CORP COM 539830109 1227 3451 SH SOLE 3451 0 0 LOWES COS INC COM 548661107 507 1961 SH SOLE 1961 0 0 MARKEL CORP COM 570535104 1516 1229 SH SOLE 1229 0 0 MICROSOFT CORP COM 594918104 3919 11653 SH SOLE 11653 0 0 NEXTERA ENERGY INC COM 65339F101 783 8384 SH SOLE 8384 0 0 NIKE INC CL B 654106103 1881 11287 SH SOLE 11287 0 0 NORFOLK SOUTHN CORP COM 655844108 440 1479 SH SOLE 1479 0 0 ONEOK INC NEW COM 682680103 1088 18509 SH SOLE 18509 0 0 ORACLE CORP COM 68389X105 377 4322 SH SOLE 4322 0 0 PAYPAL HLDGS INC COM 70450Y103 1847 9796 SH SOLE 9796 0 0 PEPSICO INC COM 713448108 1646 9477 SH SOLE 9477 0 0 PFIZER INC COM 717081103 864 14639 SH SOLE 14639 0 0 PHILIP MORRIS INTL INC COM 718172109 769 8098 SH SOLE 8098 0 0 PROCTER AND GAMBLE CO COM 742718109 2117 12941 SH SOLE 12941 0 0 SCHWAB CHARLES CORP COM 808513105 801 9520 SH SOLE 9520 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 339 3000 SH SOLE 3000 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1449 17928 SH SOLE 17928 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 333 2034 SH SOLE 2034 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 231 3160 SH SOLE 3160 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 5581 54497 SH SOLE 54497 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3162 22446 SH SOLE 22446 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 550 1157 SH SOLE 1157 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 1574 51471 SH SOLE 51471 0 0 STARWOOD PPTY TR INC COM 85571B105 3185 131089 SH SOLE 131089 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1704 2554 SH SOLE 2554 0 0 TRUIST FINL CORP COM 89832Q109 403 6879 SH SOLE 6879 0 0 UDR INC COM 902653104 238 3967 SH SOLE 3967 0 0 UNITED PARCEL SERVICE INC CL B 911312106 396 1848 SH SOLE 1848 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1220 2429 SH SOLE 2429 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 207 1079 SH SOLE 1079 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 218 678 SH SOLE 678 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7883 70317 SH SOLE 70317 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 332 725 SH SOLE 725 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2971 57183 SH SOLE 57183 0 0 VILLAGE BK & TR FINL CORP COM NEW 92705T200 228 4032 SH SOLE 4032 0 0 VISA INC COM CL A 92826C839 668 3084 SH SOLE 3084 0 0 VULCAN MATLS CO COM 929160109 4054 19529 SH SOLE 19529 0 0 WASTE MGMT INC DEL COM 94106L109 1002 6006 SH SOLE 6006 0 0 WP CAREY INC COM 92936U109 7848 95651 SH SOLE 95651 0 0 ZOETIS INC CL A 98978V103 1940 7952 SH SOLE 7952 0 0