Slate Stone Wealth, LLC Purchases and Sells in Q3 2025

Slate Stone Wealth, LLC

$1.16 Billion
Q3 2025

Top Buys

Incresed Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	15.9K + 9.23%	$182.33 - $194.5 $2.89M - $3.09M	188K $36.5M
VXF	15.2K + 14.35%	$193.58 - $213.07 $2.95M - $3.25M	121K $25.4M
IWD	10.5K + 14.09%	$192.76 - $203.86 $2.02M - $2.13M	84.7K $17.2M
Pimco MULTISECTOR BD	99.5K + 145.44%	N/A	168K $4.51M
JNJ	6 + 0.01%	$155.17 - $185.42 $931 - $1.11K	68.6K $12.7M
BOND	22.5K + 157.91%	$90.83 - $93.81 $2.04M - $2.11M	36.8K $3.43M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CDX	165K New	$22.78 - $23.33 $3.75M - $3.84M	165K $3.77M
Ea Series Trust CCM GLOBAL EQU	63.8K New	N/A	63.8K $1.98M
FISV	6.15K New	N/A	6.15K $793K
GTLB	16.9K New	$38.82 - $50.43 $655K - $851K	16.9K $761K
VUG	622 New	$433.97 - $484.08 $270K - $301K	622 $298K
VB	1.11K New	$237.58 - $259.17 $263K - $287K	1.11K $281K

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UCON	-163K - 42.23%	$24.73 - $25.29 $4.02M - $4.11M	222K $5.6M
IGLB	-58K - 46.88%	$48.96 - $52.08 $2.84M - $3.02M	65.8K $3.39M
COST	-636 - 4.96%	$915.95 - $994.57 $583K - $633K	12.2K $11.3M
MA	-1.49K - 8.89%	$550.18 - $598.96 $818K - $891K	15.2K $8.66M
IWF	-6.54K - 11.97%	$420.11 - $472.68 $2.75M - $3.09M	48.1K $22.5M
SCHJ	-26.3K - 11.29%	$24.65 - $24.98 $649K - $657K	207K $5.16M

Activity Summary All Purchases 137 New Holdings 16 Increased Positions 121 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Slate Stone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.