Slate Stone Wealth, LLC Purchases in Q3 2025

Slate Stone Wealth, LLC

  • $1.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
70
+ 3.34%
$293.94 - $444.72 $20.6K - $31.1K
2.16K $962K
AMGN
Amgen Inc

Healthcare
650
+ 1.85%
$271.18 - $309.22 $176K - $201K
35.8K $10.1M
VB
Vanguard Small Cap ETF

ETFs
1.11K
New
$237.58 - $259.17 $263K - $287K
1.11K $281K
ALB
Albemarle Corp

Basic Materials
2.21K
+ 40.72%
$62.9 - $88.1 $139K - $194K
7.62K $618K
IAU
Ishares Gold Trust

ETFs
155
+ 0.62%
$61.62 - $72.77 $9.55K - $11.3K
25.3K $1.84M
SWK
Stanley Black & Decker, Inc.

Industrials
2.97K
+ 40.42%
$66.98 - $79.52 $199K - $236K
10.3K $767K
UNP
Union Pacific Corp

Industrials
736
+ 5.19%
$214.91 - $237.16 $158K - $175K
14.9K $3.53M
LNT
Alliant Energy Corp

Utilities
3.87K
New
$60.76 - $67.41 $235K - $261K
3.87K $261K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.13K
+ 7.16%
$55.61 - $57.37 $229K - $237K
61.7K $3.53M
RSP
Invesco S&P 500 Equal Weight E

ETFs
738
+ 5.68%
$181.56 - $190.33 $134K - $140K
13.7K $2.6M
CSGP
Costar Group, Inc.

Real Estate
922
+ 2.45%
$81.42 - $96.83 $75.1K - $89.3K
38.5K $3.25M
CELH
Celsius Holdings, Inc.

Consumer Defensive
3.92K
New
$42.74 - $62.88 $168K - $247K
3.92K $225K
Arista Networks Inc Com Shs
1.5K
New
N/A
1.5K $219K
BMO
Bank Of Montreal

Financial Services
1.68K
New
$110.44 - $130.66 $185K - $219K
1.68K $218K
VGLT
Vanguard Long Term Treasury Et

ETFs
3.81K
New
$54.21 - $57.41 $207K - $219K
3.81K $217K
AMAT
Applied Materials Inc

Technology
1.05K
New
$156.25 - $204.95 $164K - $215K
1.05K $215K
PSX
Phillips 66

Energy
1.57K
New
$118.37 - $139.46 $186K - $219K
1.57K $214K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15K
+ 60.0%
$12.9 - $13.59 $194K - $204K
40K $537K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.67K
New
$50.79 - $76.4 $136K - $204K
2.67K $204K
GTLS
Chart Industries Inc

Industrials
1.01K
New
$162.6 - $200.28 $164K - $202K
1.01K $202K
VZ
Verizon Communications Inc

Communication Services
2.25K
+ 1.5%
$40.84 - $45.06 $92K - $102K
152K $6.69M
GPC
Genuine Parts CO

Consumer Cyclical
590
+ 9.93%
$122.23 - $142.77 $72.1K - $84.2K
6.53K $905K
VBR
Vanguard Small Cap Value ETF

ETFs
193
+ 1.87%
$195.41 - $212.37 $37.7K - $41K
10.5K $2.2M
COP
Conocophillips

Energy
571
+ 2.59%
$91.0 - $98.99 $52K - $56.5K
22.6K $2.14M
META
Meta Platforms, Inc.

Communication Services
238
+ 4.34%
$695.21 - $791.73 $165K - $188K
5.73K $4.2M
NFLX
Netflix Inc

Communication Services
200
+ 32.79%
$1147.87 - $1297.18 $230K - $259K
810 $971K
VNQ
Vanguard Specialized Funds Van

ETFs
1.53K
+ 27.18%
$88.47 - $93.24 $135K - $142K
7.15K $654K
Fidelity Wise Origin Bitcoin F
1.35K
+ 43.84%
N/A
4.41K $440K
ITW
Illinois Tool Works Inc

Industrials
165
+ 2.12%
$252.31 - $269.41 $41.6K - $44.5K
7.95K $2.07M
SLV
I Shares Silver Trust

ETFs
1.22K
+ 12.07%
$32.73 - $42.5 $39.9K - $51.9K
11.3K $480K
ZBRA
Zebra Technologies Corp

Technology
841
+ 8.55%
$296.92 - $341.36 $250K - $287K
10.7K $3.17M
TRV
Travelers Companies, Inc.

Financial Services
193
+ 3.33%
$250.62 - $279.43 $48.4K - $53.9K
5.99K $1.67M
ENB
Enbridge Inc

Energy
247
+ 1.17%
$43.79 - $50.46 $10.8K - $12.5K
21.3K $1.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
85
+ 4.7%
$224.68 - $282.71 $19.1K - $24K
1.89K $529K
MS
Morgan Stanley

Financial Services
7
+ 0.12%
$139.09 - $161.16 $974 - $1.13K
6.09K $968K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2K
+ 10.05%
$52.39 - $53.11 $105K - $106K
21.9K $1.16M
TROW
Price T Rowe Group Inc

Financial Services
500
+ 6.53%
$98.67 - $111.52 $49.3K - $55.8K
8.16K $838K
T
At&T Inc.

Communication Services
3.33K
+ 29.9%
$26.94 - $29.62 $89.8K - $98.7K
14.5K $409K
BA
Boeing CO

Industrials
247
+ 10.31%
$209.79 - $237.38 $51.8K - $58.6K
2.64K $570K
AMD
Advanced Micro Devices Inc

Technology
150
+ 9.07%
$134.8 - $184.42 $20.2K - $27.7K
1.8K $292K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
121
+ 1.3%
$136.48 - $142.97 $16.5K - $17.3K
9.44K $1.32M
CNA
Cna Financial Corp

Financial Services
1.17K
+ 4.51%
$43.33 - $49.55 $50.7K - $58K
27.1K $1.26M
COF
Capital One Financial Corp

Financial Services
251
+ 24.3%
$207.29 - $229.74 $52K - $57.7K
1.28K $273K
ED
Consolidated Edison Inc

Utilities
452
+ 2.38%
$95.57 - $105.36 $43.2K - $47.6K
19.4K $1.95M
SJM
J M Smucker CO

Consumer Defensive
25
+ 0.62%
$102.24 - $113.2 $2.56K - $2.83K
4.06K $440K
PNC
Pnc Financial Services Group, Inc.

Financial Services
92
+ 6.16%
$185.88 - $207.44 $17.1K - $19.1K
1.59K $318K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
70
+ 0.9%
$60.01 - $65.01 $4.2K - $4.55K
7.84K $510K
GIS
General Mills Inc

Consumer Defensive
1.05K
+ 7.71%
$48.44 - $53.83 $50.8K - $56.4K
14.6K $738K
PLUG
Plug Power Inc

Industrials
4K
+ 15.95%
$1.37 - $2.65 $5.48K - $10.6K
29.1K $68K
Activity Summary
Buys All Purchases 137 New Holdings 16 Increased Positions 121 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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