Slate Stone Wealth, LLC Incresed Positions in Q4 2024

Slate Stone Wealth, LLC

  • $1.02 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.44K
+ 1.13%
$117.0 - $148.88 $402K - $511K
307K $41.2M
PLTR
Palantir Technologies Inc.

Technology
792
+ 0.73%
$36.46 - $82.38 $28.9K - $65.2K
109K $8.22M
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 1.51%
$180.88 - $232.93 $291K - $375K
108K $23.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
20.7K
+ 17.32%
$176.42 - $186.91 $3.65M - $3.86M
140K $24.9M
VXF
Vanguard Extended Market ETF

ETFs
15.4K
+ 26.08%
$179.17 - $207.15 $2.76M - $3.19M
74.4K $14.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.16K
+ 1.61%
$205.18 - $250.29 $237K - $289K
73K $17.5M
Astera Laboratories Inc Com
2.4K
+ 15.0%
N/A
18.4K $2.44M
GOOG
Alphabet Inc.

Communication Services
991
+ 2.07%
$163.08 - $198.16 $162K - $196K
48.8K $9.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.91K
+ 16.35%
$183.23 - $199.79 $1.45M - $1.58M
56.3K $10.4M
V
Visa Inc.

Financial Services
317
+ 1.19%
$273.87 - $320.91 $86.8K - $102K
26.9K $8.5M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
24.7K
+ 17.49%
$47.98 - $49.47 $1.19M - $1.22M
166K $8.01M
CSCO
Cisco Systems, Inc.

Technology
1K
+ 0.69%
$52.45 - $60.02 $52.6K - $60.1K
145K $8.6M
GS
Goldman Sachs Group Inc

Financial Services
454
+ 5.91%
$486.1 - $608.57 $221K - $276K
8.13K $4.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.3K
+ 13.0%
$61.68 - $67.87 $823K - $906K
116K $7.23M
AVGO
Broadcom Inc.

Technology
47
+ 0.34%
$159.67 - $250.0 $7.5K - $11.8K
13.8K $3.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.8K
+ 12.6%
$71.75 - $75.11 $1.28M - $1.34M
159K $11.4M
ADP
Automatic Data Processing Inc

Industrials
457
+ 1.06%
$280.08 - $307.97 $128K - $141K
43.6K $12.8M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
93.2K
+ 158.99%
$24.31 - $49.53 $2.27M - $4.62M
152K $3.7M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
28.7K
+ 15.66%
$50.06 - $55.0 $1.44M - $1.58M
212K $10.6M
COP
Conocophillips

Energy
7.23K
+ 52.24%
$95.12 - $114.72 $688K - $829K
21.1K $2.09M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19.6K
+ 23.15%
$55.45 - $61.08 $1.09M - $1.2M
104K $5.79M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.79K
+ 14.91%
$113.92 - $127.38 $660K - $738K
44.6K $5.14M
MA
Mastercard Inc

Financial Services
81
+ 0.49%
$491.3 - $536.15 $39.8K - $43.4K
16.8K $8.82M
SE
Sea LTD

Consumer Cyclical
964
+ 2.51%
$93.56 - $117.41 $90.2K - $113K
39.4K $4.18M
KMB
Kimberly Clark Corp

Consumer Defensive
7.51K
+ 17.56%
$130.37 - $146.09 $978K - $1.1M
50.2K $6.58M
TSLA
Tesla, Inc.

Consumer Cyclical
614
+ 36.27%
$213.65 - $479.86 $131K - $295K
2.31K $932K
ZBRA
Zebra Technologies Corp

Technology
821
+ 10.75%
$360.09 - $411.94 $296K - $338K
8.46K $3.27M
KO
Coca Cola CO

Consumer Defensive
20.6K
+ 22.78%
$61.74 - $71.71 $1.27M - $1.48M
111K $6.91M
RSG
Republic Services, Inc.

Industrials
2K
+ 44.2%
$198.0 - $218.75 $396K - $438K
6.53K $1.31M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.1K
+ 22.07%
$174.22 - $187.62 $366K - $394K
11.6K $2.04M
META
Meta Platforms, Inc.

Communication Services
415
+ 6.27%
$554.08 - $632.68 $230K - $263K
7.04K $4.12M
USB
Us Bancorp \De\

Financial Services
1.72K
+ 1.48%
$43.98 - $53.66 $75.5K - $92.1K
118K $5.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.18K
+ 3.96%
$442.29 - $483.08 $522K - $570K
31K $14M
TJX
Tjx Companies Inc

Consumer Cyclical
879
+ 1.7%
$112.15 - $127.2 $98.6K - $112K
52.5K $6.34M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.06K
+ 4.41%
$53.94 - $58.15 $165K - $178K
72.5K $4.09M
CMI
Cummins Inc

Industrials
383
+ 8.32%
$324.93 - $383.42 $124K - $147K
4.98K $1.74M
SHOP
Shopify Inc.

Technology
555
+ 8.51%
$78.14 - $119.49 $43.4K - $66.3K
7.08K $753K
MRVL
Marvell Technology, Inc.

Technology
481
+ 10.88%
$70.31 - $124.78 $33.8K - $60K
4.9K $541K
NFLX
Netflix Inc

Communication Services
145
+ 30.53%
$687.65 - $936.56 $99.7K - $136K
620 $553K
VMC
Vulcan Materials CO

Basic Materials
161
+ 0.65%
$237.95 - $292.31 $38.3K - $47.1K
24.9K $6.41M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.4K
+ 34.04%
$47.29 - $84.74 $66.2K - $119K
5.51K $408K
ISRG
Intuitive Surgical Inc

Healthcare
138
+ 3.42%
$471.27 - $550.62 $65K - $76K
4.18K $2.18M
EMR
Emerson Electric CO

Industrials
265
+ 2.42%
$108.13 - $134.33 $28.7K - $35.6K
11.2K $1.39M
PH
Parker Hannifin Corp

Industrials
255
+ 16.97%
$621.74 - $709.46 $159K - $181K
1.76K $1.12M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.78K
+ 25.18%
$131.66 - $144.0 $234K - $256K
8.86K $1.17M
HD
Home Depot, Inc.

Consumer Cyclical
1.87K
+ 5.31%
$385.02 - $431.37 $720K - $807K
37.1K $14.4M
MSFT
Microsoft Corp

Technology
2.24K
+ 2.45%
$406.35 - $454.46 $908K - $1.02M
93.5K $39.4M
MS
Morgan Stanley

Financial Services
210
+ 4.03%
$104.42 - $134.99 $21.9K - $28.3K
5.42K $682K
ONON
On Holding Ag

Consumer Cyclical
124
+ 0.47%
$46.3 - $59.54 $5.74K - $7.38K
26.4K $1.45M
Activity Summary
Buys All Purchases 185 New Holdings 11 Increased Positions 174 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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