Slate Stone Wealth, LLC Incresed Positions in Q3 2025

Slate Stone Wealth, LLC

  • $1.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.9K
+ 9.23%
$182.33 - $194.5 $2.89M - $3.09M
188K $36.5M
VXF
Vanguard Extended Market ETF

ETFs
15.2K
+ 14.35%
$193.58 - $213.07 $2.95M - $3.25M
121K $25.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
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
Johnson & Johnson

Healthcare
6
+ 0.01%
$155.17 - $185.42 $931 - $1.11K
68.6K $12.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
22.5K
+ 157.91%
$90.83 - $93.81 $2.04M - $2.11M
36.8K $3.43M
LHX
L3 Harris Technologies, Inc.

Industrials
21
+ 0.06%
$252.18 - $305.41 $5.3K - $6.41K
34.8K $10.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.46K
+ 7.5%
$459.11 - $506.91 $1.13M - $1.25M
35.3K $17.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
35.1K
+ 264.58%
$48.5 - $50.19 $1.7M - $1.76M
48.3K $2.42M
Blackrock Inc Com
94
+ 0.7%
N/A
13.5K $15.7M
ASML
Asml Holding Nv

Technology
52
+ 0.6%
$689.63 - $968.09 $35.9K - $50.3K
8.71K $8.44M
URI
United Rentals, Inc.

Industrials
143
+ 2.24%
$774.14 - $975.23 $111K - $139K
6.51K $6.22M
IEFA
Ishares Tr

ETFs
10.9K
+ 9.73%
$81.7 - $87.53 $894K - $958K
123K $10.8M
CVX
Chevron Corp

Energy
875
+ 0.86%
$145.57 - $161.83 $127K - $142K
102K $15.9M
Astera Laboratories Inc Com
160
+ 1.27%
N/A
12.7K $2.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.48K
+ 16.32%
$108.46 - $120.63 $811K - $902K
53.3K $6.34M
CMI
Cummins Inc

Industrials
2K
+ 41.69%
$327.85 - $426.39 $654K - $851K
6.78K $2.86M
GLD
Spdr Gold Trust

ETFs
2.9K
+ 58.79%
$300.96 - $355.47 $873K - $1.03M
7.83K $2.78M
VMC
Vulcan Materials CO

Basic Materials
243
+ 0.97%
$260.62 - $307.62 $63.3K - $74.8K
25.3K $7.78M
LLY
Eli Lilly & CO

Healthcare
1.6K
+ 57.04%
$625.65 - $812.69 $999K - $1.3M
4.4K $3.36M
AVGO
Broadcom Inc.

Technology
1.21K
+ 8.78%
$264.74 - $369.57 $321K - $449K
15K $4.96M
NOC
Northrop Grumman Corp

Industrials
226
+ 2.49%
$498.9 - $609.32 $113K - $138K
9.3K $5.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.4K
+ 9.55%
$62.09 - $66.51 $706K - $757K
130K $8.52M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.43K
+ 6.79%
$62.54 - $68.42 $527K - $577K
133K $8.96M
NEE
Nextera Energy Inc

Utilities
2.46K
+ 1.61%
$69.77 - $77.54 $172K - $191K
155K $11.7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
502
+ 1.21%
$113.78 - $148.0 $57.1K - $74.3K
42.1K $5.82M
PEP
Pepsico Inc

Consumer Defensive
65
+ 0.06%
$133.81 - $152.16 $8.7K - $9.89K
115K $16.1M
GS
Goldman Sachs Group Inc

Financial Services
167
+ 1.9%
$696.56 - $806.32 $116K - $135K
8.94K $7.12M
BDX
Becton Dickinson & CO

Healthcare
1.81K
+ 5.32%
$172.41 - $199.66 $312K - $361K
35.8K $6.7M
LMT
Lockheed Martin Corp

Industrials
361
+ 2.07%
$410.74 - $499.21 $148K - $180K
17.8K $8.9M
MDT
Medtronic PLC

Healthcare
2.56K
+ 4.31%
$87.67 - $95.74 $224K - $245K
61.8K $5.89M
SE
Sea LTD

Consumer Cyclical
368
+ 1.2%
$146.23 - $196.5 $53.8K - $72.3K
30.9K $5.53M
MRK
Merck & Co., Inc.

Healthcare
875
+ 0.74%
$77.6 - $87.37 $67.9K - $76.4K
119K $9.98M
TMO
Thermo Fisher Scientific Inc.

Healthcare
18
+ 0.24%
$404.94 - $499.99 $7.29K - $9K
7.52K $3.65M
Nebius Group N V
200
+ 2.0%
N/A
10.2K $1.15M
RMD
Resmed Inc

Healthcare
1.01K
+ 7.15%
$252.01 - $293.73 $254K - $296K
15.1K $4.13M
NET
Cloudflare, Inc.

Technology
1.52K
+ 22.79%
$181.39 - $228.28 $276K - $347K
8.19K $1.76M
PH
Parker Hannifin Corp

Industrials
400
+ 25.66%
$697.13 - $769.67 $279K - $308K
1.96K $1.49M
USB
Us Bancorp \De\

Financial Services
273
+ 0.23%
$43.94 - $50.41 $12K - $13.8K
118K $5.71M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.94K
+ 2.33%
$48.72 - $50.73 $289K - $301K
261K $12.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.33K
+ 3.5%
$53.81 - $57.52 $125K - $134K
68.8K $3.96M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.46K
+ 0.78%
$85.01 - $90.35 $124K - $131K
188K $16.8M
IEMG
Ishares Inc

ETFs
879
+ 2.04%
N/A
44K $2.9M
QCOM
Qualcomm Inc

Technology
1.43K
+ 13.95%
$145.84 - $173.55 $208K - $248K
11.7K $1.94M
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
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
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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