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
UNP
Union Pacific Corp

Industrials
736
+ 5.19%
$214.91 - $237.16 $158K - $175K
14.9K $3.53M
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
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15K
+ 60.0%
$12.9 - $13.59 $194K - $204K
40K $537K
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
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2K
+ 10.05%
$52.39 - $53.11 $105K - $106K
21.9K $1.16M
MS
Morgan Stanley

Financial Services
7
+ 0.12%
$139.09 - $161.16 $974 - $1.13K
6.09K $968K
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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
121
+ 1.3%
$136.48 - $142.97 $16.5K - $17.3K
9.44K $1.32M
AMD
Advanced Micro Devices Inc

Technology
150
+ 9.07%
$134.8 - $184.42 $20.2K - $27.7K
1.8K $292K
COF
Capital One Financial Corp

Financial Services
251
+ 24.3%
$207.29 - $229.74 $52K - $57.7K
1.28K $273K
CNA
Cna Financial Corp

Financial Services
1.17K
+ 4.51%
$43.33 - $49.55 $50.7K - $58K
27.1K $1.26M
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
VEA
Vanguard Ftse Developed Market

ETFs
225
+ 3.86%
$56.02 - $60.3 $12.6K - $13.6K
6.05K $363K
PLUG
Plug Power Inc

Industrials
4K
+ 15.95%
$1.37 - $2.65 $5.48K - $10.6K
29.1K $68K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
500
+ 1.74%
$50.82 - $51.09 $25.4K - $25.5K
29.2K $1.49M
ALL
Allstate Corp

Financial Services
6
+ 0.36%
$192.0 - $214.65 $1.15K - $1.29K
1.67K $358K
Fidelity Enhanced Large Cap Gr
4
+ 0.07%
N/A
5.57K $229K
CME
Cme Group Inc.

Financial Services
232
+ 3.08%
$258.83 - $287.1 $60K - $66.6K
7.77K $2.1M
SPOT
Spotify Technology S.A.

Communication Services
75
+ 17.08%
$620.01 - $738.53 $46.5K - $55.4K
514 $359K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.03%
$122.57 - $132.57 $123 - $133
3.17K $411K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30
+ 0.43%
$39.8 - $42.86 $1.19K - $1.29K
6.94K $297K
BFB
Brown Forman Corp Cl B
150
+ 1.35%
N/A
11.3K $305K
PRI
Primerica, Inc.

Financial Services
2
+ 0.26%
$255.46 - $285.58 $511 - $571
784 $217K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
767
+ 6.75%
$24.04 - $27.04 $18.4K - $20.7K
12.1K $288K
ICE
Intercontinental Exchange, Inc.

Financial Services
82
+ 5.01%
$167.28 - $188.45 $13.7K - $15.5K
1.72K $290K
BEN
Franklin Resources Inc

Financial Services
300
+ 1.09%
$23.13 - $26.03 $6.94K - $7.81K
27.7K $641K
STWD
Starwood Property Trust, Inc.

Real Estate
2.5K
+ 2.88%
$19.37 - $20.97 $48.4K - $52.4K
89.1K $1.73M
DOW
Dow Inc.

Basic Materials
1.67K
+ 9.93%
$20.87 - $30.37 $34.8K - $50.6K
18.5K $423K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.13%
$196.15 - $217.83 $392 - $436
1.52K $306K
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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