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
TXN
Texas Instruments Inc

Technology
2.59K
+ 13.83%
N/A
21.3K $4M
CME
Cme Group Inc.

Financial Services
202
+ 2.94%
$221.17 - $246.02 $44.7K - $49.7K
7.07K $1.64M
BX
Blackstone Inc.

Financial Services
250
+ 6.12%
$148.45 - $199.05 $37.1K - $49.8K
4.34K $748K
CVX
Chevron Corp

Energy
2.45K
+ 2.52%
$141.15 - $162.53 $346K - $398K
99.8K $14.5M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.4K
+ 10.82%
$50.73 - $51.08 $122K - $123K
24.6K $1.25M
CB
Chubb LTD

Financial Services
2.27K
+ 5.37%
$271.57 - $301.89 $618K - $686K
44.6K $12.3M
NOW
Service Now, Inc.

Technology
50
+ 14.01%
$867.18 - $1148.42 $43.4K - $57.4K
407 $431K
CRM
Salesforce, Inc.

Technology
23
+ 1.39%
$270.87 - $367.87 $6.23K - $8.46K
1.68K $560K
BAC
Bank Of America Corp

Financial Services
1.08K
+ 8.01%
$39.22 - $47.77 $42.2K - $51.4K
14.5K $637K
CINF
Cincinnati Financial Corp

Financial Services
250
+ 2.96%
$132.86 - $160.16 $33.2K - $40K
8.71K $1.25M
XLK
Technology Sector Spdr

ETFs
345
+ 18.32%
$220.26 - $241.44 $76K - $83.3K
2.23K $518K
MAR
Marriott International Inc

Consumer Cyclical
185
+ 13.62%
$246.06 - $292.59 $45.5K - $54.1K
1.54K $430K
NET
Cloudflare, Inc.

Technology
121
+ 4.11%
$78.11 - $117.56 $9.45K - $14.2K
3.06K $330K
UNP
Union Pacific Corp

Industrials
1.31K
+ 11.7%
$223.15 - $249.32 $292K - $326K
12.5K $2.85M
T
At&T Inc.

Communication Services
3.54K
+ 30.22%
$21.22 - $23.88 $75.1K - $84.5K
15.3K $347K
PANW
Palo Alto Networks Inc

Technology
1.98K
+ 112.5%
$181.96 - $405.9 $360K - $804K
3.74K $681K
C
Citigroup Inc

Financial Services
695
+ 17.79%
$61.31 - $72.5 $42.6K - $50.4K
4.6K $324K
IYR
Ishares Tr

ETFs
1.04K
+ 49.95%
$90.74 - $102.87 $94.2K - $107K
3.12K $290K
ACN
Accenture PLC

Technology
361
+ 1.2%
$343.9 - $376.86 $124K - $136K
30.4K $10.7M
TRV
Travelers Companies, Inc.

Financial Services
157
+ 2.93%
$225.97 - $266.66 $35.5K - $41.9K
5.52K $1.33M
WST
West Pharmaceutical Services Inc

Healthcare
50
+ 2.45%
$285.69 - $344.0 $14.3K - $17.2K
2.09K $685K
Pentair Inc
400
+ 4.0%
N/A
10.4K $1.05M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
413
+ 4.04%
$17.13 - $34.23 $7.07K - $14.1K
10.6K $257K
DAL
Delta Air Lines, Inc.

Industrials
110
+ 1.97%
$47.46 - $65.77 $5.22K - $7.23K
5.69K $344K
ETN
Eaton Corp PLC

Industrials
176
+ 3.95%
$326.96 - $377.52 $57.5K - $66.4K
4.63K $1.54M
ENB
Enbridge Inc

Energy
644
+ 3.76%
$40.4 - $43.92 $26K - $28.3K
17.8K $754K
TROW
Price T Rowe Group Inc

Financial Services
250
+ 3.36%
$106.48 - $124.69 $26.6K - $31.2K
7.69K $869K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46
+ 2.02%
$521.84 - $558.82 $24K - $25.7K
2.32K $1.25M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.17K
+ 3.07%
$285.5 - $335.62 $333K - $391K
39.1K $11.3M
OMF
One Main Holdings, Inc.

Financial Services
220
+ 3.21%
$45.27 - $57.43 $9.96K - $12.6K
7.07K $369K
SPG
Simon Property Group Inc

Real Estate
223
+ 16.28%
$167.23 - $183.84 $37.3K - $41K
1.59K $274K
ATO
Atmos Energy Corp

Utilities
250
+ 3.38%
$136.41 - $151.43 $34.1K - $37.9K
7.66K $1.07M
PG
Procter & Gamble CO

Consumer Defensive
1.72K
+ 3.79%
$161.05 - $179.7 $277K - $309K
47.2K $7.91M
FAST
Fastenal CO

Industrials
425
+ 3.47%
$69.99 - $84.35 $29.7K - $35.8K
12.7K $910K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
235
+ 3.38%
$55.73 - $66.16 $13.1K - $15.5K
7.2K $434K
CNA
Cna Financial Corp

Financial Services
934
+ 4.29%
$46.76 - $50.95 $43.7K - $47.6K
22.7K $1.1M
IBM
International Business Machines Corp

Technology
202
+ 1.87%
$204.9 - $238.04 $41.4K - $48.1K
11K $2.42M
CSGP
Costar Group, Inc.

Real Estate
1.87K
+ 6.79%
$69.7 - $81.97 $130K - $153K
29.4K $2.11M
CLX
Clorox CO

Consumer Defensive
175
+ 3.49%
$156.51 - $169.74 $27.4K - $29.7K
5.19K $843K
GLD
Spdr Gold Trust

ETFs
124
+ 2.54%
$236.59 - $257.5 $29.3K - $31.9K
5K $1.21M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.05%
$264.18 - $304.19 $264 - $304
2K $561K
SKYX
Skyx Platforms Corp.

Industrials
18K
+ 169.81%
$0.82 - $1.41 $14.8K - $25.4K
28.6K $33K
RPG
Invesco Exchange Traded Fd Tr

ETFs
122
+ 1.38%
$38.88 - $44.07 $4.74K - $5.38K
8.99K $371K
CTKB
Cytek Biosciences, Inc.

Healthcare
1.19K
+ 8.01%
$4.7 - $7.4 $5.61K - $8.83K
16.1K $104K
ABT
Abbott Laboratories

Healthcare
462
+ 1.14%
$111.93 - $119.39 $51.7K - $55.2K
40.8K $4.62M
CHD
Church & Dwight CO Inc

Consumer Defensive
150
+ 1.88%
$99.11 - $112.25 $14.9K - $16.8K
8.15K $853K
MCD
Mcdonalds Corp

Consumer Cyclical
783
+ 5.4%
$288.47 - $316.54 $226K - $248K
15.3K $4.43M
SYY
Sysco Corp

Consumer Defensive
400
+ 3.99%
$73.63 - $81.77 $29.5K - $32.7K
10.4K $797K
BRO
Brown & Brown, Inc.

Financial Services
350
+ 2.27%
$100.93 - $113.42 $35.3K - $39.7K
15.8K $1.61M
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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