Slate Stone Wealth, LLC Reduced Holdings in Q3 2025

Slate Stone Wealth, LLC

  • $1.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-163K
- 42.23%
$24.73 - $25.29 $4.02M - $4.11M
222K $5.6M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-58K
- 46.88%
$48.96 - $52.08 $2.84M - $3.02M
65.8K $3.39M
COST
Costco Wholesale Corp

Consumer Defensive
-636
- 4.96%
$915.95 - $994.57 $583K - $633K
12.2K $11.3M
MA
Mastercard Inc

Financial Services
-1.49K
- 8.89%
$550.18 - $598.96 $818K - $891K
15.2K $8.66M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.54K
- 11.97%
$420.11 - $472.68 $2.75M - $3.09M
48.1K $22.5M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-26.3K
- 11.29%
$24.65 - $24.98 $649K - $657K
207K $5.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-904
- 42.68%
$567.77 - $614.76 $513K - $556K
1.21K $743K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-13.6K
- 5.26%
$45.92 - $47.76 $622K - $647K
244K $11.6M
DE
Deere & CO

Industrials
-600
- 20.71%
$457.26 - $524.37 $274K - $315K
2.3K $1.05M
DIS
Walt Disney CO

Communication Services
-606
- 1.73%
$112.25 - $124.0 $68K - $75.1K
34.4K $3.94M
AFL
Aflac Inc

Financial Services
-4K
- 23.63%
$98.09 - $111.7 $392K - $447K
12.9K $1.44M
Kayne Anderson Bdc Inc Com Shs
-3.05K
- 1.99%
N/A
150K $2M
WMT
Walmart Inc.

Consumer Defensive
-6.81K
- 9.66%
$94.4 - $104.27 $643K - $710K
63.8K $6.57M
UNH
Unitedhealth Group Inc

Healthcare
-1.57K
- 21.78%
$237.77 - $353.61 $374K - $557K
5.65K $1.95M
ARCC
Ares Capital Corp

Financial Services
-705
- 0.41%
$20.41 - $23.25 $14.4K - $16.4K
171K $3.48M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-3.98K
- 40.23%
$67.48 - $71.55 $268K - $284K
5.91K $418K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.65K
- 14.92%
$97.75 - $100.75 $259K - $267K
15.1K $1.52M
IBB
Ishares Biotechnology ETF

ETFs
-2.37K
- 40.93%
$127.63 - $144.37 $302K - $342K
3.42K $494K
PANW
Palo Alto Networks Inc

Technology
-1K
- 27.53%
$167.06 - $208.19 $167K - $209K
2.64K $537K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.51K
- 45.58%
$82.96 - $95.7 $208K - $240K
3K $269K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.41K
- 39.79%
$49.43 - $54.52 $218K - $240K
6.67K $361K
AMZN
Amazon Com Inc

Consumer Cyclical
-925
- 0.84%
$211.65 - $238.24 $196K - $220K
109K $24M
VHT
Vanguard Health Care ETF

ETFs
-795
- 13.15%
$239.12 - $259.95 $190K - $207K
5.25K $1.36M
PPG
Ppg Industries Inc

Basic Materials
-15
- 0.1%
$103.65 - $119.07 $1.55K - $1.79K
15.2K $1.6M
XOM
Exxon Mobil Corp

Energy
-2.34K
- 8.57%
$105.83 - $117.22 $248K - $274K
25K $2.82M
ABT
Abbott Laboratories

Healthcare
-149
- 0.37%
$120.51 - $136.62 $18K - $20.4K
40.1K $5.37M
CTAS
Cintas Corp

Industrials
-65
- 1.28%
$199.29 - $226.27 $13K - $14.7K
5.02K $1.03M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-207
- 3.83%
$38.58 - $58.24 $7.99K - $12.1K
5.2K $204K
DOV
Dover Corp

Industrials
-10
- 0.18%
$165.59 - $190.9 $1.66K - $1.91K
5.7K $950K
RSG
Republic Services, Inc.

Industrials
-1
- 0.02%
$225.33 - $246.01 $225 - $246
5.52K $1.27M
PM
Philip Morris International Inc.

Consumer Defensive
-375
- 22.89%
$157.77 - $183.27 $59.2K - $68.7K
1.26K $205K
HRL
Hormel Foods Corp

Consumer Defensive
-30
- 0.18%
$24.31 - $31.54 $729 - $946
16.2K $401K
CRM
Salesforce, Inc.

Technology
-123
- 7.37%
$231.66 - $273.65 $28.5K - $33.7K
1.55K $366K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-2K
- 5.26%
$14.94 - $16.82 $29.9K - $33.6K
36K $538K
CINF
Cincinnati Financial Corp

Financial Services
-1K
- 11.55%
$145.8 - $158.1 $146K - $158K
7.66K $1.21M
CHD
Church & Dwight CO Inc

Consumer Defensive
-50
- 0.61%
$85.84 - $99.09 $4.29K - $4.95K
8.1K $709K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.5K
- 5.94%
$41.43 - $44.2 $104K - $111K
39.6K $1.75M
ESS
Essex Property Trust, Inc.

Real Estate
-25
- 1.09%
N/A
2.28K $609K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.14K
- 13.7%
$45.41 - $48.26 $51.5K - $54.8K
7.15K $341K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-606
- 4.95%
$70.77 - $73.59 $42.9K - $44.6K
11.6K $852K
Linde PLC Shs
-89
- 2.03%
N/A
4.3K $2.04M
SHW
Sherwin Williams CO

Basic Materials
-75
- 2.52%
$330.88 - $375.23 $24.8K - $28.1K
2.91K $1.01M
OMF
One Main Holdings, Inc.

Financial Services
-126
- 1.7%
$55.61 - $62.61 $7.01K - $7.89K
7.3K $412K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-270
- 2.99%
$101.12 - $106.18 $27.3K - $28.7K
8.77K $904K
DVY
Ishares Tr

ETFs
-208
- 6.49%
$133.88 - $142.57 $27.8K - $29.7K
3K $426K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-80
- 0.09%
$50.47 - $50.74 $4.04K - $4.06K
91.3K $4.63M
BX
Blackstone Inc.

Financial Services
-516
- 11.63%
$152.77 - $188.68 $78.8K - $97.4K
3.92K $670K
INDI
Indie Semiconductor, Inc.

Technology
-600
- 2.98%
$3.54 - $4.92 $2.12K - $2.95K
19.6K $80K
TSCO
Tractor Supply CO

Consumer Cyclical
-115
- 2.94%
$54.08 - $62.65 $6.22K - $7.2K
3.79K $216K
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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