Slate Stone Wealth, LLC Reduced Holdings in Q3 2024

Slate Stone Wealth, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-69
- 1.07%
$261.88 - $288.1 $18.1K - $19.9K
6.37K $1.8M
ECL
Ecolab Inc.

Basic Materials
-15
- 0.25%
$228.86 - $255.76 $3.43K - $3.84K
5.88K $1.5M
Linde PLC Shs
-122
- 2.79%
N/A
4.25K $2.03M
O
Realty Income Corp

Real Estate
-60
- 0.56%
$52.36 - $63.42 $3.14K - $3.81K
10.7K $678K
GLD
Spdr Gold Trust

ETFs
-103
- 2.07%
$215.56 - $246.98 $22.2K - $25.4K
4.87K $1.18M
SPGI
S&P Global Inc.

Financial Services
-5
- 0.23%
$446.32 - $527.38 $2.23K - $2.64K
2.15K $1.11M
IBB
Ishares Biotechnology ETF

ETFs
-170
- 0.78%
$135.09 - $149.47 $23K - $25.4K
21.5K $3.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-360
- 0.78%
$41.9 - $48.26 $15.1K - $17.4K
45.9K $2.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.64K
- 4.06%
$105.53 - $118.34 $173K - $194K
38.8K $4.54M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-6.15K
- 3.88%
$49.38 - $54.19 $303K - $333K
152K $8.15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-734
- 1.19%
$332.02 - $382.76 $244K - $281K
61K $22.9M
ZTS
Zoetis Inc.

Healthcare
-276
- 1.08%
$172.58 - $196.48 $47.6K - $54.2K
25.4K $4.95M
WMT
Walmart Inc.

Consumer Defensive
-5.66K
- 6.79%
$66.91 - $81.4 $379K - $461K
77.7K $6.28M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-80
- 0.35%
$523.84 - $572.02 $41.9K - $45.8K
22.6K $12.9M
NOC
Northrop Grumman Corp

Industrials
-184
- 1.9%
$423.73 - $533.14 $78K - $98.1K
9.51K $5.02M
VTV
Vanguard Value ETF

ETFs
-1.25K
- 1.64%
$159.75 - $174.57 $199K - $218K
74.9K $13.1M
ABBV
Abb Vie Inc.

Healthcare
-445
- 1.04%
$163.84 - $199.33 $72.9K - $88.7K
42.2K $8.33M
Activity Summary
Buys All Purchases 162 New Holdings 22 Increased Positions 140 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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