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
XLE
Energy Sector Spdr

ETFs
-88
- 1.98%
$84.25 - $91.99 $7.41K - $8.1K
4.36K $390K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-100
- 3.35%
$567.09 - $607.37 $56.7K - $60.7K
2.89K $1.72M
BAC
Bank Of America Corp

Financial Services
-479
- 3.34%
$44.92 - $52.42 $21.5K - $25.1K
13.9K $715K
Veralto Corp Com Shs
-1
- 0.01%
N/A
7.04K $751K
SMBK
Smartfinancial Inc.

Financial Services
-125
- 0.42%
$32.94 - $37.83 $4.12K - $4.73K
29.3K $1.05M
XLK
Technology Sector Spdr

ETFs
-5
- 0.26%
$250.97 - $282.66 $1.25K - $1.41K
1.94K $547K
DDOG
Datadog, Inc.

Technology
-553
- 3.31%
$124.52 - $155.15 $68.9K - $85.8K
16.2K $2.3M
PAVE
Global X Fds Us Infrastructure

ETFs
-235
- 1.34%
$44.02 - $47.63 $10.3K - $11.2K
17.2K $821K
IWR
Ishares Russell Mid Cap ETF

ETFs
-100
- 0.66%
$92.26 - $97.51 $9.23K - $9.75K
15K $1.45M
ETN
Eaton Corp PLC

Industrials
-53
- 1.14%
$342.99 - $392.76 $18.2K - $20.8K
4.61K $1.73M
ZETA
Zeta Global Holdings Corp.

Technology
-387
- 1.99%
$14.0 - $22.08 $5.42K - $8.54K
19.1K $379K
ES
Eversource Energy

Utilities
-25
- 0.23%
$62.86 - $71.14 $1.57K - $1.78K
10.8K $767K
Pentair Inc
-25
- 0.24%
N/A
10.2K $1.13M
SYM
Symbotic Inc.

Financial Services
-100
- 1.56%
$39.68 - $63.21 $3.97K - $6.32K
6.3K $339K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.88K
- 4.76%
$132.9 - $142.03 $649K - $694K
97.7K $13.8M
AOS
Smith A O Corp

Industrials
-50
- 0.4%
$67.24 - $74.3 $3.36K - $3.72K
12.6K $922K
VTV
Vanguard Value ETF

ETFs
-253
- 1.68%
$175.51 - $186.57 $44.4K - $47.2K
14.8K $2.76M
LOW
Lowes Companies Inc

Consumer Cyclical
-15
- 0.34%
$215.01 - $273.02 $3.23K - $4.1K
4.39K $1.1M
FAST
Fastenal CO

Industrials
-915
- 3.63%
$42.47 - $50.39 $38.9K - $46.1K
24.3K $1.19M
IWM
Ishares Russell 2000 ETF

ETFs
-40
- 0.64%
$214.92 - $244.84 $8.6K - $9.79K
6.17K $1.49M
GD
General Dynamics Corp

Industrials
-40
- 0.94%
$293.92 - $341.0 $11.8K - $13.6K
4.22K $1.44M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-5
- 0.11%
$43.07 - $91.37 $215 - $457
4.46K $408K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-47
- 0.75%
$546.99 - $602.2 $25.7K - $28.3K
6.2K $3.72M
C
Citigroup Inc

Financial Services
-152
- 0.83%
$85.57 - $103.49 $13K - $15.7K
18.2K $1.85M
ORCL
Oracle Corp

Technology
-11
- 0.16%
$218.96 - $328.33 $2.41K - $3.61K
6.92K $1.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
-400
- 1.89%
$617.65 - $666.84 $247K - $267K
20.7K $13.8M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.77K
- 5.03%
$121.35 - $144.54 $336K - $401K
52.3K $7.56M
MSFT
Microsoft Corp

Technology
-1.87K
- 2.03%
$491.09 - $535.64 $917K - $1M
90.1K $46.6M
CAT
Caterpillar Inc

Industrials
-6.39K
- 13.93%
$390.92 - $477.15 $2.5M - $3.05M
39.5K $18.8M
ABBV
Abb Vie Inc.

Healthcare
-2.56K
- 6.54%
$184.85 - $231.54 $474K - $593K
36.6K $8.48M
HD
Home Depot, Inc.

Consumer Cyclical
-158
- 0.44%
$357.4 - $423.42 $56.5K - $66.9K
35.7K $14.5M
RTX
Raytheon Technologies Corp

Industrials
-164
- 0.21%
$144.19 - $167.33 $23.6K - $27.4K
79.5K $13.3M
PLTR
Palantir Technologies Inc.

Technology
-8.36K
- 11.45%
$130.68 - $186.97 $1.09M - $1.56M
64.7K $11.8M
JPM
Jpmorgan Chase & CO

Financial Services
-394
- 0.51%
$282.78 - $316.06 $111K - $125K
77.2K $24.4M
GOOG
Alphabet Inc.

Communication Services
-534
- 1.18%
$175.16 - $255.24 $93.5K - $136K
44.8K $10.9M
NVDA
Nvidia Corp

Technology
-15K
- 5.55%
$153.3 - $186.58 $2.31M - $2.81M
256K $47.8M
GOOGL
Alphabet Inc.

Communication Services
-4.1K
- 3.79%
$174.36 - $254.72 $716K - $1.05M
104K $25.3M
AAPL
Apple Inc.

Technology
-21.5K
- 9.0%
$202.38 - $256.87 $4.36M - $5.54M
218K $55.5M
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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