Slate Stone Wealth, LLC Portfolio Holdings
Slate Stone Wealth, LLC
- $1.16 Billion
- Q3 2025
Slate Stone Wealth, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.5M, Nvidia Corp with a value of $47.8M, Microsoft Corp with a value of $46.6M, Ishares Msci Usa Quality Facto with a value of $36.5M, and Vanguard Extended Market ETF with a value of $25.4M.
Examining the 13F form we can see an increase of $85.6M in the current position value, from $1.07B to 1.16B.
Below you can find more details about Slate Stone Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $314 Million
Technology: $245 Million
Financial Services: $118 Million
Industrials: $103 Million
Healthcare: $79.2 Million
Consumer Cyclical: $73.6 Million
Consumer Defensive: $63.3 Million
Communication Services: $52.8 Million
Other: $71.8 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 293
- Current Value $1.16 Billion
- Prior Value $1.07 Billion
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 16 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks