Slate Stone Wealth, LLC Purchases and Sells in Q4 2024

Slate Stone Wealth, LLC

$1.02 Billion
Q4 2024

Top Buys

Incresed Positions

174 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	3.44K + 1.13%	$117.0 - $148.88 $402K - $511K	307K $41.2M
PLTR	792 + 0.73%	$36.46 - $82.38 $28.9K - $65.2K	109K $8.22M
AMZN	1.61K + 1.51%	$180.88 - $232.93 $291K - $375K	108K $23.8M
QUAL	20.7K + 17.32%	$176.42 - $186.91 $3.65M - $3.86M	140K $24.9M
VXF	15.4K + 26.08%	$179.17 - $207.15 $2.76M - $3.19M	74.4K $14.1M
JPM	1.16K + 1.61%	$205.18 - $250.29 $237K - $289K	73K $17.5M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Blackrock Inc COM	13.1K New	N/A	13.1K $13.5M
CRDO	20.1K New	$30.16 - $77.25 $605K - $1.55M	20.1K $1.35M
Kayne Anderson Bdc Inc COM SHS	56.1K New	N/A	56.1K $927K
BLV	11.7K New	$68.25 - $75.42 $798K - $882K	11.7K $800K
VNQ	4.3K New	$87.85 - $98.6 $378K - $424K	4.3K $383K
PDBC	22.1K New	$12.74 - $14.23 $281K - $314K	22.1K $287K

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-77.6K - 70.88%	$567.81 - $607.81 $44.1M - $47.2M	31.9K $18.7M
QQQ	-63.1K - 91.92%	$481.22 - $538.17 $30.3M - $33.9M	5.54K $2.83M
MDY	-19.7K - 86.81%	$563.99 - $620.12 $11.1M - $12.2M	2.99K $1.7M
VTV	-53.6K - 71.6%	$168.32 - $181.87 $9.02M - $9.75M	21.3K $3.6M
AAPL	-36.8K - 12.88%	$221.69 - $259.02 $8.15M - $9.52M	249K $62.3M
GOOGL	-37.8K - 24.48%	$161.86 - $196.66 $6.12M - $7.43M	117K $22.1M

Activity Summary All Purchases 185 New Holdings 11 Increased Positions 174 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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