Slate Stone Wealth, LLC Purchases and Sells in Q2 2025

Slate Stone Wealth, LLC

$1.07 Billion
Q2 2025

Top Buys

Incresed Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	371 + 0.14%	$94.31 - $157.99 $35K - $58.6K	271K $42.8M
QUAL	14.6K + 9.25%	$152.42 - $182.82 $2.22M - $2.66M	172K $31.4M
JPM	2.91K + 3.89%	$210.28 - $289.91 $611K - $842K	77.6K $22.5M
VXF	10.8K + 11.33%	$150.43 - $192.71 $1.63M - $2.08M	106K $20.5M
AMZN	2.74K + 2.54%	$167.32 - $223.3 $458K - $611K	110K $24.2M
CAT	830 + 1.84%	$273.94 - $388.21 $227K - $322K	45.9K $17.8M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Ea Series Trust CCM GLOBAL EQU	72.4K New	N/A	72.4K $2.12M
Pimco MULTISECTOR BD	68.4K New	N/A	68.4K $1.82M
BOND	14.3K New	$89.87 - $92.93 $1.28M - $1.32M	14.3K $1.31M
NEBIUS GROUP N V	10K New	N/A	10K $553K
ALL	1.66K New	$180.53 - $212.64 $300K - $353K	1.66K $334K
Fidelity Wise Origin Bitcoin F	3.07K New	N/A	3.07K $288K

Top Sells

Reduced Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.12K - 0.88%	$172.42 - $223.89 $365K - $474K	239K $49.1M
UNH	-519 - 6.7%	$274.35 - $599.47 $142K - $311K	7.23K $2.26M
TLT	-11.4K - 5.78%	$83.97 - $92.85 $959K - $1.06M	186K $16.4M
JNJ	-1.43K - 2.04%	$146.36 - $159.82 $209K - $228K	68.6K $10.5M
IGLB	-18K - 12.67%	$47.55 - $50.44 $854K - $906K	124K $6.22M
BIZD	-44.5K - 53.94%	$13.96 - $16.51 $621K - $735K	38K $619K

Activity Summary All Purchases 115 New Holdings 14 Increased Positions 101 All Sells 98 Reductions 98 Sold out 0 Calls 0 Puts 0

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