Slate Stone Wealth, LLC Purchases in Q3 2024

Slate Stone Wealth, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
24.2K
+ 9.28%
$207.23 - $234.82 $5.03M - $5.69M
286K $66.5M
MSFT
Microsoft Corp

Technology
19.2K
+ 26.74%
$395.15 - $467.56 $7.61M - $9M
91.2K $39.3M
NVDA
Nvidia Corp

Technology
59K
+ 24.16%
$98.91 - $134.91 $5.84M - $7.96M
303K $36.8M
CAT
Caterpillar Inc

Industrials
12.3K
+ 45.65%
$316.8 - $391.12 $3.91M - $4.82M
39.3K $15.4M
HD
Home Depot, Inc.

Consumer Cyclical
10.4K
+ 41.85%
$333.64 - $405.2 $3.47M - $4.21M
35.2K $14.3M
JPM
Jpmorgan Chase & CO

Financial Services
25K
+ 53.43%
$194.9 - $224.8 $4.88M - $5.63M
71.9K $15.2M
NEE
Nextera Energy Inc

Utilities
44.9K
+ 43.5%
$69.9 - $84.97 $3.14M - $3.81M
148K $12.5M
ACN
Accenture PLC

Technology
11.9K
+ 65.16%
$295.44 - $355.81 $3.5M - $4.22M
30.1K $10.6M
RTX
Raytheon Technologies Corp

Industrials
31.1K
+ 57.46%
$99.55 - $123.34 $3.09M - $3.83M
85.1K $10.3M
LMT
Lockheed Martin Corp

Industrials
6.16K
+ 57.36%
$460.3 - $584.56 $2.84M - $3.6M
16.9K $9.88M
APD
Air Products & Chemicals, Inc.

Basic Materials
12.7K
+ 50.19%
$247.34 - $300.11 $3.14M - $3.81M
37.9K $11.3M
ADP
Automatic Data Processing Inc

Industrials
12K
+ 38.49%
$233.44 - $279.45 $2.8M - $3.35M
43.2K $11.9M
BLK
Black Rock Inc.

Financial Services
2.68K
+ 26.11%
$782.27 - $949.51 $2.09M - $2.54M
12.9K $12.3M
AMGN
Amgen Inc

Healthcare
12K
+ 51.98%
$309.38 - $337.38 $3.71M - $4.04M
35K $11.3M
JNJ
Johnson & Johnson

Healthcare
20.5K
+ 42.83%
$145.48 - $167.38 $2.98M - $3.42M
68.2K $11.1M
CVX
Chevron Corp

Energy
31.2K
+ 47.16%
$137.88 - $161.97 $4.3M - $5.05M
97.3K $14.3M
AMZN
Amazon Com Inc

Consumer Cyclical
24.1K
+ 29.08%
$161.02 - $200.0 $3.87M - $4.81M
107K $19.9M
CSCO
Cisco Systems, Inc.

Technology
64.8K
+ 81.47%
$44.74 - $53.22 $2.9M - $3.45M
144K $7.68M
MA
Mastercard Inc

Financial Services
6.51K
+ 64.06%
$429.6 - $500.99 $2.8M - $3.26M
16.7K $8.23M
BND
Vanguard Bd Index Fd Inc Total

ETFs
43.6K
+ 44.6%
$71.45 - $75.64 $3.11M - $3.3M
141K $10.6M
KO
Coca Cola CO

Consumer Defensive
39.5K
+ 77.71%
$62.69 - $73.01 $2.48M - $2.88M
90.3K $6.49M
MRK
Merck & Co., Inc.

Healthcare
35.3K
+ 45.7%
$111.15 - $128.97 $3.93M - $4.56M
113K $12.8M
TOL
Toll Brothers, Inc.

Consumer Cyclical
15.8K
+ 83.69%
$109.16 - $155.35 $1.73M - $2.46M
34.7K $5.36M
VMC
Vulcan Materials CO

Basic Materials
12.6K
+ 102.99%
$231.83 - $274.51 $2.91M - $3.45M
24.7K $6.2M
SBUX
Starbucks Corp

Consumer Cyclical
25.3K
+ 77.5%
$72.51 - $98.6 $1.83M - $2.49M
57.9K $5.64M
ASML
Asml Holding Nv

Technology
4.46K
+ 125.72%
$749.82 - $1098.95 $3.34M - $4.9M
8K $6.67M
BDX
Becton Dickinson & CO

Healthcare
11.8K
+ 59.34%
$221.47 - $242.41 $2.62M - $2.87M
31.7K $7.65M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
58.6K
New
$48.09 - $49.69 $2.82M - $2.91M
58.6K $2.91M
VZ
Verizon Communications Inc

Communication Services
57.8K
+ 69.28%
$38.89 - $45.0 $2.25M - $2.6M
141K $6.34M
USB
Us Bancorp \De\

Financial Services
55.3K
+ 90.51%
$39.04 - $47.23 $2.16M - $2.61M
116K $5.32M
HON
Honeywell International Inc

Industrials
14.4K
+ 72.44%
$196.73 - $220.21 $2.83M - $3.17M
34.2K $7.08M
KMB
Kimberly Clark Corp

Consumer Defensive
18.3K
+ 74.75%
$135.05 - $148.35 $2.47M - $2.71M
42.7K $6.08M
MDT
Medtronic PLC

Healthcare
22.7K
+ 72.05%
$76.84 - $91.03 $1.74M - $2.07M
54.2K $4.88M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.73K
+ 6.93%
$162.64 - $179.3 $1.26M - $1.39M
119K $21.4M
VXF
Vanguard Extended Market ETF

ETFs
9.07K
+ 18.15%
$163.98 - $182.92 $1.49M - $1.66M
59K $10.7M
Bunge Global Sa Com Shs
24.1K
+ 134.31%
N/A
42K $4.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.27K
+ 7.42%
$117.9 - $128.2 $975K - $1.06M
120K $15.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.1K
+ 7.08%
$89.91 - $101.33 $996K - $1.12M
168K $16.4M
GOOGL
Alphabet Inc.

Communication Services
24.6K
+ 18.94%
$148.65 - $191.18 $3.65M - $4.7M
154K $25.6M
META
Meta Platforms, Inc.

Communication Services
2.94K
+ 80.04%
$453.41 - $572.44 $1.33M - $1.69M
6.62K $3.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
562
+ 1.92%
$405.19 - $478.57 $228K - $269K
29.8K $13.7M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
33.5K
+ 31.07%
$48.27 - $49.43 $1.62M - $1.65M
141K $6.98M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
13.7K
+ 8.12%
$50.02 - $54.5 $688K - $749K
183K $9.97M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.83K
+ 8.59%
$173.36 - $189.8 $663K - $726K
48.4K $9.18M
PLTR
Palantir Technologies Inc.

Technology
3.26K
+ 3.12%
$24.09 - $37.95 $78.6K - $124K
108K $4.01M
COST
Costco Wholesale Corp

Consumer Defensive
848
+ 6.87%
$801.83 - $917.05 $680K - $778K
13.2K $11.7M
URI
United Rentals, Inc.

Industrials
245
+ 4.7%
$627.41 - $814.1 $154K - $199K
5.46K $4.42M
SE
Sea LTD

Consumer Cyclical
927
+ 2.47%
$59.94 - $94.83 $55.6K - $87.9K
38.4K $3.62M
IEFA
Ishares Tr

ETFs
9.61K
+ 32.98%
$70.09 - $78.74 $673K - $757K
38.7K $3.02M
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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