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
PAVE
Global X Fds Us Infrastructure

ETFs
21.4K
New
$36.39 - $41.16 $779K - $882K
21.4K $882K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16.2K
+ 30.31%
$49.7 - $56.11 $803K - $907K
69.5K $3.82M
Astera Laboratories Inc Com
16K
New
N/A
16K $838K
RMD
Resmed Inc

Healthcare
1.15K
+ 11.08%
$186.94 - $252.92 $215K - $291K
11.6K $2.82M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.06K
+ 11.97%
$56.04 - $62.99 $508K - $571K
84.7K $5.18M
IEMG
Ishares Inc

ETFs
10K
+ 33.32%
$53.64 - $53.64 $538K - $538K
40.1K $2.3M
PEP
Pepsico Inc

Consumer Defensive
540
+ 0.49%
$161.9 - $179.3 $87.4K - $96.8K
112K $19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.2K
New
$100.3 - $100.74 $622K - $624K
6.2K $624K
AMD
Advanced Micro Devices Inc

Technology
3.68K
+ 101.4%
$128.67 - $183.96 $474K - $677K
7.31K $1.2M
ZBRA
Zebra Technologies Corp

Technology
431
+ 5.98%
$306.21 - $371.02 $132K - $160K
7.64K $2.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
279
+ 4.75%
$531.86 - $624.21 $148K - $174K
6.15K $3.8M
EWJ
Ishares Msci Japan ETF

ETFs
7.7K
New
$63.12 - $72.99 $486K - $562K
7.7K $551K
GS
Goldman Sachs Group Inc

Financial Services
465
+ 6.45%
$459.02 - $510.25 $213K - $237K
7.68K $3.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
2K
New
$240.48 - $267.94 $481K - $536K
2K $535K
IBM
International Business Machines Corp

Technology
40
+ 0.37%
$175.1 - $223.38 $7K - $8.94K
10.8K $2.39M
IWM
Ishares Russell 2000 ETF

ETFs
1.79K
+ 39.31%
$200.87 - $224.6 $359K - $401K
6.33K $1.4M
TMDX
Trans Medics Group, Inc.

Healthcare
2.78K
+ 48.88%
$135.68 - $176.11 $377K - $489K
8.46K $1.33M
PG
Procter & Gamble CO

Consumer Defensive
419
+ 0.93%
$160.76 - $177.82 $67.4K - $74.5K
45.5K $7.88M
SWK
Stanley Black & Decker, Inc.

Industrials
2.5K
+ 46.32%
$77.75 - $110.17 $194K - $275K
7.9K $870K
MELI
Mercadolibre Inc

Consumer Cyclical
4
+ 0.4%
$1591.44 - $2140.1 $6.37K - $8.56K
995 $2.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
270
+ 0.26%
$57.32 - $62.65 $15.5K - $16.9K
103K $6.4M
TJX
Tjx Companies Inc

Consumer Cyclical
104
+ 0.2%
$107.93 - $120.23 $11.2K - $12.5K
51.6K $6.07M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.16K
New
$111.9 - $124.28 $354K - $393K
3.16K $391K
UNP
Union Pacific Corp

Industrials
706
+ 6.74%
$221.78 - $256.09 $157K - $181K
11.2K $2.76M
ONON
On Holding Ag

Consumer Cyclical
1.49K
+ 5.99%
$36.63 - $51.57 $54.5K - $76.7K
26.3K $1.32M
STWD
Starwood Property Trust, Inc.

Real Estate
12.1K
+ 18.83%
$18.75 - $21.11 $227K - $256K
76.4K $1.56M
EFA
Ishares Tr Msci Eafe ETF

ETFs
307
+ 0.63%
$75.32 - $84.37 $23.1K - $25.9K
49.3K $4.13M
ORCL
Oracle Corp

Technology
600
+ 9.85%
$125.9 - $170.35 $75.5K - $102K
6.69K $1.14M
VBR
Vanguard Small Cap Value ETF

ETFs
119
+ 0.85%
$179.99 - $201.6 $21.4K - $24K
14.1K $2.84M
DHR
Danaher Corp

Healthcare
265
+ 3.69%
$239.25 - $280.76 $63.4K - $74.4K
7.44K $2.07M
TXN
Texas Instruments Inc

Technology
190
+ 1.03%
$194.6 - $194.6 $37K - $37K
18.7K $3.87M
ED
Consolidated Edison Inc

Utilities
231
+ 1.42%
$88.42 - $104.97 $20.4K - $24.2K
16.5K $1.71M
T
At&T Inc.

Communication Services
11.7K
New
$18.21 - $22.28 $213K - $261K
11.7K $258K
CMI
Cummins Inc

Industrials
135
+ 3.02%
$266.63 - $326.4 $36K - $44.1K
4.6K $1.49M
C
Citigroup Inc

Financial Services
3.91K
New
$56.11 - $67.61 $219K - $264K
3.91K $245K
CME
Cme Group Inc.

Financial Services
410
+ 6.35%
$193.43 - $220.62 $79.3K - $90.5K
6.87K $1.52M
TSLA
Tesla, Inc.

Consumer Cyclical
655
+ 63.1%
$191.76 - $263.26 $126K - $172K
1.69K $443K
ITW
Illinois Tool Works Inc

Industrials
240
+ 3.53%
$233.14 - $263.97 $56K - $63.4K
7.04K $1.85M
SPG
Simon Property Group Inc

Real Estate
1.37K
New
$146.09 - $170.11 $200K - $233K
1.37K $232K
TRV
Travelers Companies, Inc.

Financial Services
274
+ 5.39%
$201.87 - $242.35 $55.3K - $66.4K
5.36K $1.26M
TRGP
Targa Resources Corp.

Energy
1.48K
New
$127.86 - $156.46 $189K - $232K
1.48K $219K
IYR
Ishares Tr

ETFs
2.08K
New
$86.93 - $103.61 $181K - $215K
2.08K $212K
VEEV
Veeva Systems Inc

Healthcare
1K
New
$180.43 - $223.9 $180K - $224K
1K $210K
BMY
Bristol Myers Squibb CO

Healthcare
4.03K
New
$39.66 - $51.75 $160K - $209K
4.03K $209K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.82K
New
$64.35 - $75.71 $181K - $213K
2.82K $207K
Sap Se Ord Npv
900
New
N/A
900 $207K
PRI
Primerica, Inc.

Financial Services
779
New
$233.01 - $266.6 $182K - $208K
779 $207K
PM
Philip Morris International Inc.

Consumer Defensive
1.69K
New
$101.25 - $127.45 $171K - $215K
1.69K $205K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.65K
New
$71.19 - $76.59 $188K - $203K
2.65K $203K
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
Track This Portfolio

Track Slate Stone Wealth, LLC Portfolio

Follow Slate Stone Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Slate Stone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email