Slate Stone Wealth, LLC Purchases in Q1 2025

Slate Stone Wealth, LLC

  • $996 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
23
+ 0.42%
$232.43 - $265.13 $5.35K - $6.1K
5.54K $1.47M
STWD
Starwood Property Trust, Inc.

Real Estate
2.92K
+ 3.72%
$18.41 - $20.53 $53.7K - $59.9K
81.4K $1.61M
WSO
Watsco Inc

Industrials
98
+ 4.69%
$463.86 - $530.75 $45.5K - $52K
2.19K $1.11M
SJM
J M Smucker CO

Consumer Defensive
710
+ 21.39%
$100.41 - $118.41 $71.3K - $84.1K
4.03K $477K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
810
+ 10.49%
$97.38 - $104.52 $78.9K - $84.7K
8.53K $872K
ENB
Enbridge Inc

Energy
1.39K
+ 7.8%
$41.54 - $45.45 $57.6K - $63K
19.2K $849K
VNQ
Vanguard Specialized Funds Van

ETFs
916
+ 21.29%
$85.55 - $94.34 $78.4K - $86.4K
5.22K $473K
CNA
Cna Financial Corp

Financial Services
610
+ 2.69%
$45.86 - $51.0 $28K - $31.1K
23.3K $1.18M
BMY
Bristol Myers Squibb CO

Healthcare
900
+ 22.99%
$53.9 - $63.11 $48.5K - $56.8K
4.82K $294K
O
Realty Income Corp

Real Estate
400
+ 3.78%
$51.67 - $58.49 $20.7K - $23.4K
11K $637K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.93K
+ 13.3%
$13.05 - $13.97 $38.3K - $41K
25K $341K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.13%
$208.48 - $244.03 $417 - $488
1.53K $374K
HRL
Hormel Foods Corp

Consumer Defensive
1.55K
+ 10.55%
$28.29 - $31.52 $43.8K - $48.9K
16.2K $503K
BEN
Franklin Resources Inc

Financial Services
3.35K
+ 13.91%
$18.92 - $22.24 $63.4K - $74.5K
27.4K $528K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.06%
$142.8 - $176.36 $143 - $176
1.64K $282K
BFB
Brown Forman Corp Cl B
2.15K
+ 23.57%
N/A
11.3K $383K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
100
+ 1.3%
$51.39 - $57.43 $5.14K - $5.74K
7.77K $431K
NET
Cloudflare, Inc.

Technology
119
+ 3.89%
$110.71 - $176.5 $13.2K - $21K
3.18K $358K
TMO
Thermo Fisher Scientific Inc.

Healthcare
349
+ 5.23%
$497.6 - $606.74 $174K - $212K
7.02K $3.49M
PEP
Pepsico Inc

Consumer Defensive
1.73K
+ 1.53%
$142.64 - $156.42 $247K - $271K
115K $17.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.08%
$87.68 - $94.52 $263 - $284
3.86K $361K
PNFP
Pinnacle Financial Partners Inc

Financial Services
311
+ 17.44%
$99.42 - $126.15 $30.9K - $39.2K
2.09K $222K
DVY
Ishares Tr

ETFs
6
+ 0.19%
$128.58 - $138.1 $771 - $829
3.2K $430K
PRI
Primerica, Inc.

Financial Services
1
+ 0.13%
$271.41 - $296.43 $271 - $296
781 $222K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
225
+ 1.73%
$49.25 - $50.66 $11.1K - $11.4K
13.2K $656K
QQQ
Invesco Qqq Trust, Series 1

ETFs
507
+ 9.15%
$468.34 - $539.52 $237K - $274K
6.05K $2.84M
OMF
One Main Holdings, Inc.

Financial Services
400
+ 5.65%
$45.35 - $58.06 $18.1K - $23.2K
7.47K $365K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.03%
$117.4 - $131.02 $117 - $131
3.17K $379K
ITW
Illinois Tool Works Inc

Industrials
94
+ 1.29%
$244.9 - $274.48 $23K - $25.8K
7.38K $1.83M
LPRO
Open Lending Corp

Financial Services
12.7K
+ 78.32%
$2.76 - $6.61 $35K - $83.7K
28.8K $80K
GIS
General Mills Inc

Consumer Defensive
471
+ 4.17%
$57.56 - $65.3 $27.1K - $30.8K
11.8K $704K
ALB
Albemarle Corp

Basic Materials
615
+ 13.21%
$69.95 - $97.49 $43K - $60K
5.27K $380K
INDI
Indie Semiconductor, Inc.

Technology
4.71K
+ 27.06%
$2.04 - $4.66 $9.6K - $21.9K
22.1K $45K
ENVX
Enovix Corp

Industrials
1.5K
+ 14.6%
$7.21 - $14.33 $10.8K - $21.5K
11.8K $86K
CTKB
Cytek Biosciences, Inc.

Healthcare
3.04K
+ 18.9%
$4.0 - $7.26 $12.2K - $22.1K
19.1K $77K
DOW
Dow Inc.

Basic Materials
953
+ 7.45%
$34.36 - $41.92 $32.7K - $39.9K
13.7K $480K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.04%
$313.1 - $349.83 $313 - $350
2.34K $744K
GS
Goldman Sachs Group Inc

Financial Services
318
+ 3.91%
$524.81 - $672.19 $167K - $214K
8.45K $4.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.04%
$507.05 - $563.67 $507 - $564
2.32K $1.19M
ZETA
Zeta Global Holdings Corp.

Technology
948
+ 5.85%
$13.56 - $24.69 $12.9K - $23.4K
17.2K $233K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.03%
$554.06 - $615.85 $554 - $616
3.24K $1.82M
IVW
Ishares S&P 500 Growth ETF

ETFs
401
+ 2.57%
$92.45 - $106.69 $37.1K - $42.8K
16K $1.48M
WST
West Pharmaceutical Services Inc

Healthcare
415
+ 19.86%
$199.11 - $347.87 $82.6K - $144K
2.51K $561K
BX
Blackstone Inc.

Financial Services
100
+ 2.31%
$136.53 - $186.74 $13.7K - $18.7K
4.44K $620K
TXN
Texas Instruments Inc

Technology
198
+ 0.93%
N/A
21.5K $3.87M
ONON
On Holding Ag

Consumer Cyclical
2.32K
+ 8.77%
$43.92 - $63.62 $102K - $147K
28.7K $1.26M
ADBE
Adobe Inc.

Technology
647
+ 8.93%
$377.84 - $464.11 $244K - $300K
7.9K $3.03M
ASML
Asml Holding Nv

Technology
83
+ 0.94%
$662.63 - $776.99 $55K - $64.5K
8.94K $5.93M
TGT
Target Corp

Consumer Defensive
957
+ 9.02%
$103.65 - $142.5 $99.2K - $136K
11.6K $1.21M
Activity Summary
Buys All Purchases 112 New Holdings 10 Increased Positions 102 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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