Slate Stone Wealth, LLC Purchases in Q2 2025

Slate Stone Wealth, LLC

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.47K
New
$27.82 - $46.45 $124K - $208K
4.47K $208K
Fidelity Enhanced Large Cap Gr
5.56K
New
N/A
5.56K $206K
OSK
Oshkosh Corp

Industrials
1.8K
New
$79.17 - $113.62 $143K - $205K
1.8K $204K
PODD
Insulet Corp

Healthcare
640
New
$238.57 - $327.47 $153K - $210K
640 $201K
TSLA
Tesla, Inc.

Consumer Cyclical
256
+ 13.93%
$221.86 - $362.89 $56.8K - $92.9K
2.09K $665K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
461
+ 34.25%
$141.37 - $228.57 $65.2K - $105K
1.81K $409K
RSP
Invesco S&P 500 Equal Weight E

ETFs
429
+ 3.42%
$152.93 - $181.74 $65.6K - $78K
13K $2.36M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
199
+ 0.3%
$45.88 - $54.4 $9.13K - $10.8K
66.5K $3.62M
CME
Cme Group Inc.

Financial Services
391
+ 5.47%
$252.37 - $290.71 $98.7K - $114K
7.54K $2.08M
ADP
Automatic Data Processing Inc

Industrials
126
+ 0.32%
$276.76 - $326.81 $34.9K - $41.2K
39.2K $12.1M
CMI
Cummins Inc

Industrials
229
+ 5.03%
$267.12 - $336.65 $61.2K - $77.1K
4.79K $1.57M
UNP
Union Pacific Corp

Industrials
928
+ 7.0%
$208.27 - $238.46 $193K - $221K
14.2K $3.27M
STWD
Starwood Property Trust, Inc.

Real Estate
5.23K
+ 6.43%
$17.28 - $20.41 $90.4K - $107K
86.6K $1.74M
SPOT
Spotify Technology S.A.

Communication Services
50
+ 12.85%
$503.3 - $775.9 $25.2K - $38.8K
439 $337K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.1K
+ 6.57%
$96.84 - $99.46 $106K - $109K
17.8K $1.76M
ENB
Enbridge Inc

Energy
1.9K
+ 9.93%
$41.09 - $47.16 $78.1K - $89.7K
21.1K $954K
Linde PLC Shs
177
+ 4.2%
N/A
4.39K $2.06M
ITW
Illinois Tool Works Inc

Industrials
406
+ 5.5%
$218.41 - $252.43 $88.7K - $102K
7.78K $1.92M
GLD
Spdr Gold Trust

ETFs
20
+ 0.41%
$273.71 - $316.29 $5.47K - $6.33K
4.93K $1.5M
TRV
Travelers Companies, Inc.

Financial Services
259
+ 4.67%
$233.83 - $276.34 $60.6K - $71.6K
5.8K $1.55M
BAC
Bank Of America Corp

Financial Services
82
+ 0.57%
$34.39 - $47.46 $2.82K - $3.89K
14.3K $679K
FAST
Fastenal CO

Industrials
12.6K
+ 100.0%
$40.65 - $83.16 $512K - $1.05M
25.2K $1.06M
ZETA
Zeta Global Holdings Corp.

Technology
2.28K
+ 13.31%
$11.02 - $16.81 $25.2K - $38.4K
19.4K $301K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.35K
+ 4.93%
$50.1 - $51.02 $67.6K - $68.9K
28.7K $1.47M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
900
+ 4.74%
$51.68 - $52.76 $46.5K - $47.5K
19.9K $1.05M
TGT
Target Corp

Consumer Defensive
1.06K
+ 9.14%
$88.76 - $105.77 $93.8K - $112K
12.6K $1.25M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
507
+ 5.94%
$90.85 - $102.31 $46.1K - $51.9K
9.04K $910K
VNQ
Vanguard Specialized Funds Van

ETFs
402
+ 7.7%
$79.79 - $91.42 $32.1K - $36.8K
5.62K $501K
Veralto Corp Com Shs
1
+ 0.01%
N/A
7.04K $711K
CNA
Cna Financial Corp

Financial Services
2.64K
+ 11.33%
$45.03 - $50.88 $119K - $134K
26K $1.21M
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.06%
$151.62 - $183.47 $152 - $183
1.64K $300K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.06%
$103.88 - $123.68 $208 - $247
3.17K $391K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.1%
$85.42 - $94.39 $342 - $378
3.86K $363K
GIS
General Mills Inc

Consumer Defensive
1.81K
+ 15.35%
$50.37 - $60.97 $91.1K - $110K
13.6K $704K
DVY
Ishares Tr

ETFs
7
+ 0.22%
$118.37 - $134.86 $829 - $944
3.21K $426K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38
+ 0.29%
$48.13 - $49.85 $1.83K - $1.89K
13.3K $650K
PRI
Primerica, Inc.

Financial Services
1
+ 0.13%
$244.39 - $290.62 $244 - $291
782 $214K
JEPI
J P Morgan Exchange Traded Fd

ETFs
131
+ 0.23%
$51.14 - $57.0 $6.7K - $7.47K
57.6K $3.28M
KO
Coca Cola CO

Consumer Defensive
1.03K
+ 0.93%
$68.37 - $73.9 $70.1K - $75.7K
111K $7.88M
ZTS
Zoetis Inc.

Healthcare
1.38K
+ 4.91%
$144.41 - $170.3 $199K - $235K
29.5K $4.6M
DOW
Dow Inc.

Basic Materials
3.04K
+ 22.12%
$25.81 - $34.89 $78.5K - $106K
16.8K $444K
ALB
Albemarle Corp

Basic Materials
145
+ 2.75%
$50.76 - $72.25 $7.36K - $10.5K
5.42K $339K
NOC
Northrop Grumman Corp

Industrials
121
+ 1.35%
$456.3 - $540.39 $55.2K - $65.4K
9.08K $4.54M
WSO
Watsco Inc

Industrials
215
+ 9.83%
$421.84 - $520.66 $90.7K - $112K
2.4K $1.06M
NEE
Nextera Energy Inc

Utilities
1.78K
+ 1.18%
$64.11 - $75.0 $114K - $134K
153K $10.6M
ED
Consolidated Edison Inc

Utilities
726
+ 3.98%
$98.05 - $113.3 $71.2K - $82.3K
19K $1.9M
VZ
Verizon Communications Inc

Communication Services
1.86K
+ 1.26%
$41.67 - $45.62 $77.5K - $84.9K
150K $6.49M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.32K
+ 0.92%
$45.3 - $50.64 $105K - $118K
255K $12.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
897
+ 2.25%
$248.61 - $294.96 $223K - $265K
40.7K $11.5M
Activity Summary
Buys All Purchases 115 New Holdings 14 Increased Positions 101 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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