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
CARR
Carrier Global Corp

Industrials
2.49K
New
$61.9 - $80.88 $154K - $202K
2.49K $201K
ZETA
Zeta Global Holdings Corp.

Technology
422
+ 2.74%
$16.61 - $30.24 $7.01K - $12.8K
15.8K $473K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
10.2K
New
$13.65 - $23.25 $140K - $238K
10.2K $188K
RSP
Invesco S&P 500 Equal Weight E

ETFs
214
+ 2.3%
$162.83 - $179.16 $34.8K - $38.3K
9.52K $1.71M
GIS
General Mills Inc

Consumer Defensive
883
+ 8.88%
$62.5 - $75.15 $55.2K - $66.4K
10.8K $800K
PPG
Ppg Industries Inc

Basic Materials
560
+ 3.89%
$118.32 - $134.55 $66.3K - $75.3K
15K $1.98M
BX
Blackstone Inc.

Financial Services
377
+ 10.16%
$120.77 - $159.66 $45.5K - $60.2K
4.09K $626K
AVGO
Broadcom Inc.

Technology
12.4K
+ 900.36%
$136.27 - $1745.86 $1.69M - $21.7M
13.8K $2.38M
ATO
Atmos Energy Corp

Utilities
15
+ 0.2%
$114.08 - $138.75 $1.71K - $2.08K
7.41K $1.03M
CSGP
Costar Group, Inc.

Real Estate
1.72K
+ 6.67%
$71.59 - $79.61 $123K - $137K
27.5K $2.08M
SHOP
Shopify Inc.

Technology
830
+ 14.57%
$52.26 - $80.75 $43.4K - $67K
6.53K $523K
TGT
Target Corp

Consumer Defensive
370
+ 3.29%
$133.47 - $159.25 $49.4K - $58.9K
11.6K $1.81M
Kenvue Inc Com
225
+ 0.82%
N/A
27.7K $640K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
10
+ 0.16%
$85.44 - $110.36 $854 - $1.1K
6.16K $680K
IWR
Ishares Russell Mid Cap ETF

ETFs
328
+ 2.16%
$79.92 - $88.19 $26.2K - $28.9K
15.5K $1.37M
CLX
Clorox CO

Consumer Defensive
25
+ 0.5%
$131.73 - $166.97 $3.29K - $4.17K
5.02K $817K
ENB
Enbridge Inc

Energy
1.3K
+ 8.24%
$35.27 - $41.18 $46K - $53.7K
17.1K $695K
CNA
Cna Financial Corp

Financial Services
1.51K
+ 7.46%
$44.75 - $51.95 $67.6K - $78.5K
21.8K $1.07M
NFLX
Netflix Inc

Communication Services
154
+ 47.98%
$598.55 - $722.26 $92.2K - $111K
475 $337K
WSO
Watsco Inc

Industrials
127
+ 6.6%
$448.73 - $519.89 $57K - $66K
2.05K $1.01M
FAST
Fastenal CO

Industrials
150
+ 1.24%
$62.09 - $71.83 $9.31K - $10.8K
12.2K $874K
AMCR
Amcor PLC

Consumer Cyclical
50
+ 0.08%
$9.5 - $11.44 $475 - $572
64.6K $731K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
12
+ 0.14%
$95.1 - $106.76 $1.14K - $1.28K
8.68K $927K
BAC
Bank Of America Corp

Financial Services
2.12K
+ 18.76%
$36.65 - $44.13 $77.7K - $93.6K
13.4K $533K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.24K
+ 9.57%
$51.02 - $52.74 $63K - $65.1K
14.1K $745K
CL
Colgate Palmolive CO

Consumer Defensive
100
+ 0.96%
$95.54 - $108.77 $9.55K - $10.9K
10.5K $1.09M
DAL
Delta Air Lines, Inc.

Industrials
1.31K
+ 30.66%
$37.32 - $51.8 $48.9K - $67.8K
5.58K $283K
ETN
Eaton Corp PLC

Industrials
2
+ 0.04%
$272.52 - $333.02 $545 - $666
4.45K $1.48M
GD
General Dynamics Corp

Industrials
100
+ 2.47%
$279.51 - $308.09 $28K - $30.8K
4.15K $1.25M
MAR
Marriott International Inc

Consumer Cyclical
278
+ 25.74%
$211.35 - $255.11 $58.8K - $70.9K
1.36K $338K
NDSN
Nordson Corp

Industrials
5
+ 0.2%
$225.0 - $262.63 $1.13K - $1.31K
2.48K $650K
DOV
Dover Corp

Industrials
50
+ 0.9%
$172.5 - $193.03 $8.63K - $9.65K
5.6K $1.07M
DOW
Dow Inc.

Basic Materials
940
+ 8.32%
$50.15 - $55.41 $47.1K - $52.1K
12.2K $669K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.44%
$475.2 - $527.7 $4.75K - $5.28K
2.27K $1.2M
AMP
Ameriprise Financial Inc

Financial Services
95
+ 17.66%
$391.53 - $469.81 $37.2K - $44.6K
633 $297K
BFB
Brown Forman Corp Cl B
50
+ 0.51%
N/A
9.8K $482K
OMF
One Main Holdings, Inc.

Financial Services
1.37K
+ 24.87%
$43.27 - $53.14 $59.1K - $72.5K
6.85K $323K
MS
Morgan Stanley

Financial Services
191
+ 3.8%
$92.07 - $106.96 $17.6K - $20.4K
5.21K $543K
DVY
Ishares Tr

ETFs
8
+ 0.24%
$119.99 - $135.74 $960 - $1.09K
3.34K $452K
CHD
Church & Dwight CO Inc

Consumer Defensive
350
+ 4.58%
$98.01 - $106.59 $34.3K - $37.3K
8K $837K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.06%
$136.93 - $162.81 $137 - $163
1.7K $273K
Lanzatech Global Inc Com
19.5K
New
N/A
19.5K $37K
PANW
Palo Alto Networks Inc

Technology
94
+ 5.64%
$294.18 - $368.01 $27.7K - $34.6K
1.76K $602K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
3
+ 0.04%
$43.25 - $48.57 $130 - $146
7.95K $382K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.1%
$83.76 - $91.82 $335 - $367
3.85K $352K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30
+ 0.32%
$33.74 - $37.96 $1.01K - $1.14K
9.49K $357K
MRVL
Marvell Technology, Inc.

Technology
195
+ 4.62%
$56.15 - $76.24 $10.9K - $14.9K
4.42K $319K
WM
Waste Management Inc

Industrials
170
+ 7.97%
$196.96 - $223.45 $33.5K - $38K
2.3K $478K
LPRO
Open Lending Corp

Financial Services
2.48K
+ 19.89%
$5.11 - $6.64 $12.7K - $16.5K
14.9K $91K
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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