Slate Stone Wealth, LLC Incresed Positions in Q2 2025

Slate Stone Wealth, LLC

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
371
+ 0.14%
$94.31 - $157.99 $35K - $58.6K
271K $42.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.6K
+ 9.25%
$152.42 - $182.82 $2.22M - $2.66M
172K $31.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.91K
+ 3.89%
$210.28 - $289.91 $611K - $842K
77.6K $22.5M
VXF
Vanguard Extended Market ETF

ETFs
10.8K
+ 11.33%
$150.43 - $192.71 $1.63M - $2.08M
106K $20.5M
AMZN
Amazon Com Inc

Consumer Cyclical
2.74K
+ 2.54%
$167.32 - $223.3 $458K - $611K
110K $24.2M
CAT
Caterpillar Inc

Industrials
830
+ 1.84%
$273.94 - $388.21 $227K - $322K
45.9K $17.8M
IEFA
Ishares Tr

ETFs
11.1K
+ 10.94%
$67.83 - $84.09 $752K - $933K
112K $9.39M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.36K
+ 9.37%
$166.82 - $194.23 $1.06M - $1.24M
74.3K $14.4M
GS
Goldman Sachs Group Inc

Financial Services
323
+ 3.82%
$462.22 - $707.75 $149K - $229K
8.77K $6.21M
Blackrock Inc Com
188
+ 1.43%
N/A
13.4K $14M
SPY
Spdr S&P 500 ETF Trust

ETFs
57
+ 0.27%
$496.48 - $617.85 $28.3K - $35.2K
21.1K $13.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.22K
+ 3.52%
$50.08 - $63.14 $211K - $266K
124K $7.84M
QCOM
Qualcomm Inc

Technology
6.99K
+ 215.75%
$124.66 - $159.48 $871K - $1.11M
10.2K $1.63M
URI
United Rentals, Inc.

Industrials
284
+ 4.67%
$551.94 - $753.4 $157K - $214K
6.37K $4.8M
DIS
Walt Disney CO

Communication Services
722
+ 2.11%
$81.72 - $124.01 $59K - $89.5K
35K $4.34M
C
Citigroup Inc

Financial Services
9.8K
+ 114.86%
$58.13 - $85.12 $570K - $834K
18.3K $1.56M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
37K
+ 18.91%
$24.32 - $24.81 $901K - $919K
233K $5.78M
NET
Cloudflare, Inc.

Technology
3.49K
+ 109.71%
$97.08 - $195.83 $339K - $683K
6.67K $1.31M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
24.8K
+ 10.64%
$45.9 - $48.26 $1.14M - $1.2M
258K $12M
SNPS
Synopsys Inc

Technology
32
+ 0.31%
$380.9 - $517.66 $12.2K - $16.6K
10.3K $5.26M
TOL
Toll Brothers, Inc.

Consumer Cyclical
4.01K
+ 10.66%
$90.5 - $114.3 $363K - $458K
41.6K $4.75M
RMD
Resmed Inc

Healthcare
869
+ 6.57%
$204.54 - $258.0 $178K - $224K
14.1K $3.64M
Kayne Anderson Bdc Inc Com Shs
50K
+ 48.49%
N/A
153K $2.34M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.26K
+ 2.81%
$51.16 - $62.02 $167K - $202K
119K $7.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
198
+ 3.27%
$416.06 - $551.64 $82.4K - $109K
6.24K $3.44M
Astera Laboratories Inc Com
2.99K
+ 31.15%
N/A
12.6K $1.14M
IBM
International Business Machines Corp

Technology
65
+ 0.62%
$221.03 - $294.78 $14.4K - $19.2K
10.6K $3.13M
ZBRA
Zebra Technologies Corp

Technology
703
+ 7.7%
$213.54 - $309.26 $150K - $217K
9.83K $3.03M
ETN
Eaton Corp PLC

Industrials
1
+ 0.02%
$246.52 - $356.99 $247 - $357
4.66K $1.66M
LMT
Lockheed Martin Corp

Industrials
162
+ 0.94%
$430.82 - $486.45 $69.8K - $78.8K
17.5K $8.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.42K
+ 2.38%
$72.02 - $73.82 $318K - $326K
190K $14M
V
Visa Inc.

Financial Services
527
+ 1.98%
$308.27 - $373.31 $162K - $197K
27.1K $9.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
50
+ 0.31%
$82.96 - $110.1 $4.15K - $5.51K
16K $1.77M
TJX
Tjx Companies Inc

Consumer Cyclical
1.44K
+ 2.69%
$119.13 - $135.03 $172K - $195K
55.1K $6.8M
NFLX
Netflix Inc

Communication Services
20
+ 3.39%
$855.86 - $1339.13 $17.1K - $26.8K
610 $817K
MS
Morgan Stanley

Financial Services
946
+ 18.42%
$99.83 - $140.86 $94.4K - $133K
6.08K $857K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
334
+ 0.73%
$90.56 - $109.49 $30.2K - $36.6K
45.8K $5.01M
CSGP
Costar Group, Inc.

Real Estate
2.57K
+ 7.32%
$72.62 - $83.22 $186K - $214K
37.6K $3.02M
ADBE
Adobe Inc.

Technology
543
+ 6.88%
$340.0 - $420.68 $185K - $228K
8.44K $3.26M
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
MDT
Medtronic PLC

Healthcare
3.44K
+ 6.16%
$80.68 - $88.86 $278K - $306K
59.3K $5.17M
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
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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