Slate Stone Wealth, LLC Incresed Positions in Q1 2025

Slate Stone Wealth, LLC

  • $996 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
44.5K
+ 29.11%
$85.29 - $92.57 $3.8M - $4.12M
198K $18M
SNPS
Synopsys Inc

Technology
8.42K
+ 467.78%
$428.58 - $551.54 $3.61M - $4.64M
10.2K $4.38M
IEFA
Ishares Tr

ETFs
42.2K
+ 71.27%
$69.57 - $78.65 $2.93M - $3.32M
101K $7.67M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
67.2K
+ 40.49%
$47.47 - $48.84 $3.19M - $3.28M
233K $11.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
289
+ 0.93%
$442.66 - $534.52 $128K - $154K
31.3K $16.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
11.6K
+ 20.66%
$182.82 - $196.21 $2.13M - $2.28M
67.9K $12.8M
CVX
Chevron Corp

Energy
655
+ 0.66%
$146.71 - $167.97 $96.1K - $110K
100K $16.8M
VXF
Vanguard Extended Market ETF

ETFs
21K
+ 28.28%
$170.36 - $201.04 $3.58M - $4.23M
95.4K $16.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.7K
+ 16.8%
$71.17 - $73.66 $1.9M - $1.97M
186K $13.6M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
40.6K
+ 19.17%
$49.22 - $51.73 $2M - $2.1M
252K $12.7M
JNJ
Johnson & Johnson

Healthcare
193
+ 0.28%
$142.06 - $167.7 $27.4K - $32.4K
70.1K $11.6M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
44.1K
+ 29.05%
$24.29 - $24.65 $1.07M - $1.09M
196K $4.83M
VZ
Verizon Communications Inc

Communication Services
1.8K
+ 1.23%
$37.81 - $46.49 $68.2K - $83.9K
148K $6.72M
IAU
Ishares Gold Trust

ETFs
12.6K
+ 97.62%
$49.74 - $58.96 $625K - $741K
25.4K $1.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15.7K
+ 15.02%
$54.25 - $57.64 $850K - $903K
120K $6.61M
JPM
Jpmorgan Chase & CO

Financial Services
1.69K
+ 2.31%
$225.19 - $279.95 $379K - $472K
74.7K $18.3M
Kayne Anderson Bdc Inc Com Shs
47K
+ 83.84%
N/A
103K $1.67M
CSGP
Costar Group, Inc.

Real Estate
5.62K
+ 19.12%
$69.29 - $80.37 $390K - $452K
35K $2.78M
MDT
Medtronic PLC

Healthcare
833
+ 1.51%
$79.84 - $94.5 $66.5K - $78.7K
55.8K $5.02M
KMB
Kimberly Clark Corp

Consumer Defensive
173
+ 0.34%
$124.46 - $147.4 $21.5K - $25.5K
50.4K $7.17M
FISV
Fiserv Inc

Technology
2K
+ 46.43%
N/A
6.31K $1.39M
ED
Consolidated Edison Inc

Utilities
849
+ 4.88%
$88.0 - $110.59 $74.7K - $93.9K
18.2K $2.02M
MCD
Mcdonalds Corp

Consumer Cyclical
182
+ 1.19%
$279.74 - $321.29 $50.9K - $58.5K
15.5K $4.83M
APD
Air Products & Chemicals, Inc.

Basic Materials
671
+ 1.72%
$283.24 - $338.07 $190K - $227K
39.8K $11.7M
ZTS
Zoetis Inc.

Healthcare
1.93K
+ 7.38%
$156.48 - $175.67 $303K - $340K
28.1K $4.63M
MA
Mastercard Inc

Financial Services
1
+ 0.01%
$504.67 - $576.31 $505 - $576
16.8K $9.18M
PG
Procter & Gamble CO

Consumer Defensive
1.03K
+ 2.19%
$158.56 - $176.26 $164K - $182K
48.2K $8.22M
UNP
Union Pacific Corp

Industrials
772
+ 6.18%
$225.21 - $254.42 $174K - $196K
13.3K $3.13M
C
Citigroup Inc

Financial Services
3.93K
+ 85.4%
$67.23 - $84.63 $264K - $333K
8.53K $606K
BDX
Becton Dickinson & CO

Healthcare
810
+ 2.5%
$222.79 - $249.08 $180K - $202K
33.1K $7.59M
CME
Cme Group Inc.

Financial Services
76
+ 1.07%
$225.82 - $266.54 $17.2K - $20.3K
7.15K $1.9M
CAT
Caterpillar Inc

Industrials
4.78K
+ 11.88%
$326.75 - $407.63 $1.56M - $1.95M
45K $14.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.45K
+ 30.59%
$51.52 - $52.37 $229K - $233K
19K $995K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.23K
+ 13.87%
$128.74 - $138.67 $158K - $170K
10.1K $1.37M
TJX
Tjx Companies Inc

Consumer Cyclical
1.12K
+ 2.14%
$112.81 - $126.16 $127K - $142K
53.6K $6.53M
COP
Conocophillips

Energy
625
+ 2.97%
$88.6 - $105.85 $55.4K - $66.2K
21.7K $2.28M
RMD
Resmed Inc

Healthcare
977
+ 7.98%
$219.7 - $257.65 $215K - $252K
13.2K $2.96M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.78K
+ 11.29%
$50.87 - $51.09 $141K - $142K
27.4K $1.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
945
+ 8.13%
$169.43 - $182.84 $160K - $173K
12.6K $2.18M
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
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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