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
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
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
MCD
Mcdonalds Corp

Consumer Cyclical
187
+ 1.21%
$285.55 - $321.23 $53.4K - $60.1K
15.7K $4.58M
APD
Air Products & Chemicals, Inc.

Basic Materials
897
+ 2.25%
$248.61 - $294.96 $223K - $265K
40.7K $11.5M
XOM
Exxon Mobil Corp

Energy
101
+ 0.37%
$99.93 - $119.04 $10.1K - $12K
27.3K $2.95M
COP
Conocophillips

Energy
367
+ 1.69%
$82.66 - $106.1 $30.3K - $38.9K
22.1K $1.98M
PG
Procter & Gamble CO

Consumer Defensive
1.37K
+ 2.84%
$157.66 - $172.39 $216K - $237K
49.6K $7.9M
ACN
Accenture PLC

Technology
17
+ 0.06%
$279.23 - $323.21 $4.75K - $5.49K
30.4K $9.09M
CB
Chubb LTD

Financial Services
358
+ 0.81%
$274.32 - $302.46 $98.2K - $108K
44.6K $12.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
484
+ 6.89%
$390.26 - $489.06 $189K - $237K
7.51K $3.04M
KMB
Kimberly Clark Corp

Consumer Defensive
711
+ 1.41%
$126.84 - $145.22 $90.2K - $103K
51.1K $6.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.54K
+ 4.91%
$483.48 - $539.8 $742K - $829K
32.8K $15.9M
ABBV
Abb Vie Inc.

Healthcare
639
+ 1.66%
$170.16 - $206.27 $109K - $132K
39.2K $7.27M
AMGN
Amgen Inc

Healthcare
361
+ 1.04%
$262.28 - $309.85 $94.7K - $112K
35.2K $9.82M
MRK
Merck & Co., Inc.

Healthcare
2.28K
+ 1.97%
$73.47 - $87.12 $168K - $199K
118K $9.34M
BDX
Becton Dickinson & CO

Healthcare
827
+ 2.49%
$165.15 - $226.42 $137K - $187K
34K $5.85M
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.01%
$128.02 - $151.37 $768 - $908
115K $15.2M
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
Track This Portfolio

Track Slate Stone Wealth, LLC Portfolio

Follow Slate Stone Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Slate Stone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email