Slate Stone Wealth, LLC Incresed Positions in Q4 2024

Slate Stone Wealth, LLC

  • $1.02 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOV
Dover Corp

Industrials
175
+ 3.13%
$184.72 - $206.51 $32.3K - $36.1K
5.77K $1.08M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
400
+ 2.83%
$51.54 - $52.55 $20.6K - $21K
14.5K $752K
INDI
Indie Semiconductor, Inc.

Technology
1.6K
+ 10.12%
$3.31 - $5.48 $5.29K - $8.76K
17.4K $70K
WM
Waste Management Inc

Industrials
96
+ 4.17%
$201.79 - $228.46 $19.4K - $21.9K
2.4K $484K
LPRO
Open Lending Corp

Financial Services
1.23K
+ 8.22%
$5.35 - $6.75 $6.57K - $8.29K
16.2K $97K
FRT
Federal Realty Investment Trust

Real Estate
200
+ 3.45%
$109.55 - $117.53 $21.9K - $23.5K
6K $671K
PLUG
Plug Power Inc

Industrials
4K
+ 15.95%
$1.87 - $2.67 $7.48K - $10.7K
29.1K $62K
PRI
Primerica, Inc.

Financial Services
1
+ 0.13%
$265.71 - $304.93 $266 - $305
780 $212K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.06%
$121.89 - $135.52 $244 - $271
3.16K $395K
ITW
Illinois Tool Works Inc

Industrials
240
+ 3.41%
$253.56 - $278.5 $60.9K - $66.8K
7.28K $1.85M
ESS
Essex Property Trust, Inc.

Real Estate
85
+ 3.76%
N/A
2.35K $669K
PIII
P3 Health Partners Inc.

Healthcare
361
+ 1.29%
$0.18 - $0.48 $65 - $173
28.4K $6K
PFE
Pfizer Inc

Healthcare
508
+ 5.65%
$24.8 - $30.19 $12.6K - $15.3K
9.5K $252K
SPGI
S&P Global Inc.

Financial Services
65
+ 3.02%
$480.36 - $529.17 $31.2K - $34.4K
2.22K $1.11M
XLE
Energy Sector Spdr

ETFs
2
+ 0.04%
$83.32 - $97.27 $167 - $195
4.71K $403K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.13%
$88.59 - $94.57 $443 - $473
3.86K $342K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
48
+ 0.37%
$49.79 - $51.14 $2.39K - $2.45K
13K $651K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
250
+ 4.06%
$101.82 - $114.06 $25.5K - $28.5K
6.41K $662K
WSO
Watsco Inc

Industrials
37
+ 1.8%
$466.57 - $568.78 $17.3K - $21K
2.09K $990K
RMD
Resmed Inc

Healthcare
696
+ 6.03%
$228.69 - $256.07 $159K - $178K
12.2K $2.8M
HSY
Hershey CO

Consumer Defensive
701
+ 11.34%
$168.67 - $193.65 $118K - $136K
6.88K $1.17M
ALB
Albemarle Corp

Basic Materials
150
+ 3.33%
$86.08 - $111.3 $12.9K - $16.7K
4.66K $401K
Kenvue Inc Com
1K
+ 3.61%
N/A
28.7K $612K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
90
+ 0.95%
$34.13 - $37.35 $3.07K - $3.36K
9.58K $327K
ROP
Roper Technologies Inc

Industrials
60
+ 3.29%
$519.85 - $575.95 $31.2K - $34.6K
1.89K $980K
QCOM
Qualcomm Inc

Technology
120
+ 3.45%
$150.4 - $178.04 $18K - $21.4K
3.6K $553K
IEMG
Ishares Inc

ETFs
3.14K
+ 7.81%
N/A
43.3K $2.26M
MKC
Mccormick & CO Inc

Consumer Defensive
284
+ 2.6%
$73.97 - $84.09 $21K - $23.9K
11.2K $855K
STWD
Starwood Property Trust, Inc.

Real Estate
2.02K
+ 2.64%
$18.95 - $20.37 $38.3K - $41.1K
78.4K $1.49M
GIS
General Mills Inc

Consumer Defensive
478
+ 4.41%
$62.78 - $74.62 $30K - $35.7K
11.3K $721K
LOW
Lowes Companies Inc

Consumer Cyclical
136
+ 2.91%
$244.52 - $284.07 $33.3K - $38.6K
4.81K $1.19M
SHW
Sherwin Williams CO

Basic Materials
119
+ 3.86%
$338.75 - $399.71 $40.3K - $47.6K
3.2K $1.09M
ECL
Ecolab Inc.

Basic Materials
125
+ 2.13%
$234.32 - $261.43 $29.3K - $32.7K
6.01K $1.41M
ADM
Archer Daniels Midland CO

Consumer Defensive
400
+ 3.21%
$49.38 - $59.52 $19.8K - $23.8K
12.9K $650K
CL
Colgate Palmolive CO

Consumer Defensive
375
+ 3.57%
$90.22 - $102.31 $33.8K - $38.4K
10.9K $988K
AFL
Aflac Inc

Financial Services
400
+ 2.31%
$100.37 - $115.27 $40.1K - $46.1K
17.7K $1.84M
AMCR
Amcor PLC

Consumer Cyclical
2K
+ 3.1%
$9.34 - $11.37 $18.7K - $22.7K
66.6K $626K
CTAS
Cintas Corp

Industrials
200
+ 3.17%
$182.7 - $226.47 $36.5K - $45.3K
6.5K $1.19M
GPC
Genuine Parts CO

Consumer Cyclical
200
+ 3.48%
$113.11 - $143.63 $22.6K - $28.7K
5.96K $695K
NDSN
Nordson Corp

Industrials
100
+ 4.04%
$208.83 - $264.36 $20.9K - $26.4K
2.58K $539K
XOM
Exxon Mobil Corp

Energy
1.28K
+ 4.82%
$105.51 - $125.37 $135K - $161K
27.9K $3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
69
+ 0.11%
$57.53 - $60.83 $3.97K - $4.2K
62.8K $3.61M
GD
General Dynamics Corp

Industrials
125
+ 3.01%
$260.28 - $314.03 $32.5K - $39.3K
4.27K $1.13M
EXPD
Expeditors International Of Washington Inc

Industrials
250
+ 3.09%
$110.5 - $128.26 $27.6K - $32.1K
8.34K $924K
DOW
Dow Inc.

Basic Materials
551
+ 4.5%
$39.1 - $55.34 $21.5K - $30.5K
12.8K $513K
ED
Consolidated Edison Inc

Utilities
935
+ 5.68%
$88.87 - $107.38 $83.1K - $100K
17.4K $1.55M
PPG
Ppg Industries Inc

Basic Materials
225
+ 1.5%
$119.09 - $131.37 $26.8K - $29.6K
15.2K $1.81M
ZETA
Zeta Global Holdings Corp.

Technology
360
+ 2.27%
$17.37 - $36.74 $6.25K - $13.2K
16.2K $292K
Linde PLC Shs
134
+ 3.15%
N/A
4.38K $1.84M
Activity Summary
Buys All Purchases 185 New Holdings 11 Increased Positions 174 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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