Slate Stone Wealth, LLC New Holdings in Q3 2024

Slate Stone Wealth, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
58.6K
New
$48.09 - $49.69 $2.82M - $2.91M
58.6K $2.91M
PAVE
Global X Fds Us Infrastructure

ETFs
21.4K
New
$36.39 - $41.16 $779K - $882K
21.4K $882K
Astera Laboratories Inc Com
16K
New
N/A
16K $838K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.2K
New
$100.3 - $100.74 $622K - $624K
6.2K $624K
EWJ
Ishares Msci Japan ETF

ETFs
7.7K
New
$63.12 - $72.99 $486K - $562K
7.7K $551K
VBK
Vanguard Small Cap Growth ETF

ETFs
2K
New
$240.48 - $267.94 $481K - $536K
2K $535K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.16K
New
$111.9 - $124.28 $354K - $393K
3.16K $391K
T
At&T Inc.

Communication Services
11.7K
New
$18.21 - $22.28 $213K - $261K
11.7K $258K
C
Citigroup Inc

Financial Services
3.91K
New
$56.11 - $67.61 $219K - $264K
3.91K $245K
SPG
Simon Property Group Inc

Real Estate
1.37K
New
$146.09 - $170.11 $200K - $233K
1.37K $232K
IYR
Ishares Tr

ETFs
2.08K
New
$86.93 - $103.61 $181K - $215K
2.08K $212K
VEEV
Veeva Systems Inc

Healthcare
1K
New
$180.43 - $223.9 $180K - $224K
1K $210K
BMY
Bristol Myers Squibb CO

Healthcare
4.03K
New
$39.66 - $51.75 $160K - $209K
4.03K $209K
PRI
Primerica, Inc.

Financial Services
779
New
$233.01 - $266.6 $182K - $208K
779 $207K
Sap Se Ord Npv
900
New
N/A
900 $207K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.82K
New
$64.35 - $75.71 $181K - $213K
2.82K $207K
PM
Philip Morris International Inc.

Consumer Defensive
1.69K
New
$101.25 - $127.45 $171K - $215K
1.69K $205K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.65K
New
$71.19 - $76.59 $188K - $203K
2.65K $203K
CARR
Carrier Global Corp

Industrials
2.49K
New
$61.9 - $80.88 $154K - $202K
2.49K $201K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
10.2K
New
$13.65 - $23.25 $140K - $238K
10.2K $188K
Lanzatech Global Inc Com
19.5K
New
N/A
19.5K $37K
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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