Slate Stone Wealth, LLC Reduced Holdings in Q2 2025

Slate Stone Wealth, LLC

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.12K
- 0.88%
$172.42 - $223.89 $365K - $474K
239K $49.1M
UNH
Unitedhealth Group Inc

Healthcare
-519
- 6.7%
$274.35 - $599.47 $142K - $311K
7.23K $2.26M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-11.4K
- 5.78%
$83.97 - $92.85 $959K - $1.06M
186K $16.4M
JNJ
Johnson & Johnson

Healthcare
-1.43K
- 2.04%
$146.36 - $159.82 $209K - $228K
68.6K $10.5M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-18K
- 12.67%
$47.55 - $50.44 $854K - $906K
124K $6.22M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-44.5K
- 53.94%
$13.96 - $16.51 $621K - $735K
38K $619K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-31.2K
- 7.5%
$24.48 - $24.9 $764K - $777K
385K $9.58M
ARCC
Ares Capital Corp

Financial Services
-30.7K
- 15.19%
$18.91 - $22.43 $580K - $688K
171K $3.76M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1.11K
- 22.91%
$225.56 - $335.19 $250K - $371K
3.73K $886K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.6K
- 6.04%
$114.78 - $133.31 $757K - $879K
103K $13.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.42K
- 22.41%
$47.46 - $55.3 $304K - $355K
22.2K $1.22M
LLY
Eli Lilly & CO

Healthcare
-200
- 6.67%
$713.71 - $898.95 $143K - $180K
2.8K $2.18M
VTV
Vanguard Value ETF

ETFs
-1.63K
- 9.8%
$153.67 - $176.74 $251K - $289K
15K $2.66M
BRO
Brown & Brown, Inc.

Financial Services
-50
- 0.37%
$104.48 - $124.43 $5.22K - $6.22K
13.5K $1.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.56K
- 13.6%
$72.96 - $90.39 $406K - $503K
35.3K $3.16M
VHT
Vanguard Health Care ETF

ETFs
-300
- 4.73%
$236.71 - $261.92 $71K - $78.6K
6.04K $1.5M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.81K
- 15.48%
$66.5 - $71.25 $120K - $129K
9.88K $687K
AFL
Aflac Inc

Financial Services
-75
- 0.44%
$99.77 - $112.45 $7.48K - $8.43K
16.9K $1.79M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-763
- 7.57%
$121.58 - $136.74 $92.8K - $104K
9.32K $1.27M
IWV
Ishares Russell 3000 ETF

ETFs
-476
- 20.31%
$281.67 - $351.0 $134K - $167K
1.87K $656K
BFB
Brown Forman Corp Cl B
-143
- 1.27%
N/A
11.1K $300K
LOW
Lowes Companies Inc

Consumer Cyclical
-107
- 2.37%
$210.83 - $235.28 $22.6K - $25.2K
4.4K $977K
SWK
Stanley Black & Decker, Inc.

Industrials
-50
- 0.68%
$55.86 - $76.98 $2.79K - $3.85K
7.35K $498K
XLF
Financial Sector Spdr

ETFs
-1.52K
- 19.93%
$43.92 - $52.37 $66.6K - $79.4K
6.1K $319K
ESS
Essex Property Trust, Inc.

Real Estate
-10
- 0.43%
N/A
2.3K $652K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-17
- 1.11%
$212.1 - $244.27 $3.61K - $4.15K
1.52K $332K
ROP
Roper Technologies Inc

Industrials
-10
- 0.63%
$519.19 - $590.78 $5.19K - $5.91K
1.58K $896K
AMCR
Amcor PLC

Consumer Cyclical
-300
- 0.45%
$8.57 - $9.81 $2.57K - $2.94K
66.3K $609K
CMCSA
Comcast Corp

Communication Services
-675
- 8.45%
$32.84 - $36.72 $22.2K - $24.8K
7.31K $261K
VBK
Vanguard Small Cap Growth ETF

ETFs
-300
- 14.99%
$219.76 - $276.94 $65.9K - $83.1K
1.7K $471K
WM
Waste Management Inc

Industrials
-100
- 4.39%
$216.47 - $242.1 $21.6K - $24.2K
2.18K $499K
LPRO
Open Lending Corp

Financial Services
-2.17K
- 7.53%
$0.83 - $2.27 $1.8K - $4.93K
26.7K $52K
ISRG
Intuitive Surgical Inc

Healthcare
-384
- 10.13%
$451.58 - $565.94 $173K - $217K
3.41K $1.85M
IBB
Ishares Biotechnology ETF

ETFs
-120
- 2.03%
$112.02 - $129.0 $13.4K - $15.5K
5.79K $732K
SHW
Sherwin Williams CO

Basic Materials
-5
- 0.17%
$313.51 - $363.51 $1.57K - $1.82K
2.98K $1.02M
DAL
Delta Air Lines, Inc.

Industrials
-1.01K
- 17.75%
$35.88 - $52.99 $36.2K - $53.5K
4.68K $230K
WST
West Pharmaceutical Services Inc

Healthcare
-20
- 0.8%
$190.39 - $227.7 $3.81K - $4.55K
2.49K $544K
CTKB
Cytek Biosciences, Inc.

Healthcare
-1.16K
- 6.07%
$2.42 - $3.99 $2.81K - $4.64K
18K $61K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-236
- 3.18%
$41.42 - $46.68 $9.78K - $11K
7.2K $328K
HD
Home Depot, Inc.

Consumer Cyclical
-55
- 0.15%
$335.24 - $380.78 $18.4K - $20.9K
35.9K $13.2M
SE
Sea LTD

Consumer Cyclical
-6.99K
- 18.61%
$105.57 - $170.4 $738K - $1.19M
30.6K $4.89M
TSCO
Tractor Supply CO

Consumer Cyclical
-30
- 0.76%
$47.86 - $55.77 $1.44K - $1.67K
3.91K $206K
SYY
Sysco Corp

Consumer Defensive
-50
- 0.48%
$68.0 - $75.91 $3.4K - $3.8K
10.4K $785K
SLV
I Shares Silver Trust

ETFs
-450
- 4.26%
$27.08 - $33.74 $12.2K - $15.2K
10.1K $332K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-32
- 1.53%
$87.19 - $111.51 $2.79K - $3.57K
2.06K $228K
CINF
Cincinnati Financial Corp

Financial Services
-25
- 0.29%
$126.6 - $151.6 $3.17K - $3.79K
8.66K $1.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-201
- 8.67%
$456.74 - $568.03 $91.8K - $114K
2.12K $1.2M
GPC
Genuine Parts CO

Consumer Cyclical
-15
- 0.25%
$105.54 - $129.09 $1.58K - $1.94K
5.94K $721K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-677
- 5.24%
$59.24 - $71.39 $40.1K - $48.3K
12.2K $872K
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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