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
ENVX
Enovix Corp

Industrials
-1.15K
- 9.76%
$5.46 - $10.53 $6.28K - $12.1K
10.6K $110K
INDI
Indie Semiconductor, Inc.

Technology
-1.95K
- 8.82%
$1.6 - $3.84 $3.12K - $7.49K
20.2K $72K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-20
- 0.29%
$32.66 - $40.75 $653 - $815
6.91K $280K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-58
- 1.06%
$45.98 - $56.15 $2.67K - $3.26K
5.41K $304K
AMD
Advanced Micro Devices Inc

Technology
-303
- 15.49%
$78.21 - $143.81 $23.7K - $43.6K
1.65K $235K
SPGI
S&P Global Inc.

Financial Services
-5
- 0.27%
$438.31 - $527.29 $2.19K - $2.64K
1.88K $989K
VEA
Vanguard Ftse Developed Market

ETFs
-25
- 0.43%
$45.65 - $57.01 $1.14K - $1.43K
5.83K $332K
DOV
Dover Corp

Industrials
-15
- 0.26%
$151.14 - $186.7 $2.27K - $2.8K
5.71K $1.05M
VBR
Vanguard Small Cap Value ETF

ETFs
-267
- 2.52%
$162.76 - $195.77 $43.5K - $52.3K
10.3K $2.02M
TXN
Texas Instruments Inc

Technology
-2.63K
- 12.2%
N/A
18.9K $3.92M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.03K
- 5.55%
$33.78 - $43.68 $34.7K - $44.9K
17.5K $762K
NUE
Nucor Corp

Basic Materials
-25
- 0.32%
$103.22 - $131.43 $2.58K - $3.29K
7.85K $1.02M
IAU
Ishares Gold Trust

ETFs
-285
- 1.12%
$56.1 - $64.74 $16K - $18.5K
25.2K $1.57M
MRVL
Marvell Technology, Inc.

Technology
-62
- 1.23%
$49.38 - $79.97 $3.06K - $4.96K
4.96K $384K
ABT
Abbott Laboratories

Healthcare
-425
- 1.04%
$123.95 - $138.08 $52.7K - $58.7K
40.3K $5.48M
GD
General Dynamics Corp

Industrials
-10
- 0.23%
$247.68 - $291.66 $2.48K - $2.92K
4.26K $1.24M
CTAS
Cintas Corp

Industrials
-25
- 0.49%
$190.11 - $227.66 $4.75K - $5.69K
5.08K $1.13M
XLK
Technology Sector Spdr

ETFs
-16
- 0.82%
$179.73 - $253.23 $2.88K - $4.05K
1.95K $493K
ECL
Ecolab Inc.

Basic Materials
-10
- 0.17%
$225.65 - $270.95 $2.26K - $2.71K
5.91K $1.59M
META
Meta Platforms, Inc.

Communication Services
-1.38K
- 20.11%
$484.66 - $738.09 $669K - $1.02M
5.49K $4.05M
IWR
Ishares Russell Mid Cap ETF

ETFs
-100
- 0.66%
$74.88 - $91.97 $7.49K - $9.2K
15.1K $1.39M
IWM
Ishares Russell 2000 ETF

ETFs
-6
- 0.1%
$174.82 - $215.79 $1.05K - $1.29K
6.21K $1.34M
PANW
Palo Alto Networks Inc

Technology
-100
- 2.67%
$152.44 - $204.64 $15.2K - $20.5K
3.64K $745K
IVV
Ishares Core S&P 500 ETF

ETFs
-128
- 3.95%
$498.8 - $620.9 $63.8K - $79.5K
3.11K $1.93M
MTB
M&T Bank Corp

Financial Services
-440
- 3.23%
$156.58 - $193.99 $68.9K - $85.4K
13.2K $2.56M
Pentair Inc
-25
- 0.24%
N/A
10.3K $1.05M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1.18K
- 10.98%
$25.35 - $64.65 $29.9K - $76.3K
9.56K $477K
MA
Mastercard Inc

Financial Services
-36
- 0.21%
$479.92 - $590.74 $17.3K - $21.3K
16.7K $9.4M
IEMG
Ishares Inc

ETFs
-51
- 0.12%
N/A
43.2K $2.59M
EMR
Emerson Electric CO

Industrials
-10
- 0.09%
$94.15 - $133.33 $942 - $1.33K
11.1K $1.48M
USB
Us Bancorp \De\

Financial Services
-158
- 0.13%
$36.4 - $45.76 $5.75K - $7.23K
118K $5.33M
ORCL
Oracle Corp

Technology
-327
- 4.51%
$122.82 - $218.63 $40.2K - $71.5K
6.93K $1.52M
COST
Costco Wholesale Corp

Consumer Defensive
-48
- 0.37%
$908.13 - $1056.85 $43.6K - $50.7K
12.8K $12.7M
WMT
Walmart Inc.

Consumer Defensive
-1.76K
- 2.43%
$81.79 - $99.98 $144K - $176K
70.6K $6.9M
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 0.35%
$1794.73 - $2613.63 $5.38K - $7.84K
859 $2.25M
DDOG
Datadog, Inc.

Technology
-32
- 0.19%
$87.0 - $134.33 $2.78K - $4.3K
16.7K $2.25M
VMC
Vulcan Materials CO

Basic Materials
-124
- 0.49%
$226.49 - $276.01 $28.1K - $34.2K
25.1K $6.54M
GOOG
Alphabet Inc.

Communication Services
-1.4K
- 2.99%
$146.58 - $180.01 $205K - $252K
45.4K $8.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
-50
- 0.9%
$321.63 - $509.31 $16.1K - $25.5K
5.49K $2.8M
ASML
Asml Holding Nv

Technology
-279
- 3.12%
$595.37 - $815.24 $166K - $227K
8.66K $6.94M
RTX
Raytheon Technologies Corp

Industrials
-89
- 0.11%
$113.75 - $148.48 $10.1K - $13.2K
79.6K $11.6M
CSCO
Cisco Systems, Inc.

Technology
-110
- 0.08%
$53.19 - $69.38 $5.85K - $7.63K
145K $10M
LHX
L3 Harris Technologies, Inc.

Industrials
-22
- 0.06%
$200.21 - $256.99 $4.4K - $5.65K
34.7K $8.71M
GOOGL
Alphabet Inc.

Communication Services
-4.53K
- 4.02%
$144.7 - $178.6 $656K - $809K
108K $19.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.39K
- 4.2%
$320.42 - $424.58 $767K - $1.02M
54.6K $23.2M
PLTR
Palantir Technologies Inc.

Technology
-4.43K
- 5.72%
$74.01 - $144.25 $328K - $640K
73.1K $9.96M
MSFT
Microsoft Corp

Technology
-734
- 0.79%
$354.56 - $497.45 $260K - $365K
91.9K $45.7M
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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