Slate Stone Wealth, LLC Sells in Q1 2025

Slate Stone Wealth, LLC

  • $996 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-35.8K
- 11.68%
$106.98 - $149.43 $3.83M - $5.35M
271K $29.4M
AAPL
Apple Inc.

Technology
-7.33K
- 2.95%
$209.68 - $247.1 $1.54M - $1.81M
241K $53.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10.8K
- 33.88%
$551.42 - $612.93 $5.96M - $6.62M
21.1K $11.8M
GOOGL
Alphabet Inc.

Communication Services
-3.69K
- 3.16%
$154.33 - $206.19 $569K - $760K
113K $17.5M
MSFT
Microsoft Corp

Technology
-799
- 0.85%
$375.39 - $447.2 $300K - $357K
92.7K $34.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-729
- 0.67%
$190.26 - $242.06 $139K - $176K
108K $20.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.04K
- 3.45%
$360.07 - $417.26 $733K - $850K
57K $20.6M
GOOG
Alphabet Inc.

Communication Services
-2.05K
- 4.2%
$156.06 - $207.71 $320K - $426K
46.8K $7.3M
Astera Laboratories Inc Com
-8.81K
- 47.85%
N/A
9.6K $573K
PLTR
Palantir Technologies Inc.

Technology
-31.2K
- 28.68%
$64.98 - $124.62 $2.02M - $3.88M
77.5K $6.54M
HD
Home Depot, Inc.

Consumer Cyclical
-1.15K
- 3.11%
$347.25 - $424.87 $400K - $490K
36K $13.2M
ACN
Accenture PLC

Technology
-26
- 0.09%
$300.91 - $398.25 $7.82K - $10.4K
30.4K $9.49M
CRDO
Credo Technology Group Holding LTD

Technology
-14.5K
- 72.32%
$39.45 - $85.5 $572K - $1.24M
5.55K $223K
AVGO
Broadcom Inc.

Technology
-282
- 2.04%
$167.43 - $244.7 $47.2K - $69K
13.6K $2.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8.45K
- 7.19%
$126.11 - $135.06 $1.07M - $1.14M
109K $14.1M
DDOG
Datadog, Inc.

Technology
-1.28K
- 7.09%
$98.68 - $151.89 $126K - $194K
16.8K $1.66M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.5K
- 24.81%
$183.02 - $207.75 $641K - $727K
10.6K $1.98M
ADP
Automatic Data Processing Inc

Industrials
-4.51K
- 10.34%
$286.85 - $318.64 $1.29M - $1.44M
39.1K $11.9M
VTV
Vanguard Value ETF

ETFs
-4.59K
- 21.59%
$167.73 - $179.21 $770K - $822K
16.7K $2.88M
LMT
Lockheed Martin Corp

Industrials
-7
- 0.04%
$423.19 - $506.29 $2.96K - $3.54K
17.3K $7.73M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-6.23K
- 8.59%
$51.45 - $58.51 $321K - $365K
66.3K $3.43M
WMT
Walmart Inc.

Consumer Defensive
-4.87K
- 6.31%
$84.5 - $105.05 $412K - $512K
72.3K $6.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-164
- 0.14%
$57.21 - $65.8 $9.38K - $10.8K
116K $6.76M
TSLA
Tesla, Inc.

Consumer Cyclical
-469
- 20.33%
$222.15 - $428.22 $104K - $201K
1.84K $476K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-18.3K
- 4.21%
$24.5 - $24.95 $449K - $457K
416K $10.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.28K
- 18.77%
$308.86 - $455.36 $395K - $583K
5.54K $1.95M
HSY
Hershey CO

Consumer Defensive
-2K
- 29.05%
$144.74 - $186.36 $289K - $373K
4.88K $835K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.29K
- 8.43%
$56.17 - $59.71 $297K - $316K
57.5K $3.28M
CMI
Cummins Inc

Industrials
-428
- 8.59%
$312.92 - $386.07 $134K - $165K
4.56K $1.43M
ISRG
Intuitive Surgical Inc

Healthcare
-385
- 9.22%
$476.63 - $610.45 $184K - $235K
3.79K $1.88M
ARCC
Ares Capital Corp

Financial Services
-15.1K
- 6.98%
$21.28 - $23.81 $322K - $361K
202K $4.48M
ORCL
Oracle Corp

Technology
-149
- 2.01%
$139.81 - $186.47 $20.8K - $27.8K
7.26K $1.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.13K
- 13.04%
$74.85 - $84.89 $459K - $521K
40.9K $3.34M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-6.07K
- 4.1%
$48.32 - $51.22 $293K - $311K
142K $7.12M
NEE
Nextera Energy Inc

Utilities
-766
- 0.5%
$66.96 - $76.16 $51.3K - $58.3K
151K $10.7M
PH
Parker Hannifin Corp

Industrials
-199
- 11.32%
$591.65 - $707.05 $118K - $141K
1.56K $947K
EMR
Emerson Electric CO

Industrials
-75
- 0.67%
$108.64 - $131.17 $8.15K - $9.84K
11.1K $1.22M
TROW
Price T Rowe Group Inc

Financial Services
-25
- 0.33%
$91.57 - $116.93 $2.29K - $2.92K
7.66K $704K
META
Meta Platforms, Inc.

Communication Services
-169
- 2.4%
$576.36 - $736.67 $97.4K - $124K
6.87K $3.96M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.97K
- 6.42%
$53.6 - $58.97 $105K - $116K
28.6K $1.57M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.73K
- 24.0%
$47.79 - $59.89 $82.5K - $103K
5.47K $275K
IWM
Ishares Russell 2000 ETF

ETFs
-84
- 1.33%
$198.1 - $229.79 $16.6K - $19.3K
6.21K $1.24M
SPGI
S&P Global Inc.

Financial Services
-339
- 15.28%
$478.26 - $543.77 $162K - $184K
1.88K $955K
Pentair Inc
-125
- 1.2%
N/A
10.3K $900K
NOW
Service Now, Inc.

Technology
-50
- 12.29%
$783.83 - $1170.39 $39.2K - $58.5K
357 $284K
CTAS
Cintas Corp

Industrials
-1.4K
- 21.46%
$182.09 - $208.14 $254K - $290K
5.11K $1.05M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.16K
- 10.45%
$37.31 - $43.82 $80.6K - $94.7K
18.5K $698K
LOW
Lowes Companies Inc

Consumer Cyclical
-300
- 6.24%
$222.66 - $268.42 $66.8K - $80.5K
4.51K $1.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.7K
- 9.25%
$95.85 - $99.25 $163K - $169K
16.7K $1.65M
Activity Summary
Buys All Purchases 112 New Holdings 10 Increased Positions 102 Sells All Sells 109 Reductions 109 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