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
SMBK
Smartfinancial Inc.

Financial Services
-4K
- 11.97%
$29.39 - $36.82 $118K - $147K
29.4K $915K
XLK
Technology Sector Spdr

ETFs
-265
- 11.89%
$206.38 - $242.18 $54.7K - $64.2K
1.96K $405K
CRM
Salesforce, Inc.

Technology
-8
- 0.48%
$268.36 - $359.95 $2.15K - $2.88K
1.67K $448K
NOC
Northrop Grumman Corp

Industrials
-1.05K
- 10.51%
$433.45 - $513.82 $456K - $541K
8.96K $4.59M
SWK
Stanley Black & Decker, Inc.

Industrials
-750
- 9.21%
$76.43 - $90.41 $57.3K - $67.8K
7.4K $569K
AMD
Advanced Micro Devices Inc

Technology
-400
- 16.98%
$96.63 - $129.55 $38.7K - $51.8K
1.96K $201K
MS
Morgan Stanley

Financial Services
-287
- 5.29%
$111.68 - $141.08 $32.1K - $40.5K
5.14K $599K
DOV
Dover Corp

Industrials
-50
- 0.87%
$174.65 - $206.43 $8.73K - $10.3K
5.72K $1.01M
IBB
Ishares Biotechnology ETF

ETFs
-390
- 6.19%
$127.9 - $140.56 $49.9K - $54.8K
5.91K $756K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.65K
- 27.64%
$33.84 - $37.77 $89.6K - $100K
6.93K $252K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-700
- 7.79%
$37.33 - $45.03 $26.1K - $31.5K
8.29K $317K
IWR
Ishares Russell Mid Cap ETF

ETFs
-10
- 0.07%
$82.81 - $92.93 $828 - $929
15.2K $1.3M
Veralto Corp Com Shs
-198
- 2.74%
N/A
7.04K $686K
LLY
Eli Lilly & CO

Healthcare
-275
- 8.4%
$725.72 - $929.72 $200K - $256K
3K $2.48M
SHW
Sherwin Williams CO

Basic Materials
-214
- 6.69%
$330.16 - $365.55 $70.7K - $78.2K
2.99K $1.04M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-529
- 3.94%
$65.27 - $71.18 $34.5K - $37.7K
12.9K $857K
ROP
Roper Technologies Inc

Industrials
-295
- 15.65%
$502.71 - $593.81 $148K - $175K
1.59K $937K
BAC
Bank Of America Corp

Financial Services
-238
- 1.64%
$39.61 - $47.74 $9.43K - $11.4K
14.3K $595K
GILD
Gilead Sciences, Inc.

Healthcare
-780
- 30.36%
$89.14 - $117.41 $69.5K - $91.6K
1.79K $200K
XLF
Financial Sector Spdr

ETFs
-915
- 10.73%
$47.32 - $52.19 $43.3K - $47.8K
7.61K $379K
BA
Boeing CO

Industrials
-96
- 3.85%
$148.15 - $186.25 $14.2K - $17.9K
2.4K $409K
T
At&T Inc.

Communication Services
-4.11K
- 26.92%
$21.56 - $28.28 $88.5K - $116K
11.1K $315K
PLUG
Plug Power Inc

Industrials
-4K
- 13.76%
$1.34 - $3.15 $5.36K - $12.6K
25.1K $34K
NUE
Nucor Corp

Basic Materials
-325
- 3.97%
$114.48 - $142.52 $37.2K - $46.3K
7.87K $947K
NFLX
Netflix Inc

Communication Services
-30
- 4.84%
$828.4 - $1058.6 $24.9K - $31.8K
590 $550K
MPC
Marathon Petroleum Corp

Energy
-80
- 3.8%
$134.72 - $159.03 $10.8K - $12.7K
2.03K $295K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-200
- 1.77%
$42.5 - $46.71 $8.5K - $9.34K
11.1K $501K
XLE
Energy Sector Spdr

ETFs
-258
- 5.48%
$85.7 - $93.96 $22.1K - $24.2K
4.45K $416K
MELI
Mercadolibre Inc

Consumer Cyclical
-119
- 12.13%
$1739.0 - $2260.0 $207K - $269K
862 $1.68M
VEA
Vanguard Ftse Developed Market

ETFs
-35
- 0.59%
$47.4 - $52.99 $1.66K - $1.85K
5.85K $298K
RSG
Republic Services, Inc.

Industrials
-1K
- 15.33%
$200.09 - $242.16 $200K - $242K
5.53K $1.34M
CL
Colgate Palmolive CO

Consumer Defensive
-18
- 0.17%
$85.68 - $97.5 $1.54K - $1.76K
10.9K $1.02M
CINF
Cincinnati Financial Corp

Financial Services
-30
- 0.34%
$133.67 - $147.81 $4.01K - $4.43K
8.68K $1.28M
ATO
Atmos Energy Corp

Utilities
-550
- 7.18%
$136.51 - $154.58 $75.1K - $85K
7.11K $1.1M
ESS
Essex Property Trust, Inc.

Real Estate
-35
- 1.49%
N/A
2.31K $708K
WM
Waste Management Inc

Industrials
-119
- 4.96%
$200.54 - $233.78 $23.9K - $27.8K
2.28K $528K
AFL
Aflac Inc

Financial Services
-730
- 4.12%
$100.99 - $111.19 $73.7K - $81.2K
17K $1.89M
PM
Philip Morris International Inc.

Consumer Defensive
-50
- 2.96%
$117.15 - $158.79 $5.86K - $7.94K
1.64K $260K
FAST
Fastenal CO

Industrials
-50
- 0.4%
$71.11 - $79.98 $3.56K - $4K
12.6K $978K
IEMG
Ishares Inc

ETFs
-65
- 0.15%
N/A
43.2K $2.33M
BRO
Brown & Brown, Inc.

Financial Services
-2.23K
- 14.13%
$100.54 - $124.4 $224K - $277K
13.5K $1.68M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-658
- 1.54%
$36.91 - $41.03 $24.3K - $27K
42.1K $1.67M
ECL
Ecolab Inc.

Basic Materials
-85
- 1.42%
$229.72 - $269.82 $19.5K - $22.9K
5.92K $1.5M
Linde PLC Shs
-167
- 3.81%
N/A
4.22K $1.96M
COST
Costco Wholesale Corp

Consumer Defensive
-205
- 1.57%
$890.62 - $1076.86 $183K - $221K
12.9K $12.2M
IBM
International Business Machines Corp

Technology
-465
- 4.23%
$217.4 - $264.74 $101K - $123K
10.5K $2.62M
GLD
Spdr Gold Trust

ETFs
-84
- 1.68%
$243.19 - $288.14 $20.4K - $24.2K
4.91K $1.42M
XOM
Exxon Mobil Corp

Energy
-713
- 2.55%
$105.44 - $118.93 $75.2K - $84.8K
27.2K $3.24M
CSCO
Cisco Systems, Inc.

Technology
-628
- 0.43%
$58.74 - $64.87 $36.9K - $40.7K
145K $8.93M
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
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