Slate Stone Wealth, LLC Portfolio Holdings
Slate Stone Wealth, LLC
- $1.07 Billion
- Q2 2025
Slate Stone Wealth, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 292 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $49.1M, Microsoft Corp with a value of $45.7M, Nvidia Corp with a value of $42.8M, Ishares Msci Usa Quality Facto with a value of $31.4M, and Amazon Com Inc with a value of $24.2M.
Examining the 13F form we can see an increase of $73.3M in the current position value, from $996M to 1.07B.
Below you can find more details about Slate Stone Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.07 Billion
ETFs: $290 Million
Technology: $225 Million
Financial Services: $114 Million
Industrials: $93.7 Million
Healthcare: $72.4 Million
Consumer Cyclical: $70.8 Million
Consumer Defensive: $65.4 Million
Communication Services: $43.8 Million
Other: $67.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 292
- Current Value $1.07 Billion
- Prior Value $996 Million
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 98 stocks