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Home > Institutional Investor > Slatestone Wealth, Llc > Profile

Instuitional Investor - Slatestone Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Slatestone Wealth, Llc
Portfolio Value $996,291
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 241,430 $53,629 5.38%
2.
Microsoft Corp
 MSFT 92,663 $34,785 3.49%
3.
Nvidia Corp
 NVDA 270,844 $29,354 2.95%
4.
Ishares Usa Quality Fctr - ETF
 157,313 $26,883 2.7%
5.
Ishares Trust
 IEF 57,028 $20,592 2.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)