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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 $1,069,558
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 239,315 $49,100 4.59%
2.
Microsoft Corp
 MSFT 91,929 $45,726 4.28%
3.
Nvidia Corp
 NVDA 271,215 $42,849 4.01%
4.
Ishares Usa Quality Fctr - ETF
 171,866 $31,420 2.94%
5.
Amazon Com Inc
 AMZN 110,379 $24,216 2.26%
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)