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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 $770,477
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 313,609 $60,380 7.83%
2.
Spdr S & P 500 Etf Trust
 SPY 126,130 $59,951 7.78%
3.
Invesco Qqq Ser 1
 78,468 $32,134 4.17%
4.
Microsoft Corp
 MSFT 75,081 $28,234 3.66%
5.
Ishares Trust
 IEF 60,668 $18,393 2.38%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)