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Home > Institutional Investor > Slatestone Wealth, Llc > 13F Holdings

Instuitional Investor - Slatestone Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 214,532 $54,446 4.49%
2.
Nvidia Corp
 NVDA 264,604 $46,147 3.8%
3.
Ishares Trust
 HYG 202,654 $38,871 3.2%
4.
Microsoft Corp
 MSFT 97,317 $36,024 2.97%
5.
Vanguard Index Funds Extend Mk - ETF
 145,606 $29,966 2.47%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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