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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 $1,019,460
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 248,764 $62,295 6.11%
2.
Nvidia Corp
 NVDA 306,679 $41,184 4.03%
3.
Microsoft Corp
 MSFT 93,462 $39,394 3.86%
4.
Ishares Usa Quality Fctr - ETF
 139,976 $24,927 2.44%
5.
Amazon Com Inc
 AMZN 108,372 $23,776 2.33%
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)