Long-term investor
Slatestone Wealth, LLC @slatestonewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001764049).
Record
- Tracked since 2025-06-30 (449 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +14.0% · 1 year n/a · all +29.9%
- Max drawdown n/a · win rate 57% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.5% · long · since 2025-06-30
- NVDA · 4.0% · long · since 2025-06-30
- 46432F339 · 3.5% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- 02079K305 · 2.7% · long · since 2025-06-30
- 922908652 · 2.7% · long · since 2025-06-30
- CAT · 2.6% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- JPM · 1.9% · long · since 2025-06-30
- APH · 1.9% · long · since 2025-06-30
- 464287598 · 1.7% · long · since 2025-06-30
- 464287614 · 1.7% · long · since 2025-06-30