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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
48
3
3
2
2
0
36
8
3
SLATESTONE WEALTH LLC

Time Period2019-03-31

Total Holdings159

Total Value ($x1000)325,649
Activities
New67

Increased62

Unchanged12

Decreased18

Sold Out6

Top 10 Stock Holdingstotal 39.08%
SPY7.57

QQQ5.94

AAPL4.13

MDY3.93

VOO3.55

 
VEU3.34

AOM3.26

VYM3.09

V2.15

GOOGL2.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
7.57%
TR UNIT
QQQ
5.94%
UNIT SER 1
AAPL
4.13%
COM
MDY
3.93%
UTSER1 S&PDCRP
VOO
3.55%
SHS
VEU
3.34%
ALLWRLD EX US
AOM
3.26%
MODERT ALLOC ETF
VYM
3.09%
HIGH DIV YLD
V
2.15%
COM CL A
GOOGL
2.12%
CAP STK CL A
IWF
2.03%
RUS 1000 GRW ETF
JNJ
1.87%
COM
IWD
1.85%
RUS 1000 VAL ETF
AMZN
1.84%
COM
PFE
1.69%
COM
THRK
1.67%
RUSSELL 3000 ETF
GOOG
1.45%
CAP STK CL C
CVX
1.4%
COM
DIS
1.37%
COM DISNEY
EEM
1.35%
MSCI EMG MKT ETF
BRK.B
1.33%
CL B NEW
HON
1.3%
COM
COST
1.2%
COM
MSFT
1.18%
COM
UNH
1.17%
COM
IBB
1.16%
NASDQ BIOTEC ETF
WMT
1.13%
COM
JPM
1.12%
COM
ARKK
1.11%
INNOVATION ETF
PYPL
0.98%
COM
FDX
0.91%
COM
VTI
0.89%
TOTAL STK MKT
ABBV
0.85%
COM
RDS/B
0.78%
SPON ADR B
ZTS
0.72%
CL A
HD
0.66%
COM
XBI
0.63%
S&P BIOTECH
VWO
0.62%
FTSE EMR MKT ETF
ADP
0.61%
COM
IWO
0.6%
RUS 2000 GRW ETF
IWN
0.57%
RUS 2000 VAL ETF
NKE
0.57%
CL B
BABA
0.57%
SPONSORED ADS
MRK
0.57%
COM
BLK
0.55%
COM
AOK
0.53%
CONSER ALLOC ETF
CRM
0.53%
COM
MCD
0.53%
COM
ACWX
0.52%
MSCI ACWI US ETF
ADBE
0.51%
COM
IVV
0.5%
CORE S&P500 ETF
PG
0.47%
COM
SBUX
0.45%
COM
QCOM
0.45%
COM
SAP
0.44%
SPON ADR
HSY
0.41%
COM
UTX
0.41%
COM
SCHF
0.4%
INTL EQTY ETF
TENCENT ...
0.39%
COM
APD
0.38%
COM
BA
0.38%
COM
DHR
0.37%
COM
GWL
0.37%
S&P WRLD EX US
BAC
0.37%
COM
RSG
0.37%
COM
QUAL
0.36%
MSCI USA QLT FAC
AXP
0.35%
COM
D
0.33%
COM
FB
0.31%
CL A
MO
0.31%
COM
XLNX
0.3%
COM
BDX
0.29%
COM
MS
0.29%
COM NEW
ALL
0.29%
COM
PANW
0.28%
COM
ORCL
0.27%
COM
NEE
0.27%
COM
ASH
0.26%
COM
ISRG
0.26%
COM NEW
CNBKA
0.25%
CL A NON VTG
CLX
0.25%
COM
MA
0.25%
CL A
ABT
0.25%
COM
IJR
0.24%
CORE S&P SCP ETF
IP
0.24%
COM
AOR
0.23%
GRWT ALLOCAT ETF
BIDU
0.22%
SPON ADR REP A
NVS
0.2%
SPONSORED ADR
CMCSA
0.19%
CL A
AES
0.19%
COM
BP
0.19%
SPONSORED ADR
INTC
0.19%
COM
STZ
0.18%
CL A
EXPD
0.18%
COM
T
0.18%
COM
SQ
0.17%
CL A
DFS
0.17%
COM
UNP
0.17%
COM
CSX
0.15%
COM
RTN
0.14%
COM NEW
CDW
0.14%
COM
MCHP
0.14%
COM
GNL
0.13%
COM NEW
BKNG
0.13%
COM
NSRGY
0.13%
COM
XOM
0.13%
COM
AMGN
0.12%
COM
GMM
0.12%
EMERG MKTS ETF
RSCO
0.12%
SM CAP COMPLETE
AJG
0.11%
COM
IQV
0.11%
COM
WDAY
0.11%
CL A
LOW
0.11%
COM
EL
0.11%
CL A
FANG
0.11%
COM
GE
0.11%
COM
LYB
0.11%
SHS - A -
MDLZ
0.11%
CL A
MAS
0.11%
COM
CELG
0.11%
COM
EMPIRE S...
0.11%
COM
XLE
0.1%
SBI INT-ENERGY
CB
0.1%
COM
KO
0.1%
COM
AVGO
0.1%
COM
VZ
0.1%
COM
DWDP
0.1%
COM
RDS/A
0.1%
SPONS ADR A
AGN
0.1%
SHS
C
0.1%
COM NEW
ICE
0.09%
COM
DUK
0.09%
COM NEW
IOO
0.09%
GLOBAL 100 ETF
RCL
0.09%
COM
TGT
0.09%
COM
CCL
0.09%
PAIRED CTF
OXY
0.08%
COM
WPC
0.08%
COM
EMPIRE S...
0.08%
COM
AFL
0.08%
COM
TMO
0.08%
COM
SKX
0.08%
CL A
XLI
0.08%
SBI INT-INDS
PPL
0.08%
COM
WBA
0.08%
COM
CVS
0.08%
COM
ROST
0.07%
COM
PRU
0.07%
COM
DAL
0.07%
COM NEW
DLTR
0.07%
COM
DIA
0.06%
UT SER 1
SYK
0.06%
COM
ETN
0.06%
SHS
ONB
0.06%
COM
IBM
0.06%
COM
BMY
0.06%
COM
FSIC
0.04%
COM
ITI
0.01%
COM
ROYAL MI...
< 0.01%
COM
FDL
0.82%
SHS
BX
0.52%
COM UNIT LTD
PFF
0.47%
U.S. PFD STK ETF
AZN
0.23%
SPONSORED ADR
QTNT
0.04%
SHS
NG
0.02%
COM NEW