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SlateStone Wealth, LLC

SlateStone Wealth, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001764049
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameSlateStone Wealth, LLC
Ticker–
CIK0001764049

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)FL
Geschäftsadresse661 UNIVERSITY BLVD SUITE 100, 33458 JUPITER, FL
Telefon5612442504
EIN (IRS)61-1815919

Listing & Historie

Fiskaljahr-Ende31.12.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3394 von typischerweise 8409 Fonds (40 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
BANK OF AMERICA CORP /DE/5.230.15805.230.158125.408.971Neu+100,0%
Berman McAleer LLC2.226.5812.236.468-9.88777.173.306Reduziert-0,4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.503.7521.330.827172.92572.744.324Aufgestockt+13,0%
MORGAN STANLEY1.620.71301.620.71371.368.510Neu+100,0%
LPL Financial LLC1.829.46601.829.46669.517.576Neu+100,0%
WELLS FARGO & COMPANY/MN1.111.33901.111.33952.792.394Neu+100,0%
Sound Income Strategies, LLC2.062.0732.062.693-62041.468.288Reduziert0,0%
ROYAL BANK OF CANADA1.220.68201.220.68234.179.000Neu+100,0%
UBS Group AG1.023.62201.023.62231.785.584Neu+100,0%
Cetera Investment Advisers887.9590887.95930.526.034Neu+100,0%
Meeder Advisory Services, Inc.542.2310542.23125.777.672Neu+100,0%
KESTRA PRIVATE WEALTH SERVICES, LLC728.423936.509-208.08625.656.650Reduziert-22,2%
Ameritas Advisory Services, LLC955.0330955.03325.422.970Neu+100,0%
RAYMOND JAMES FINANCIAL INC572.8130572.81320.337.554Neu+100,0%
CITIGROUP INC394.1300394.13018.736.951Neu+100,0%
Financial Partners Group, Inc355.392237.886117.50617.232.954Aufgestockt+49,4%
SlateStone Wealth, LLC426.522498.865-72.34316.901.000Reduziert-14,5%
ENVESTNET ASSET MANAGEMENT INC570.0080570.00816.605.745Neu+100,0%
OSAIC HOLDINGS, INC.400.5010400.50114.773.255Neu+100,0%
ASSETMARK, INC720.250729.570-9.32014.487.647Reduziert-1,3%
NewEdge Advisors, LLC328.8160328.81614.385.194Neu+100,0%
Manhattan West Asset Management, LLC227.9820227.98210.838.268Neu+100,0%
OLD MISSION CAPITAL LLC546.3660546.36610.779.801Neu+100,0%
Principle Wealth Partners LLC224.7570224.75710.684.949Neu+100,0%
JPMORGAN CHASE & CO254.6410254.64110.279.967Neu+100,0%
GOLDMAN SACHS GROUP INC356.0780356.07810.276.158Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC257.480255.1232.35710.076.540Aufgestockt+0,9%
Cambridge Investment Research Advisors, Inc.224.861206.53318.3289.923.000Aufgestockt+8,9%
Octavia Wealth Advisors, LLC271.431244.42127.0109.407.796Aufgestockt+11,1%
EnRich Financial Partners LLC187.384178.9808.4049.086.246Aufgestockt+4,7%
Rockefeller Capital Management L.P.252.1750252.1758.832.563Neu+100,0%
Stratos Wealth Partners, LTD.290.1610290.1617.952.072Neu+100,0%
PARTNERS WEALTH MANAGEMENT, LLC221.209212.1769.0337.667.111Aufgestockt+4,3%
HighTower Advisors, LLC130.2260130.2266.190.968Neu+100,0%
MML INVESTORS SERVICES, LLC168.6920168.6926.084.295Neu+100,0%
Hennion & Walsh Asset Management, Inc.279.294259.40219.8925.616.602Aufgestockt+7,7%
Vise Technologies, Inc.116.7970116.7975.598.594Neu+100,0%
Ocean Park Asset Management, LLC116.3000116.3005.528.902Neu+100,0%
JANE STREET GROUP, LLC192.6680192.6685.439.377Neu+100,0%
WealthPlan Investment Management, LLC143.079184.469-41.3904.959.108Reduziert-22,4%
VAQUERO PRIVATE WEALTH, LTD101.6740101.6744.930.172Neu+100,0%
Plan Group Financial, LLC95.652095.6524.547.302Neu+100,0%
Cyndeo Wealth Partners, LLC92.00092.00004.461.069Unverändert0,0%
AE Wealth Management LLC208.7120208.7124.275.520Neu+100,0%
&PARTNERS188.3040188.3044.187.813Neu+100,0%
CREATIVE FINANCIAL DESIGNS INC /ADV204.156192.11812.0384.105.574Aufgestockt+6,3%
ASHTON THOMAS SECURITIES, LLC83.662146.300-62.6384.056.770Reduziert-42,8%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC91.58274.92716.6554.053.708Aufgestockt+22,2%
CWM, LLC84.418084.4184.013.215Neu+100,0%
OPPENHEIMER & CO INC124.7740124.7743.887.276Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3394 von typischerweise 8409 Fonds (40 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
Berman McAleer LLC2.226.5812.236.468-0,4%77.173.30618,020 %4 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.503.7521.330.827+13,0%72.744.32416,993 %13 Q
Sound Income Strategies, LLC2.062.0732.062.6930,0%41.468.2889,68100 %17 Q
KESTRA PRIVATE WEALTH SERVICES, LLC728.423936.509-22,2%25.656.6505,99–17 Q
Financial Partners Group, Inc355.392237.886+49,4%17.232.9544,020 %15 Q
SlateStone Wealth, LLC426.522498.865-14,5%16.901.0003,950 %17 Q
ASSETMARK, INC720.250729.570-1,3%14.487.6473,38100 %17 Q
COMMONWEALTH EQUITY SERVICES, LLC257.480255.123+0,9%10.076.5402,35–17 Q
Cambridge Investment Research Advisors, Inc.224.861206.533+8,9%9.923.0002,32–17 Q
Octavia Wealth Advisors, LLC271.431244.421+11,1%9.407.7962,200 %17 Q
EnRich Financial Partners LLC187.384178.980+4,7%9.086.2462,120 %11 Q
PARTNERS WEALTH MANAGEMENT, LLC221.209212.176+4,3%7.667.1111,79100 %7 Q
Hennion & Walsh Asset Management, Inc.279.294259.402+7,7%5.616.6021,313 %17 Q
WealthPlan Investment Management, LLC143.079184.469-22,4%4.959.1081,160 %16 Q
VAQUERO PRIVATE WEALTH, LTD101.6740+100,0%4.930.1721,150 %1 Q
Cyndeo Wealth Partners, LLC92.00092.0000,0%4.461.0691,040 %15 Q
CREATIVE FINANCIAL DESIGNS INC /ADV204.156192.118+6,3%4.105.5740,960 %15 Q
ASHTON THOMAS SECURITIES, LLC83.662146.300-42,8%4.056.7700,950 %9 Q
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC91.58274.927+22,2%4.053.7080,95–15 Q
MBL Wealth, LLC77.60578.510-1,2%3.763.0670,8867 %13 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.11712,4428
31.03.2026✓25934,81.130
31.12.2025✓25132,51.112
30.09.2025✓23831,11.055
30.06.2025✓23728,7954
31.03.2025✓23530,4970

Top 10 Neueinsteiger

FondsAnteileWert (USD)
SUSQUEHANNA INTERNATIONAL GROUP, LLP45.8671.525.230
Signal Advisors Wealth, LLC25.3921.207.136
Sonoma Allocations LLC55.4961.092.439
FIFTH THIRD BANCORP17.596814.916
Independent Advisor Alliance16.309775.333
TSA Wealth Managment LLC12.341586.691
HRT FINANCIAL LP10.546501.000
LexAurum Advisors, LLC21.839430.883
SouthState Bank Corp21.073415.778
Strategic Financial Concepts, LLC20.597406.379

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
BANK OF AMERICA CORP /DE/5.230.1582.927.206+127.1 %125.408.971
OLD MISSION CAPITAL LLC546.366532.445+3824.8 %10.779.801
ROYAL BANK OF CANADA1.220.682432.355+54.8 %34.179.000
UBS Group AG1.023.622270.937+36.0 %31.785.584
GOLDMAN SACHS GROUP INC356.078209.107+142.3 %10.276.158
JANE STREET GROUP, LLC192.66885.348+79.5 %5.439.377
ASSETMARK, INC729.57084.849+13.2 %14.396.036
SlateStone Wealth, LLC498.86577.854+18.5 %19.137.000
JPMORGAN CHASE & CO254.64165.624+34.7 %10.279.967
Rockefeller Capital Management L.P.252.17564.335+34.2 %8.832.563

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Octavia Wealth Advisors, LLC244.421-645.802-72.5 %6.506.477
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.330.827-273.657-17.1 %63.600.201
WealthPlan Investment Management, LLC184.469-161.287-46.6 %4.910.575
Orion Porfolio Solutions, LLC8.521-132.622-94.0 %405.105
Tidemark, LLC42.086-123.984-74.7 %830.360
Ocean Park Asset Management, LLC116.300-112.800-49.2 %5.528.902
KESTRA PRIVATE WEALTH SERVICES, LLC936.509-108.062-10.3 %25.552.474
LPL Financial LLC1.829.466-93.336-4.9 %69.517.576
Stewardship Advisors, LLC10.574-71.170-87.1 %502.688
WealthPLAN Partners, LLC133.619-40.596-23.3 %3.556.943

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