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Akre Focus Etf shares owned by SlateStone Wealth

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by SlateStone Wealth from 13F filings

Historical chart of SlateStone Wealth investment in Akre Focus Etf

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All positions including Akre Focus Etf held by SlateStone Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $551k 8.4k 65.51

More positions owned by SlateStone Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares USA Quality Fctr Etf (QUAL)
Alphabet Inc Class A cs (GOOGL)
Vanguard Index Funds EXTEND MK Etf (VXF)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
iShares Russell 1000 Growth ET Etf (IWF)
Amphenol Corporation (APH)
iShares Russell 1000 Val ETF Etf (IWD)
Berkshire Hathaway (BRK.B)
Vanguard Total Bond Mkt Etf (BND)
Pepsi (PEP)

View all positions for SlateStone Wealth

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
CI Private Wealth
AlTi Global
Financial Engines Advisors L.L.C
Franklin Resources
LPL Financial
Mesirow Financial Investment Management International Equity
Brown Advisory Holdings Incorporated
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
Wells Fargo & Company
UBS Group
Montis Financial
HighTower Advisors

View all funds holding Akre Focus Etf