Institutions / SlateStone Wealth, LLC
SlateStone Wealth, LLC
CIK 1764049 · Institution · as of Dec 31, 2025
Portfolio value
$1.20M
Positions
296
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 296 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $56.0K | 4.7% |
| NVIDIA Corp | $47.7K | 4.0% |
| Microsoft Corp | $44.3K | 3.7% |
| iShares USA Quality Fctr | $38.7K | 3.2% |
| Alphabet Inc Cap Stock Cl A | $32.4K | 2.7% |
| Vanguard Index Funds EXTEND MK | $28.0K | 2.3% |
| Amazon.com Inc | $26.5K | 2.2% |
| JPMorgan Chase & Co | $25.1K | 2.1% |
| Caterpillar Inc | $22.9K | 1.9% |
| iShares Russell 1000 Growth ET | $22.6K | 1.9% |
| Amphenol Corp /De | $19.3K | 1.6% |
| iShares Russell 1000 Val ETF | $18.9K | 1.6% |
| Warren E. Buffett | $18.4K | 1.5% |
| Vanguard Total Bond Mkt | $16.3K | 1.4% |
| Pepsico Inc | $16.2K | 1.4% |
| Chevron Corp | $15.5K | 1.3% |
| Rtx Corporation Com | $14.7K | 1.2% |
| Blackrock Inc COM | $14.5K | 1.2% |
| Johnson & Johnson | $14.4K | 1.2% |
| Chubb Limited | $14.2K | 1.2% |
| Vanguard High Div Yield | $14.0K | 1.2% |
| State Street SPDR S&P 500 ETF | $13.2K | 1.1% |
| Alphabet Inc Cap Stock Cl C | $13.2K | 1.1% |
| First Trust ETF Muni High Inc | $12.9K | 1.1% |
| Nextera Energy Inc | $12.6K | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.