SlateStone Wealth, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Merck & Co Inc | $12.6K | 1.1% |
| iShares MSCI UAE ETF | $12.4K | 1.0% |
| HOME DEPOT, INC. | $12.4K | 1.0% |
| FT S&P 500 Dividend Aristocrat | $12.2K | 1.0% |
| AMGEN INC | $11.9K | 1.0% |
| iShares Core MSCI EAFE | $11.8K | 1.0% |
| Palantir Technologies Inc Cl A | $11.5K | 1.0% |
| Cisco Systems Inc | $11.3K | 0.9% |
| AUTOMATIC DATA PROCESSING INC | $10.3K | 0.9% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $10.3K | 0.9% |
| Ishares MSCI EMRG CHN | $10.3K | 0.9% |
| Visa Inc Cl A | $10.2K | 0.9% |
| Air Products & Chemicals, Inc. | $10.1K | 0.8% |
| Costco Wholesale Corp | $10.0K | 0.8% |
| ASML Holding NV NY Registry | $9.4K | 0.8% |
| iShares Core S&P Mcp ETF | $9.1K | 0.8% |
| MasterCard Incorporated Cl A | $8.8K | 0.7% |
| LOCKHEED MARTIN CORP | $8.7K | 0.7% |
| Goldman Sachs Group Inc | $8.6K | 0.7% |
| Schwab 1 5YR CORP BD | $8.5K | 0.7% |
| Accenture PLC Ireland Class A | $8.3K | 0.7% |
| AbbVie Inc | $8.1K | 0.7% |
| TJX Cos Inc/The | $8.1K | 0.7% |
| COCA COLA CO | $8.0K | 0.7% |
| Vulcan Materials Co | $7.3K | 0.6% |