SlateStone Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Becton Dickinson & Co | $7.2K | 0.6% |
| PROCTER & GAMBLE Co | $7.2K | 0.6% |
| iShares S&P Smallcap ETF | $6.9K | 0.6% |
| Walmart Inc. | $6.7K | 0.6% |
| Verizon Communications Inc | $6.4K | 0.5% |
| US BANCORP \DE | $6.2K | 0.5% |
| Medtronic PLC | $6.0K | 0.5% |
| Toll Brothers Incorporated | $5.8K | 0.5% |
| Broadcom Inc | $5.7K | 0.5% |
| Northrop Grumman Corp | $5.4K | 0.4% |
| United Rentals Inc | $5.3K | 0.4% |
| KIMBERLY CLARK CORP | $5.3K | 0.4% |
| First Trust ETF TCW Unconstrai | $5.2K | 0.4% |
| STARBUCKS CORP | $5.1K | 0.4% |
| SYNOPSYS INC | $5.0K | 0.4% |
| Pimco MULTISECTOR BD | $5.0K | 0.4% |
| ABBOTT LABORATORIES | $5.0K | 0.4% |
| MCDONALD'S CORP | $4.9K | 0.4% |
| ELI LILLY & Co | $4.7K | 0.4% |
| JPMorgan Exchange Traded Fund | $4.6K | 0.4% |
| THERMO FISHER SCIENTIFIC INC. | $4.3K | 0.4% |
| Simplify Exchange Traded Funds | $4.3K | 0.4% |
| Pimco ACTIVE BD ETF | $4.2K | 0.3% |
| Jpmorgan Etf NASDAQ EQT PREM | $4.0K | 0.3% |
| Sea Ltd Sponsord ADS | $4.0K | 0.3% |
| Meta Platforms, Inc | $3.8K | 0.3% |
| Walt Disney Co | $3.7K | 0.3% |
| Frontview Reit Inc COM | $3.6K | 0.3% |
| RESMED INC | $3.6K | 0.3% |
| CUMMINS INC | $3.6K | 0.3% |
| Invesco QQQ Ser 1 | $3.6K | 0.3% |
| JPMorgan Equity Premium Income | $3.5K | 0.3% |
| Union Pacific Corp | $3.5K | 0.3% |
| Zoetis Inc Cl A | $3.4K | 0.3% |
| TEXAS INSTRUMENTS INC | $3.4K | 0.3% |
| iShares MSCI EAFE ETF | $3.3K | 0.3% |
| Ares Capital Corp | $3.3K | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $3.2K | 0.3% |
| SPDR Gold Trust Gold | $3.2K | 0.3% |
| iShares MSCI UAE ETF | $3.1K | 0.3% |
| iShares Core MSCI Emerg Mkt | $3.1K | 0.3% |
| Exxon Mobil Corp | $3.0K | 0.3% |
| Invesco Exchange Traded Fund T | $2.8K | 0.2% |
| Vanguard Value ETF | $2.7K | 0.2% |
| M & T Bank Corp | $2.7K | 0.2% |
| Adobe Inc | $2.6K | 0.2% |
| Crowdstrike Holdings Inc Cl A | $2.6K | 0.2% |
| Vanguard Muni Bond Funds TAX E | $2.5K | 0.2% |
| Astera Laboratories Inc COM | $2.3K | 0.2% |
| KEYCORP /NEW | $2.3K | 0.2% |