SlateStone Wealth, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$1.1B

Holdings

292

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (292 positions)

#StockSharesValue% PortfolioType
1
AAPLApple Inc.
239,315$49.1M4.59%
2
MSFTMicrosoft Corp
91,929$45.7M4.28%
3
NVDANVIDIA Corp
271,215$42.8M4.01%
4
iShares USA Quality Fctr
171,866$31.4M2.94%
5
AMZNAmazon.com Inc
110,379$24.2M2.26%
6
IWFiShares Russell 1000 Growth ET
54,635$23.2M2.17%
7
JPMorgan Chase & Co
77,623$22.5M2.10%
8
VXFVanguard Index Funds EXTEND MK
106,254$20.5M1.91%
9
Alphabet Inc Cap Stock Cl A
108,334$19.1M1.79%
10
CATCaterpillar Inc
45,879$17.8M1.67%
11
TLTiShares 20 Yr Tr Bond ETF
186,099$16.4M1.54%
12
BRK/BBerkshire Hathaway Inc Cl B
32,815$15.9M1.49%
13
PEPPepsiCo Inc
114,866$15.2M1.42%
14
CVXChevron Corp
101,492$14.5M1.36%
15
IWDiShares Russell 1000 Val ETF
74,257$14.4M1.35%
16
APHAmphenol Corp Cl A
143,062$14.1M1.32%
17
BLKBlackrock Inc COM
13,380$14.0M1.31%
18
BNDVanguard Total Bond Mkt
190,236$14.0M1.31%
19
VYMVanguard High Div Yield
102,572$13.7M1.28%
20
HDHome Depot Inc
35,905$13.2M1.23%
21
SPYSPDR S&P 500 ETF Tr
21,143$13.1M1.22%
22
CBChubb Limited
44,625$12.9M1.21%
23
COSTCostco Wholesale Corp
12,821$12.7M1.19%
24
FT S&P 500 Dividend Aristocrat
254,649$12.5M1.17%
25
ADPAutomatic Data Processing Inc
39,235$12.1M1.13%
26
FDDFirst Trust ETF Muni High Inc
257,873$12.0M1.13%
27
RTXRtx Corporation Com
79,633$11.6M1.09%
28
APDAir Prods & Chems Inc
40,681$11.5M1.07%
29
NEENextera Energy Inc
152,715$10.6M0.99%
30
JNJJohnson & Johnson
68,630$10.5M0.98%
31
Cisco Systems Inc
144,595$10.0M0.94%
32
PLTRPalantir Technologies Inc Cl A
73,062$10.0M0.93%
33
AMGNAmgen Inc
35,182$9.8M0.92%
34
VVisa Inc Cl A
27,147$9.6M0.90%
35
FDDFirst Trust ETF TCW Unconstrai
384,965$9.6M0.90%
36
MAMasterCard Incorporated Cl A
16,719$9.4M0.88%
37
AQLTiShares Core MSCI EAFE
112,448$9.4M0.88%
38
MRKMerck & Co Inc
118,035$9.3M0.87%
39
ACNAccenture PLC Ireland Class A
30,420$9.1M0.85%
40
LHXL3harris Technologies Inc
34,734$8.7M0.81%
41
LMTLockheed Martin Corp
17,469$8.1M0.76%
42
Alphabet Inc Cap Stock Cl C
45,353$8.0M0.75%
43
PGProcter And Gamble Co
49,602$7.9M0.74%
44
KOCoca-Cola Co
111,323$7.9M0.74%
45
EWKIshares MSCI EMRG CHN
124,212$7.8M0.73%
46
IJHiShares Core S&P Mcp ETF
119,106$7.4M0.69%
47
ABBVAbbVie Inc
39,170$7.3M0.68%
48
ASMLASML Holding NV NY Registry
8,662$6.9M0.65%
49
WMTWal-Mart Inc
70,568$6.9M0.65%
50
TJXTJX Cos Inc
55,078$6.8M0.64%
51
KMBKimberly Clark Corp
51,131$6.6M0.62%
52
VMCVulcan Materials Co
25,054$6.5M0.61%
53
VZVerizon Communications Inc
150,040$6.5M0.61%
54
IGLBiShares 10 YR INVST GRD
123,819$6.2M0.58%
55
GSGoldman Sachs Group Inc
8,772$6.2M0.58%
56
BDXBecton Dickinson & Co
33,974$5.9M0.55%
57
SCHJSchwab 1 5YR CORP BD
232,966$5.8M0.54%
58
ABTAbbott Laboratories
40,259$5.5M0.51%
59
SBUXStarbucks Corp
58,377$5.3M0.50%
60
USBUS Bancorp Del
117,886$5.3M0.50%
61
SNPSSynopsys Inc
10,252$5.3M0.49%
62
MDTMedtronic PLC
59,284$5.2M0.48%
63
IJRiShares S&P Smallcap ETF
45,845$5.0M0.47%
64
SESea Ltd Sponsord ADS
30,580$4.9M0.46%
65
URIUnited Rentals Inc
6,371$4.8M0.45%
66
TOLToll Brothers Inc
41,598$4.7M0.44%
67
JPMorgan Exchange Traded Fund
91,400$4.6M0.43%
68
ZTSZoetis Inc Cl A
29,505$4.6M0.43%
69
MCDMcDonalds Corp
15,659$4.6M0.43%
70
NOCNorthrop Grumman Corp
9,076$4.5M0.42%
71
DISDisney Walt Co Disney
34,991$4.3M0.41%
72
METAMeta Platforms, Inc
5,487$4.0M0.38%
73
TXNTexas Instruments Inc
18,886$3.9M0.37%
74
AVGOBroadcom Inc
13,828$3.8M0.36%
75
Ares Capital Corp
171,253$3.8M0.35%
76
RMEResMed Inc
14,092$3.6M0.34%
77
JOYTJpmorgan Etf NASDAQ EQT PREM
66,490$3.6M0.34%
78
QQQInvesco QQQ Ser 1
6,244$3.4M0.32%
79
JEPIJPMorgan Equity Premium Income
57,605$3.3M0.31%
80
UNPUnion Pacific Corp
14,192$3.3M0.31%
81
Adobe Inc
8,438$3.3M0.31%
82
EFAiShares MSCI EAFE ETF
35,322$3.2M0.30%
83
IBMInternational Business Machs C
10,601$3.1M0.29%
84
TMOThermo Fisher Scientific Inc
7,505$3.0M0.28%
85
ZBRAZebra Technologies Corp Cl A
9,832$3.0M0.28%
86
CSGPCoStar Group Inc
37,607$3.0M0.28%
87
XOMExxon Mobil Corp
27,318$2.9M0.28%
88
CRWDCrowdstrike Holdings Inc Cl A
5,491$2.8M0.26%
89
VTVVanguard Value ETF
15,034$2.7M0.25%
90
IEMGiShares Core MSCI Emerg Mkt
43,160$2.6M0.24%
91
M & T Bank Corp
13,183$2.6M0.24%
92
SPLVInvesco Exchange Traded Fund T
12,991$2.4M0.22%
93
KBDCKayne Anderson Bdc Inc COM SHS
153,024$2.3M0.22%
94
UNHUnitedHealth Group Inc
7,228$2.3M0.21%
95
DDOGDatadog Inc Cl A
16,727$2.2M0.21%
96
MELIMercadoLibre Inc
859$2.2M0.21%
97
LLYLilly Eli & Co
2,800$2.2M0.20%
98
SFGVEa Series Trust CCM GLOBAL EQU
72,443$2.1M0.20%
99
CMECME Group Inc Cl A
7,537$2.1M0.19%
100
LINLinde Plc SHS
4,392$2.1M0.19%
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