CIK 1764049
SlateStone Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
296
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 296
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | Apple Inc. | 206K | $1M+ | SH |
| NVDA | NVIDIA Corp | 256K | $1M+ | SH |
| MSFT | Microsoft Corp | 92K | $1M+ | SH |
| QUAL | iShares USA Quality Fctr | 195K | $1M+ | SH |
| GOOGL | Alphabet Inc Cap Stock Cl A | 104K | $1M+ | SH |
| VXF | Vanguard Index Funds EXTEND MK | 134K | $1M+ | SH |
| AMZN | Amazon.com Inc | 115K | $1M+ | SH |
| JPM | JPMorgan Chase & Co | 78K | $1M+ | SH |
| CAT | Caterpillar Inc | 40K | $1M+ | SH |
| IWF | iShares Russell 1000 Growth ET | 48K | $1M+ | SH |
| APH | Amphenol Corp Cl A | 143K | $1M+ | SH |
| IWD | iShares Russell 1000 Val ETF | 90K | $1M+ | SH |
| BRK.B | Berkshire Hathaway Inc Cl B | 37K | $1M+ | SH |
| BND | Vanguard Total Bond Mkt | 220K | $1M+ | SH |
| PEP | PepsiCo Inc | 113K | $1M+ | SH |
| CVX | Chevron Corp | 102K | $1M+ | SH |
| RTX | Rtx Corporation Com | 80K | $1M+ | SH |
| BLK | Blackrock Inc COM | 14K | $1M+ | SH |
| JNJ | Johnson & Johnson | 69K | $1M+ | SH |
| CB | Chubb Limited | 46K | $1M+ | SH |
| VYM | Vanguard High Div Yield | 98K | $1M+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 19K | $1M+ | SH |
| GOOG | Alphabet Inc Cap Stock Cl C | 42K | $1M+ | SH |
| FMHI | First Trust ETF Muni High Inc | 269K | $1M+ | SH |
| NEE | Nextera Energy Inc | 157K | $1M+ | SH |
| MRK | Merck & Co Inc | 119K | $1M+ | SH |
| TLT | iShares 20 Yr Tr Bond ETF | 143K | $1M+ | SH |
| HD | Home Depot Inc | 36K | $1M+ | SH |
| KNG | FT S&P 500 Dividend Aristocrat | 249K | $1M+ | SH |
| AMGN | Amgen Inc | 36K | $1M+ | SH |
| IEFA | iShares Core MSCI EAFE | 132K | $1M+ | SH |
| PLTR | Palantir Technologies Inc Cl A | 65K | $1M+ | SH |
| CSCO | Cisco Systems Inc | 146K | $1M+ | SH |
| ADP | Automatic Data Processing Inc | 40K | $1M+ | SH |
| LHX | L3harris Technologies Inc | 35K | $1M+ | SH |
| EMXC | Ishares MSCI EMRG CHN | 142K | $1M+ | SH |
| V | Visa Inc Cl A | 29K | $1M+ | SH |
| APD | Air Prods & Chems Inc | 41K | $1M+ | SH |
| COST | Costco Wholesale Corp | 12K | $1M+ | SH |
| ASML | ASML Holding NV NY Registry | 9K | $1M+ | SH |
| IJH | iShares Core S&P Mcp ETF | 137K | $1M+ | SH |
| MA | MasterCard Incorporated Cl A | 15K | $1M+ | SH |
| LMT | Lockheed Martin Corp | 18K | $1M+ | SH |
| GS | Goldman Sachs Group Inc | 10K | $1M+ | SH |
| SCHJ | Schwab 1 5YR CORP BD | 342K | $1M+ | SH |
| ACN | Accenture PLC Ireland Class A | 31K | $1M+ | SH |
| ABBV | AbbVie Inc | 36K | $1M+ | SH |
| TJX | TJX Cos Inc | 52K | $1M+ | SH |
| KO | Coca-Cola Co | 114K | $1M+ | SH |
| VMC | Vulcan Materials Co | 26K | $1M+ | SH |