Slatestone-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
288
Total Value
996291
Accession Number
0001764049-25-000004
Form Type
13F-HR
Manager Name
Slatestone-Wealth
Data Enrichment
89% identified
255 identified33 unidentified

Holdings

288 positions
Manager:
Search and click to pin securities to the top
Page 10 of 15
FACTSET RESEARCH SYSTEMS INC
Shares:1.5K
Value:$666.0K
C. H. ROBINSON WORLDWIDE, INC.
Shares:6.4K
Value:$656.0K
922907746
Shares:13.2K
Value:$656.0K
Amcor plc
Shares:66.5K
Value:$646.0K
Palo Alto Networks Inc
Shares:3.7K
Value:$638.0K
REALTY INCOME CORP
Shares:11.0K
Value:$637.0K
Blackstone Inc.
Shares:4.4K
Value:$620.0K
Archer-Daniels-Midland Co
Shares:12.9K
Value:$618.0K
CITIGROUP INC
Shares:8.5K
Value:$606.0K
MORGAN STANLEY
Shares:5.1K
Value:$599.0K
78464A805
Shares:8.8K
Value:$599.0K
BANK OF AMERICA CORP /DE/
Shares:14.3K
Value:$595.0K
FEDERAL REALTY INVESTMENT TRUST
Shares:6.0K
Value:$586.0K
Astera Labs, Inc.
Shares:9.6K
Value:$573.0K
STANLEY BLACK & DECKER, INC.
Shares:7.4K
Value:$569.0K
WEST PHARMACEUTICAL SERVICES INC
Shares:2.5K
Value:$561.0K
33739P855
Shares:30.0K
Value:$561.0K
NETFLIX INC
Shares:590
Value:$550.0K
WASTE MANAGEMENT INC
Shares:2.3K
Value:$528.0K
FRANKLIN RESOURCES INC
Shares:27.4K
Value:$528.0K