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
81369Y605
Shares:7.6K
Value:$379.0K
464287705
Shares:3.2K
Value:$379.0K
MARSH & MCLENNAN COMPANIES, INC.
Shares:1.5K
Value:$374.0K
MARRIOTT INTERNATIONAL INC /MD/
Shares:1.5K
Value:$368.0K
OneMain Holdings, Inc.
Shares:7.5K
Value:$365.0K
PPL Corp
Shares:10.0K
Value:$362.0K
46429B697
Shares:3.9K
Value:$361.0K
389637109
Shares:5.5K
Value:$359.0K
Cloudflare, Inc.
Shares:3.2K
Value:$358.0K
46138G102
Shares:7.4K
Value:$343.0K
46090F100
Shares:25.0K
Value:$341.0K
TORONTO DOMINION BANK
Shares:5.5K
Value:$332.0K
46428Q109
Shares:10.6K
Value:$327.0K
46137V266
Shares:8.3K
Value:$317.0K
Hims & Hers Health, Inc.
Shares:10.7K
Value:$317.0K
AT&T INC.
Shares:11.1K
Value:$315.0K
Marvell Technology, Inc.
Shares:5.0K
Value:$309.0K
464287234
Shares:7.0K
Value:$308.0K
AMERIPRISE FINANCIAL INC
Shares:633
Value:$306.0K
Carlyle Group Inc.
Shares:7.0K
Value:$306.0K