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 13 of 15
921943858
Shares:5.9K
Value:$298.0K
Targa Resources Corp.
Shares:1.5K
Value:$297.0K
BERKSHIRE HILLS BANCORP INC
Shares:11.4K
Value:$297.0K
COMCAST CORP
Shares:8.0K
Value:$295.0K
Marathon Petroleum Corp
Shares:2.0K
Value:$295.0K
BRISTOL MYERS SQUIBB CO
Shares:4.8K
Value:$294.0K
ServiceNow, Inc.
Shares:357
Value:$284.0K
Intercontinental Exchange, Inc.
Shares:1.6K
Value:$282.0K
CHIPOTLE MEXICAN GRILL INC
Shares:5.5K
Value:$275.0K
SIMON PROPERTY GROUP INC /DE/
Shares:1.6K
Value:$265.0K
464287648
Shares:1.0K
Value:$262.0K
PNC FINANCIAL SERVICES GROUP, INC.
Shares:1.5K
Value:$262.0K
Philip Morris International Inc.
Shares:1.6K
Value:$260.0K
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:3.1K
Value:$258.0K
78463X889
Shares:6.9K
Value:$252.0K
DELTA AIR LINES, INC.
Shares:5.7K
Value:$248.0K
AMERICAN STATES WATER CO
Shares:3.0K
Value:$236.0K
Zeta Global Holdings Corp.
Shares:17.2K
Value:$233.0K
VEEVA SYSTEMS INC
Shares:1.0K
Value:$232.0K
78464A854
Shares:3.5K
Value:$230.0K