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 4 of 15
MCDONALDS CORP
Shares:15.5K
Value:$4.8M
808524714
Shares:195.9K
Value:$4.8M
464287804
Shares:45.5K
Value:$4.8M
Zoetis Inc.
Shares:28.1K
Value:$4.6M
46641Q837
Shares:91.4K
Value:$4.6M
GOLDMAN SACHS GROUP INC
Shares:8.4K
Value:$4.6M
NORTHROP GRUMMAN CORP /DE/
Shares:9.0K
Value:$4.6M
ARES CAPITAL CORP
Shares:201.9K
Value:$4.5M
SYNOPSYS INC
Shares:10.2K
Value:$4.4M
UNITEDHEALTH GROUP INC
Shares:7.7K
Value:$4.1M
Toll Brothers, Inc.
Shares:37.6K
Value:$4.0M
Meta Platforms, Inc.
Shares:6.9K
Value:$4.0M
TEXAS INSTRUMENTS INC
Shares:21.5K
Value:$3.9M
UNITED RENTALS, INC.
Shares:6.1K
Value:$3.8M
THERMO FISHER SCIENTIFIC INC.
Shares:7.0K
Value:$3.5M
46654Q203
Shares:66.3K
Value:$3.4M
Walt Disney Co
Shares:34.3K
Value:$3.4M
464287465
Shares:40.9K
Value:$3.3M
46641Q332
Shares:57.5K
Value:$3.3M
EXXON MOBIL CORP
Shares:27.2K
Value:$3.2M