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 6 of 15
INTUITIVE SURGICAL INC
Shares:3.8K
Value:$1.9M
ILLINOIS TOOL WORKS INC
Shares:7.4K
Value:$1.8M
464287200
Shares:3.2K
Value:$1.8M
KEYCORP /NEW/
Shares:111.9K
Value:$1.8M
BROWN & BROWN, INC.
Shares:13.5K
Value:$1.7M
MERCADOLIBRE INC
Shares:862
Value:$1.7M
92204A504
Shares:6.3K
Value:$1.7M
Kayne Anderson BDC, Inc.
Shares:103.1K
Value:$1.7M
46434V456
Shares:42.1K
Value:$1.7M
Datadog, Inc.
Shares:16.8K
Value:$1.7M
PPG INDUSTRIES INC
Shares:15.2K
Value:$1.7M
464287226
Shares:16.7K
Value:$1.6M
STARWOOD PROPERTY TRUST, INC.
Shares:81.3K
Value:$1.6M
SPDR S&P MIDCAP 400 ETF TRUST
Shares:3.0K
Value:$1.6M
69374H881
Shares:28.6K
Value:$1.6M
ECOLAB INC.
Shares:5.9K
Value:$1.5M
464285204
Shares:25.4K
Value:$1.5M
464287309
Shares:16.0K
Value:$1.5M
TRAVELERS COMPANIES, INC.
Shares:5.5K
Value:$1.5M
CUMMINS INC
Shares:4.6K
Value:$1.4M