Slatestone Wealth, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001764049
Type: FundHoldings: 288Value: $996.3MLatest: 2025Q1

SlateStone Wealth, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 288 holdings worth $1.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 15
Apple Inc.
Shares:241.4K
Value:$53.6M
MICROSOFT CORP
Shares:92.7K
Value:$34.8M
NVIDIA CORP
Shares:270.8K
Value:$29.4M
46432F339
Shares:157.3K
Value:$26.9M
464287614
Shares:57.0K
Value:$20.6M
AMAZON COM INC
Shares:107.6K
Value:$20.5M
JPMORGAN CHASE & CO
Shares:74.7K
Value:$18.3M
464287432
Shares:197.5K
Value:$18.0M
Alphabet Inc.
Shares:112.9K
Value:$17.5M
PEPSICO INC
Shares:114.9K
Value:$17.2M
CHEVRON CORP
Shares:100.4K
Value:$16.8M
BERKSHIRE HATHAWAY INC
Shares:31.3K
Value:$16.7M
922908652
Shares:95.4K
Value:$16.4M
CATERPILLAR INC
Shares:45.0K
Value:$14.9M
921946406
Shares:109.2K
Value:$14.1M
921937835
Shares:185.8K
Value:$13.6M
Chubb Ltd
Shares:44.3K
Value:$13.4M
HOME DEPOT, INC.
Shares:36.0K
Value:$13.2M
464287598
Shares:67.9K
Value:$12.8M
33739Q705
Shares:252.3K
Value:$12.7M