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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

SlateStone Wealth, LLC

Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0001764049-24-000004

Total Value
$995,871
Positions
284
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (284)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TrSPY121,823$63,7226.40%
2Apple Inc.AAPL314,185$53,8765.41%
3Microsoft CorpMSFT89,229$37,5403.77%
4Invesco QQQ Ser 1IVZ77,618$34,4633.46%
5NVIDIA CorpNVDA32,317$29,2012.93%
6Alphabet Inc Cap Stock Cl AGOOG145,529$21,9652.21%
7iShares Russell 1000 Growth ET46428761460,270$20,3142.04%
8PepsiCo IncPEP108,365$18,9651.90%
9Amazon.com IncAMZN102,360$18,4641.85%
10iShares USA Quality Fctr46432f339101,666$16,7091.68%
11iShares 20 Yr Tr Bond ETF464287432151,588$14,3431.44%
12Chevron CorpCVX90,718$14,3101.44%
13Merck & Co IncMRK108,099$14,2641.43%
14Vanguard High Div Yield921946406115,552$13,9811.40%
15JPMorgan Chase & CoVYLD68,104$13,6411.37%
16Caterpillar IncCAT36,949$13,5391.36%
17SPDR S&P Mid Cap 400 ETFMDY22,790$12,6801.27%
18Vanguard Value ETF92290874477,716$12,6571.27%
19Home Depot IncHD32,895$12,6191.27%
20First Trust ETF TCW Unconstrai33740f888505,933$12,4461.25%
21Berkshire Hathaway Inc Cl BBRK-A28,851$12,1321.22%
22Amphenol Corp Cl A03209510193,500$10,7851.08%
23Alphabet Inc Cap Stock Cl CGOOG68,530$10,4341.05%
24Chubb LimitedCB39,587$10,2581.03%
25BlackRock IncBLK12,239$10,2041.02%
26Johnson & JohnsonJNJ63,379$10,0261.01%
27Automatic Data Processing IncADP39,769$9,9321.00%
28Accenture PLC Ireland Class AACN26,882$9,3180.94%
29Costco Wholesale CorpCOST12,600$9,2310.93%
30Amgen IncAMGN31,865$9,0600.91%
31FT S&P 500 Dividend Aristocrat33739q705164,556$8,8380.89%
32Nextera Energy IncNEE-PW137,598$8,7940.88%
33iShares 10 YR INVST GRD464289511170,538$8,7840.88%
34AbbVie IncABBV46,488$8,4650.85%
35Air Prods & Chems IncAIIR34,320$8,3150.83%
36Rtx Corporation ComRTX79,684$7,7720.78%
37iShares Russell 1000 Val ETF46428759843,390$7,7720.78%
38Visa Inc Cl AV27,002$7,5360.76%
39Vanguard Index Funds EXTEND MK92290865242,755$7,4940.75%
40MasterCard Incorporated Cl AMA15,369$7,4010.74%
41Procter And Gamble Co74271810943,915$7,1250.72%
42Becton Dickinson & CoBDX28,517$7,0570.71%
43Lockheed Martin CorpLMT15,491$7,0460.71%
44Cisco Systems IncCSCO138,547$6,9150.69%
45Honeywell Intl Inc43851610632,115$6,5920.66%
46Vulcan Materials Co92916010922,896$6,2490.63%
47UnitedHealth Group IncUNH12,346$6,1080.61%
48iShares Core S&P Mcp ETF464287507100,305$6,0930.61%
49Vanguard Total Bond Mkt92193783581,632$5,9290.60%
50ASML Holding NV NY RegistryASMLF5,868$5,6950.57%
51First Trust ETF Muni High Inc33739p301114,338$5,5090.55%
52Abbott LaboratoriesABLZF47,743$5,4270.54%
53Starbucks CorpSBUX59,290$5,4180.54%
54TJX Cos Inc87254010952,232$5,2970.53%
55Coca-Cola CoKO84,616$5,1770.52%
56Wal-Mart IncWMT84,850$5,1050.51%
57Kimberly Clark CorpKMB38,928$5,0350.51%
58Verizon Communications IncVZ119,890$5,0310.51%
59US Bancorp DelUSB-PS107,653$4,8120.48%
60Disney Walt Co Disney25468710638,338$4,6910.47%
61Intel CorpINTC105,781$4,6720.47%
62JPMorgan Exchange Traded Fund46641q83791,400$4,6110.46%
63Ares Capital CorpARCC220,704$4,5950.46%
64Nike Inc Cl BNKE48,737$4,5800.46%
65McDonalds CorpMCD16,014$4,5150.45%
66Northrop Grumman CorpNOC9,345$4,4730.45%
67iShares S&P Smallcap ETF46428780439,072$4,3180.43%
68Zoetis Inc Cl AZTS25,474$4,3110.43%
69Medtronic PLCMDT48,892$4,2610.43%
70JPMorgan Equity Premium Income46641q33272,313$4,1840.42%
71Ishares MSCI EMRG CHN46434g76463,205$3,6390.37%
72United Rentals IncURI5,014$3,6160.36%
73iShares MSCI EAFE ETF46428746539,611$3,1630.32%
74Archer Daniels Midland CoADM50,133$3,1490.32%
75Texas Instruments Inc88250810417,918$3,1210.31%
76Adobe IncADBE6,080$3,0680.31%
77iShares NASDAQ Biotech46428755622,211$3,0480.31%
78Thermo Fisher Scientific IncTMO5,102$2,9650.30%
79Jpmorgan Etf NASDAQ EQT PREM46654q20353,253$2,8880.29%
80Datadog Inc Cl ADDOG23,191$2,8660.29%
81Goldman Sachs Group IncGSCE6,855$2,8630.29%
82Vanguard Small Cap Val ETF92290861114,262$2,7370.27%
83Lululemon Athletica IncLULU6,787$2,6510.27%
84Exxon Mobil CorpXOM22,758$2,6450.27%
85Lilly Eli & CoLLY3,166$2,4630.25%
86Crowdstrike Holdings Inc Cl ACRWD7,500$2,4040.24%
87Union Pacific CorpUNP9,606$2,3630.24%
88iShares Core US Aggbd Et46428722623,016$2,2540.23%
89Eaton Corp PLCETN6,951$2,1740.22%
90Pacer Funds Tr US CASH COWS 1069374h88137,157$2,1590.22%
91iShares MSCI Emerg Mkt ETF46428723451,483$2,1150.21%
92M & T Bank CorpMTB-PK14,501$2,1090.21%
93iShares Core MSCI EAFE46432f84228,295$2,1000.21%
94PPG Industries Inc69350610714,405$2,0870.21%
95Vanguard FTSE Emerg Mkt ETF92204285847,110$1,9680.20%
96Linde Plc SHSLIN4,215$1,9570.20%
97Zebra Technologies Corp Cl AZBRA6,428$1,9380.19%
98International Business Machs CINTR10,096$1,9280.19%
99Target CorpTGT10,656$1,8880.19%
100KeyCorp493267108117,124$1,8520.19%
101Shockwave Med Inc82489t1045,668$1,8460.19%
102ResMed IncRSMDF9,286$1,8390.18%
103Danaher Corp2358511027,178$1,7920.18%
104Meta Platforms, IncMETA3,654$1,7740.18%
105Illinois Tool Works Inc4523081096,527$1,7510.18%
106Vanguard Health Care ETF92204a5046,438$1,7420.17%
107Tesla IncTSLA9,850$1,7320.17%
108Broadcom IncAVGO1,298$1,7200.17%
109ConocoPhillipsCOP12,829$1,6330.16%
110Nucor CorpNUE8,225$1,6280.16%
111iShares Intl Quality Factor46434v45640,455$1,6040.16%
112Samsara Inc COM CL AIOT42,000$1,5870.16%
113iShares Core MSCI Emerg Mkt46434g10329,137$1,5030.15%
114Celsius Holdings Inc NewCELH18,044$1,4960.15%
115Aflac IncAFL17,364$1,4910.15%
116Invesco Exchange Traded Fund TIVZ8,621$1,4600.15%
117MercadoLibre IncMELI962$1,4550.15%
118Bunge Global Sa COM SHSBG13,805$1,4150.14%
119Vaneck ETF BDC Income92189f41183,700$1,4150.14%
120Consolidated Edison IncED15,128$1,3740.14%
121Cintas CorpCTAS1,994$1,3700.14%
122iShares Rus Mid Cap ETF46428749916,184$1,3610.14%
123Ecolab IncECL5,873$1,3560.14%
124Brown & Brown IncBRO15,416$1,3500.14%
125Invesco Exchange Traded Fund TIVZ22,184$1,3400.13%
126Cummins IncCMI4,512$1,3290.13%
127Apple Inc.AAPL7,560$1,2960.13%
128CME Group Inc Cl ACME5,993$1,2900.13%
129CoStar Group IncCSGP13,208$1,2760.13%
130Emerson Electric CoEMR11,208$1,2710.13%
131Starwood Property Trust IncSTHO62,379$1,2680.13%
132Lowes Cos Inc5486611074,966$1,2650.13%
133Palantir Technologies Inc Cl APLTR54,836$1,2620.13%
134Sap SE Sp ADRSAPGF6,146$1,1990.12%
135IShares Core S&P 500 ETF4642872002,267$1,1920.12%
136Hershey CoHSY5,989$1,1650.12%
137General Dynamics CorpGD4,045$1,1430.11%
138Smith A OAOS12,424$1,1110.11%
139Sherwin Williams CoSHW3,177$1,1030.11%
140Vanguard S&P 500 ETF9229083632,262$1,0870.11%
141SPDR S&P Dividend ETF78464a7638,203$1,0770.11%
142Cincinnati Financial Corp1720621018,502$1,0560.11%
143iShares S&P 500 Growth ETF46428730912,351$1,0430.10%
144Roper Technologies IncROP1,850$1,0380.10%
145Synopsys IncSNPS1,800$1,0290.10%
146iShares Russell 2000 ETF4642876554,836$1,0170.10%
147Travelers Companies IncTRV4,417$1,0170.10%
148Expeditors Intl Wash Inc3021301098,152$9910.10%
149Dover CorpDOV5,583$9890.10%
150SPDR Gold Trust GoldGLD4,748$9770.10%
151S&P Global IncSPGI2,212$9410.09%
152Colgate Palmolive CoCL10,422$9390.09%
153Sea Ltd Sponsord ADSSE16,994$9130.09%
154Genuine Parts CoGPC5,820$9020.09%
155Atmos Energy Corp COMATO7,434$8840.09%
156Price T Rowe Group IncTROW7,235$8820.09%
157Pentair IncPNR10,111$8640.09%
158iShares Floating Rate Nt ETF46429b65516,875$8620.09%
159Fiserv IncFISV5,351$8550.09%
160On Hldng Ag CHF0.1 AONON23,845$8440.08%
161McCormick & Co Inc Non VtgMKC-V10,900$8370.08%
162Republic Services Inc7607591004,325$8280.08%
163West Pharmaceutical Svsc Inc9553061052,081$8230.08%
164Sysco CorpSYY10,036$8150.08%
165Oracle CorpORCL-PD6,390$8030.08%
166Church & Dwight IncCHD7,684$8020.08%
167Parker Hannifin CorpPH1,426$7920.08%
168Watsco IncWSO-B1,803$7790.08%
169Deere & CoDE1,888$7750.08%
170Franklin Resources IncBEN27,527$7740.08%
171Marathon Oil CorpMARA27,200$7710.08%
172Cna Financial Corp COM12611710016,964$7710.08%
173Eastern Bankshares Inc COMEBC55,436$7640.08%
174Clorox Co Del ComCLX4,990$7640.08%
175Vanguard Total Stock Mkt9229087692,909$7560.08%
176ProShares S&P 500 Dv Arist74348a4677,258$7360.07%
177iShares Russell 3000 ETF4642876892,393$7180.07%
178Smartfinancial IncSMBK33,927$7150.07%
179Advanced Micro Devices IncAMD3,935$7100.07%
180Qualcomm IncQCOM3,874$6560.07%
181Nordson CorpNDSN2,377$6530.07%
182Vanguard Muni Bond Funds TAX E92290774612,608$6380.06%
183General Mills Inc3703341048,917$6240.06%
184Amcor Plc ORDAMCCF64,345$6120.06%
185iShares Sh Tr Crport ETF46428864611,535$5920.06%
186Federal Realty Inv Tr SH BEN I3137451015,760$5880.06%
187Realty Income CorpO10,698$5790.06%
188Dow IncDOW9,873$5720.06%
189Albemarle CorpALB-PA4,330$5700.06%
190SPDR Portfolio Tl Stock78464a8058,835$5670.06%
191Technology Select Sector SPDR81369y8032,722$5670.06%
192CSX CorpCSX15,108$5600.06%
193Ishares Gold Tr Ishares NewIAU13,324$5600.06%
194Hormel Foods CorpHRL15,947$5560.06%
195First Trust Exch Traded Fund I33739p85530,000$5470.05%
196Enbridge IncENNPF14,744$5330.05%
197Essex Property Tr Inc COM2971781052,176$5330.05%
198SSGA SPDR ETFS Europe I PLC UCg8t03h1461,000$5250.05%
199Veralto Corp COM SHSVLTO5,887$5220.05%
200Boeing CoBA-PA2,666$5150.05%
201Palo Alto Networks IncPANW1,791$5090.05%
202Blackstone IncBX3,781$4970.05%
203Brown Forman Corp Cl BBF-B9,609$4960.05%
204Waste Management IncWM2,309$4920.05%
205Smucker J M Co8326964053,836$4830.05%
206Energy Select Sector SPDR81369y5065,066$4780.05%
207Morgan StanleyMS-PQ5,017$4720.05%
208Comcast Corp Cl ACCZ10,885$4720.05%
209Bank America Corp06050510412,408$4710.05%
210Renaissancere Holdings Ltd COMg7496g1032,000$4700.05%
211Salesforce IncCRM1,518$4570.05%
212Marathon Petroleum CorpMPC2,257$4550.05%
213C H Robinson Worldwide IncCHRW5,914$4500.05%
214iShares Rus 2000 Growth ETF4642876481,527$4140.04%
215Cloudflare Inc Cl ANET4,197$4060.04%
216Pioneer Natural Resources Co7237871071,534$4030.04%
217iShares Min Vol USA ETF46429b6974,723$3950.04%
218iShares iBoxx Inv Cp ETF4642872423,608$3930.04%
219Fidelity Total Bond ETF3161883098,616$3900.04%
2203M CoMMM3,662$3880.04%
221SPDR Portfolio Devlpd78463x88910,467$3750.04%
222Stanley Black & Decker IncSWK3,788$3710.04%
223Select Sector SPDR Financial81369y6058,527$3590.04%
224iShares 1 3 Yr Treas Bond4642874574,314$3530.04%
225Bank Montreal Que0636711013,600$3520.04%
226Invesco Exchng Traded Fund TrIVZ7,944$3510.04%
227Invesco Exchange Traded Fund TIVZ9,321$3420.03%
228Lattice Strategies Tr Hartford51841610212,126$3400.03%
229Fastenal CoFAST4,355$3360.03%
230Toronto Dominion Bank Ont COMTORO5,544$3350.03%
231Carlyle Group IncCGABL7,029$3300.03%
232iShares Select Div ETF4642871682,651$3270.03%
233Aberdeen Std Gold ETF Tr Physc00326a10414,700$3120.03%
234Vanguard FTSE Developed Mkts E9219438586,168$3090.03%
235iShares MSCI ACWI ex-US Index4642882405,655$3020.03%
236SPDR Portfolio Agrgte78464a64911,722$2960.03%
237ServiceNow IncNOW387$2950.03%
238iShares TIPS Bond ETF4642871762,738$2940.03%
239Bristol-Myers Squibb CoCELG-RI5,295$2870.03%
240Marriott Intl Inc Cl A5719032021,130$2850.03%
241PPL CorpPPLC10,219$2810.03%
242Marsh & McLennan Cos Inc5717481021,324$2730.03%
243Marvell Technology Group LtdMRVL3,813$2700.03%
244Chipotle Mexican Grill IncCMG91$2650.03%
245SPDR Portfolio Interm78464a3758,064$2640.03%
246Berkshire Hills Bancorp IncBBT11,370$2610.03%
247Grayscale Bitcoin Tr BtcGBTC4,113$2600.03%
248Phillips 66PSX1,570$2560.03%
249Fidelity Natl Information Serv31620m1063,388$2510.03%
250Mondelez Intl Inc Cl A6092071053,540$2480.02%
251DexCom IncDXCM1,773$2460.02%
252Intercontinental Exchange IncICE1,755$2410.02%
253PNC Financial Services Group I6934751051,493$2410.02%
254Netflix IncNFLX396$2410.02%
255Ameriprise Financial IncAMP538$2360.02%
256Veeva Systems Inc CL A COMVEEV1,000$2320.02%
257Pfizer IncPFE8,224$2280.02%
258Oshkosh CorpOSK1,800$2240.02%
259Applied Materials Inc0382221051,055$2180.02%
260American States Water Co0298991013,000$2170.02%
261Onemain Holdings Inc COMOMF4,225$2160.02%
262Delta Air Lines IncDAL4,520$2160.02%
263Spdr PORTFOLIO S&P50078464a8543,496$2150.02%
264Vanguard Long Term Treasury ET92206c8473,585$2120.02%
265Dimensional ETF Trust US Core25434v7086,561$2100.02%
266Proshares S&P MDCP 400 DIV74347b6802,678$2100.02%
267Public Service Enterprise Grou7445731063,135$2090.02%
268Webster Financial Corp CT9478901094,039$2050.02%
269Occidental Petroleum Corp6745991053,120$2030.02%
270Quadratic Int Rate Vol & Infl50076773610,363$1960.02%
271Chicago Atlantic Real Estate FREFI12,416$1960.02%
272Zeta Global Holdings Corp CL AZETA12,386$1350.01%
273Blue Foundry Bancorp COMBLFY13,100$1230.01%
274Plug Power IncPLUG29,077$1000.01%
275Playmates Toys Limited SHSg7147s100900,000$630.01%
276Rekor Systems Inc COMREKR18,000$410.00%
277United Health Prods Inc COMUNTCW161,905$330.00%
278OPKO Health IncOPK25,770$310.00%
279Skyx Platforms Corp ComSKYX23,150$300.00%
280P3 Health Partners Inc COMPIIIW28,033$290.00%
281Safety Shot Inc COM NEW48208f10510,004$240.00%
282Rightscorp Inc76658a102200,000$70.00%
283Royal Mines & Minerals Corp78033p10150,000$00.00%
284Sorrento Therapeutics Inc83587f20221,433$00.00%