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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 Q2 2024 · Filed July 25, 2024 · Accession 0001764049-24-000006

Total Value
$922,853
Positions
288
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TrSPY116,110$63,1906.85%
2Apple Inc.AAPL253,727$53,4405.79%
3Invesco QQQ Ser 1IVZ77,627$37,1924.03%
4Microsoft CorpMSFT71,978$32,1703.49%
5NVIDIA CorpNVDA244,237$30,1733.27%
6Alphabet Inc Cap Stock Cl AGOOG129,767$23,6372.56%
7iShares Russell 1000 Growth ET46428761461,710$22,4942.44%
8iShares USA Quality Fctr46432f339111,578$19,0532.06%
9PepsiCo IncPEP111,261$18,3501.99%
10Amazon.com IncAMZN82,710$15,9841.73%
11iShares 20 Yr Tr Bond ETF464287432156,590$14,3721.56%
12Vanguard High Div Yield921946406111,542$13,2291.43%
13Vanguard Value ETF92290874476,109$12,2091.32%
14SPDR S&P Mid Cap 400 ETFMDY22,715$12,1541.32%
15First Trust ETF TCW Unconstrai33740f888491,856$12,0261.30%
16Alphabet Inc Cap Stock Cl CGOOG64,991$11,9211.29%
17Berkshire Hathaway Inc Cl BBRK-A29,249$11,8981.29%
18Costco Wholesale CorpCOST12,335$10,4851.14%
19Chevron CorpCVX66,130$10,3441.12%
20Amphenol Corp Cl A032095101143,062$9,6381.04%
21Merck & Co IncMRK77,289$9,5681.04%
22JPMorgan Chase & CoVYLD46,845$9,4751.03%
23Caterpillar IncCAT27,008$8,9970.97%
24FT S&P 500 Dividend Aristocrat33739q705169,319$8,5540.93%
25Home Depot IncHD24,846$8,5530.93%
26Vanguard Index Funds EXTEND MK92290865249,944$8,4300.91%
27BlackRock IncBLK10,255$8,0740.87%
28iShares 10 YR INVST GRD464289511158,236$7,9180.86%
29iShares Russell 1000 Val ETF46428759844,538$7,7710.84%
30Automatic Data Processing IncADP31,166$7,4390.81%
31Procter And Gamble Co74271810945,056$7,4310.81%
32Chubb LimitedCB29,036$7,4070.80%
33AbbVie IncABBV42,611$7,3090.79%
34Nextera Energy IncNEE-PW103,225$7,3090.79%
35Amgen IncAMGN23,046$7,2010.78%
36Vanguard Total Bond Mkt92193783597,703$7,0400.76%
37Visa Inc Cl AV26,678$7,0020.76%
38Johnson & JohnsonJNJ47,769$6,9820.76%
39UnitedHealth Group IncUNH13,034$6,6380.72%
40Air Prods & Chems IncAIIR25,266$6,5200.71%
41iShares Core S&P Mcp ETF464287507102,395$5,9920.65%
42TJX Cos Inc87254010951,529$5,6730.61%
43Wal-Mart IncWMT83,377$5,6450.61%
44Accenture PLC Ireland Class AACN18,205$5,5240.60%
45Rtx Corporation ComRTX54,059$5,4270.59%
46First Trust ETF Muni High Inc33739p301107,733$5,2060.56%
47Lockheed Martin CorpLMT10,743$5,0180.54%
48Abbott LaboratoriesABLZF48,148$5,0030.54%
49Ares Capital CorpARCC229,713$4,7870.52%
50McDonalds CorpMCD18,385$4,6850.51%
51Becton Dickinson & CoBDX19,920$4,6560.50%
52JPMorgan Exchange Traded Fund46641q83791,400$4,6130.50%
53MasterCard Incorporated Cl AMA10,163$4,4840.49%
54Ishares MSCI EMRG CHN46434g76475,654$4,4790.49%
55Zoetis Inc Cl AZTS25,633$4,4440.48%
56JPMorgan Equity Premium Income46641q33276,618$4,3430.47%
57iShares S&P Smallcap ETF46428780440,472$4,3170.47%
58Honeywell Intl Inc43851610619,857$4,2400.46%
59Northrop Grumman CorpNOC9,690$4,2250.46%
60Adobe IncADBE6,987$3,8810.42%
61iShares MSCI EAFE ETF46428746549,026$3,8400.42%
62Cisco Systems IncCSCO79,533$3,7790.41%
63ASML Holding NV NY RegistryASMLF3,546$3,6270.39%
64Texas Instruments Inc88250810418,534$3,6050.39%
65Verizon Communications IncVZ83,392$3,4390.37%
66Disney Walt Co Disney25468710634,220$3,3980.37%
67Kimberly Clark CorpKMB24,459$3,3800.37%
68United Rentals IncURI5,218$3,3750.37%
69Goldman Sachs Group IncGSCE7,212$3,2620.35%
70Thermo Fisher Scientific IncTMO5,869$3,2460.35%
71Coca-Cola CoKO50,827$3,2350.35%
72Exxon Mobil CorpXOM26,991$3,1070.34%
73Vulcan Materials Co92916010912,190$3,0310.33%
74iShares NASDAQ Biotech46428755621,711$2,9800.32%
75Jpmorgan Etf NASDAQ EQT PREM46654q20353,303$2,9580.32%
76Datadog Inc Cl ADDOG22,639$2,9360.32%
77Crowdstrike Holdings Inc Cl ACRWD7,500$2,8740.31%
78Lilly Eli & CoLLY3,063$2,7730.30%
79Sea Ltd Sponsord ADSSE37,505$2,6790.29%
80Palantir Technologies Inc Cl APLTR104,599$2,6490.29%
81Vanguard Small Cap Val ETF92290861114,007$2,5570.28%
82Starbucks CorpSBUX32,595$2,5380.28%
83Medtronic PLCMDT31,490$2,4790.27%
84US Bancorp DelUSB-PS61,055$2,4240.26%
85Union Pacific CorpUNP10,478$2,3710.26%
86Zebra Technologies Corp Cl AZBRA7,206$2,2260.24%
87Broadcom IncAVGO1,378$2,2120.24%
88M & T Bank CorpMTB-PK14,501$2,1950.24%
89Toll Brothers IncTOL18,900$2,1770.24%
90Lululemon Athletica IncLULU7,188$2,1470.23%
91iShares Core US Aggbd Et46428722621,975$2,1330.23%
92iShares Core MSCI EAFE46432f84229,140$2,1170.23%
93iShares MSCI Emerg Mkt ETF46428723448,583$2,0690.22%
94Vanguard FTSE Emerg Mkt ETF92204285846,235$2,0230.22%
95Intel CorpINTC65,104$2,0160.22%
96ResMed IncRSMDF10,398$1,9900.22%
97Linde Plc SHSLIN4,370$1,9180.21%
98CoStar Group IncCSGP25,823$1,9140.21%
99Bunge Global Sa COM SHSBG17,915$1,9130.21%
100Pacer Funds Tr US CASH COWS 1069374h88134,358$1,8720.20%
101International Business Machs CINTR10,759$1,8610.20%
102Meta Platforms, IncMETA3,678$1,8550.20%
103PPG Industries Inc69350610714,400$1,8130.20%
104Intuitive Surgical IncISRG4,038$1,7960.19%
105Danaher Corp2358511027,178$1,7930.19%
106iShares Intl Quality Factor46434v45645,561$1,7790.19%
107Vanguard Health Care ETF92204a5046,438$1,7120.19%
108Target CorpTGT11,246$1,6650.18%
109KeyCorp493267108117,124$1,6640.18%
110MercadoLibre IncMELI991$1,6290.18%
111iShares Core MSCI Emerg Mkt46434g10330,107$1,6120.17%
112Illinois Tool Works Inc4523081096,803$1,6120.17%
113Apple Inc.AAPL7,560$1,5920.17%
114Aflac IncAFL17,335$1,5480.17%
115ConocoPhillipsCOP13,482$1,5420.17%
116Invesco Exchange Traded Fund TIVZ9,303$1,5280.17%
117iShares S&P 500 Growth ETF46428730916,412$1,5190.16%
118Consolidated Edison IncED16,223$1,4510.16%
119Vaneck ETF BDC Income92189f41182,500$1,4120.15%
120Ecolab IncECL5,895$1,4030.15%
121Eaton Corp PLCETN4,452$1,3960.15%
122Brown & Brown IncBRO15,400$1,3770.15%
123IShares Core S&P 500 ETF4642872002,381$1,3030.14%
124Cintas CorpCTAS1,850$1,2950.14%
125Lowes Cos Inc5486611075,784$1,2750.14%
126CME Group Inc Cl ACME6,458$1,2700.14%
127Nucor CorpNUE8,020$1,2680.14%
128Sap SE Sp ADRSAPGF6,146$1,2400.13%
129Cummins IncCMI4,466$1,2370.13%
130iShares Rus Mid Cap ETF46428749915,182$1,2310.13%
131Emerson Electric CoEMR11,065$1,2190.13%
132Starwood Property Trust IncSTHO64,304$1,2180.13%
133Invesco Exchange Traded Fund TIVZ19,060$1,2110.13%
134General Dynamics CorpGD4,047$1,1740.13%
135iShares Floating Rate Nt ETF46429b65522,490$1,1490.12%
136Hershey CoHSY6,180$1,1360.12%
137Vanguard S&P 500 ETF9229083632,262$1,1310.12%
138Taiwan Semiconductor Mfg Ltd S8740391006,285$1,0920.12%
139SPDR S&P Dividend ETF78464a7638,524$1,0840.12%
140Celsius Holdings Inc NewCELH18,937$1,0810.12%
141Synopsys IncSNPS1,800$1,0710.12%
142SPDR Gold Trust GoldGLD4,976$1,0700.12%
143Deere & CoDE2,836$1,0600.11%
144Travelers Companies IncTRV5,088$1,0350.11%
145Roper Technologies IncROP1,825$1,0290.11%
146Expeditors Intl Wash Inc3021301098,090$1,0100.11%
147Colgate Palmolive CoCL10,398$1,0090.11%
148Dover CorpDOV5,545$1,0010.11%
149Cincinnati Financial Corp1720621018,460$9990.11%
150Smith A OAOS12,190$9970.11%
151Parker Hannifin CorpPH1,911$9670.10%
152On Hldng Ag CHF0.1 AONON24,820$9630.10%
153S&P Global IncSPGI2,159$9630.10%
154Cna Financial Corp COM12611710020,265$9340.10%
155iShares Russell 2000 ETF4642876554,541$9210.10%
156Sherwin Williams CoSHW3,082$9200.10%
157Watsco IncWSO-B1,925$8920.10%
158Republic Services Inc7607591004,525$8790.10%
159Atmos Energy Corp COMATO7,390$8620.09%
160Oracle CorpORCL-PD6,092$8600.09%
161Price T Rowe Group IncTROW7,435$8570.09%
162Transmedics Group Inc COMTMDX5,681$8560.09%
163ProShares S&P 500 Dv Arist74348a4678,669$8330.09%
164Genuine Parts CoGPC5,755$7960.09%
165Church & Dwight IncCHD7,645$7930.09%
166Fiserv IncFISV5,308$7910.09%
167Smartfinancial IncSMBK33,427$7910.09%
168Vanguard Total Stock Mkt9229087692,920$7810.08%
169Marathon Oil CorpMARA27,200$7800.08%
170Eastern Bankshares Inc COMEBC55,436$7750.08%
171McCormick & Co Inc Non VtgMKC-V10,931$7750.08%
172Veralto Corp COM SHSVLTO8,087$7720.08%
173Pentair IncPNR10,010$7670.08%
174Archer Daniels Midland CoADM12,600$7620.08%
175Fastenal CoFAST12,081$7590.08%
176iShares Russell 3000 ETF4642876892,343$7230.08%
177Qualcomm IncQCOM3,617$7200.08%
178Sysco CorpSYY10,020$7150.08%
179Stryker CorpSYK2,011$6840.07%
180Super Micro Computer Inc COMSMCI833$6830.07%
181Clorox Co Del ComCLX4,990$6810.07%
182West Pharmaceutical Svsc Inc9553061052,040$6720.07%
183iShares Sh Tr Crport ETF46428864612,910$6620.07%
184Vanguard Muni Bond Funds TAX E92290774612,906$6470.07%
185Amcor Plc ORDAMCCF64,500$6310.07%
186General Mills Inc3703341049,944$6290.07%
187Franklin Resources IncBEN27,576$6160.07%
188Essex Property Tr Inc COM2971781052,260$6150.07%
189Dow IncDOW11,301$6000.07%
190Technology Select Sector SPDR81369y8032,650$5990.06%
191Advanced Micro Devices IncAMD3,630$5890.06%
192Ishares Gold Tr Ishares NewIAU13,324$5850.06%
193Federal Realty Inv Tr SH BEN I3137451015,795$5850.06%
194SPDR Portfolio Tl Stock78464a8058,805$5840.06%
195Nordson CorpNDSN2,470$5730.06%
196Realty Income CorpO10,745$5680.06%
197Palo Alto Networks IncPANW1,666$5650.06%
198Enbridge IncENNPF15,820$5630.06%
199iShares Rus 2000 Growth ETF4642876482,127$5580.06%
200First Trust Exch Traded Fund I33739p85530,000$5510.06%
201SSGA SPDR ETFS Europe I PLC UCg8t03h1461,000$5490.06%
202C H Robinson Worldwide IncCHRW6,150$5420.06%
203CSX CorpCSX15,108$5050.05%
204Energy Select Sector SPDR81369y5065,519$5030.05%
205Kenvue Inc COMKVUE27,460$4990.05%
206Hormel Foods CorpHRL16,045$4890.05%
207Morgan StanleyMS-PQ5,021$4880.05%
208Boeing CoBA-PA2,563$4660.05%
209iShares iBoxx Inv Cp ETF4642872424,344$4650.05%
210Blackstone IncBX3,711$4590.05%
211Waste Management IncWM2,133$4550.05%
212Bank America Corp06050510411,304$4500.05%
213Renaissancere Holdings Ltd COMg7496g1032,000$4470.05%
214Vanguard Real Estate ETF9229085535,307$4450.05%
215Smucker J M Co8326964053,990$4350.05%
216Stanley Black & Decker IncSWK5,397$4310.05%
217Albemarle CorpALB-PA4,505$4300.05%
218Salesforce IncCRM1,673$4300.05%
219Brown Forman Corp Cl BBF-B9,748$4210.05%
220Cloudflare Inc Cl ANET4,954$4100.04%
221iShares MSCI ACWI ex-US Index4642882407,673$4080.04%
222iShares Select Div ETF4642871683,336$4040.04%
223Chipotle Mexican Grill IncCMG6,400$4010.04%
224Marathon Petroleum CorpMPC2,257$3920.04%
225EOG Resources IncEOG3,022$3800.04%
226Fidelity Total Bond ETF3161883098,418$3780.04%
227Shopify Inc Cl ASHOP5,695$3760.04%
228Bank Montreal Que0636711014,277$3590.04%
229Comcast Corp Cl ACCZ9,105$3570.04%
230Select Sector SPDR Financial81369y6058,527$3510.04%
231Invesco Exchng Traded Fund TrIVZ7,945$3470.04%
232Invesco Exchange Traded Fund TIVZ9,322$3470.04%
233Lattice Strategies Tr Hartford51841610212,126$3350.04%
234SPDR Portfolio Devlpd78463x8899,462$3320.04%
235Marsh & McLennan Cos Inc5717481021,573$3320.04%
236iShares Min Vol USA ETF46429b6973,846$3230.04%
237Aberdeen Std Gold ETF Tr Physc00326a10414,500$3220.03%
238O'reilly Automotive IncORLY304$3210.03%
239iShares Rus Mid Cap Growth ETF4642874812,856$3150.03%
240Toronto Dominion Bank Ont COMTORO5,660$3110.03%
241iShares Rus Mid Cap Value ETF4642874732,500$3020.03%
242Vanguard FTSE Developed Mkts E9219438586,043$2990.03%
243Marvell Technology Group LtdMRVL4,225$2950.03%
244iShares Rus 2000 Val ETF4642876301,928$2940.03%
245SPDR Portfolio Agrgte78464a64911,723$2940.03%
246PPL CorpPPLC10,219$2830.03%
247Carlyle Group IncCGABL7,029$2820.03%
248ServiceNow IncNOW357$2810.03%
249Zeta Global Holdings Corp CL AZETA15,424$2720.03%
250Onemain Holdings Inc COMOMF5,489$2660.03%
251iShares 1 3 Yr Treas Bond4642874573,229$2640.03%
252SPDR Portfolio Interm78464a3758,064$2630.03%
253Marriott Intl Inc Cl A5719032021,080$2610.03%
254Applied Materials Inc0382221051,105$2610.03%
255DexCom IncDXCM2,294$2600.03%
256Berkshire Hills Bancorp IncBBT11,370$2590.03%
257Pfizer IncPFE8,993$2520.03%
258PNC Financial Services Group I6934751051,493$2320.03%
259Intercontinental Exchange IncICE1,697$2320.03%
260Public Service Enterprise Grou7445731063,135$2310.03%
261Ameriprise Financial IncAMP538$2300.02%
262Spdr PORTFOLIO S&P50078464a8543,496$2240.02%
263Phillips 66PSX1,570$2220.02%
264Grayscale Bitcoin Tr BtcGBTC4,113$2190.02%
265American States Water Co0298991013,000$2180.02%
266Netflix IncNFLX321$2170.02%
267Tesla IncTSLA1,038$2050.02%
268Delta Air Lines IncDAL4,270$2030.02%
269Vanguard Long Term Treasury ET92206c8473,525$2030.02%
270Bar Harbor Bankshares COM0668491007,493$2010.02%
271Quadratic Int Rate Vol & Infl50076773610,363$1920.02%
272Chicago Atlantic Real Estate FREFI12,416$1910.02%
273Healthcare Trust Inc42226b10511,235$1460.02%
274Blue Foundry Bancorp COMBLFY11,100$1010.01%
275Indie Semiconductor Inc CLASSINDI13,261$820.01%
276Playmates Toys Limited SHSg7147s100900,000$770.01%
277Cytek Biosciences IncCTKB12,500$700.01%
278Open Lending Corp COMLPRO12,466$700.01%
279Plug Power IncPLUG29,077$680.01%
280OPKO Health IncOPK25,770$320.00%
281Rekor Systems Inc COMREKR18,000$280.00%
282United Health Prods Inc COMUNTCW161,905$270.00%
283Skyx Platforms Corp ComSKYX23,150$220.00%
284P3 Health Partners Inc COMPIIIW28,033$130.00%
285Safety Shot Inc COM NEW48208f10510,004$120.00%
286Rightscorp Inc76658a102200,000$30.00%
287Royal Mines & Minerals Corp78033p10150,000$00.00%
288Sorrento Therapeutics Inc83587f20221,433$00.00%