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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 HOLDINGS REPORT

SlateStone Wealth, LLC

Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0001764049-25-000004

Total Value
$996,291
Positions
288
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc.AAPL241,430$53,6295.38%
2Microsoft CorpMSFT92,663$34,7853.49%
3NVIDIA CorpNVDA270,844$29,3542.95%
4iShares USA Quality Fctr46432f339157,313$26,8832.70%
5iShares Russell 1000 Growth ET46428761457,028$20,5922.07%
6Amazon.com IncAMZN107,643$20,4802.06%
7JPMorgan Chase & CoVYLD74,717$18,3281.84%
8iShares 20 Yr Tr Bond ETF464287432197,519$17,9801.80%
9Alphabet Inc Cap Stock Cl AGOOG112,866$17,4541.75%
10PepsiCo IncPEP114,860$17,2221.73%
11Chevron CorpCVX100,424$16,8001.69%
12Berkshire Hathaway Inc Cl BBRK-A31,280$16,6591.67%
13Vanguard Index Funds EXTEND MK92290865295,441$16,4411.65%
14Caterpillar IncCAT45,049$14,8571.49%
15Vanguard High Div Yield921946406109,168$14,0781.41%
16Vanguard Total Bond Mkt921937835185,818$13,6481.37%
17Chubb LimitedCB44,267$13,3681.34%
18Home Depot IncHD35,960$13,1791.32%
19iShares Russell 1000 Val ETF46428759867,895$12,7751.28%
20FT S&P 500 Dividend Aristocrat33739q705252,328$12,7481.28%
21Blackrock Inc COMBLK13,192$12,4861.25%
22Costco Wholesale CorpCOST12,869$12,1711.22%
23Automatic Data Processing IncADP39,109$11,9491.20%
24SPDR S&P 500 ETF TrSPY21,086$11,7951.18%
25Air Prods & Chems IncAIIR39,784$11,7331.18%
26Johnson & JohnsonJNJ70,057$11,6181.17%
27First Trust ETF Muni High Inc33739p301233,078$11,1421.12%
28Amgen IncAMGN34,821$10,8481.09%
29Nextera Energy IncNEE-PW150,932$10,7001.07%
30Rtx Corporation ComRTX79,722$10,5601.06%
31Merck & Co IncMRK115,751$10,3901.04%
32First Trust ETF TCW Unconstrai33740f888416,183$10,3011.03%
33Accenture PLC Ireland Class AACN30,403$9,4870.95%
34Amphenol Corp Cl A032095101143,062$9,3830.94%
35Visa Inc Cl AV26,620$9,3290.94%
36MasterCard Incorporated Cl AMA16,755$9,1840.92%
37Cisco Systems IncCSCO144,705$8,9300.90%
38Procter And Gamble Co74271810948,230$8,2190.82%
39AbbVie IncABBV38,531$8,0730.81%
40Coca-Cola CoKO110,298$7,9000.79%
41Lockheed Martin CorpLMT17,307$7,7310.78%
42iShares Core MSCI EAFE46432f842101,355$7,6680.77%
43Becton Dickinson & CoBDX33,147$7,5930.76%
44Alphabet Inc Cap Stock Cl CGOOG46,751$7,3040.73%
45L3harris Technologies IncLHX34,756$7,2750.73%
46Kimberly Clark CorpKMB50,420$7,1710.72%
47iShares 10 YR INVST GRD464289511141,786$7,1220.71%
48iShares Core S&P Mcp ETF464287507115,847$6,7600.68%
49Verizon Communications IncVZ148,180$6,7210.67%
50Ishares MSCI EMRG CHN46434g764119,994$6,6100.66%
51Palantir Technologies Inc Cl APLTR77,496$6,5410.66%
52TJX Cos Inc87254010953,634$6,5330.66%
53Wal-Mart IncWMT72,328$6,3500.64%
54ASML Holding NV NY RegistryASMLF8,941$5,9250.59%
55Vulcan Materials Co92916010925,178$5,8740.59%
56Starbucks CorpSBUX58,517$5,7400.58%
57Abbott LaboratoriesABLZF40,684$5,3970.54%
58Medtronic PLCMDT55,842$5,0180.50%
59US Bancorp DelUSB-PS118,044$4,9840.50%
60Sea Ltd Sponsord ADSSE37,573$4,9030.49%
61McDonalds CorpMCD15,472$4,8330.49%
62Schwab 1 5YR CORP BD808524714195,920$4,8270.48%
63iShares S&P Smallcap ETF46428780445,511$4,7590.48%
64Zoetis Inc Cl AZTS28,125$4,6310.46%
65JPMorgan Exchange Traded Fund46641q83791,400$4,6280.46%
66Goldman Sachs Group IncGSCE8,449$4,6160.46%
67Northrop Grumman CorpNOC8,955$4,5850.46%
68Ares Capital CorpARCC201,924$4,4750.45%
69Synopsys IncSNPS10,220$4,3830.44%
70UnitedHealth Group IncUNH7,747$4,0570.41%
71Toll Brothers IncTOL37,592$3,9690.40%
72Meta Platforms, IncMETA6,868$3,9580.40%
73Texas Instruments Inc88250810421,511$3,8660.39%
74United Rentals IncURI6,087$3,8140.38%
75Thermo Fisher Scientific IncTMO7,021$3,4940.35%
76Jpmorgan Etf NASDAQ EQT PREM46654q20366,291$3,4330.34%
77Disney Walt Co Disney25468710634,269$3,3820.34%
78iShares MSCI EAFE ETF46428746540,884$3,3410.34%
79JPMorgan Equity Premium Income46641q33257,474$3,2840.33%
80Exxon Mobil CorpXOM27,217$3,2370.32%
81Union Pacific CorpUNP13,264$3,1330.31%
82Adobe IncADBE7,895$3,0280.30%
83ResMed IncRSMDF13,223$2,9600.30%
84Vanguard Value ETF92290874416,668$2,8790.29%
85Invesco QQQ Ser 1IVZ6,046$2,8350.28%
86CoStar Group IncCSGP35,041$2,7760.28%
87International Business Machs CINTR10,536$2,6200.26%
88Zebra Technologies Corp Cl AZBRA9,129$2,5790.26%
89Lilly Eli & CoLLY3,000$2,4780.25%
90M & T Bank CorpMTB-PK13,623$2,4350.24%
91iShares Core MSCI Emerg Mkt46434g10343,211$2,3320.23%
92ConocoPhillipsCOP21,689$2,2780.23%
93Broadcom IncAVGO13,550$2,2690.23%
94Invesco Exchange Traded Fund TIVZ12,562$2,1760.22%
95Consolidated Edison IncED18,238$2,0170.20%
96Vanguard Small Cap Val ETF92290861110,609$1,9760.20%
97Linde Plc SHSLIN4,215$1,9630.20%
98Crowdstrike Holdings Inc Cl ACRWD5,541$1,9540.20%
99CME Group Inc Cl ACME7,146$1,8960.19%
100Aflac IncAFL17,005$1,8910.19%
101Intuitive Surgical IncISRG3,791$1,8780.19%
102Illinois Tool Works Inc4523081097,377$1,8300.18%
103IShares Core S&P 500 ETF4642872003,242$1,8220.18%
104KeyCorp493267108111,924$1,7900.18%
105Brown & Brown IncBRO13,525$1,6830.17%
106MercadoLibre IncMELI862$1,6820.17%
107Vanguard Health Care ETF92204a5046,344$1,6790.17%
108Kayne Anderson Bdc Inc COM SHSKBDC103,052$1,6720.17%
109iShares Intl Quality Factor46434v45642,053$1,6690.17%
110Datadog Inc Cl ADDOG16,759$1,6630.17%
111PPG Industries Inc69350610715,185$1,6600.17%
112iShares Core US Aggbd Et46428722616,670$1,6490.17%
113Starwood Property Trust IncSTHO81,350$1,6080.16%
114SPDR S&P Mid Cap 400 ETFMDY2,985$1,5920.16%
115Pacer Funds Tr US CASH COWS 1069374h88128,623$1,5670.16%
116Ecolab IncECL5,920$1,5010.15%
117Ishares Gold Tr Ishares NewIAU25,441$1,5000.15%
118iShares S&P 500 Growth ETF46428730915,985$1,4840.15%
119Travelers Companies IncTRV5,542$1,4660.15%
120Cummins IncCMI4,556$1,4280.14%
121SPDR Gold Trust GoldGLD4,913$1,4160.14%
122iShares Floating Rate Nt ETF46429b65527,360$1,3970.14%
123Fiserv IncFISV6,308$1,3930.14%
124Vaneck ETF BDC Income92189f41182,500$1,3830.14%
125Lululemon Athletica IncLULU4,837$1,3690.14%
126SPDR S&P Dividend ETF78464a76310,083$1,3680.14%
127Deere & CoDE2,897$1,3600.14%
128Republic Services Inc7607591005,525$1,3380.13%
129iShares Rus Mid Cap ETF46428749915,242$1,2970.13%
130Cincinnati Financial Corp1720621018,680$1,2820.13%
131Eaton Corp PLCETN4,661$1,2670.13%
132On Hldng Ag CHF0.1 AONON28,748$1,2630.13%
133iShares Russell 2000 ETF4642876556,212$1,2390.12%
134Emerson Electric CoEMR11,135$1,2210.12%
135Target CorpTGT11,561$1,2060.12%
136Vanguard S&P 500 ETF9229083632,319$1,1920.12%
137Cna Financial Corp COM12611710023,320$1,1840.12%
138General Dynamics CorpGD4,272$1,1640.12%
139Watsco IncWSO-B2,187$1,1120.11%
140Atmos Energy Corp COMATO7,105$1,0980.11%
141Sap SE Sp ADRSAPGF3,946$1,0590.11%
142Lowes Cos Inc5486611074,510$1,0520.11%
143Cintas CorpCTAS5,105$1,0490.11%
144Sherwin Williams CoSHW2,987$1,0430.10%
145Colgate Palmolive CoCL10,855$1,0170.10%
146Oracle CorpORCL-PD7,255$1,0140.10%
147Dover CorpDOV5,720$1,0050.10%
148Expeditors Intl Wash Inc3021301098,340$1,0030.10%
149iShares Sh Tr Crport ETF46428864618,995$9950.10%
150Fastenal CoFAST12,606$9780.10%
151S&P Global IncSPGI1,880$9550.10%
152Parker Hannifin CorpPH1,559$9470.10%
153Nucor CorpNUE7,870$9470.10%
154Roper Technologies IncROP1,590$9370.09%
155McCormick & Co Inc Non VtgMKC-V11,215$9230.09%
156Smartfinancial IncSMBK29,427$9150.09%
157Eastern Bankshares Inc COMEBC55,436$9090.09%
158Pentair IncPNR10,285$9000.09%
159Church & Dwight IncCHD8,145$8970.09%
160ProShares S&P 500 Dv Arist74348a4678,534$8720.09%
161Invesco Exchange Traded Fund TIVZ12,914$8570.09%
162Enbridge IncENNPF19,153$8490.09%
163Hershey CoHSY4,882$8350.08%
164Smith A OAOS12,615$8250.08%
165Vanguard Bond Index Funds LONG92193779311,690$8230.08%
166Vanguard Total Stock Mkt9229087692,920$8030.08%
167Sysco CorpSYY10,420$7820.08%
168Clorox Co Del ComCLX5,190$7640.08%
169iShares NASDAQ Biotech4642875565,910$7560.08%
170iShares Russell 3000 ETF4642876892,344$7440.07%
171Genuine Parts CoGPC5,955$7090.07%
172Essex Property Tr Inc COM2971781052,310$7080.07%
173General Mills Inc37033410411,776$7040.07%
174Price T Rowe Group IncTROW7,660$7040.07%
175Global X Funds US Infr Dev ETF37954y67318,501$6980.07%
176Erie Indemnity Co CL AERIE1,665$6980.07%
177Kenvue Inc COMKVUE28,685$6880.07%
178Veralto Corp COM SHSVLTO7,040$6860.07%
179Shopify Inc Cl ASHOP7,080$6760.07%
180Eversource EnergyES10,806$6710.07%
181FactSet Research Systems Inc3030751051,465$6660.07%
182C H Robinson Worldwide IncCHRW6,410$6560.07%
183Vanguard Muni Bond Funds TAX E92290774613,214$6560.07%
184Amcor Plc ORDAMCCF66,550$6460.06%
185Palo Alto Networks IncPANW3,740$6380.06%
186Realty Income CorpO10,985$6370.06%
187Blackstone IncBX4,438$6200.06%
188Archer Daniels Midland CoADM12,875$6180.06%
189Citigroup IncC-PR8,532$6060.06%
190Morgan StanleyMS-PQ5,135$5990.06%
191SPDR Portfolio Tl Stock78464a8058,805$5990.06%
192Bank America Corp06050510414,262$5950.06%
193Federal Realty Inv Tr SH BEN I3137451015,995$5860.06%
194Astera Laboratories Inc COM04626a1039,595$5730.06%
195Stanley Black & Decker IncSWK7,397$5690.06%
196First Trust Exch Traded Fund I33739p85530,000$5610.06%
197West Pharmaceutical Svsc Inc9553061052,505$5610.06%
198Netflix IncNFLX590$5500.06%
199Waste Management IncWM2,280$5280.05%
200Franklin Resources IncBEN27,426$5280.05%
201Nordson CorpNDSN2,575$5190.05%
202Vanguard Small Cap Growth ETF9229085952,002$5040.05%
203Hormel Foods CorpHRL16,245$5030.05%
204Vanguard FTSE Emerg Mkt ETF92204285811,075$5010.05%
205Qualcomm IncQCOM3,239$4980.05%
206Renaissancere Holdings Ltd COMg7496g1032,000$4800.05%
207Dow IncDOW13,745$4800.05%
208Smucker J M Co8326964054,030$4770.05%
209Tesla IncTSLA1,838$4760.05%
210Vanguard Real Estate ETF9229085535,219$4730.05%
211Salesforce IncCRM1,668$4480.04%
212CSX CorpCSX15,108$4450.04%
213Aberdeen Std Gold ETF Tr Physc00326a10414,570$4340.04%
214iShares MSCI ACWI ex-US Index4642882407,773$4310.04%
215iShares Select Div ETF4642871683,199$4300.04%
216Energy Select Sector SPDR81369y5064,452$4160.04%
217Boeing CoBA-PA2,396$4090.04%
218Technology Select Sector SPDR81369y8031,963$4050.04%
219Brown Forman Corp Cl BBF-B11,273$3830.04%
220Albemarle CorpALB-PA5,270$3800.04%
221Select Sector SPDR Financial81369y6057,612$3790.04%
222iShares S&P Mc 400VL ETF4642877053,165$3790.04%
223Marsh & McLennan Cos Inc5717481021,533$3740.04%
224Marriott Intl Inc Cl A5719032021,543$3680.04%
225Onemain Holdings Inc COMOMF7,474$3650.04%
226PPL CorpPPLC10,019$3620.04%
227iShares Min Vol USA ETF46429b6973,858$3610.04%
228Grayscale Bitcoin Trust Etf ShGBTC5,513$3590.04%
229Cloudflare Inc Cl ANET3,181$3580.04%
230Invesco Exchng Traded Fund TrIVZ7,432$3430.03%
231Invesco Actvely Mgd Etc Fd TrIVZ25,000$3410.03%
232Toronto Dominion Bank Ont COMTORO5,544$3320.03%
233iShares Silver TrustSLV10,560$3270.03%
234Invesco Exchange Traded Fund TIVZ8,287$3170.03%
235Hims & Hers Health Inc COM CLHIMS10,743$3170.03%
236AT&T IncT-PC11,148$3150.03%
237Marvell Technology Group LtdMRVL5,026$3090.03%
238iShares MSCI Emerg Mkt ETF4642872347,041$3080.03%
239Ameriprise Financial IncAMP633$3060.03%
240Carlyle Group IncCGABL7,029$3060.03%
241Vanguard FTSE Developed Mkts E9219438585,853$2980.03%
242Targa Resources Corp COMTRGP1,481$2970.03%
243Berkshire Hills Bancorp IncBBT11,370$2970.03%
244Comcast Corp Cl ACCZ7,985$2950.03%
245Marathon Petroleum CorpMPC2,027$2950.03%
246Bristol-Myers Squibb CoCELG-RI4,815$2940.03%
247ServiceNow IncNOW357$2840.03%
248Intercontinental Exchange IncICE1,636$2820.03%
249Chipotle Mexican Grill IncCMG5,469$2750.03%
250Simon Property Group Inc8288061091,593$2650.03%
251PNC Financial Services Group I6934751051,493$2620.03%
252iShares Rus 2000 Growth ETF4642876481,027$2620.03%
253Philip Morris Intl Inc7181721091,638$2600.03%
254Public Service Enterprise Grou7445731063,135$2580.03%
255SPDR Portfolio Devlpd78463x8896,934$2520.03%
256Delta Air Lines IncDAL5,689$2480.02%
257American States Water Co0298991013,000$2360.02%
258Zeta Global Holdings Corp CL AZETA17,154$2330.02%
259Veeva Systems Inc CL A COMVEEV1,000$2320.02%
260Spdr PORTFOLIO S&P50078464a8543,496$2300.02%
261Taiwan Semiconductor Mfg Ltd S8740391001,346$2230.02%
262Credo Technology Group HoldingCRDO5,550$2230.02%
263Pinnacle Finl Partners IncPNFP-PA2,094$2220.02%
264Primerica Inc COMPRI781$2220.02%
265Bar Harbor Bankshares COM0668491007,493$2210.02%
266Tractor Supply CoTSCO3,935$2170.02%
267Vaneck ETF Jr Gold Miners92189f7913,750$2140.02%
268Spotify Technology SASPOT389$2140.02%
269Vanguard Long Term Treasury ET92206c8473,625$2090.02%
270Webster Financial Corp CT9478901094,039$2080.02%
271Bank New York Mellon Corp0640581002,422$2030.02%
272Advanced Micro Devices IncAMD1,956$2010.02%
273Gilead Sciences IncGILD1,789$2000.02%
274Chicago Atlantic Real Estate FREFI12,416$1830.02%
275Blue Foundry Bancorp COMBLFY11,100$1020.01%
276Enovix Corporation COMENVX11,784$860.01%
277Open Lending Corp COMLPRO28,841$800.01%
278Cytek Biosciences IncCTKB19,129$770.01%
279Indie Semiconductor Inc CLASSINDI22,100$450.00%
280OPKO Health IncOPK25,770$430.00%
281United Health Prods Inc COMUNTCW161,905$420.00%
282Plug Power IncPLUG25,077$340.00%
283Skyx Platforms Corp ComSKYX28,600$330.00%
284Rekor Systems Inc COMREKR18,000$160.00%
285Lanzatech Global Inc COMLNZAW19,500$50.00%
286P3 Health Partners Inc COMPIIIW28,394$50.00%
287Safety Shot Inc COM NEW48208f10510,004$40.00%
288Royal Mines & Minerals Corp78033p10150,000$00.00%