SlateStone Wealth, LLC - Portfolio overview

SlateStone Wealth, LLC has 172 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - Apple Inc., 8.13%
2. MSFT - Microsoft Corp, 5.38%
3. VXF - Vanguard Index Funds EXTEND MK, 4.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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