Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF Tr | 20 | Q3 2023 | 12.3% |
Apple Inc. | 20 | Q3 2023 | 7.7% |
Invesco QQQ Ser 1 | 20 | Q3 2023 | 7.6% |
Vanguard High Div Yield | 20 | Q3 2023 | 4.3% |
SPDR S&P Mid Cap 400 ETF Tr | 20 | Q3 2023 | 5.1% |
Alphabet Inc Cap Stock Cl A | 20 | Q3 2023 | 2.8% |
Amazon.com Inc | 20 | Q3 2023 | 2.5% |
Alphabet Inc Cap Stock Cl C | 20 | Q3 2023 | 3.2% |
Visa Inc Cl A | 20 | Q3 2023 | 2.2% |
Microsoft Corp | 20 | Q3 2023 | 3.3% |
View SlateStone Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-26 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-12 |
13F-HR | 2023-08-08 |
13F-HR | 2023-08-07 |
13F-HR | 2023-02-01 |
13F-HR | 2022-11-03 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-04 |
13F-HR | 2022-02-02 |
View SlateStone Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.