SlateStone Wealth, LLC
RIA/Wealth
SlateStone Wealth, LLC is a RIA/Wealth based in Jupiter, FL led by Patrick Edward Tylander, reporting $1.7B in AUM as of Q3 2025 with AAPL as the largest holding (5% allocation).
CEOPatrick Edward Tylander
- Portfolio Value
- $1.1B
- Positions
- 274
- Top Holding
- AAPL at 5.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SlateStone Wealth, LLC's portfolio (29.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $55.4M | 5.02% | -$5.5M Sold | 0.00% 217.8K shares | |
Semiconductors Technology | $47.8M | 4.33% | -$2.8M Sold | 0.00% 256.2K shares | |
Software - Infrastructure Technology | $46.6M | 4.22% | -$967.0K Sold | 0.00% 90.1K shares | |
ETF ETF | $36.5M | 3.31% | +$3.1M Bought | — 187.7K shares | |
ETF ETF | $25.4M | 2.30% | +$3.2M Bought | — 121.5K shares | |
Internet Content & Information Communication Services | $25.3M | 2.29% | -$997.7K Sold | 0.00% 104.2K shares | |
Banks - Diversified Financial Services | $24.4M | 2.21% | -$124.3K Sold | 0.00% 77.2K shares | |
Specialty Retail Consumer Cyclical | $24.0M | 2.18% | -$203.1K Sold | 0.00% 109.5K shares | |
ETF ETF | $22.5M | 2.04% | -$3.1M Sold | — 48.1K shares | |
Agricultural - Machinery Industrials | $18.8M | 1.71% | -$3.1M Sold | 0.01% 39.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SlateStone Wealth, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SlateStone Wealth, LLC
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