Founding Partner, Chief Compliance Officer

0001764049-24-000004.txt : 20240426 0001764049-24-000004.hdr.sgml : 20240426 20240426152702 ACCESSION NUMBER: 0001764049-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240426 DATE AS OF CHANGE: 20240426 EFFECTIVENESS DATE: 20240426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SlateStone Wealth, LLC CENTRAL INDEX KEY: 0001764049 ORGANIZATION NAME: IRS NUMBER: 611815919 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19177 FILM NUMBER: 24882929 BUSINESS ADDRESS: STREET 1: 661 UNIVERSITY BLVD STREET 2: SUITE 100 CITY: JUPITER STATE: FL ZIP: 33458 BUSINESS PHONE: 5612442504 MAIL ADDRESS: STREET 1: 661 UNIVERSITY BLVD STREET 2: SUITE 100 CITY: JUPITER STATE: FL ZIP: 33458 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001764049 XXXXXXXX 03-31-2024 03-31-2024 SlateStone Wealth, LLC

661 UNIVERSITY BLVD SUITE 100 JUPITER FL 33458

13F COMBINATION REPORT 028-19177 000286669 801-110003 000171992 801-80178 SpiderRock Advisors LLC N Milagros Kleiner Founding Partner, Chief Compliance Officer 561-781-8058 Milagros Kleiner Jupiter FL 04-26-2024 1 284 995871 false 5 0001703301 000171992 801-80178 SpiderRock Advisors, LLC INFORMATION TABLE 2 13f_03312024.xml 3M Co COM 88579y101 388 3662 SH SOLE 0 0 3662 Abbott Laboratories COM 002824100 5427 47743 SH SOLE 0 0 47743 AbbVie Inc COM 00287y109 8465 46488 SH SOLE 0 0 46488 Accenture PLC Ireland Class A COM g1151c101 9318 26882 SH SOLE 0 0 26882 Adobe Inc COM 00724f101 3068 6080 SH SOLE 0 0 6080 Advanced Micro Devices Inc COM 007903107 710 3935 SH SOLE 0 0 3935 Aflac Inc COM 001055102 1491 17364 SH SOLE 0 0 17364 Air Prods & Chems Inc COM 009158106 8315 34320 SH SOLE 0 0 34320 Albemarle Corp COM 012653101 570 4330 SH SOLE 0 0 4330 Alphabet Inc Cap Stock Cl A COM 02079k305 21965 145529 SH SOLE 0 0 145529 Alphabet Inc Cap Stock Cl C COM 02079k107 10434 68530 SH SOLE 0 0 68530 Amazon.com Inc COM 023135106 18464 102360 SH SOLE 0 0 102360 Amcor Plc ORD COM g0250x107 612 64345 SH SOLE 0 0 64345 American States Water Co COM 029899101 217 3000 SH SOLE 0 0 3000 Ameriprise Financial Inc COM 03076c106 236 538 SH SOLE 0 0 538 Amgen Inc COM 031162100 9060 31865 SH SOLE 0 0 31865 Amphenol Corp Cl A COM 032095101 10785 93500 SH SOLE 0 0 93500 Apple Inc. 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