PH

Palisades Hudson Asset Management, L.P.

13F
Palisades Hudson Asset Management, L.P.
Last update 2024-07-31 89 Stocks (3 new)
Value $209.00 Mil Turnover 1 %
Countries:
Top Holdings: IJS(13.63%)SPY(9.91%)VTI(7.74%)IJT(6.27%)IVV(6.16%)
Portfolio Report
Summary Stock Picks Current Portfolio
Palisades Hudson Asset Managem... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IJS 		iShares S&P Small-Cap 600 Value ETF
292,845
28490.000
+0.62%
13.630
+0.08%
-
-0.12%
+4.05%
7093.875
 
SPY 		S&P 500 ETF TRUST ETF
38,043
20700.000
-0.92%
9.910
-0.09%
-
+6.79%
+22.40%
603023.289
 
VTI 		Vanguard Total Stock Market ETF
60,431
16170.000
-0.69%
7.740
-0.05%
-
+6.44%
+21.02%
421434.124
 
IJT 		IJTiShares S&P Small-Cap 600 Growth ETF
102,047
13110.000
-0.14%
6.270
-0.01%
-
-2.10%
+9.40%
6407.056
 
IVV 		iShares Core S&P 500 ETF
23,510
12870.000
-6.54%
6.160
-0.41%
-
+6.71%
+22.39%
548894.686
 
IJR 		iShares Core S&P Small-Cap ETF
104,945
11190.000
+0.02%
5.350
0%
-
-1.13%
+6.85%
85822.206
 
IEUR 		iShares Core MSCI Europe ETF
188,130
10710.000
+1.58%
5.130
+0.08%
-
+1.08%
+5.94%
4756.478
 
EWJ 		iShares MSCI Japan ETF
121,720
8310.000
-1.36%
3.980
-0.06%
-
-0.71%
+6.58%
14458.043
 
VGK 		Vanguard FTSE Europe ETF
81,313
5430.000
-0.31%
2.600
-0.01%
-
+0.84%
+5.74%
19897.082
 
AAPL 		Apple Inc
22,956
4830.000
-2.91%
2.310
-0.06%
0.000
+7.24%
+21.89%
3554423.148
Hardware

Palisades Hudson Asset Management, L.P.'s Historical Top Holdings Breakdowns

Palisades Hudson Asset Management, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-0.41%
●
497.53 ($525.83) 549.64
$584.55
11.17%
Reduce -6.54%
23,510
-1,645
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.16%
●
76.2 ($101.1) 135.58
$141.28
39.74%
Reduce -10.84%
29,850
-3,630
HON 		Honeywell International Inc2024-06-30Sold Out
-0.12%
●
190.36 ($201.88) 215.89
$205.98
2.03%
Sold Out
0
-1,249
NKE 		Nike Inc2024-06-30Sold Out
-0.11%
●
75.37 ($92.94) 97.18
$78.40
-15.64%
Sold Out
0
-2,442
AVGO 		Broadcom Inc2024-06-30New Buy
+0.10%
●
120.47 ($140.14) 182.89
$179.29
27.94%
New holding
1,270
127
SLV 		iShares Silver Trust2024-06-30New Buy
+0.10%
●
22.86 ($26.3) 29.27
$31.39
19.35%
New holding
7,939
7,939
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Sold Out
-0.10%
●
56.43 ($58.75) 60.79
$62.81
6.91%
Sold Out
0
-3,405
PYPL 		PayPal Holdings Inc2024-06-30Sold Out
-0.10%
●
58.03 ($63.61) 67.92
$80.28
26.21%
Sold Out
0
-3,290
SBUX 		Starbucks Corp2024-06-30Sold Out
-0.10%
●
72.5 ($81.44) 91.53
$97.39
19.58%
Sold Out
0
-2,348
CAT 		Caterpillar Inc2024-06-30Sold Out
-0.10%
●
321.47 ($346.74) 379.3
$387.51
11.76%
Sold Out
0
-595

Palisades Hudson Asset Management, L.P. Total Holding History ($B)

To

Palisades Hudson Asset Management, L.P.'s Asset Allocation

To

Palisades Hudson Asset Management, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Palisades Hudson Asset Management, L.P.'s Hypothetical Growth since 2024-06-30

Palisades Hudson Asset Management, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Palisades Hudson Asset Management, L.P.'s Holdings Heat Map

Size field:

Palisades Hudson Asset Management, L.P.'s Holdings Bubble Chart

Palisades Hudson Asset Management, L.P. News

  • 1

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