Sponsored

The Analysis of Palisades Hudson Asset Management, L.P.'s Holdings & P&L

Currently, Palisades Hudson Asset Management, L.P. holds 108 types of securities in its portfolio with a total value $285.8K. In the most recent quarter, they have increased their positions in ESGV (+4.2K shares, valued at $554.7461993824611), KLAC (+1.7K shares, valued at $521.1), AMD (+807 shares, valued at $469); decreased their positions in IJS (-8.0K shares, valued at $1.1K), AAXJ (-4.9K shares, valued at $583.8745544589397), IJT (-2.7K shares, valued at $478.64494032174366); initiated new positions in AMD (+807 shares, valued at $469), VUG (+4.5K shares, valued at $385), MU (+295 shares, valued at $341).

1M P&L

-3.7M-1.88%

3M P&L

-3.2M-1.61%

HY P&L

-258.8K-0.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A169.0K

80.1%

2Semiconductors6.6K

3.1%

3Consumer Electronics5.1K

2.4%

Top Industries by Stock Count

1N/A38 stocks

42.2%

2Semiconductors3 stocks

3.3%

3Restaurants3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJS iShares Tr273.7K shares-2.83%2026-06-302026-08-07

Vanguard Index Fds Vanguard Index Fds58.5K shares0.00%2026-06-302026-08-07

SPDR S&P 500 ETF Tr SPDR S&P 500 ETF Tr28.2K shares-0.39%2026-06-302026-08-07

IJT iShares Tr96.3K shares-2.71%2026-06-302026-08-07

iShares Tr iShares Tr21.3K shares0.85%2026-06-302026-08-07

IJR iShares Tr95.8K shares0.04%2026-06-302026-08-07

IEUR iShares Tr149.6K shares-1.50%2026-06-302026-08-07

AAXJ iShares Tr85.0K shares-5.44%2026-06-302026-08-07

Sponsored

EWJ iShares106.2K shares-0.62%2026-06-302026-08-07

JP Morgan Exchange Traded Fund JP Morgan Exchange Traded Fund122.9K shares-2.67%2026-06-302026-08-07

ESGV Vanguard World FD50.8K shares8.99%2026-06-302026-08-07

SLYV SPDR S&P Small Cap Value59.9K shares-3.46%2026-06-302026-08-07

VGK Vanguard Intl Equity Index F72.7K shares-1.14%2026-06-302026-08-07

NUSC Nuveen ESG Small-Cap ETF119.3K shares6.36%2026-06-302026-08-07

NVDA Nvidia Corp29.0K shares0.00%2026-06-302026-08-07

EWA iShares201.8K shares1.28%2026-06-302026-08-07

Sponsored

IAU iShares Gold Trust73.3K shares0.00%2026-06-302026-08-07

AAPL Apple Inc17.6K shares-0.50%2026-06-302026-08-07

VUSB Vanguard Bd Index Fds95.6K shares0.38%2026-06-302026-08-07

GLD SPDR Gold Trust9.5K shares0.00%2026-06-302026-08-07

MSFT Microsoft Corp8.8K shares0.00%2026-06-302026-08-07

AMZN Amazon Com Inc11.5K shares-1.83%2026-06-302026-08-07

GNR SPDR Index Shs Fds40.0K shares-0.57%2026-06-302026-08-07

GOOG Alphabet Inc7.1K shares0.00%2026-06-302026-08-07

Sponsored

SLYG SPDR S&P Small Cap Growth19.2K shares-1.54%2026-06-302026-08-07

SMOG VanEck ETF Trust14.1K shares-8.02%2026-06-302026-08-07

FREL Fidelity MSCI Real Estate ETF63.1K shares0.71%2026-06-302026-08-07

VNQ Vanguard Index Fds18.8K shares-0.51%2026-06-302026-08-07

EWC iShares30.9K shares0.67%2026-06-302026-08-07

GOOGL Alphabet Inc4.3K shares-6.09%2026-06-302026-08-07

GS The Goldman Sachs Group Inc1.4K shares0.00%2026-06-302026-08-07

IEV iShares Tr18.5K shares1.07%2026-06-302026-08-07

Sponsored

TSLA Tesla Inc2.9K shares-0.75%2026-06-302026-08-07

ICLN iShares Tr57.1K shares14.25%2026-06-302026-08-07

IWM iShares Tr3.9K shares0.03%2026-06-302026-08-07

Costco Whsl Corp New Costco Whsl Corp New1.2K shares0.00%2026-06-302026-08-07

STLD Steel Dynamics Inc4.9K shares0.00%2026-06-302026-08-07

VOO Vanguard Intl Equity Index F1.6K shares0.25%2026-06-302026-08-07

IWO iShares Tr2.6K shares0.12%2026-06-302026-08-07

Visa Inc Visa Inc2.9K shares0.00%2026-06-302026-08-07

Sponsored

IWN iShares Tr3.6K shares0.22%2026-06-302026-08-07

AXP American Express Co2.3K shares0.00%2026-06-302026-08-07

JPMorgan Exchange Traded Fund JPMorgan Exchange Traded Fund7.6K shares-0.35%2026-06-302026-08-07

APH Amphenol Corp Class A4.2K shares0.00%2026-06-302026-08-07

CHRW C H Robinson Worldwide Inc3.9K shares0.00%2026-06-302026-08-07

TT Trane Technologies PLC Class A1.4K shares0.00%2026-06-302026-08-07

Mastercard Inc Mastercard Inc1.2K shares-17.97%2026-06-302026-08-07

Broadcom Broadcom1.6K shares0.00%2026-06-302026-08-07

Sponsored

AbbVie Inc AbbVie Inc2.4K shares-27.34%2026-06-302026-08-07

PLD Prologis Inc4.4K shares0.00%2026-06-302026-08-07

FITB Fifth Third Bancorp10.5K shares0.00%2026-06-302026-08-07

KLAC KLA Corp1.9K shares900.00%2026-06-302026-08-07

MCO Moodys Corp1.3K shares0.00%2026-06-302026-08-07

BWZ SPDR Series Trust21.3K shares5.69%2026-06-302026-08-07

MAR Marriott Intl Inc1.5K shares0.00%2026-06-302026-08-07

BNDX Vanguard Bd Index Fds11.4K shares37.09%2026-06-302026-08-07

Sponsored

YUM Yum Brands Inc3.2K shares-22.21%2026-06-302026-08-07

CAT Caterpillar471 shares0.00%2026-06-302026-08-07

Meta Platforms Inc Meta Platforms Inc886 shares0.00%2026-06-302026-08-07

GRID First Trust NASDAQ Cln Edge Inf ETF2.6K shares37.83%2026-06-302026-08-07

AMD Advanced Micro Devices Inc807 sharesnew addition2026-06-302026-08-07

HIG The Hartford Insurance Group Inc3.5K shares0.00%2026-06-302026-08-07

PNC PNC Finl Svcs Group Inc1.9K shares-37.52%2026-06-302026-08-07

DE Deere & Co712 shares0.00%2026-06-302026-08-07

Sponsored

CMI Cummins Inc620 shares0.00%2026-06-302026-08-07

ABT Abbott Labs4.8K shares0.00%2026-06-302026-08-07

Unitedhealth Group Inc Unitedhealth Group Inc1.0K shares0.00%2026-06-302026-08-07

BA Boeing Co2.0K shares0.00%2026-06-302026-08-07

SLV iShares Silver Trust7.9K shares0.00%2026-06-302026-08-07

MS Morgan Stanley1.9K shares0.00%2026-06-302026-08-07

INTU Intuit1.5K shares-0.33%2026-06-302026-08-07

VUG Vanguard Morn Growth ETF4.5K sharesnew addition2026-06-302026-08-07

Sponsored

RHP Ryman Hospitality Pptys Inc3.0K shares0.00%2026-06-302026-08-07

IYH iShares Tr5.7K shares-6.18%2026-06-302026-08-07

NOC Northrop Grumman Corp729 shares0.14%2026-06-302026-08-07

Cisco Systems Inc Cisco Systems Inc3.0K shares0.37%2026-06-302026-08-07

Oracle Corp Oracle Corp2.4K shares0.00%2026-06-302026-08-07

UNP Union Pac Corp1.3K shares0.00%2026-06-302026-08-07

MU Micron Technology Inc295 sharesnew addition2026-06-302026-08-07

WMT Walmart Inc3.0K shares0.00%2026-06-302026-08-07

Sponsored

MSI Motorola Solutions Inc810 shares0.00%2026-06-302026-08-07

GGG Graco Inc4.4K shares0.00%2026-06-302026-08-07

IQSU NYLI Candriam U.S. Large Cap Equity ETF5.2K shares0.23%2026-06-302026-08-07

VSS Vanguard Intl Equity Index F1.9K shares-14.60%2026-06-302026-08-07

AZO Autozone Inc92 shares0.00%2026-06-302026-08-07

BAC Bank of America Corp5.1K shares0.00%2026-06-302026-08-07

TXRH Texas Roadhouse Inc1.5K shares0.00%2026-06-302026-08-07

ELV Elevance Health Inc723 shares-20.20%2026-06-302026-08-07

Sponsored

MMC Marsh & McClennan Companies Inc1.6K shares0.00%2026-06-302026-08-07

HD The Home Depot Inc754 shares0.00%2026-06-302026-08-07

Lumentum Holdings Inc Lumentum Holdings Inc305 shares0.00%2026-06-302026-08-07

WY Weyerhaeuser Co10.9K shares0.00%2026-06-302026-08-07

IJH iShares Tr3.4K shares0.00%2026-06-302026-08-07

Adobe Sys Inc Adobe Sys Inc1.2K shares-0.96%2026-06-302026-08-07

MCK McKesson Corp335 shares0.00%2026-06-302026-08-07

EBAY eBay Inc2.2K sharesnew addition2026-06-302026-08-07

Sponsored

SCHD Schwab Strategic Tr7.6K shares0.00%2026-06-302026-08-07

SBUX Starbucks Corp2.3K shares0.00%2026-06-302026-08-07

DHR Danaher Corp Del1.2K shares0.00%2026-06-302026-08-07

SCHH Schwab Strategic Tr10.0K shares-2.36%2026-06-302026-08-07

PG Proctor and Gamble Co1.6K shares0.00%2026-06-302026-08-07

GILD Gilead Sciences Inc1.8K shares0.00%2026-06-302026-08-07

T AT&T Inc10.4K shares0.00%2026-06-302026-08-07

VSGX Vanguard ESG International Stock ETF2.6K sharesnew addition2026-06-302026-08-07

Sponsored

AMGN Amgen Inc580 shares0.00%2026-06-302026-08-07

MPC Marathon Petroleum Corp808 sharesnew addition2026-06-302026-08-07

Cummins Inc Cummins Inc32 shares0.00%2026-06-302026-08-07

Cummins Inc Cummins Inc3 shares0.00%2026-06-302026-08-07

IJS

iShares Tr

-2.83%

Shares273.7K

Event2026-06-30

Filed2026-08-07

Vanguard Index Fds

0.00%

Shares58.5K

Event2026-06-30

Filed2026-08-07

SPDR S&P 500 ETF Tr

-0.39%

Shares28.2K

Event2026-06-30

Filed2026-08-07

IJT

iShares Tr

-2.71%

Shares96.3K

Event2026-06-30

Filed2026-08-07

iShares Tr

0.85%

Shares21.3K

Event2026-06-30

Filed2026-08-07

IJR

iShares Tr

0.04%

Shares95.8K

Event2026-06-30

Filed2026-08-07

IEUR

iShares Tr

-1.50%

Shares149.6K

Event2026-06-30

Filed2026-08-07

AAXJ

iShares Tr

-5.44%

Shares85.0K

Event2026-06-30

Filed2026-08-07

EWJ

iShares

-0.62%

Shares106.2K

Event2026-06-30

Filed2026-08-07

JP Morgan Exchange Traded Fund

-2.67%

Shares122.9K

Event2026-06-30

Filed2026-08-07

ESGV

Vanguard World FD

8.99%

Shares50.8K

Event2026-06-30

Filed2026-08-07

SLYV

SPDR S&P Small Cap Value

-3.46%

Shares59.9K

Event2026-06-30

Filed2026-08-07

VGK

Vanguard Intl Equity Index F

-1.14%

Shares72.7K

Event2026-06-30

Filed2026-08-07

NUSC

Nuveen ESG Small-Cap ETF

6.36%

Shares119.3K

Event2026-06-30

Filed2026-08-07

NVDA

Nvidia Corp

0.00%

Shares29.0K

Event2026-06-30

Filed2026-08-07

EWA

iShares

1.28%

Shares201.8K

Event2026-06-30

Filed2026-08-07

IAU

iShares Gold Trust

0.00%

Shares73.3K

Event2026-06-30

Filed2026-08-07

AAPL

Apple Inc

-0.50%

Shares17.6K

Event2026-06-30

Filed2026-08-07

VUSB

Vanguard Bd Index Fds

0.38%

Shares95.6K

Event2026-06-30

Filed2026-08-07

GLD

SPDR Gold Trust

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-07

MSFT

Microsoft Corp

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-07

AMZN

Amazon Com Inc

-1.83%

Shares11.5K

Event2026-06-30

Filed2026-08-07

GNR

SPDR Index Shs Fds

-0.57%

Shares40.0K

Event2026-06-30

Filed2026-08-07

GOOG

Alphabet Inc

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-07

SLYG

SPDR S&P Small Cap Growth

-1.54%

Shares19.2K

Event2026-06-30

Filed2026-08-07

SMOG

VanEck ETF Trust

-8.02%

Shares14.1K

Event2026-06-30

Filed2026-08-07

FREL

Fidelity MSCI Real Estate ETF

0.71%

Shares63.1K

Event2026-06-30

Filed2026-08-07

VNQ

Vanguard Index Fds

-0.51%

Shares18.8K

Event2026-06-30

Filed2026-08-07

EWC

iShares

0.67%

Shares30.9K

Event2026-06-30

Filed2026-08-07

GOOGL

Alphabet Inc

-6.09%

Shares4.3K

Event2026-06-30

Filed2026-08-07

The Goldman Sachs Group Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

IEV

iShares Tr

1.07%

Shares18.5K

Event2026-06-30

Filed2026-08-07

TSLA

Tesla Inc

-0.75%

Shares2.9K

Event2026-06-30

Filed2026-08-07

ICLN

iShares Tr

14.25%

Shares57.1K

Event2026-06-30

Filed2026-08-07

IWM

iShares Tr

0.03%

Shares3.9K

Event2026-06-30

Filed2026-08-07

Costco Whsl Corp New

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

STLD

Steel Dynamics Inc

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-07

VOO

Vanguard Intl Equity Index F

0.25%

Shares1.6K

Event2026-06-30

Filed2026-08-07

IWO

iShares Tr

0.12%

Shares2.6K

Event2026-06-30

Filed2026-08-07

Visa Inc

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

IWN

iShares Tr

0.22%

Shares3.6K

Event2026-06-30

Filed2026-08-07

AXP

American Express Co

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

JPMorgan Exchange Traded Fund

-0.35%

Shares7.6K

Event2026-06-30

Filed2026-08-07

APH

Amphenol Corp Class A

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-07

CHRW

C H Robinson Worldwide Inc

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-07

Trane Technologies PLC Class A

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

Mastercard Inc

-17.97%

Shares1.2K

Event2026-06-30

Filed2026-08-07

Broadcom

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

AbbVie Inc

-27.34%

Shares2.4K

Event2026-06-30

Filed2026-08-07

PLD

Prologis Inc

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

FITB

Fifth Third Bancorp

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-07

KLAC

KLA Corp

900.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

MCO

Moodys Corp

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

BWZ

SPDR Series Trust

5.69%

Shares21.3K

Event2026-06-30

Filed2026-08-07

MAR

Marriott Intl Inc

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

BNDX

Vanguard Bd Index Fds

37.09%

Shares11.4K

Event2026-06-30

Filed2026-08-07

YUM

Yum Brands Inc

-22.21%

Shares3.2K

Event2026-06-30

Filed2026-08-07

CAT

Caterpillar

0.00%

Shares471

Event2026-06-30

Filed2026-08-07

Meta Platforms Inc

0.00%

Shares886

Event2026-06-30

Filed2026-08-07

GRID

First Trust NASDAQ Cln Edge Inf ETF

37.83%

Shares2.6K

Event2026-06-30

Filed2026-08-07

AMD

Advanced Micro Devices Inc

New

Shares807

Event2026-06-30

Filed2026-08-07

HIG

The Hartford Insurance Group Inc

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-07

PNC

PNC Finl Svcs Group Inc

-37.52%

Shares1.9K

Event2026-06-30

Filed2026-08-07

Deere & Co

0.00%

Shares712

Event2026-06-30

Filed2026-08-07

CMI

Cummins Inc

0.00%

Shares620

Event2026-06-30

Filed2026-08-07

ABT

Abbott Labs

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-07

Unitedhealth Group Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

Boeing Co

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

SLV

iShares Silver Trust

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-07

Morgan Stanley

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

INTU

Intuit

-0.33%

Shares1.5K

Event2026-06-30

Filed2026-08-07

VUG

Vanguard Morn Growth ETF

New

Shares4.5K

Event2026-06-30

Filed2026-08-07

RHP

Ryman Hospitality Pptys Inc

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

IYH

iShares Tr

-6.18%

Shares5.7K

Event2026-06-30

Filed2026-08-07

NOC

Northrop Grumman Corp

0.14%

Shares729

Event2026-06-30

Filed2026-08-07

Cisco Systems Inc

0.37%

Shares3.0K

Event2026-06-30

Filed2026-08-07

Oracle Corp

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

UNP

Union Pac Corp

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

Micron Technology Inc

New

Shares295

Event2026-06-30

Filed2026-08-07

WMT

Walmart Inc

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

MSI

Motorola Solutions Inc

0.00%

Shares810

Event2026-06-30

Filed2026-08-07

GGG

Graco Inc

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

IQSU

NYLI Candriam U.S. Large Cap Equity ETF

0.23%

Shares5.2K

Event2026-06-30

Filed2026-08-07

VSS

Vanguard Intl Equity Index F

-14.60%

Shares1.9K

Event2026-06-30

Filed2026-08-07

AZO

Autozone Inc

0.00%

Shares92

Event2026-06-30

Filed2026-08-07

BAC

Bank of America Corp

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

TXRH

Texas Roadhouse Inc

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

ELV

Elevance Health Inc

-20.20%

Shares723

Event2026-06-30

Filed2026-08-07

MMC

Marsh & McClennan Companies Inc

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

The Home Depot Inc

0.00%

Shares754

Event2026-06-30

Filed2026-08-07

Lumentum Holdings Inc

0.00%

Shares305

Event2026-06-30

Filed2026-08-07

Weyerhaeuser Co

0.00%

Shares10.9K

Event2026-06-30

Filed2026-08-07

IJH

iShares Tr

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-07

Adobe Sys Inc

-0.96%

Shares1.2K

Event2026-06-30

Filed2026-08-07

MCK

McKesson Corp

0.00%

Shares335

Event2026-06-30

Filed2026-08-07

EBAY

eBay Inc

New

Shares2.2K

Event2026-06-30

Filed2026-08-07

SCHD

Schwab Strategic Tr

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-07

SBUX

Starbucks Corp

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

DHR

Danaher Corp Del

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

SCHH

Schwab Strategic Tr

-2.36%

Shares10.0K

Event2026-06-30

Filed2026-08-07

Proctor and Gamble Co

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

GILD

Gilead Sciences Inc

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

AT&T Inc

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-07

VSGX

Vanguard ESG International Stock ETF

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

AMGN

Amgen Inc

0.00%

Shares580

Event2026-06-30

Filed2026-08-07

MPC

Marathon Petroleum Corp

New

Shares808

Event2026-06-30

Filed2026-08-07

Cummins Inc

0.00%

Shares32

Event2026-06-30

Filed2026-08-07

Cummins Inc

0.00%

Shares3

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available