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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 $256.6K. In the most recent quarter, they have increased their positions in ESGV (+5.5K shares, valued at $618.9894109577295), FITB (+10.5K shares, valued at $486), VUSB (+8.4K shares, valued at $418.5094763589781); decreased their positions in N/A (-25.9K shares, valued at $2.3K), BBJP (-5.7K shares, valued at $390.5211834207067), IEUR (-4.5K shares, valued at $317.9105928213503); initiated new positions in FITB (+10.5K shares, valued at $486), T (+10.4K shares, valued at $303), VTV (+1.3K shares, valued at $252).

1M P&L

+8.8M+3.34%

3M P&L

+14.2M+5.51%

HY P&L

+29.0M+11.89%

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/A205.5K

83.8%

2Semiconductors5.1K

2.1%

3Consumer Electronics4.5K

1.8%

Top Industries by Stock Count

1N/A42 stocks

41.6%

2Restaurants4 stocks

4.0%

3Drug Manufacturers - General3 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJS iShares Tr281.6K shares-0.89%2026-03-312026-05-08

VTI Vanguard Index Fds58.5K shares-0.06%2026-03-312026-05-08

SPY SPDR S&P 500 ETF Tr28.3K shares-1.57%2026-03-312026-05-08

IJT iShares Tr99.0K shares0.76%2026-03-312026-05-08

IVV iShares Tr21.1K shares-0.16%2026-03-312026-05-08

IJR iShares Tr95.7K shares-0.07%2026-03-312026-05-08

IEUR iShares Tr151.9K shares-2.89%2026-03-312026-05-08

EWJ iShares106.9K shares-0.47%2026-03-312026-05-08

Sponsored

BBJP JP Morgan Exchange Traded Fund126.3K shares-4.29%2026-03-312026-05-08

AAXJ iShares Tr89.9K shares-1.23%2026-03-312026-05-08

iShares Gold Trust iShares Gold Trust73.3K shares-26.11%2026-03-312026-05-08

VGK Vanguard Intl Equity Index F73.5K shares-1.00%2026-03-312026-05-08

SLYV SPDR S&P Small Cap Value62.1K shares0.51%2026-03-312026-05-08

EWA iShares199.2K shares0.15%2026-03-312026-05-08

ESGV Vanguard World FD46.7K shares13.40%2026-03-312026-05-08

NVDA Nvidia Corp29.0K shares0.00%2026-03-312026-05-08

Sponsored

NUSC Nuveen ESG Small-Cap ETF112.1K shares3.87%2026-03-312026-05-08

VUSB Vanguard Bd Index Fds95.2K shares9.68%2026-03-312026-05-08

AAPL Apple Inc17.7K shares-0.49%2026-03-312026-05-08

GLD SPDR Gold Trust9.5K shares-2.18%2026-03-312026-05-08

MSFT Microsoft Corp8.8K shares0.00%2026-03-312026-05-08

GNR SPDR Index Shs Fds40.2K shares-1.45%2026-03-312026-05-08

AMZN Amazon Com Inc11.7K shares0.00%2026-03-312026-05-08

SMOG VanEck ETF Trust15.4K shares0.00%2026-03-312026-05-08

Sponsored

Alphabet Inc Alphabet Inc7.1K shares0.18%2026-03-312026-05-08

SLYG SPDR S&P Small Cap Growth19.5K shares0.62%2026-03-312026-05-08

FREL Fidelity MSCI Real Estate ETF62.7K shares0.85%2026-03-312026-05-08

EWC iShares30.7K shares-0.96%2026-03-312026-05-08

VNQ Vanguard Index Fds18.9K shares10.19%2026-03-312026-05-08

Alphabet Inc Alphabet Inc4.5K shares2.02%2026-03-312026-05-08

IEV iShares Tr18.3K shares-0.79%2026-03-312026-05-08

GS Goldman Sachs Group Inc1.4K shares0.00%2026-03-312026-05-08

Sponsored

COST Costco Whsl Corp New1.2K shares0.00%2026-03-312026-05-08

TSLA Tesla Inc2.9K shares16.27%2026-03-312026-05-08

IWM iShares Tr3.9K shares0.00%2026-03-312026-05-08

Vanguard Intl Equity Index F Vanguard Intl Equity Index F1.6K shares45.81%2026-03-312026-05-08

ICLN iShares Tr50.0K shares4.47%2026-03-312026-05-08

STLD Steel Dynamics Inc4.9K shares0.00%2026-03-312026-05-08

V Visa Inc2.9K shares0.00%2026-03-312026-05-08

IWO iShares Tr2.6K shares0.04%2026-03-312026-05-08

Sponsored

MA Mastercard Inc1.5K shares0.00%2026-03-312026-05-08

BBCA JPMorgan Exchange Traded Fund7.6K shares-0.38%2026-03-312026-05-08

ABBV AbbVie Inc3.3K shares0.00%2026-03-312026-05-08

AXP American Express Co2.3K shares0.00%2026-03-312026-05-08

IWN iShares Tr3.6K shares0.17%2026-03-312026-05-08

INTU Intuit1.5K shares0.00%2026-03-312026-05-08

YUM Yum Brands Inc4.1K shares0.00%2026-03-312026-05-08

CHRW C H Robinson Worldwide Inc3.9K shares0.00%2026-03-312026-05-08

Sponsored

PNC PNC Finl Svcs Group Inc3.0K shares0.00%2026-03-312026-05-08

TT Trane Technologies PLC Class A1.4K shares0.00%2026-03-312026-05-08

PLD Prologis Inc4.4K shares0.00%2026-03-312026-05-08

MCO Moodys Corp1.3K shares0.00%2026-03-312026-05-08

SLV iShares Silver Trust7.9K shares0.00%2026-03-312026-05-08

BWZ SPDR Series Trust20.1K shares0.23%2026-03-312026-05-08

APH Amphenol Corp Class A4.2K shares0.00%2026-03-312026-05-08

META Meta Platforms Inc886 shares0.00%2026-03-312026-05-08

Sponsored

Broadcom Broadcom1.6K shares0.49%2026-03-312026-05-08

MAR Marriott Intl Inc1.5K shares0.00%2026-03-312026-05-08

NOC Northrop Grumman Corp728 shares0.00%2026-03-312026-05-08

ABT Abbott Labs4.8K shares0.00%2026-03-312026-05-08

FITB Fifth Third Bancorp10.5K sharesnew addition2026-03-312026-05-08

HIG The Hartford Insurance Group Inc3.5K shares0.00%2026-03-312026-05-08

DE Deere & Co712 shares0.00%2026-03-312026-05-08

BNDX Vanguard Bd Index Fds8.4K shares0.30%2026-03-312026-05-08

Sponsored

BA Boeing Co2.0K shares0.00%2026-03-312026-05-08

GGG Graco Inc4.4K shares0.00%2026-03-312026-05-08

IYH iShares Tr6.1K shares-0.95%2026-03-312026-05-08

WMT Walmart Inc3.0K shares-30.30%2026-03-312026-05-08

MSI Motorola Solutions Inc810 shares0.00%2026-03-312026-05-08

ORCL Oracle Corp2.4K shares0.00%2026-03-312026-05-08

CAT Caterpillar471 shares0.00%2026-03-312026-05-08

CMI Cummins Inc620 shares0.00%2026-03-312026-05-08

Sponsored

VSS Vanguard Intl Equity Index F2.3K shares0.00%2026-03-312026-05-08

AZO Autozone Inc92 shares0.00%2026-03-312026-05-08

MS Morgan Stanley1.9K shares0.00%2026-03-312026-05-08

UNP Union Pac Corp1.3K shares0.00%2026-03-312026-05-08

ADBE Adobe Sys Inc1.3K shares0.00%2026-03-312026-05-08

GRID First Trust NASDAQ Cln Edge Inf ETF1.9K shares17.49%2026-03-312026-05-08

T AT&T Inc10.4K sharesnew addition2026-03-312026-05-08

MCK McKesson Corp335 shares0.00%2026-03-312026-05-08

Sponsored

UNH Unitedhealth Group Inc1.0K shares0.00%2026-03-312026-05-08

KLAC KLA Corp192 shares0.00%2026-03-312026-05-08

MMC Marsh & McClennan Companies Inc1.6K shares0.00%2026-03-312026-05-08

RHP Ryman Hospitality Pptys Inc3.0K shares0.00%2026-03-312026-05-08

WY Weyerhaeuser Co10.9K shares0.00%2026-03-312026-05-08

ELV Elevance Health Inc906 shares0.00%2026-03-312026-05-08

IQSU NYLI Candriam U.S. Large Cap Equity ETF5.2K shares0.25%2026-03-312026-05-08

VTV Vanguard Value ETF1.3K sharesnew addition2026-03-312026-05-08

Sponsored

GILD Gilead Sciences Inc1.8K shares0.00%2026-03-312026-05-08

BAC Bank of America Corp5.1K shares0.00%2026-03-312026-05-08

HD Home Depot Inc754 shares0.00%2026-03-312026-05-08

TXRH Texas Roadhouse Inc1.5K shares0.00%2026-03-312026-05-08

DHR Danaher Corp Del1.2K shares0.00%2026-03-312026-05-08

SCHD Schwab Strategic Tr7.6K shares0.00%2026-03-312026-05-08

CSCO Cisco Systems Inc3.0K shares0.00%2026-03-312026-05-08

PG Proctor and Gamble Co1.6K shares0.00%2026-03-312026-05-08

Sponsored

IJH iShares Tr3.4K shares0.00%2026-03-312026-05-08

XOM Exxon Mobil Corp1.3K sharesnew addition2026-03-312026-05-08

NFLX Netflix Inc2.3K shares0.00%2026-03-312026-05-08

SCHH Schwab Strategic Tr10.2K shares2.97%2026-03-312026-05-08

MCD McDonalds Corp700 shares-40.73%2026-03-312026-05-08

CSM ProShares Large Cap Core Plus2.9K sharesnew addition2026-03-312026-05-08

LITE Lumentum Holdings Inc305 sharesnew addition2026-03-312026-05-08

SBUX Starbucks Corp2.3K sharesnew addition2026-03-312026-05-08

Sponsored

AMGN Amgen Inc580 sharesnew addition2026-03-312026-05-08

Cummins Inc Cummins Inc32 shares0.00%2026-03-312026-05-08

ACONW Aclarion, Inc. Ordinary Shares Warrant56.0K shares0.00%2026-03-312026-05-08

Cummins Inc Cummins Inc3 shares0.00%2026-03-312026-05-08

IJS

iShares Tr

-0.89%

Shares281.6K

Event2026-03-31

Filed2026-05-08

VTI

Vanguard Index Fds

-0.06%

Shares58.5K

Event2026-03-31

Filed2026-05-08

SPY

SPDR S&P 500 ETF Tr

-1.57%

Shares28.3K

Event2026-03-31

Filed2026-05-08

IJT

iShares Tr

0.76%

Shares99.0K

Event2026-03-31

Filed2026-05-08

IVV

iShares Tr

-0.16%

Shares21.1K

Event2026-03-31

Filed2026-05-08

IJR

iShares Tr

-0.07%

Shares95.7K

Event2026-03-31

Filed2026-05-08

IEUR

iShares Tr

-2.89%

Shares151.9K

Event2026-03-31

Filed2026-05-08

EWJ

iShares

-0.47%

Shares106.9K

Event2026-03-31

Filed2026-05-08

BBJP

JP Morgan Exchange Traded Fund

-4.29%

Shares126.3K

Event2026-03-31

Filed2026-05-08

AAXJ

iShares Tr

-1.23%

Shares89.9K

Event2026-03-31

Filed2026-05-08

iShares Gold Trust

-26.11%

Shares73.3K

Event2026-03-31

Filed2026-05-08

VGK

Vanguard Intl Equity Index F

-1.00%

Shares73.5K

Event2026-03-31

Filed2026-05-08

SLYV

SPDR S&P Small Cap Value

0.51%

Shares62.1K

Event2026-03-31

Filed2026-05-08

EWA

iShares

0.15%

Shares199.2K

Event2026-03-31

Filed2026-05-08

ESGV

Vanguard World FD

13.40%

Shares46.7K

Event2026-03-31

Filed2026-05-08

NVDA

Nvidia Corp

0.00%

Shares29.0K

Event2026-03-31

Filed2026-05-08

NUSC

Nuveen ESG Small-Cap ETF

3.87%

Shares112.1K

Event2026-03-31

Filed2026-05-08

VUSB

Vanguard Bd Index Fds

9.68%

Shares95.2K

Event2026-03-31

Filed2026-05-08

AAPL

Apple Inc

-0.49%

Shares17.7K

Event2026-03-31

Filed2026-05-08

GLD

SPDR Gold Trust

-2.18%

Shares9.5K

Event2026-03-31

Filed2026-05-08

MSFT

Microsoft Corp

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-08

GNR

SPDR Index Shs Fds

-1.45%

Shares40.2K

Event2026-03-31

Filed2026-05-08

AMZN

Amazon Com Inc

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-08

SMOG

VanEck ETF Trust

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-08

Alphabet Inc

0.18%

Shares7.1K

Event2026-03-31

Filed2026-05-08

SLYG

SPDR S&P Small Cap Growth

0.62%

Shares19.5K

Event2026-03-31

Filed2026-05-08

FREL

Fidelity MSCI Real Estate ETF

0.85%

Shares62.7K

Event2026-03-31

Filed2026-05-08

EWC

iShares

-0.96%

Shares30.7K

Event2026-03-31

Filed2026-05-08

VNQ

Vanguard Index Fds

10.19%

Shares18.9K

Event2026-03-31

Filed2026-05-08

Alphabet Inc

2.02%

Shares4.5K

Event2026-03-31

Filed2026-05-08

IEV

iShares Tr

-0.79%

Shares18.3K

Event2026-03-31

Filed2026-05-08

Goldman Sachs Group Inc

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

COST

Costco Whsl Corp New

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

TSLA

Tesla Inc

16.27%

Shares2.9K

Event2026-03-31

Filed2026-05-08

IWM

iShares Tr

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-08

Vanguard Intl Equity Index F

45.81%

Shares1.6K

Event2026-03-31

Filed2026-05-08

ICLN

iShares Tr

4.47%

Shares50.0K

Event2026-03-31

Filed2026-05-08

STLD

Steel Dynamics Inc

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-08

Visa Inc

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08

IWO

iShares Tr

0.04%

Shares2.6K

Event2026-03-31

Filed2026-05-08

Mastercard Inc

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

BBCA

JPMorgan Exchange Traded Fund

-0.38%

Shares7.6K

Event2026-03-31

Filed2026-05-08

ABBV

AbbVie Inc

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

AXP

American Express Co

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-08

IWN

iShares Tr

0.17%

Shares3.6K

Event2026-03-31

Filed2026-05-08

INTU

Intuit

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

YUM

Yum Brands Inc

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

CHRW

C H Robinson Worldwide Inc

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-08

PNC

PNC Finl Svcs Group Inc

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08

Trane Technologies PLC Class A

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

PLD

Prologis Inc

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-08

MCO

Moodys Corp

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

SLV

iShares Silver Trust

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-08

BWZ

SPDR Series Trust

0.23%

Shares20.1K

Event2026-03-31

Filed2026-05-08

APH

Amphenol Corp Class A

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-08