The Analysis of Palisades Hudson Asset Management, L.P.'s Holdings
Currently, Palisades Hudson Asset Management, L.P. holds 107 types of securities in its portfolio with a total value $275.7K. In the most recent quarter, they have increased their positions in IJS (+4.1K shares, valued at $458.5098899369522), VUSB (+7.1K shares, valued at $356.5145259178191), ESGV (+3.0K shares, valued at $351.0384910626165); decreased their positions in GOOGL (-994 shares, valued at $241.58482944344703), IVV (-332 shares, valued at $222.20831900996905), AAPL (-850 shares, valued at $216.40214506256433); initiated new positions in CAT (+471 shares, valued at $224), KLAC (+192 shares, valued at $207), ACONW (+56.0K shares, valued at $2). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IJS iShares Tr305.0K shares1.38%2025-09-302025-11-06
SPY SPDR S&P 500 ETF Tr29.8K shares1.18%2025-09-302025-11-06 IVV iShares Tr29.1K shares-1.13%2025-09-302025-11-06 VTI Vanguard Index Fds58.5K shares0.00%2025-09-302025-11-06 IJT iShares Tr105.4K shares0.30%2025-09-302025-11-06 IEUR iShares Tr185.0K shares-1.61%2025-09-302025-11-06 IJR iShares Tr99.1K shares0.20%2025-09-302025-11-06 AAXJ iShares Tr108.7K shares-0.81%2025-09-302025-11-06 BBJP JP Morgan Exchange Traded Fund144.4K shares-1.00%2025-09-302025-11-06 EWJ iShares118.2K shares-0.66%2025-09-302025-11-06 IAU iShares Gold Trust111.1K shares0.00%2025-09-302025-11-06 VGK Vanguard Intl Equity Index F90.2K shares1.28%2025-09-302025-11-06 VUSB Vanguard Bd Index Fds120.6K shares6.28%2025-09-302025-11-06 SLYV SPDR S&P Small Cap Value63.6K shares1.45%2025-09-302025-11-06 NVDA Nvidia Corp29.0K shares-2.54%2025-09-302025-11-06 EWA iShares196.0K shares-0.03%2025-09-302025-11-06 AAPL Apple Inc18.5K shares-4.40%2025-09-302025-11-06 MSFT Microsoft Corp8.8K shares0.00%2025-09-302025-11-06 NUSC NuShares ETF Trust99.0K shares5.02%2025-09-302025-11-06 ESGV Vanguard World FD36.5K shares8.84%2025-09-302025-11-06 GNR SPDR Index Shs Fds58.6K shares1.06%2025-09-302025-11-06 GLD SPDR Gold Trust9.8K shares-1.20%2025-09-302025-11-06 IEV iShares Tr41.6K shares-0.95%2025-09-302025-11-06 AMZN Amazon Com Inc11.7K shares0.00%2025-09-302025-11-06 VNQ Vanguard Index Fds24.8K shares3.62%2025-09-302025-11-06 SMOG VanEck ETF Trust15.5K shares-0.26%2025-09-302025-11-06 SLYG SPDR S&P Small Cap Growth19.9K shares2.53%2025-09-302025-11-06 EWC iShares35.1K shares-0.68%2025-09-302025-11-06 GOOG Alphabet Inc7.1K shares0.00%2025-09-302025-11-06 FREL Fidelity MSCI Real Estate ETF61.6K shares0.74%2025-09-302025-11-06 GS Goldman Sachs Group Inc1.4K shares-4.21%2025-09-302025-11-06 BSV Vanguard Bd Index Fds14.4K shares0.69%2025-09-302025-11-06 COST Costco Whsl Corp New1.2K shares-3.46%2025-09-302025-11-06 GOOGL Alphabet Inc4.5K shares-18.24%2025-09-302025-11-06 INTU Intuit1.5K shares-0.93%2025-09-302025-11-06 V Visa Inc2.9K shares0.00%2025-09-302025-11-06 IWM iShares Tr3.9K shares0.03%2025-09-302025-11-06 TSLA Tesla Inc2.0K shares38.48%2025-09-302025-11-06 MA Mastercard Inc1.5K shares0.00%2025-09-302025-11-06 IWO iShares Tr2.6K shares0.12%2025-09-302025-11-06 AXP American Express Co2.3K shares0.00%2025-09-302025-11-06 BBCA JPMorgan Exchange Traded Fund8.8K shares1.00%2025-09-302025-11-06 VOO Vanguard Intl Equity Index F1.2K shares-5.61%2025-09-302025-11-06 ABBV AbbVie Inc3.3K shares0.00%2025-09-302025-11-06 STLD Steel Dynamics Inc4.9K shares0.00%2025-09-302025-11-06 ORCL Oracle Corp2.4K shares0.00%2025-09-302025-11-06 META Meta Platforms Inc886 shares-7.23%2025-09-302025-11-06 ABT Abbott Labs4.8K shares0.00%2025-09-302025-11-06 IWN iShares Tr3.6K shares0.28%2025-09-302025-11-06 YUM Yum Brands Inc4.1K shares0.00%2025-09-302025-11-06 PNC PNC Finl Svcs Group Inc3.0K shares-4.07%2025-09-302025-11-06 TT Trane Technologies PLC Class A1.4K shares0.00%2025-09-302025-11-06 MCO Moodys Corp1.3K shares0.00%2025-09-302025-11-06 VSS Vanguard Intl Equity Index F3.9K shares0.36%2025-09-302025-11-06 BWZ SPDR Series Trust19.5K shares0.37%2025-09-302025-11-06 APH Amphenol Corp Class A4.2K shares0.00%2025-09-302025-11-06 CHRW C H Robinson Worldwide Inc3.9K shares0.00%2025-09-302025-11-06 PLD Prologis Inc4.4K shares0.00%2025-09-302025-11-06 ICLN iShares Tr32.1K shares2.42%2025-09-302025-11-06 AVGO Broadcom1.5K shares28.88%2025-09-302025-11-06 HIG The Hartford Insurance Group Inc3.5K shares0.00%2025-09-302025-11-06 NOC Northrop Grumman Corp728 shares0.00%2025-09-302025-11-06 ADBE Adobe Sys Inc1.3K shares0.00%2025-09-302025-11-06 FLOT iShares Tr8.6K shares0.86%2025-09-302025-11-06 BA Boeing Co2.0K shares0.00%2025-09-302025-11-06 BNDX Vanguard Bd Index Fds8.2K shares0.45%2025-09-302025-11-06 MAR Marriott Intl Inc1.5K shares0.00%2025-09-302025-11-06 AZO Autozone Inc92 shares0.00%2025-09-302025-11-06 WMT Walmart Inc3.8K shares0.00%2025-09-302025-11-06 CMA Comerica Inc5.6K shares0.00%2025-09-302025-11-06 GGG Graco Inc4.4K shares0.00%2025-09-302025-11-06 MSI Motorola Solutions Inc810 shares0.00%2025-09-302025-11-06 UNH Unitedhealth Group Inc1.0K shares-2.88%2025-09-302025-11-06 MCD McDonalds Corp1.2K shares0.00%2025-09-302025-11-06 IYH iShares Tr6.1K shares0.33%2025-09-302025-11-06 SLV iShares Silver Trust7.9K shares0.00%2025-09-302025-11-06 DE Deere & Co712 shares0.00%2025-09-302025-11-06 MMC Marsh & McClennan Companies Inc1.6K shares0.00%2025-09-302025-11-06 MSTR Strategy Inc Class A979 shares-3.07%2025-09-302025-11-06 VNQI Vanguard Intl Equity Index F6.6K shares0.00%2025-09-302025-11-06 HD Home Depot Inc754 shares-27.01%2025-09-302025-11-06 UNP Union Pac Corp1.3K shares0.00%2025-09-302025-11-06 MS Morgan Stanley1.9K shares0.00%2025-09-302025-11-06 ELV Elevance Health Inc906 shares0.00%2025-09-302025-11-06 NFLX Netflix Inc233 shares0.00%2025-09-302025-11-06 IQSU New York Life Investments ETF5.2K shares0.31%2025-09-302025-11-06 WY Weyerhaeuser Co10.9K shares0.00%2025-09-302025-11-06 RHP Ryman Hospitality Pptys Inc3.0K shares0.00%2025-09-302025-11-06 BAC Bank of America Corp5.1K shares0.00%2025-09-302025-11-06 CMI Cummins Inc620 shares0.00%2025-09-302025-11-06 MCK McKesson Corp335 shares0.00%2025-09-302025-11-06 DHR Danaher Corp Del1.2K shares-25.42%2025-09-302025-11-06 PG Proctor and Gamble Co1.6K shares0.00%2025-09-302025-11-06 TXRH Texas Roadhouse Inc1.5K shares0.00%2025-09-302025-11-06 IVW iShares Tr2.0K shares0.00%2025-09-302025-11-06 CAT Caterpillar471 sharesnew addition2025-09-302025-11-06 PYPL PayPal Holdings Inc3.3K shares0.00%2025-09-302025-11-06 IJH iShares Tr3.4K shares0.06%2025-09-302025-11-06 T AT&T7.4K shares0.12%2025-09-302025-11-06 KLAC KLA Corp192 sharesnew addition2025-09-302025-11-06 SCHD Schwab Strategic Tr7.6K shares0.00%2025-09-302025-11-06 SCHH Schwab Strategic Tr9.6K shares0.52%2025-09-302025-11-06 CSCO Cisco Systems Inc3.0K shares0.00%2025-09-302025-11-06 ADP Automatic Data Processing Inc695 shares0.00%2025-09-302025-11-06 Cummins Inc Cummins Inc32 shares0.00%2025-09-302025-11-06 ACONW Aclarion, Inc. Ordinary Shares Warrant56.0K sharesnew addition2025-09-302025-11-06 Cummins Inc Cummins Inc3 shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available