The Analysis of Stiles Financial Services Inc's Holdings


Currently, Stiles Financial Services Inc holds 176 types of securities in its portfolio with a total value $317.1M. In the most recent quarter, they have increased their positions in AFIX (+44.8K shares, valued at $1.1M), BRK.B (+1.1K shares, valued at $565.1K), CRM (+2.1K shares, valued at $502.1K); decreased their positions in BIL (-8.7K shares, valued at $795.2K), BKLC (-5.7K shares, valued at $736.4K), NVO (-10.6K shares, valued at $587.5K); initiated new positions in AFIX (+44.8K shares, valued at $1.1M), ANET (+2.8K shares, valued at $406.7K), BK (+3.6K shares, valued at $392.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION155.8K shares1.43%2025-09-302025-10-30history
AAPL APPLE INC44.0K shares0.32%2025-09-302025-10-30history
MSFT MICROSOFT CORP17.9K shares3.18%2025-09-302025-10-30history
AMZN AMAZON COM INC39.9K shares0.52%2025-09-302025-10-30history
BRK.B BERKSHIRE HATHAWAY INC DEL16.2K shares7.45%2025-09-302025-10-30history
COST COSTCO WHSL CORP NEW8.6K shares1.23%2025-09-302025-10-30history
GOOGL ALPHABET INC30.5K shares6.88%2025-09-302025-10-30history
LRCX LAM RESEARCH CORP53.5K shares2.63%2025-09-302025-10-30history
Sponsored
ASML ASML HOLDING N V6.2K shares5.73%2025-09-302025-10-30history
QCOM QUALCOMM INC31.3K shares3.79%2025-09-302025-10-30history
FAST FASTENAL CO106.1K shares-0.87%2025-09-302025-10-30history
GOOG ALPHABET INC20.8K shares4.25%2025-09-302025-10-30history
HD HOME DEPOT INC10.9K shares4.71%2025-09-302025-10-30history
JPM JPMORGAN CHASE & CO.13.3K shares7.48%2025-09-302025-10-30history
TJX TJX COS INC NEW28.3K shares1.80%2025-09-302025-10-30history
AVGO BROADCOM INC12.3K shares5.41%2025-09-302025-10-30history
Sponsored
AMD ADVANCED MICRO DEVICES INC23.7K shares-2.96%2025-09-302025-10-30history
PG PROCTER AND GAMBLE CO24.9K shares3.87%2025-09-302025-10-30history
XEL XCEL ENERGY INC47.4K shares-0.16%2025-09-302025-10-30history
ABT ABBOTT LABS28.2K shares1.76%2025-09-302025-10-30history
RTX RTX CORPORATION22.1K shares-2.50%2025-09-302025-10-30history
CME CME GROUP INC13.6K shares-0.22%2025-09-302025-10-30history
PSA PUBLIC STORAGE OPER CO11.5K shares11.05%2025-09-302025-10-30history
CEG CONSTELLATION ENERGY CORP9.9K shares12.18%2025-09-302025-10-30history
Sponsored
TXN TEXAS INSTRS INC17.6K shares0.27%2025-09-302025-10-30history
VLO VALERO ENERGY CORP18.6K shares4.66%2025-09-302025-10-30history
STLD STEEL DYNAMICS INC22.5K shares0.08%2025-09-302025-10-30history
NTRS NORTHERN TR CORP22.4K shares11.69%2025-09-302025-10-30history
DUK DUKE ENERGY CORP NEW24.1K shares2.77%2025-09-302025-10-30history
V VISA INC8.6K shares-9.18%2025-09-302025-10-30history
BX BLACKSTONE INC16.9K shares7.04%2025-09-302025-10-30history
GNRC GENERAC HLDGS INC17.1K shares-3.18%2025-09-302025-10-30history
Sponsored
WSM WILLIAMS SONOMA INC14.6K shares0.03%2025-09-302025-10-30history
DLR DIGITAL RLTY TR INC16.4K shares11.96%2025-09-302025-10-30history
BKLC BNY MELLON ETF TRUST21.7K shares-20.88%2025-09-302025-10-30history
SNPS SYNOPSYS INC5.5K shares9.78%2025-09-302025-10-30history
CSCO CISCO SYS INC38.5K shares-4.09%2025-09-302025-10-30history
TGT TARGET CORP28.8K shares1.44%2025-09-302025-10-30history
NEE NEXTERA ENERGY INC33.1K shares-0.95%2025-09-302025-10-30history
MPWR MONOLITHIC PWR SYS INC2.7K shares21.86%2025-09-302025-10-30history
Sponsored
ADBE ADOBE INC7.0K shares14.63%2025-09-302025-10-30history
ISRG INTUITIVE SURGICAL INC5.5K shares7.98%2025-09-302025-10-30history
REGN REGENERON PHARMACEUTICALS4.4K shares-0.11%2025-09-302025-10-30history
CMI CUMMINS INC5.8K shares4.62%2025-09-302025-10-30history
AMT AMERICAN TOWER CORP NEW12.3K shares3.62%2025-09-302025-10-30history
ACN ACCENTURE PLC IRELAND9.3K shares10.40%2025-09-302025-10-30history
SHW SHERWIN WILLIAMS CO6.5K shares4.40%2025-09-302025-10-30history
LMT LOCKHEED MARTIN CORP4.4K shares-2.58%2025-09-302025-10-30history
Sponsored
AMAT APPLIED MATLS INC10.4K shares22.55%2025-09-302025-10-30history
INTU INTUIT3.0K shares-1.01%2025-09-302025-10-30history
KLAC KLA CORP1.9K shares-1.41%2025-09-302025-10-30history
XOM EXXON MOBIL CORP18.0K shares3.33%2025-09-302025-10-30history
DVN DEVON ENERGY CORP NEW57.6K shares-2.41%2025-09-302025-10-30history
OMC OMNICOM GROUP INC24.6K shares-14.71%2025-09-302025-10-30history
NVO NOVO-NORDISK A S31.7K shares-25.05%2025-09-302025-10-30history
LLY ELI LILLY & CO2.3K shares-7.65%2025-09-302025-10-30history
Sponsored
ARCC ARES CAPITAL CORP83.7K shares13.95%2025-09-302025-10-30history
GGG GRACO INC19.6K shares3.87%2025-09-302025-10-30history
LEN LENNAR CORP12.8K shares27.27%2025-09-302025-10-30history
NFLX NETFLIX INC1.3K shares9.53%2025-09-302025-10-30history
CAT CATERPILLAR INC3.4K shares5.04%2025-09-302025-10-30history
PEP PEPSICO INC11.4K shares-5.97%2025-09-302025-10-30history
QQQ INVESCO QQQ TR2.6K shares1.03%2025-09-302025-10-30history
GSBD GOLDMAN SACHS BDC INC149.8K shares34.98%2025-09-302025-10-30history
Sponsored
KO COCA COLA CO22.5K shares-0.19%2025-09-302025-10-30history
GLW CORNING INC18.2K shares-4.41%2025-09-302025-10-30history
MKTX MARKETAXESS HLDGS INC8.4K shares4.86%2025-09-302025-10-30history
SONY SONY GROUP CORP50.2K shares-8.24%2025-09-302025-10-30history
SO SOUTHERN CO15.2K shares10.16%2025-09-302025-10-30history
WM WASTE MGMT INC DEL6.3K shares0.08%2025-09-302025-10-30history
URI UNITED RENTALS INC1.4K shares12.48%2025-09-302025-10-30history
SMCI SUPER MICRO COMPUTER INC27.3K shares24.33%2025-09-302025-10-30history
Sponsored
FDS FACTSET RESH SYS INC4.5K shares-9.83%2025-09-302025-10-30history
WELL WELLTOWER INC7.2K shares-4.06%2025-09-302025-10-30history
PKG PACKAGING CORP AMER5.9K shares1.87%2025-09-302025-10-30history
USB US BANCORP DEL26.1K shares-5.26%2025-09-302025-10-30history
MCD MCDONALDS CORP4.1K shares-5.13%2025-09-302025-10-30history
MU MICRON TECHNOLOGY INC7.3K shares-1.63%2025-09-302025-10-30history
MA MASTERCARD INCORPORATED2.1K shares-1.71%2025-09-302025-10-30history
AFIX ALLSPRING EXCHANGE TRADED FU44.8K sharesnew addition2025-09-302025-10-30history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN3.6K shares-0.11%2025-09-302025-10-30history
UNP UNION PAC CORP4.3K shares21.84%2025-09-302025-10-30history
GS GOLDMAN SACHS GROUP INC1.3K shares0.16%2025-09-302025-10-30history
CDNS CADENCE DESIGN SYSTEM INC2.9K shares-0.86%2025-09-302025-10-30history
TSLA TESLA INC2.2K shares-14.66%2025-09-302025-10-30history
LULU LULULEMON ATHLETICA INC5.5K shares48.16%2025-09-302025-10-30history
BIL SPDR SERIES TRUST10.5K shares-45.33%2025-09-302025-10-30history
UPS UNITED PARCEL SERVICE INC10.8K shares-18.02%2025-09-302025-10-30history
Sponsored
CB CHUBB LIMITED2.8K shares-8.51%2025-09-302025-10-30history
CG CARLYLE GROUP INC12.5K shares2.81%2025-09-302025-10-30history
STX SEAGATE TECHNOLOGY HLDNGS PL3.3K shares-8.03%2025-09-302025-10-30history
SMOT VANECK ETF TRUST21.5K shares5.54%2025-09-302025-10-30history
SDVY FIRST TR EXCHANGE-TRADED FD20.1K shares16.65%2025-09-302025-10-30history
SNA SNAP ON INC2.2K shares0.46%2025-09-302025-10-30history
ROK ROCKWELL AUTOMATION INC2.1K shares-1.97%2025-09-302025-10-30history
TRV TRAVELERS COMPANIES INC2.5K shares0.20%2025-09-302025-10-30history
Sponsored
DE DEERE & CO1.5K shares-0.58%2025-09-302025-10-30history
AZO AUTOZONE INC162 shares-3.57%2025-09-302025-10-30history
NUE NUCOR CORP5.1K shares-3.10%2025-09-302025-10-30history
CRM SALESFORCE INC2.9K shares270.84%2025-09-302025-10-30history
IVV ISHARES TR1.0K shares-12.40%2025-09-302025-10-30history
PLTR PALANTIR TECHNOLOGIES INC3.7K shares19.29%2025-09-302025-10-30history
CVX CHEVRON CORP NEW4.4K shares-1.41%2025-09-302025-10-30history
ABBV ABBVIE INC2.9K shares-10.07%2025-09-302025-10-30history
Sponsored
PGR PROGRESSIVE CORP2.8K shares84.77%2025-09-302025-10-30history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares71.87%2025-09-302025-10-30history
BMY BRISTOL-MYERS SQUIBB CO13.6K shares-24.68%2025-09-302025-10-30history
BSX BOSTON SCIENTIFIC CORP6.2K shares0.00%2025-09-302025-10-30history
ICE INTERCONTINENTAL EXCHANGE IN3.5K shares1.67%2025-09-302025-10-30history
ULTA ULTA BEAUTY INC1.1K shares0.93%2025-09-302025-10-30history
MAR MARRIOTT INTL INC NEW2.2K shares0.18%2025-09-302025-10-30history
COP CONOCOPHILLIPS5.9K shares12.82%2025-09-302025-10-30history
Sponsored
CMG CHIPOTLE MEXICAN GRILL INC14.1K shares10.64%2025-09-302025-10-30history
VOO VANGUARD INDEX FDS883 shares0.00%2025-09-302025-10-30history
NOW SERVICENOW INC585 shares0.00%2025-09-302025-10-30history
ORLY OREILLY AUTOMOTIVE INC4.9K shares-2.96%2025-09-302025-10-30history
OKLO OKLO INC4.7K shares31.02%2025-09-302025-10-30history
ADSK AUTODESK INC1.6K shares0.00%2025-09-302025-10-30history
LYB LYONDELLBASELL INDUSTRIES N10.0K shares-6.24%2025-09-302025-10-30history
WFC WELLS FARGO CO NEW5.8K shares-2.41%2025-09-302025-10-30history
Sponsored
CMCSA COMCAST CORP NEW15.5K shares-8.06%2025-09-302025-10-30history
SYK STRYKER CORPORATION1.3K shares-4.31%2025-09-302025-10-30history
PM PHILIP MORRIS INTL INC2.9K shares0.00%2025-09-302025-10-30history
UNH UNITEDHEALTH GROUP INC1.3K shares-35.86%2025-09-302025-10-30history
SPYG SPDR SERIES TRUST4.2K shares11.39%2025-09-302025-10-30history
ANET ARISTA NETWORKS INC2.8K sharesnew addition2025-09-302025-10-30history
DVY ISHARES TR2.8K shares0.46%2025-09-302025-10-30history
MOAT VANECK ETF TRUST4.1K shares0.00%2025-09-302025-10-30history
Sponsored
PWR QUANTA SVCS INC970 shares5.43%2025-09-302025-10-30history
EQIX EQUINIX INC511 shares0.20%2025-09-302025-10-30history
IVW ISHARES TR3.3K shares0.00%2025-09-302025-10-30history
BK BANK NEW YORK MELLON CORP3.6K sharesnew addition2025-09-302025-10-30history
NRG NRG ENERGY INC2.4K shares0.12%2025-09-302025-10-30history
PSX PHILLIPS 662.8K shares-4.84%2025-09-302025-10-30history
SPYV SPDR SERIES TRUST6.7K shares47.28%2025-09-302025-10-30history
AEP AMERICAN ELEC PWR CO INC3.3K shares0.74%2025-09-302025-10-30history
Sponsored
CPRT COPART INC8.0K shares-3.84%2025-09-302025-10-30history
GIS GENERAL MLS INC7.0K shares-27.73%2025-09-302025-10-30history
AFL AFLAC INC3.2K shares3.22%2025-09-302025-10-30history
NVS NOVARTIS AG2.7K shares-16.45%2025-09-302025-10-30history
PCAR PACCAR INC3.5K shares22.29%2025-09-302025-10-30history
HON HONEYWELL INTL INC1.6K shares13.01%2025-09-302025-10-30history
NOC NORTHROP GRUMMAN CORP536 shares-4.11%2025-09-302025-10-30history
MDT MEDTRONIC PLC3.4K shares-6.90%2025-09-302025-10-30history
Sponsored
JNJ JOHNSON & JOHNSON1.7K shares-3.08%2025-09-302025-10-30history
IWP ISHARES TR2.2K shares0.00%2025-09-302025-10-30history
IJR ISHARES TR2.6K shares0.00%2025-09-302025-10-30history
MMC MARSH & MCLENNAN COS INC1.5K shares0.20%2025-09-302025-10-30history
FTNT FORTINET INC3.6K sharesnew addition2025-09-302025-10-30history
ADI ANALOG DEVICES INC1.2K shares-8.33%2025-09-302025-10-30history
FBTC FIDELITY WISE ORIGIN BITCOIN3.0K shares0.00%2025-09-302025-10-30history
ORCL ORACLE CORP1.1K sharesnew addition2025-09-302025-10-30history
Sponsored
LIN LINDE PLC624 shares0.16%2025-09-302025-10-30history
O REALTY INCOME CORP4.8K shares0.38%2025-09-302025-10-30history
BAX BAXTER INTL INC12.8K shares-45.68%2025-09-302025-10-30history
EMR EMERSON ELEC CO2.1K shares-17.26%2025-09-302025-10-30history
LOW LOWES COS INC1.1K shares-10.23%2025-09-302025-10-30history
RY ROYAL BK CDA1.8K shares-13.19%2025-09-302025-10-30history
DCI DONALDSON INC3.3K shares-10.74%2025-09-302025-10-30history
CMS CMS ENERGY CORP3.4K shares0.75%2025-09-302025-10-30history
Sponsored
EXC EXELON CORP5.5K shares0.93%2025-09-302025-10-30history
CCI CROWN CASTLE INC2.5K shares0.00%2025-09-302025-10-30history
SYY SYSCO CORP3.0K shares-10.88%2025-09-302025-10-30history
SMH VANECK ETF TRUST716 sharesnew addition2025-09-302025-10-30history
HRL HORMEL FOODS CORP9.4K shares-7.94%2025-09-302025-10-30history
AXP AMERICAN EXPRESS CO692 shares-2.54%2025-09-302025-10-30history
SBUX STARBUCKS CORP2.7K shares-30.93%2025-09-302025-10-30history
LHX L3HARRIS TECHNOLOGIES INC751 shares-22.97%2025-09-302025-10-30history
Sponsored
OLED UNIVERSAL DISPLAY CORP1.6K sharesnew addition2025-09-302025-10-30history
TXT TEXTRON INC2.6K shares0.04%2025-09-302025-10-30history
IRM IRON MTN INC DEL2.1K shares0.00%2025-09-302025-10-30history
MS MORGAN STANLEY1.4K sharesnew addition2025-09-302025-10-30history
EXR EXTRA SPACE STORAGE INC1.5K shares0.00%2025-09-302025-10-30history
JCI JOHNSON CTLS INTL PLC1.9K shares-9.70%2025-09-302025-10-30history
JKHY HENRY JACK & ASSOC INC1.4K shares-15.75%2025-09-302025-10-30history
SAN BANCO SANTANDER S.A.14.3K shares0.00%2025-09-302025-10-30history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available