Palisades Hudson Asset Management, L.P. Top Holdings and 13F Report (2025)

About Palisades Hudson Asset Management, L.P.

Investment Activity

Palisades Hudson Asset Management, L.P. has $237.31 thousand in total holdings as of December 31, 2024.
Palisades Hudson Asset Management, L.P. owns shares of 105 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 2.69% of the portfolio was purchased this quarter.
About 1.14% of the portfolio was sold this quarter.
This quarter, Palisades Hudson Asset Management, L.P. has purchased 104 new stocks and bought additional shares in 24 stocks.
Palisades Hudson Asset Management, L.P. sold shares of 29 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares S&P Small-Cap 600 Value ETF: $31,619
SPDR S&P 500 ETF Trust: $22,064
Vanguard Total Stock Market ETF: $17,033
iShares S&P Small-Cap 600 Growth ETF: $13,403
iShares Core S&P 500 ETF: $13,356

Largest New Holdings this Quarter

Tesla: $550 Holding
Vanguard S&P 500 ETF: $315 Holding
Morgan Stanley: $236 Holding
Netflix: $208 Holding

Largest Purchases this Quarter

iShares MSCI All Country Asia ex Japan ETF: 34,013 shares (about $2.46K)
iShares Gold Trust: 11,382 shares (about $563.50)
Tesla: 1,363 shares (about $550.00)
JP Morgan Exchange Traded Fund: 9,394 shares (about $515.61)
Vanguard FTSE Europe ETF: 6,060 shares (about $384.62)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 1,492 shares (about $432.40)
iShares Core S&P 500 ETF: 537 shares (about $316.14)
iShares S&P Small-Cap 600 Growth ETF: 1,821 shares (about $246.51)
Apple: 860 shares (about $215.35)
SPDR S&P 500 ETF Trust: 356 shares (about $208.64)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IJS iShares S&P Small-Cap 600 Value ETF	$31,619	$142 ▼	-0.4%	291,124	13.3%	ETF
SPY SPDR S&P 500 ETF Trust	$22,064	$209 ▼	-0.9%	37,647	9.3%	Finance
VTI Vanguard Total Stock Market ETF	$17,033	$432 ▼	-2.5%	58,773	7.2%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$13,403	$247 ▼	-1.8%	99,011	5.6%	ETF
IVV iShares Core S&P 500 ETF	$13,356	$316 ▼	-2.3%	22,687	5.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$12,002	$118 ▼	-1.0%	104,166	5.1%	ETF
IEUR iShares Core MSCI Europe ETF	$10,087	$24 ▲	0.2%	186,866	4.3%	ETF
EWJ iShares MSCI Japan ETF	$8,258	$134 ▲	1.6%	123,069	3.5%	ETF
JP Morgan Exchange Traded Fund	$7,947	$516 ▲	6.9%	144,787	3.3%	Betbuld Japan
IAU iShares Gold Trust	$5,501	$564 ▲	11.4%	111,113	2.3%	Finance
VGK Vanguard FTSE Europe ETF	$5,472	$385 ▲	7.6%	86,215	2.3%	ETF
AAPL Apple	$5,321	$215 ▼	-3.9%	21,249	2.2%	Computer and Technology
SLYV SPDR S&P 600 Small CapValue ETF	$5,102	$33 ▼	-0.7%	58,472	2.1%	ETF
AAXJ iShares MSCI All Country Asia ex Japan ETF	$5,099	$2,455 ▲	92.9%	70,638	2.1%	ETF
EWA iShares MSCI Australia ETF	$4,494	$244 ▲	5.7%	188,350	1.9%	Finance
NVDA NVIDIA	$4,150		0.0%	30,909	1.7%	Computer and Technology
MSFT Microsoft	$3,885	$6 ▼	-0.2%	9,216	1.6%	Computer and Technology
ESGV Vanguard ESG US Stock ETF	$3,497	$9 ▲	0.3%	33,344	1.5%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$3,279	$115 ▼	-3.4%	66,079	1.4%	ETF
NUSC Nuveen ESG Small-Cap ETF	$3,053	$67 ▲	2.3%	72,904	1.3%	ETF
GNR SPDR S&P Global Natural Resources ETF	$3,011	$69 ▲	2.4%	60,504	1.3%	ETF
AMZN Amazon.com	$2,799	$2 ▼	-0.1%	12,758	1.2%	Retail/Wholesale
GLD SPDR Gold Shares	$2,564		0.0%	10,589	1.1%	Finance
IEV iShares Europe ETF	$2,198	$30 ▲	1.4%	42,227	0.9%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,598	$24 ▼	-1.5%	17,686	0.7%	ETF
FREL Fidelity MSCI Real Estate Index ETF	$1,550	$53 ▼	-3.3%	57,373	0.7%	ETF
VNQ Vanguard Real Estate ETF	$1,539	$200 ▲	14.9%	17,276	0.6%	ETF
EWC iShares MSCI Canada ETF	$1,459	$17 ▲	1.2%	36,209	0.6%	ETF
GOOGL Alphabet	$1,349		0.0%	7,125	0.6%	Computer and Technology
GOOG Alphabet	$1,348	$40 ▼	-2.9%	7,080	0.6%	Computer and Technology
COST Costco Wholesale	$1,168		0.0%	1,275	0.5%	Retail/Wholesale
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$1,046	$16 ▲	1.6%	9,138	0.4%	ETF
SMOG VanEck Low Carbon Energy ETF	$1,008	$38 ▲	3.9%	10,211	0.4%	ETF
INTU Intuit	$982		0.0%	1,563	0.4%	Computer and Technology
V Visa	$908	$15 ▼	-1.7%	2,873	0.4%	Business Services
GS The Goldman Sachs Group	$877		0.0%	1,531	0.4%	Finance
IWM iShares Russell 2000 ETF	$853	$11 ▼	-1.3%	3,858	0.4%	Finance
ICLN iShares Global Clean Energy ETF	$841	$101 ▲	13.7%	73,886	0.4%	ETF
AXP American Express	$808		0.0%	2,721	0.3%	Finance
MA Mastercard	$794		0.0%	1,508	0.3%	Business Services
IWO iShares Russell 2000 Growth ETF	$737	$3 ▲	0.4%	2,560	0.3%	ETF
ABBV AbbVie	$665	$1 ▼	-0.2%	3,740	0.3%	Medical
HD Home Depot	$659		0.0%	1,694	0.3%	Retail/Wholesale
SCHH Schwab U.S. REIT ETF	$619	$6 ▼	-0.9%	29,387	0.3%	ETF
IWN iShares Russell 2000 Value ETF	$615	$7 ▼	-1.1%	3,748	0.3%	ETF
PNC The PNC Financial Services Group	$602		0.0%	3,123	0.3%	Finance
META Meta Platforms	$601	$1 ▼	-0.2%	1,026	0.3%	Computer and Technology
MCO Moody's	$595		0.0%	1,258	0.3%	Finance
ADBE Adobe	$558	$8 ▼	-1.4%	1,255	0.2%	Computer and Technology
STLD Steel Dynamics	$556		0.0%	4,874	0.2%	Basic Materials
YUM Yum! Brands	$556	$1 ▼	-0.1%	4,143	0.2%	Retail/Wholesale
TSLA Tesla	$550	$550 ▲	New Holding	1,363	0.2%	Auto/Tires/Trucks
UNH UnitedHealth Group	$546		0.0%	1,078	0.2%	Medical
ABT Abbott Laboratories	$542		0.0%	4,789	0.2%	Medical
TT Trane Technologies	$527		0.0%	1,427	0.2%	Construction
MCD McDonald's	$518	$2 ▼	-0.4%	1,788	0.2%	Retail/Wholesale
JPMorgan Exchange Traded Fund	$506	$6 ▲	1.2%	7,164	0.2%	Betabuldrs CDA
BSV Vanguard Short-Term Bond ETF	$480	$4 ▲	0.9%	6,206	0.2%	ETF
PLD Prologis	$467		0.0%	4,419	0.2%	Finance
MSTR MicroStrategy	$465		0.0%	1,607	0.2%	Computer and Technology
DHR Danaher	$462		0.0%	2,014	0.2%	Medical
ORCL Oracle	$443		0.0%	2,656	0.2%	Computer and Technology
MAR Marriott International	$428		0.0%	1,533	0.2%	Consumer Discretionary
CHRW C.H. Robinson Worldwide	$410		0.0%	3,970	0.2%	Transportation
HIG The Hartford Financial Services Group	$385		0.0%	3,523	0.2%	Finance
MSI Motorola Solutions	$374		0.0%	810	0.2%	Computer and Technology
GGG Graco	$372		0.0%	4,416	0.2%	Industrial Products
IYH iShares U.S. Healthcare ETF	$363	$1 ▲	0.3%	6,236	0.2%	ETF
ELV Elevance Health	$360	$0 ▼	-0.1%	977	0.2%	Medical
BA Boeing	$355	$2 ▼	-0.6%	2,005	0.1%	Aerospace
CMA Comerica	$347		0.0%	5,608	0.1%	Finance
NOC Northrop Grumman	$342	$1 ▼	-0.4%	728	0.1%	Aerospace
MMC Marsh & McLennan Companies	$341		0.0%	1,607	0.1%	Finance
WMT Walmart	$339		0.0%	3,758	0.1%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$315	$315 ▲	New Holding	585	0.1%	ETF
RHP Ryman Hospitality Properties	$312		0.0%	2,986	0.1%	Finance
JNPR Juniper Networks	$311		0.0%	8,308	0.1%	Computer and Technology
DE Deere & Company	$310	$1 ▼	-0.4%	732	0.1%	Industrial Products
WY Weyerhaeuser	$307		0.0%	10,898	0.1%	Construction
CVX Chevron	$296		0.0%	2,044	0.1%	Oils/Energy
AVGO Broadcom	$295		0.0%	1,270	0.1%	Computer and Technology
AZO AutoZone	$295		0.0%	92	0.1%	Retail/Wholesale
UNP Union Pacific	$291		0.0%	1,276	0.1%	Transportation
APH Amphenol	$289		0.0%	4,160	0.1%	Computer and Technology
TXRH Texas Roadhouse	$285		0.0%	1,580	0.1%	Retail/Wholesale
PYPL PayPal	$281	$4 ▼	-1.5%	3,290	0.1%	Computer and Technology
MCK McKesson	$277		0.0%	486	0.1%	Medical
PG Procter & Gamble	$268	$1 ▼	-0.3%	1,601	0.1%	Consumer Staples
IQSU NYLI Candriam ESG U.S. Large Cap Equity ETF	$247	$38 ▲	18.5%	5,107	0.1%	Manufacturing
BAC Bank of America	$245		0.0%	5,582	0.1%	Finance
BWZ SPDR Bloomberg Barclays Short Term International Treasury Bond ETF	$242	$1 ▲	0.6%	9,545	0.1%	ETF
TPYP Tortoise North American Pipeline Fund	$240		0.0%	7,042	0.1%	ETF
MS Morgan Stanley	$236	$236 ▲	New Holding	1,878	0.1%	Finance
ADP Automatic Data Processing	$233		0.0%	796	0.1%	Business Services
CAT Caterpillar	$216		0.0%	595	0.1%	Industrial Products
CMI Cummins	$216		0.0%	620	0.1%	Auto/Tires/Trucks
SBUX Starbucks	$215		0.0%	2,348	0.1%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$212		0.0%	3,405	0.1%	ETF
SLV iShares Silver Trust	$209		0.0%	7,939	0.1%	ETF
AMLP Alerian MLP ETF	$209	$4 ▲	2.0%	4,331	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Palisades Hudson Asset Management, L.P. Top Holdings and 13F Report (2025)

About Palisades Hudson Asset Management, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Palisades Hudson Asset Management, L.P. Top Holdings and 13F Report (2025)

About Palisades Hudson Asset Management, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalisades Hudson Asset Management, L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools