Stiles Financial Services Inc Top Holdings and 13F Report (2024) About Stiles Financial Services IncInvestment ActivityStiles Financial Services Inc has $260.51 million in total holdings as of September 30, 2024.Stiles Financial Services Inc owns shares of 170 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 3.89% of the portfolio was purchased this quarter.About 5.89% of the portfolio was sold this quarter.This quarter, Stiles Financial Services Inc has purchased 183 new stocks and bought additional shares in 89 stocks.Stiles Financial Services Inc sold shares of 66 stocks and completely divested from 16 stocks this quarter.Largest Holdings NVIDIA $16,437,487Apple $9,736,405Berkshire Hathaway $7,962,175Costco Wholesale $7,938,309Amazon.com $7,393,494 Largest New Holdings this Quarter 30161N101 - Exelon $246,765 Holding693718108 - PACCAR $227,221 Holding92343V104 - Verizon Communications $217,595 Holding Largest Purchases this Quarter Goldman Sachs BDC 52,406 shares (about $609.49K)Constellation Energy 2,800 shares (about $564.75K)BNY Mellon US Large Cap Core Equity ETF 5,156 shares (about $548.30K)Monolithic Power Systems 778 shares (about $451.80K)Synopsys 1,032 shares (about $442.57K) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 36,163 shares (about $3.32M)Visa 1,393 shares (about $488.31K)UnitedHealth Group 709 shares (about $371.50K)Eli Lilly and Company 435 shares (about $359.79K)Sony Group 14,116 shares (about $358.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStiles Financial Services Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$16,437,487$55,492 ▲0.3%151,6616.3%Computer and TechnologyAAPLApple$9,736,405$145,515 ▼-1.5%43,8263.7%Computer and TechnologyBRK.BBerkshire Hathaway$7,962,175$26,100 ▼-0.3%14,9483.1%FinanceCOSTCostco Wholesale$7,938,309$15,153 ▼-0.2%8,3823.0%Retail/WholesaleAMZNAmazon.com$7,393,494$571 ▼0.0%38,8602.8%Retail/WholesaleMSFTMicrosoft$6,184,444$221,973 ▲3.7%16,4662.4%Computer and TechnologyQCOMQUALCOMM$4,338,043$155,736 ▲3.7%28,2451.7%Computer and TechnologyFASTFastenal$4,245,542$132,441 ▲3.2%54,7521.6%Retail/WholesaleGOOGLAlphabet$4,219,654$14,696 ▲0.3%27,2781.6%Computer and TechnologyPGProcter & Gamble$3,921,348$63,729 ▲1.7%23,0131.5%Consumer StaplesCMECME Group$3,890,875$7,958 ▲0.2%14,6681.5%FinanceBKLCBNY Mellon US Large Cap Core Equity ETF$3,776,224$548,302 ▲17.0%35,5101.4%ETFASMLASML$3,736,896$424,949 ▲12.8%5,6281.4%Computer and TechnologyXELXcel Energy$3,699,789$80,770 ▲2.2%52,2651.4%UtilitiesLAM RESEARCH CORP$3,610,931$152,388 ▲4.4%49,6661.4%COM NEWVVisa$3,591,698$488,311 ▼-12.0%10,2461.4%Business ServicesHDHome Depot$3,487,034$207,492 ▲6.3%9,5121.3%Retail/WholesaleABTAbbott Laboratories$3,480,800$49,094 ▲1.4%26,2331.3%MedicalTJXTJX Companies$3,383,342$27,648 ▲0.8%27,7781.3%Retail/WholesaleTXNTexas Instruments$3,150,083$21,562 ▲0.7%17,5311.2%Computer and TechnologyRTXRTX$3,029,588$347,173 ▼-10.3%22,8721.2%AerospacePSAPublic Storage$3,022,516$103,595 ▲3.5%10,0951.2%FinanceGOOGAlphabet$2,977,205$9,063 ▲0.3%19,0531.1%Computer and TechnologyTGTTarget$2,897,562$216,780 ▲8.1%27,7621.1%Retail/WholesaleNVONovo Nordisk A/S$2,881,264$138,334 ▼-4.6%41,4901.1%MedicalDUKDuke Energy$2,764,703$9,026 ▲0.3%22,6661.1%UtilitiesSTLDSteel Dynamics$2,715,766$66,049 ▲2.5%21,7101.0%Basic MaterialsJPMJPMorgan Chase & Co.$2,687,351$405,249 ▲17.8%10,9551.0%FinanceREGNRegeneron Pharmaceuticals$2,598,743$126,892 ▲5.1%4,0961.0%MedicalAMTAmerican Tower$2,547,034$109,199 ▲4.5%11,7091.0%FinanceACNAccenture$2,538,878$65,540 ▼-2.5%8,1351.0%Computer and TechnologyAMDAdvanced Micro Devices$2,519,816$2,055 ▲0.1%24,5261.0%Computer and TechnologyCSCOCisco Systems$2,495,072$11,850 ▼-0.5%40,4271.0%Computer and TechnologyNEENextEra Energy$2,425,949$98,759 ▼-3.9%34,2180.9%UtilitiesOMCOmnicom Group$2,406,233$52,241 ▼-2.1%29,0180.9%Business ServicesISRGIntuitive Surgical$2,396,613$41,603 ▲1.8%4,8390.9%MedicalFDSFactSet Research Systems$2,345,178$172,319 ▼-6.8%5,1580.9%Business ServicesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,203,844$3,317,416 ▼-60.1%24,0240.8%ETFDVNDevon Energy$2,155,497$98,203 ▲4.8%57,6390.8%EnergyVLOValero Energy$2,154,435$104,353 ▲5.1%16,3100.8%EnergyADBEAdobe$2,131,348$323,269 ▲17.9%5,5580.8%Computer and TechnologySHWSherwin-Williams$2,120,593$173,281 ▲8.9%6,0700.8%Basic MaterialsWSMWilliams-Sonoma$2,104,848$84,573 ▼-3.9%13,3150.8%Retail/WholesaleSNPSSynopsys$2,050,766$442,574 ▲27.5%4,7820.8%Computer and TechnologyGNRCGenerac$2,026,571$199,225 ▲10.9%16,0010.8%IndustrialsXOMExxon Mobil$2,000,336$72,545 ▲3.8%16,8200.8%EnergyDLRDigital Realty Trust$1,999,628$88,318 ▲4.6%13,9470.8%FinanceBXBlackstone$1,984,097$71,035 ▲3.7%14,1890.8%FinanceINTUIntuit$1,956,102$55,924 ▼-2.8%3,1830.8%Computer and TechnologyLMTLockheed Martin$1,940,717$85,449 ▲4.6%4,3380.7%AerospaceLLYEli Lilly and Company$1,903,173$359,792 ▼-15.9%2,3010.7%MedicalAVGOBroadcom$1,896,536$86,724 ▼-4.4%11,3280.7%Computer and TechnologyPEPPepsiCo$1,744,020$6,600 ▲0.4%11,6270.7%Consumer StaplesKOCoca-Cola$1,739,540$2,865 ▼-0.2%24,2880.7%Consumer StaplesNTRSNorthern Trust$1,700,538$363,689 ▲27.2%17,2350.7%FinanceSONYSony Group$1,678,115$358,424 ▼-17.6%66,0900.6%Consumer StaplesMKTXMarketAxess$1,660,559$204,620 ▲14.1%7,6690.6%FinanceGGGGraco$1,570,395$27,470 ▲1.8%18,8080.6%IndustrialsWMWaste Management$1,559,381$9,956 ▼-0.6%6,7350.6%Business ServicesCMICummins$1,518,531$146,085 ▼-8.8%4,8440.6%Auto/Tires/TrucksCEGConstellation Energy$1,483,674$564,748 ▲61.5%7,3560.6%EnergyARCCAres Capital$1,464,948$402,193 ▲37.8%66,1060.6%FinanceUNHUnitedHealth Group$1,413,176$371,502 ▼-20.8%2,6970.5%MedicalUPSUnited Parcel Service$1,331,162$13,414 ▲1.0%12,1070.5%TransportationMCDMcDonald's$1,330,734$11,868 ▼-0.9%4,2610.5%Retail/WholesaleKLACKLA$1,309,958$679 ▼-0.1%1,9280.5%Computer and TechnologyBMYBristol-Myers Squibb$1,256,766$283,192 ▼-18.4%20,6050.5%MedicalQQQInvesco QQQ$1,243,446$34,253 ▼-2.7%2,6500.5%FinanceSOSouthern$1,175,693$7,818 ▲0.7%12,7830.5%UtilitiesUSBU.S. Bancorp$1,170,476$63,919 ▼-5.2%27,7240.4%FinanceMPWRMonolithic Power Systems$1,166,657$451,796 ▲63.2%2,0090.4%Computer and TechnologyMAMastercard$1,154,203$96,549 ▼-7.7%2,1040.4%Business ServicesWELLWelltower$1,146,799$19,003 ▼-1.6%7,4830.4%FinancePKGPackaging Co. of America$1,129,502$30,896 ▲2.8%5,7030.4%IndustrialsAMATApplied Materials$1,106,681$216,780 ▲24.4%7,6270.4%Computer and TechnologyADPAutomatic Data Processing$1,093,404$12,230 ▼-1.1%3,5760.4%Business ServicesLENLennar$1,079,045$178,176 ▲19.8%9,3990.4%ConstructionCATCaterpillar$1,021,139$71,242 ▲7.5%3,0960.4%IndustrialsNFLXNetflix$1,010,868$201,428 ▲24.9%1,0840.4%Consumer DiscretionaryGLWCorning$992,547$55,208 ▼-5.3%21,6820.4%Computer and TechnologyGSBDGoldman Sachs BDC$977,902$609,492 ▲165.4%84,0830.4%FinanceLULULululemon Athletica$917,405$59,443 ▲6.9%3,2410.4%Consumer DiscretionaryCBChubb$884,679$72,589 ▼-7.6%2,9250.3%FinanceSNASnap-on$879,977$14,818 ▼-1.7%2,6130.3%Consumer DiscretionaryCMCSAComcast$808,554$14,204 ▼-1.7%21,9160.3%Consumer DiscretionaryBAXBaxter International$795,899$50,285 ▲6.7%23,2510.3%MedicalTSLATesla$749,3010.0%2,8910.3%Auto/Tires/TrucksDEDeere & Company$742,631$1,408 ▲0.2%1,5820.3%IndustrialsCDNSCadence Design Systems$727,477$3,815 ▲0.5%2,8600.3%Computer and TechnologyCVXChevron$721,843$31,639 ▼-4.2%4,3120.3%EnergyABBVAbbVie$705,525$169,519 ▼-19.4%3,3670.3%MedicalUNPUnion Pacific$700,329$11,345 ▲1.6%2,9630.3%TransportationLYBLyondellBasell Industries$696,113$120,828 ▲21.0%9,8920.3%Basic MaterialsTRVTravelers Companies$679,215$8,457 ▼-1.2%2,5700.3%FinanceGISGeneral Mills$673,198$342,877 ▼-33.7%11,2600.3%Consumer StaplesSUPER MICRO COMPUTER INC$666,652$278,028 ▲71.5%19,4700.3%COM NEWIVViShares Core S&P 500 ETF$656,5720.0%1,1680.3%ETFMUMicron Technology$649,706$87 ▲0.0%7,4740.2%Computer and TechnologyAZOAutoZone$640,549$38,128 ▼-5.6%1680.2%Retail/WholesaleBSXBoston Scientific$638,5700.0%6,3300.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits 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 to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google 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.