Palisades Hudson Asset Management, L.P. Top Holdings and 13F Report (2025) About Palisades Hudson Asset Management, L.P.Investment ActivityPalisades Hudson Asset Management, L.P. has $255.58 thousand in total holdings as of June 30, 2025.Palisades Hudson Asset Management, L.P. owns shares of 110 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.42% of the portfolio was purchased this quarter.About 0.60% of the portfolio was sold this quarter.This quarter, Palisades Hudson Asset Management, L.P. has purchased 100 new stocks and bought additional shares in 36 stocks.Palisades Hudson Asset Management, L.P. sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares S&P Small-Cap 600 Value ETF $29,933iShares Core S&P 500 ETF $18,268SPDR S&P 500 ETF Trust $18,219Vanguard Total Stock Market ETF $17,785iShares S&P Small-Cap 600 Growth ETF $13,976 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $1,124 Holding46429B655 - iShares Floating Rate Bond ETF $437 Holding92203J407 - Vanguard Total International Bond ETF $403 Holding11135F101 - Broadcom $320 Holding922042676 - Vanguard Global ex-U.S. Real Estate ETF $304 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 7,270 shares (about $4.51K)iShares S&P Small-Cap 600 Value ETF 19,262 shares (about $1.92K)Vanguard Ultra-Short Bond ETF 33,610 shares (about $1.68K)iShares S&P Small-Cap 600 Growth ETF 9,149 shares (about $1.22K)Vanguard Short-Term Bond ETF 14,284 shares (about $1.12K) Largest Sales this Quarter iShares Global Clean Energy ETF 44,314 shares (about $580.51)Apple 1,301 shares (about $266.99)Home Depot 267 shares (about $97.70)iShares MSCI Japan ETF 881 shares (about $66.05)Strategy 131 shares (about $52.92) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalisades Hudson Asset Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJSiShares S&P Small-Cap 600 Value ETF$29,933$1,916 ▲6.8%300,86111.7%ETFIVViShares Core S&P 500 ETF$18,268$4,514 ▲32.8%29,4227.1%ETFSPYSPDR S&P 500 ETF Trust$18,219$33 ▲0.2%29,4887.1%FinanceVTIVanguard Total Stock Market ETF$17,7850.0%58,5177.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$13,976$1,217 ▲9.5%105,0505.5%ETFIEURiShares Core MSCI Europe ETF$12,445$70 ▲0.6%187,9914.9%ETFIJRiShares Core S&P Small-Cap ETF$10,814$3 ▲0.0%98,9454.2%ETFAAXJiShares MSCI All Country Asia ex Japan ETF$9,050$569 ▲6.7%109,5393.5%ETFJP Morgan Exchange Traded Fund$9,013$347 ▲4.0%145,8933.5%Betbuld JapanEWJiShares MSCI Japan ETF$8,923$66 ▼-0.7%119,0183.5%ETFIAUiShares Gold Trust$6,9290.0%111,1132.7%FinanceVGKVanguard FTSE Europe ETF$6,903$919 ▲15.4%89,0662.7%ETFVUSBVanguard Ultra-Short Bond ETF$5,659$1,676 ▲42.1%113,4812.2%ETFEWAiShares MSCI Australia ETF$5,161$99 ▲1.9%196,0972.0%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$5,001$326 ▲7.0%62,7022.0%ETFNVDANVIDIA$4,702$60 ▲1.3%29,7581.8%Computer and TechnologyMSFTMicrosoft$4,3990.0%8,8441.7%Computer and TechnologyAAPLApple$3,963$267 ▼-6.3%19,3111.6%Computer and TechnologyNUSCNuveen ESG Small-Cap ETF$3,839$692 ▲22.0%94,2421.5%ETFESGVVanguard ESG U.S. Stock ETF$3,674$9 ▲0.2%33,5121.4%ETFGNRSPDR S&P Global Natural Resources ETF$3,147$130 ▲4.3%58,0131.2%ETFGLDSPDR Gold Shares$3,011$20 ▼-0.7%9,8771.2%FinanceIEViShares Europe ETF$2,658$21 ▲0.8%42,0211.0%ETFAMZNAmazon.com$2,558$2 ▲0.1%11,6581.0%Retail/WholesaleVNQVanguard Real Estate ETF$2,129$622 ▲41.3%23,9110.8%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,720$144 ▲9.1%19,3750.7%ETFSMOGVanEck Low Carbon Energy ETF$1,708$585 ▲52.1%15,5290.7%ETFFRELFidelity MSCI Real Estate Index ETF$1,653$21 ▲1.3%61,1410.6%ETFEWCiShares MSCI Canada ETF$1,632$2 ▲0.1%35,3320.6%ETFGOOGAlphabet$1,2560.0%7,0800.5%Computer and TechnologyCOSTCostco Wholesale$1,232$24 ▼-1.9%1,2440.5%Retail/WholesaleINTUIntuit$1,187$19 ▼-1.6%1,5070.5%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,124$1,124 ▲New Holding14,2840.4%ETFGSThe Goldman Sachs Group$1,059$25 ▼-2.3%1,4960.4%FinanceVVisa$1,0200.0%2,8730.4%Business ServicesGOOGLAlphabet$960$24 ▼-2.5%5,4500.4%Computer and TechnologyMAMastercard$8470.0%1,5080.3%Business ServicesIWMiShares Russell 2000 ETF$833$0 ▲0.0%3,8600.3%FinanceVOOVanguard S&P 500 ETF$749$416 ▲125.1%1,3190.3%ETFAXPAmerican Express$7380.0%2,3150.3%FinanceIWOiShares Russell 2000 Growth ETF$734$1 ▲0.1%2,5660.3%ETFMETAMeta Platforms$705$35 ▼-4.7%9550.3%Computer and TechnologyJPMorgan Exchange Traded Fund$704$137 ▲24.3%8,7300.3%Betabuldrs CDAABTAbbott Laboratories$6510.0%4,7890.3%MedicalMCOMoody's$6310.0%1,2580.2%FinanceTTTrane Technologies$6240.0%1,4270.2%ConstructionSTLDSteel Dynamics$6240.0%4,8740.2%Basic MaterialsYUMYum! Brands$6140.0%4,1430.2%Retail/WholesaleABBVAbbVie$609$49 ▼-7.4%3,2810.2%MedicalPNCThe PNC Financial Services Group$5820.0%3,1230.2%FinanceIWNiShares Russell 2000 Value ETF$566$27 ▼-4.5%3,5870.2%ETFBWZSPDR Bloomberg Short Term International Treasury Bond ETF$545$276 ▲102.9%19,4170.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$528$242 ▲84.9%3,9310.2%ETFORCLOracle$5210.0%2,3850.2%Computer and TechnologyADBEAdobe$4860.0%1,2550.2%Computer and TechnologyPLDPrologis$4650.0%4,4190.2%FinanceTSLATesla$450$24 ▲5.7%1,4190.2%Auto/Tires/TrucksHIGThe Hartford Insurance Group$4470.0%3,5230.2%FinanceFLOTiShares Floating Rate Bond ETF$437$437 ▲New Holding8,5710.2%ETFBABoeing$4200.0%2,0050.2%AerospaceMARMarriott International$4190.0%1,5330.2%Consumer DiscretionaryAPHAmphenol$4110.0%4,1600.2%Computer and TechnologyICLNiShares Global Clean Energy ETF$410$581 ▼-58.6%31,2980.2%ETFMSTRStrategy$408$53 ▼-11.5%1,0100.2%Computer and TechnologyBNDXVanguard Total International Bond ETF$403$403 ▲New Holding8,1370.2%ETFGGGGraco$3800.0%4,4160.1%IndustrialsHDHome Depot$378$98 ▼-20.5%1,0330.1%Retail/WholesaleCHRWC.H. Robinson Worldwide$371$9 ▼-2.5%3,8710.1%TransportationWMTWalmart$370$2 ▲0.5%3,7850.1%Retail/WholesaleNOCNorthrop Grumman$3640.0%7280.1%AerospaceDEDeere & Company$3620.0%7120.1%IndustrialsELVElevance Health$352$28 ▼-7.3%9060.1%MedicalMMCMarsh & McLennan Companies$3510.0%1,6070.1%FinanceMCDMcDonald's$345$1 ▲0.4%1,1810.1%Retail/WholesaleIYHiShares U.S. Healthcare ETF$343$2 ▼-0.7%6,0810.1%ETFAZOAutoZone$3420.0%920.1%Retail/WholesaleMSIMotorola Solutions$3410.0%8100.1%Computer and TechnologyUNHUnitedHealth Group$3370.0%1,0780.1%MedicalCMAComerica$3350.0%5,6080.1%FinanceJNPRJuniper Networks$3320.0%8,3080.1%Computer and TechnologyDHRDanaher$330$14 ▼-4.0%1,6680.1%MedicalAVGOBroadcom$320$320 ▲New Holding1,1600.1%Computer and TechnologyNFLXNetflix$3120.0%2330.1%Consumer DiscretionaryVNQIVanguard Global ex-U.S. Real Estate ETF$304$304 ▲New Holding6,5980.1%ETFRHPRyman Hospitality Properties$2950.0%2,9860.1%FinanceUNPUnion Pacific$2940.0%1,2760.1%TransportationWYWeyerhaeuser$2800.0%10,8980.1%ConstructionTXRHTexas Roadhouse$2750.0%1,4680.1%Retail/WholesaleMSMorgan Stanley$2650.0%1,8780.1%FinanceSLViShares Silver Trust$2600.0%7,9390.1%ETFTPYPTortoise North American Pipeline Fund$259$2 ▲1.0%7,2520.1%ETFIQSUNYLI Candriam U.S. Large Cap Equity ETF$255$1 ▲0.3%5,1350.1%ManufacturingPGProcter & Gamble$2550.0%1,6010.1%Consumer StaplesSHViShares Short Treasury Bond ETF$251$251 ▲New Holding2,2760.1%ETFMCKMcKesson$2460.0%3350.1%MedicalPYPLPayPal$2450.0%3,2900.1%Business ServicesBACBank of America$2410.0%5,0980.1%FinanceIVWiShares S&P 500 Growth ETF$221$221 ▲New Holding2,0100.1%ETFAMLPAlerian MLP ETF$220$4 ▲2.0%4,5000.1%ETFSBUXStarbucks$2160.0%2,3480.1%Retail/WholesaleShowing 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. 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