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 $220.28 thousand in total holdings as of March 31, 2025.
Palisades Hudson Asset Management, L.P. owns shares of 100 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 1.76% of the portfolio was purchased this quarter.
About 6.03% of the portfolio was sold this quarter.
This quarter, Palisades Hudson Asset Management, L.P. has purchased 105 new stocks and bought additional shares in 19 stocks.
Palisades Hudson Asset Management, L.P. sold shares of 38 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

iShares S&P Small-Cap 600 Value ETF: $27,450
SPDR S&P 500 ETF Trust: $16,465
Vanguard Total Stock Market ETF: $16,083
iShares Core S&P 500 ETF: $12,447
iShares S&P Small-Cap 600 Growth ETF: $11,940

Largest New Holdings this Quarter

00206R102 - AT&T: $209 Holding
375558103 - Gilead Sciences: $201 Holding

Largest Purchases this Quarter

iShares MSCI All Country Asia ex Japan ETF: 32,014 shares (about $2.37K)
Vanguard Ultra-Short Bond ETF: 13,792 shares (about $687.61)
AT&T: 7,401 shares (about $209.00)
Gilead Sciences: 1,792 shares (about $201.00)
Nuveen ESG Small-Cap ETF: 4,351 shares (about $166.82)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 8,213 shares (about $4.59K)
iShares S&P Small-Cap 600 Value ETF: 9,525 shares (about $928.49)
Vanguard FTSE All-World ex-US Small-Cap ETF: 7,012 shares (about $811.36)
Vanguard FTSE Europe ETF: 9,002 shares (about $632.02)
iShares Core S&P Small-Cap ETF: 5,245 shares (about $548.46)

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	$27,450	$928 ▼	-3.3%	281,599	12.5%	ETF
SPY SPDR S&P 500 ETF Trust	$16,465	$4,594 ▼	-21.8%	29,434	7.5%	Finance
VTI Vanguard Total Stock Market ETF	$16,083	$70 ▼	-0.4%	58,517	7.3%	ETF
IVV iShares Core S&P 500 ETF	$12,447	$301 ▼	-2.4%	22,152	5.7%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$11,940	$387 ▼	-3.1%	95,901	5.4%	ETF
IEUR iShares Core MSCI Europe ETF	$11,244	$4 ▲	0.0%	186,931	5.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$10,344	$548 ▼	-5.0%	98,921	4.7%	ETF
EWJ iShares MSCI Japan ETF	$8,220	$217 ▼	-2.6%	119,899	3.7%	ETF
JP Morgan Exchange Traded Fund	$7,874	$253 ▼	-3.1%	140,280	3.6%	Betbuld Japan
AAXJ iShares MSCI All Country Asia ex Japan ETF	$7,596	$2,369 ▲	45.3%	102,652	3.4%	ETF
IAU iShares Gold Trust	$6,551		0.0%	111,113	3.0%	Finance
VGK Vanguard FTSE Europe ETF	$5,421	$632 ▼	-10.4%	77,213	2.5%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$4,595	$11 ▲	0.2%	58,609	2.1%	ETF
AAPL Apple	$4,578	$141 ▼	-3.0%	20,612	2.1%	Computer and Technology
EWA iShares MSCI Australia ETF	$4,509	$94 ▲	2.1%	192,351	2.0%	Finance
VUSB Vanguard Ultra-Short Bond ETF	$3,982	$688 ▲	20.9%	79,871	1.8%	ETF
MSFT Microsoft	$3,320	$140 ▼	-4.0%	8,844	1.5%	Computer and Technology
ESGV Vanguard ESG US Stock ETF	$3,275	$9 ▲	0.3%	33,432	1.5%	ETF
NVDA NVIDIA	$3,184	$166 ▼	-5.0%	29,377	1.4%	Computer and Technology
NUSC Nuveen ESG Small-Cap ETF	$2,962	$167 ▲	6.0%	77,255	1.3%	ETF
GNR SPDR S&P Global Natural Resources ETF	$2,961	$261 ▼	-8.1%	55,611	1.3%	ETF
GLD SPDR Gold Shares	$2,865	$186 ▼	-6.1%	9,943	1.3%	Finance
IEV iShares Europe ETF	$2,427	$31 ▼	-1.3%	41,696	1.1%	ETF
AMZN Amazon.com	$2,217	$211 ▼	-8.7%	11,651	1.0%	Retail/Wholesale
FREL Fidelity MSCI Real Estate Index ETF	$1,658	$82 ▲	5.2%	60,364	0.8%	ETF
VNQ Vanguard Real Estate ETF	$1,532	$32 ▼	-2.0%	16,923	0.7%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,473	$5 ▲	0.4%	17,752	0.7%	ETF
EWC iShares MSCI Canada ETF	$1,438	$37 ▼	-2.5%	35,290	0.7%	ETF
COST Costco Wholesale	$1,199	$7 ▼	-0.5%	1,268	0.5%	Retail/Wholesale
GOOG Alphabet	$1,106		0.0%	7,080	0.5%	Computer and Technology
SMOG VanEck Low Carbon Energy ETF	$1,032		0.0%	10,211	0.5%	ETF
V Visa	$1,007		0.0%	2,873	0.5%	Business Services
INTU Intuit	$940	$20 ▼	-2.0%	1,531	0.4%	Computer and Technology
GOOGL Alphabet	$864	$238 ▼	-21.6%	5,588	0.4%	Computer and Technology
ICLN iShares Global Clean Energy ETF	$863	$20 ▲	2.3%	75,612	0.4%	ETF
GS The Goldman Sachs Group	$837		0.0%	1,531	0.4%	Finance
MA Mastercard	$826		0.0%	1,508	0.4%	Business Services
IWM iShares Russell 2000 ETF	$770	$0 ▲	0.0%	3,859	0.3%	Finance
ABBV AbbVie	$742	$41 ▼	-5.2%	3,544	0.3%	Medical
IWO iShares Russell 2000 Growth ETF	$655	$1 ▲	0.1%	2,563	0.3%	ETF
YUM Yum! Brands	$652		0.0%	4,143	0.3%	Retail/Wholesale
ABT Abbott Laboratories	$635		0.0%	4,789	0.3%	Medical
AXP American Express	$623	$109 ▼	-14.9%	2,315	0.3%	Finance
STLD Steel Dynamics	$610		0.0%	4,874	0.3%	Basic Materials
MCO Moody's	$586		0.0%	1,258	0.3%	Finance
META Meta Platforms	$578	$14 ▼	-2.3%	1,002	0.3%	Computer and Technology
IWN iShares Russell 2000 Value ETF	$567	$1 ▲	0.2%	3,756	0.3%	ETF
UNH UnitedHealth Group	$565		0.0%	1,078	0.3%	Medical
PNC The PNC Financial Services Group	$549		0.0%	3,123	0.2%	Finance
JPMorgan Exchange Traded Fund	$503	$10 ▼	-1.9%	7,026	0.2%	Betabuldrs CDA
PLD Prologis	$494		0.0%	4,419	0.2%	Finance
ADBE Adobe	$482		0.0%	1,255	0.2%	Computer and Technology
TT Trane Technologies	$481		0.0%	1,427	0.2%	Construction
HD Home Depot	$476	$144 ▼	-23.3%	1,300	0.2%	Retail/Wholesale
HIG The Hartford Financial Services Group	$436		0.0%	3,523	0.2%	Finance
ELV Elevance Health	$425		0.0%	977	0.2%	Medical
CHRW C.H. Robinson Worldwide	$407		0.0%	3,970	0.2%	Transportation
MMC Marsh & McLennan Companies	$392		0.0%	1,607	0.2%	Finance
NOC Northrop Grumman	$373		0.0%	728	0.2%	Aerospace
IYH iShares U.S. Healthcare ETF	$373	$7 ▼	-1.8%	6,123	0.2%	ETF
GGG Graco	$369		0.0%	4,416	0.2%	Industrials
MCD McDonald's	$368	$192 ▼	-34.2%	1,176	0.2%	Retail/Wholesale
MAR Marriott International	$365		0.0%	1,533	0.2%	Consumer Discretionary
DHR Danaher	$356	$57 ▼	-13.8%	1,737	0.2%	Medical
MSI Motorola Solutions	$355		0.0%	810	0.2%	Computer and Technology
AZO AutoZone	$351		0.0%	92	0.2%	Retail/Wholesale
TSLA Tesla	$348	$5 ▼	-1.5%	1,342	0.2%	Auto/Tires/Trucks
BA Boeing	$342		0.0%	2,005	0.2%	Aerospace
DE Deere & Company	$334	$9 ▼	-2.7%	712	0.2%	Industrials
ORCL Oracle	$334	$38 ▼	-10.2%	2,385	0.2%	Computer and Technology
CMA Comerica	$331		0.0%	5,608	0.2%	Finance
WMT Walmart	$330	$1 ▲	0.2%	3,767	0.1%	Retail/Wholesale
MSTR Strategy	$329	$134 ▼	-29.0%	1,141	0.1%	Computer and Technology
WY Weyerhaeuser	$319		0.0%	10,898	0.1%	Construction
VOO Vanguard S&P 500 ETF	$301	$1 ▲	0.2%	586	0.1%	ETF
UNP Union Pacific	$301		0.0%	1,276	0.1%	Transportation
JNPR Juniper Networks	$301		0.0%	8,308	0.1%	Computer and Technology
PG Procter & Gamble	$273		0.0%	1,601	0.1%	Consumer Staples
APH Amphenol	$273		0.0%	4,160	0.1%	Computer and Technology
RHP Ryman Hospitality Properties	$273		0.0%	2,986	0.1%	Finance
TPYP Tortoise North American Pipeline Fund	$261	$5 ▲	2.0%	7,183	0.1%	ETF
BWZ SPDR Bloomberg Barclays Short Term International Treasury Bond ETF	$251	$1 ▲	0.3%	9,570	0.1%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$246	$811 ▼	-76.7%	2,126	0.1%	ETF
SLV iShares Silver Trust	$246		0.0%	7,939	0.1%	ETF
TXRH Texas Roadhouse	$245	$19 ▼	-7.1%	1,468	0.1%	Retail/Wholesale
IQSU NYLI Candriam ESG U.S. Large Cap Equity ETF	$232	$1 ▲	0.3%	5,121	0.1%	Manufacturing
SBUX Starbucks	$231		0.0%	2,348	0.1%	Retail/Wholesale
AMLP Alerian MLP ETF	$229	$4 ▲	1.9%	4,412	0.1%	ETF
MCK McKesson	$226	$102 ▼	-31.1%	335	0.1%	Medical
MS Morgan Stanley	$219		0.0%	1,878	0.1%	Finance
NFLX Netflix	$217		0.0%	233	0.1%	Consumer Discretionary
PYPL PayPal	$215		0.0%	3,290	0.1%	Computer and Technology
ADP Automatic Data Processing	$213	$31 ▼	-12.7%	695	0.1%	Business Services
BAC Bank of America	$213	$20 ▼	-8.7%	5,098	0.1%	Finance
SCHD Schwab US Dividend Equity ETF	$212		0.0%	7,599	0.1%	ETF
T AT&T	$209	$209 ▲	New Holding	7,401	0.1%	Computer and Technology
GILD Gilead Sciences	$201	$201 ▲	New Holding	1,792	0.1%	Medical
CMI Cummins	$194		0.0%	620	0.1%	Auto/Tires/Trucks
Cummins Inc	$10		0.0%	32	0.0%	Com
Cummins Inc	$1		0.0%	3	0.0%	Com

Showing largest 100 holdings. View all holdings.

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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

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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