SF
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Stiles Financial Services Inc13F | |
| Stiles Financial Services Inc | |
| Last update 2025-07-24 | 175 Stocks (10 new) |
| Value $290.00 Mil | Turnover 5 % |
Stiles Financial Services Inc Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 153,565 | 24,262.8 | +1.26% | 8.380 | +0.10% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AAPL | Apple Inc | 43,875 | 9,002.5 | +0.11% | 3.110 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
AMZN | Amazon.com Inc | 39,652 | 8,699.3 | +2.04% | 3.000 | +0.06% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
MSFT | Microsoft Corp | 17,337 | 8,628.3 | +5.29% | 2.980 | +0.15% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
COST | Costco Wholesale Corp | 8,543 | 8,470.3 | +1.92% | 2.930 | +0.06% | 0.000 | -4.15% | +2.16% | 414,118.9 | Retail - Defensive | |
BRK.B | Berkshire Hathaway Inc | 15,084 | 7,328.4 | +0.91% | 2.530 | +0.02% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
LRCX | Lam Research Corp | 52,122 | 5,073.6 | +4.95% | 1.750 | +0.08% | 0.000 | +38.26% | +36.12% | 125,072.2 | Semiconductors | |
GOOGL | Alphabet Inc | 28,496 | 5,022.1 | +4.47% | 1.730 | +0.07% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
QCOM | Qualcomm Inc | 30,162 | 4,804.3 | +6.79% | 1.660 | +0.11% | 0.000 | +8.55% | +4.58% | 174,406.3 | Semiconductors | |
ASML | ASML Holding NV | 5,845 | 4,695.8 | +3.86% | 1.620 | +0.06% | 0.000 | +7.75% | +5.16% | 285,101.5 | Semiconductors |
Stiles Financial Services Inc's Historical Top Holdings Breakdowns
Stiles Financial Services Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BKLC |
BNY Mellon US Large Cap Core Equity ETF
BNY Mellon US Large Cap Core Equity ETF
| 2025-06-30 | Reduce Reduce | -0.33% | 94.74 ($109.33) 118.43 | $121.64 | 11.26% | Reduce -22.64% | 27,469 | -8,041 | |
GS | The Goldman Sachs Group Inc | 2025-06-30 | New Buy New Buy | +0.31% | 462.22 ($578.93) 707.75 | $719.18 | 24.23% | New holding | 1,277 | 1,277 | |
PM | Philip Morris International Inc | 2025-06-30 | New Buy New Buy | +0.18% | 149.23 ($171.52) 184.95 | $161.08 | -6.09% | New holding | 2,878 | 2,878 | |
CEG | Constellation Energy Corp | 2025-06-30 | Add Add | +0.17% | 170.96 ($263.62) 322.76 | $321.67 | 22.02% | Add 20.28% | 8,848 | 1,492 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -0.17% | 91.43 ($91.58) 91.74 | $91.68 | 0.11% | Reduce -20.42% | 19,119 | -4,905 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.15% | 354.56 ($433.34) 497.45 | $510.88 | 17.89% | Add 5.29% | 17,337 | 871 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Add Add | +0.14% | 210.28 ($255.03) 289.91 | $296.55 | 16.28% | Add 12.88% | 12,366 | 1,411 | |
PGR | Progressive Corp | 2025-06-30 | New Buy New Buy | +0.14% | 255.27 ($274.25) 288.74 | $247.38 | -9.80% | New holding | 1,490 | 1,490 | |
XEL | Xcel Energy Inc | 2025-06-30 | Reduce Reduce | -0.13% | 65.65 ($69.37) 72.38 | $72.78 | 4.92% | Reduce -9.21% | 47,450 | -4,815 | |
HD | The Home Depot Inc | 2025-06-30 | Add Add | +0.12% | 335.24 ($361.94) 380.78 | $373.09 | 3.08% | Add 9.68% | 10,433 | 921 |
Stiles Financial Services Inc Total Holding History ($B)
Stiles Financial Services Inc's Asset Allocation
Stiles Financial Services Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Stiles Financial Services Inc's Hypothetical Growth since 2025-06-30
Stiles Financial Services Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Stiles Financial Services Inc's Holdings Heat Map
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Stiles Financial Services Inc's Holdings Bubble Chart
Stiles Financial Services Inc News
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