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Palisades Hudson Asset Management, L.P.13F | |
| Palisades Hudson Asset Management, L.P. | |
| Last update 2025-05-09 | 98 Stocks (2 new) |
| Value $212.00 Mil | Turnover 2 % |
Palisades Hudson Asset Managem... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJS | iShares S&P Small-Cap 600 Value ETF | 281,599 | 27,450.0 | -3.27% | 12.950 | -0.45% | 0.450 | +16.80% | -5.00% | 6,217.5 | ||
SPY | SPDR S&P 500 ETF Trust | 29,434 | 16,470.0 | -21.82% | 7.770 | -2.10% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
VTI | Vanguard Total Stock Market ETF | 58,517 | 16,080.0 | -0.44% | 7.590 | -0.03% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
IVV | iShares Core S&P 500 ETF | 22,152 | 12,450.0 | -2.36% | 5.870 | -0.14% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
IJT | ISHARES TRUST | 95,901 | 11,940.0 | -3.14% | 5.630 | -0.18% | 0.210 | +16.31% | +0.47% | 6,141.9 | ||
IEUR | iShares Core MSCI Europe ETF | 186,931 | 11,240.0 | +0.03% | 5.300 | 0% | 0.200 | +11.93% | +24.19% | 6,878.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 98,921 | 10,340.0 | -5.04% | 4.880 | -0.26% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
EWJ | iShares MSCI Japan ETF | 119,899 | 8,220.0 | -2.58% | 3.880 | -0.09% | 0.060 | +6.35% | +7.89% | 14,799.2 | ||
AAXJ |
iShares MSCI All Country Asia ex Japan Index Fund
iShares MSCI All Country Asia ex Japan Index Fund
| 102,652 | 7,600.0 | +45.32% | 3.590 | +1.12% | 0.310 | +20.66% | +18.04% | 2,809.0 | ||
IAU | iShares Gold Trust | 111,113 | 6,550.0 | 0% | 3.090 | 0% | 0.010 | +0.80% | +27.51% | 47,693.5 |
Palisades Hudson Asset Management, L.P.'s Historical Top Holdings Breakdowns
Palisades Hudson Asset Management, L.P.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -2.10% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -21.82% | 29,434 | -8,213 | |
AAXJ |
iShares MSCI All Country Asia ex Japan Index Fund
iShares MSCI All Country Asia ex Japan Index Fund
| 2025-03-31 | Add Add | +1.12% | 69.59 ($73.96) 77.09 | $84.61 | 14.40% | Add 45.32% | 102,652 | 32,014 | |
IJS | iShares S&P Small-Cap 600 Value ETF | 2025-03-31 | Reduce Reduce | -0.45% | 96.3 ($105.5) 112.23 | $102.35 | -2.99% | Reduce -3.27% | 281,599 | -9,525 | |
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 2025-03-31 | Reduce Reduce | -0.35% | 110.75 ($116.23) 119.78 | $135.47 | 16.55% | Reduce -76.73% | 2,126 | -7,012 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | Add Add | +0.32% | 49.61 ($49.73) 49.89 | $49.79 | 0.12% | Add 20.87% | 79,871 | 13,792 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Sold Out Sold Out | -0.27% | 20.2 ($21.37) 22.24 | $21.33 | -0.19% | Sold Out | 0 | -29,387 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.26% | 102.49 ($112.84) 119.96 | $111.87 | -0.86% | Reduce -5.04% | 98,921 | -5,245 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | Reduce Reduce | -0.25% | 63.07 ($68.94) 73.5 | $77.17 | 11.94% | Reduce -10.44% | 77,213 | -9,002 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Sold Out Sold Out | -0.21% | 76.94 ($77.63) 78.28 | $78.35 | 0.93% | Sold Out | 0 | -6,206 | |
IJT | ISHARES TRUST | 2025-03-31 | Reduce Reduce | -0.18% | 121 ($133.74) 142.28 | $135.43 | 1.26% | Reduce -3.14% | 95,901 | -3,110 |
Palisades Hudson Asset Management, L.P. Total Holding History ($B)
Palisades Hudson Asset Management, L.P.'s Asset Allocation
Palisades Hudson Asset Management, L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Palisades Hudson Asset Management, L.P.'s Hypothetical Growth since 2025-03-31
Palisades Hudson Asset Management, L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Palisades Hudson Asset Management, L.P.'s Holdings Heat Map
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Palisades Hudson Asset Management, L.P.'s Holdings Bubble Chart
Palisades Hudson Asset Management, L.P. News
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