SF

Stiles Financial Services Inc

13F
Stiles Financial Services Inc
Last update 2025-04-23 170 Stocks (3 new)
Value $261.00 Mil Turnover 4 %
Countries:
Top Holdings: NVDA(6.31%)AAPL(3.74%)BRK.B(3.06%)COST(3.05%)AMZN(2.84%)
Summary Stock Picks Current Portfolio
Stiles Financial Services Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
151,661
16,437.5
+0.34%
6.310
+0.02%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
AAPL
Apple Inc
43,826
9,736.4
-1.47%
3.740
-0.06%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
BRK.B
Berkshire Hathaway Inc
14,948
7,962.2
-0.33%
3.060
-0.01%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
COST
Costco Wholesale Corp
8,382
7,938.3
-0.19%
3.050
-0.01%
0.000
+0.85%
+6.16%
430,319.1
Retail - Defensive
AMZN
Amazon.com Inc
38,860
7,393.5
-0.01%
2.840
0%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
MSFT
Microsoft Corp
16,466
6,184.4
+3.72%
2.370
+0.09%
0.000
+29.81%
+19.87%
3,740,948.0
Software
QCOM
Qualcomm Inc
28,245
4,338.0
+3.72%
1.670
+0.06%
0.000
+13.76%
+3.67%
172,891.1
Semiconductors
FAST
Fastenal Co
109,504
4,245.5
+3.22%
1.630
+0.05%
0.010
+7.89%
+21.69%
49,641.1
Industrial Distribution
GOOGL
Alphabet Inc
27,278
4,219.6
+0.35%
1.620
+0.01%
0.000
+14.81%
-4.59%
2,192,674.9
Interactive Media
PG
Procter & Gamble Co
23,013
3,921.3
+1.65%
1.510
+0.02%
0.000
-5.32%
-5.16%
368,210.3
Consumer Packaged Goods

Stiles Financial Services Inc's Historical Top Holdings Breakdowns

Stiles Financial Services Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-1.20%
●
91.45 ($91.59) 91.75
$91.56
-0.03%
Reduce -60.08%
24,024
-36,163
MRK
Merck & Co Inc
2025-03-31
Sold Out
Sold Out
-0.48%
●
83.01 ($93.37) 101.02
$83.36
-10.72%
Sold Out
0
-13,232
ENPH
Enphase Energy Inc
2025-03-31
Sold Out
Sold Out
-0.27%
●
52.87 ($63.28) 73.51
$41.85
-33.86%
Sold Out
0
-10,735
GSBD
Goldman Sachs BDC Inc
2025-03-31
Add
Add
+0.24%
●
11.63 ($12.51) 13.3
$11.80
-5.68%
Add 165.44%
84,083
52,406
CEG
Constellation Energy Corp
2025-03-31
Add
Add
+0.22%
●
201.63 ($268.03) 347.44
$321.54
19.96%
Add 61.46%
7,356
2,800
BKLC
BNY Mellon US Large Cap Core Equity ETF
BNY Mellon US Large Cap Core Equity ETF
2025-03-31
Add
Add
+0.21%
●
105.24 ($112.49) 117.4
$119.50
6.23%
Add 16.99%
35,510
5,156
ETR
Entergy Corp
2025-03-31
Sold Out
Sold Out
-0.20%
●
75.26 ($82.35) 87.89
$81.75
-0.73%
Sold Out
0
-7,143
NKE
Nike Inc
2025-03-31
Sold Out
Sold Out
-0.19%
●
63.29 ($73.61) 81.72
$72.63
-1.33%
Sold Out
0
-6,848
VTI
Vanguard Total Stock Market ETF
2025-03-31
Sold Out
Sold Out
-0.18%
●
271.18 ($290.53) 303.12
$307.02
5.68%
Sold Out
0
-1,693
MPWR
Monolithic Power Systems Inc
2025-03-31
Add
Add
+0.17%
●
565.7 ($630.15) 720.25
$736.06
16.81%
Add 63.2%
2,009
778

Stiles Financial Services Inc Total Holding History ($B)

To

Stiles Financial Services Inc's Asset Allocation

To

Stiles Financial Services Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stiles Financial Services Inc's Hypothetical Growth since 2025-03-31

Stiles Financial Services Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Stiles Financial Services Inc's Holdings Heat Map

Size field:

Stiles Financial Services Inc's Holdings Bubble Chart

Stiles Financial Services Inc News

  • 1

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