Palisades Hudson Asset Management, L.P. Purchases in Q2 2025

Palisades Hudson Asset Management, L.P.

  • $256 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.27K
+ 32.82%
$498.8 - $620.9 $3.63M - $4.51M
29.4K $18.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
19.3K
+ 6.84%
$83.54 - $100.04 $1.61M - $1.93M
301K $29.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
9.15K
+ 9.54%
$108.87 - $133.04 $996K - $1.22M
105K $14M
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 0.18%
$496.48 - $617.85 $26.8K - $33.4K
29.5K $18.2M
VUSB
Vanguard Bd Index Fds
33.6K
+ 42.08%
N/A
113K $5.66M
NVDA
Nvidia Corp

Technology
381
+ 1.3%
$94.31 - $157.99 $35.9K - $60.2K
29.8K $4.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11.9K
+ 15.35%
$62.73 - $78.42 $744K - $930K
89.1K $6.9M
AAXJ
Ishares Msci All Country Asia

ETFs
6.89K
+ 6.71%
$65.0 - $82.89 $448K - $571K
110K $9.05M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.06K
+ 0.57%
$53.75 - $67.21 $57K - $71.2K
188K $12.4M
Jp Morgan Exchange Traded Fund
5.61K
+ 4.0%
N/A
146K $9.01M
NUSC
Nuveen Esg Small Cap ETF

ETFs
17K
+ 21.99%
$33.38 - $40.81 $567K - $693K
94.2K $3.84M
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
5.32K
+ 52.08%
$89.06 - $112.24 $474K - $597K
15.5K $1.71M
EWA
Ishares Msci Australia ETF

ETFs
3.75K
+ 1.95%
$20.82 - $26.71 $78K - $100K
196K $5.16M
VNQ
Vanguard Specialized Funds Van

ETFs
6.99K
+ 41.29%
$79.79 - $91.42 $558K - $639K
23.9K $2.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24
+ 0.02%
$90.56 - $109.49 $2.17K - $2.63K
98.9K $10.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
733
+ 125.09%
$456.74 - $568.03 $335K - $416K
1.32K $749K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.57K
New
$50.1 - $51.02 $429K - $437K
8.57K $437K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.09K
+ 6.98%
$67.03 - $80.35 $274K - $329K
62.7K $5M
BNDX
Vanguard Total International B

ETFs
8.14K
New
$48.77 - $49.55 $397K - $403K
8.14K $403K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
80
+ 0.24%
$86.93 - $109.64 $6.95K - $8.77K
33.5K $3.67M
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 0.06%
$167.32 - $223.3 $1.17K - $1.56K
11.7K $2.56M
AVGO
Broadcom Inc.

Technology
1.16K
New
$146.29 - $275.65 $170K - $320K
1.16K $320K
VNQI
Vanguard Global Ex U.S. Real

ETFs
6.6K
New
$37.77 - $46.15 $249K - $304K
6.6K $304K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
9.85K
+ 102.89%
$26.27 - $28.07 $259K - $276K
19.4K $545K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.81K
+ 84.9%
$104.23 - $134.39 $188K - $243K
3.93K $528K
SHV
Ishares Tr

ETFs
2.28K
New
$110.06 - $110.46 $250K - $251K
2.28K $251K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.62K
+ 9.14%
$72.61 - $88.75 $118K - $144K
19.4K $1.72M
IEV
Ishares Tr Europe ETF

ETFs
325
+ 0.78%
$51.8 - $64.59 $16.8K - $21K
42K $2.66M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.01K
New
$82.96 - $110.1 $167K - $221K
2.01K $221K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.37K
New
$51.16 - $62.02 $172K - $209K
3.37K $209K
CSCO
Cisco Systems, Inc.

Technology
3K
New
$53.19 - $69.38 $159K - $208K
3K $208K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.51K
New
$18.94 - $21.67 $180K - $206K
9.51K $201K
Jp Morgan Exchange Traded Fund
1.7K
+ 24.25%
N/A
8.73K $704K
CHTR
Charter Communications, Inc.

Communication Services
492
New
$321.68 - $427.25 $158K - $210K
492 $201K
EWC
Ishares Msci Canada ETF

ETFs
42
+ 0.12%
$37.17 - $46.2 $1.56K - $1.94K
35.3K $1.63M
GNR
Spdr S&P Global Natural Resour

ETFs
2.4K
+ 4.32%
$45.66 - $55.03 $110K - $132K
58K $3.15M
TSLA
Tesla, Inc.

Consumer Cyclical
77
+ 5.74%
$221.86 - $362.89 $17.1K - $27.9K
1.42K $450K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.12%
$224.16 - $285.86 $672 - $858
2.57K $734K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.03%
$174.82 - $215.79 $175 - $216
3.86K $833K
WMT
Walmart Inc.

Consumer Defensive
18
+ 0.48%
$81.79 - $99.98 $1.47K - $1.8K
3.79K $370K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
14
+ 0.27%
$39.84 - $49.59 $558 - $694
5.14K $255K
T
At&T Inc.

Communication Services
8
+ 0.11%
$26.33 - $28.94 $211 - $232
7.41K $215K
TPYP
Managed Portfolio Ser Tortoise

ETFs
69
+ 0.96%
$32.09 - $36.96 $2.21K - $2.55K
7.25K $259K
FREL
Fidelity Covington Tr Msci Rea

ETFs
777
+ 1.29%
$24.18 - $27.61 $18.8K - $21.5K
61.1K $1.65M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
88
+ 1.99%
$45.07 - $52.57 $3.97K - $4.63K
4.5K $220K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.43%
$285.55 - $321.23 $1.43K - $1.61K
1.18K $345K
Activity Summary
Buys All Purchases 47 New Holdings 11 Increased Positions 36 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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