Palisades Hudson Asset Management, L.P. Incresed Positions in Q3 2025

Palisades Hudson Asset Management, L.P.

  • $276 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
4.15K
+ 1.38%
$98.99 - $112.2 $410K - $465K
305K $33.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
348
+ 1.18%
$617.65 - $666.84 $215K - $232K
29.8K $19.9M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.0%
$303.93 - $329.86 $304 - $330
58.5K $19.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
195
+ 0.2%
$108.46 - $120.63 $21.1K - $23.5K
99.1K $11.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
320
+ 0.3%
$131.47 - $143.64 $42.1K - $46K
105K $14.9M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.96K
+ 8.84%
$109.47 - $119.06 $324K - $353K
36.5K $4.32M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
910
+ 1.45%
$79.39 - $90.39 $72.2K - $82.3K
63.6K $5.64M
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.73K
+ 5.02%
$40.43 - $44.52 $191K - $211K
99K $4.37M
TSLA
Tesla, Inc.

Consumer Cyclical
546
+ 38.48%
$293.94 - $444.72 $160K - $243K
1.97K $874K
VUSB
Vanguard Bd Index Fds
7.13K
+ 6.28%
N/A
121K $6.03M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.14K
+ 1.28%
$75.26 - $80.19 $85.9K - $91.5K
90.2K $7.2M
AVGO
Broadcom Inc.

Technology
335
+ 28.88%
$264.74 - $369.57 $88.7K - $124K
1.5K $493K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
491
+ 2.53%
$87.69 - $96.0 $43.1K - $47.1K
19.9K $1.87M
VNQ
Vanguard Specialized Funds Van

ETFs
865
+ 3.62%
$88.47 - $93.24 $76.5K - $80.7K
24.8K $2.27M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.03%
$214.92 - $244.84 $215 - $245
3.86K $934K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.12%
$284.45 - $324.95 $853 - $975
2.57K $822K
ICLN
Ishares

ETFs
757
+ 2.42%
$13.22 - $15.48 $10K - $11.7K
32.1K $496K
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.28%
$157.1 - $178.94 $1.57K - $1.79K
3.6K $636K
Jp Morgan Exchange Traded Fund
87
+ 1.0%
N/A
8.82K $769K
FREL
Fidelity Covington Tr Msci Rea

ETFs
453
+ 0.74%
$26.84 - $28.32 $12.2K - $12.8K
61.6K $1.71M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
14
+ 0.36%
$133.48 - $144.38 $1.87K - $2.02K
3.95K $562K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
16
+ 0.31%
$48.01 - $53.21 $768 - $851
5.15K $274K
IYH
Ishares Tr

ETFs
20
+ 0.33%
$54.36 - $58.96 $1.09K - $1.18K
6.1K $358K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
99
+ 0.69%
$78.11 - $79.07 $7.73K - $7.83K
14.4K $1.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.06%
$62.09 - $66.51 $124 - $133
3.37K $220K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
74
+ 0.86%
$50.82 - $51.09 $3.76K - $3.78K
8.65K $442K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
49
+ 0.52%
$20.76 - $21.78 $1.02K - $1.07K
9.55K $206K
BNDX
Vanguard Total International B

ETFs
37
+ 0.45%
$49.0 - $49.51 $1.81K - $1.83K
8.17K $404K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
72
+ 0.37%
$27.17 - $28.04 $1.96K - $2.02K
19.5K $542K
T
At&T Inc.

Communication Services
9
+ 0.12%
$26.94 - $29.62 $242 - $267
7.42K $209K
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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