Palisades Hudson Asset Management, L.P. Incresed Positions in Q3 2024

Palisades Hudson Asset Management, L.P.

  • $237 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAXJ
Ishares Msci All Country Asia

ETFs
17.9K
+ 95.54%
$68.09 - $79.71 $1.22M - $1.43M
36.6K $2.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
245
+ 0.23%
$105.53 - $118.34 $25.9K - $29K
105K $12.3M
NUSC
Nuveen Esg Small Cap ETF

ETFs
17.7K
+ 32.96%
$38.89 - $42.97 $687K - $759K
71.3K $3.05M
EWA
Ishares Msci Australia ETF

ETFs
2.62K
+ 1.49%
$23.21 - $27.11 $60.8K - $71K
178K $4.83M
VUSB
Vanguard Bd Index Fds
6.5K
+ 10.5%
N/A
68.4K $3.42M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.37K
+ 4.16%
$25.07 - $29.94 $59.4K - $71K
59.3K $1.75M
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
994
+ 11.26%
$96.78 - $113.53 $96.2K - $113K
9.83K $1.1M
VNQ
Vanguard Specialized Funds Van

ETFs
315
+ 2.14%
$82.97 - $98.97 $26.1K - $31.2K
15K $1.46M
AXP
American Express CO

Financial Services
500
+ 22.51%
$225.92 - $271.17 $113K - $136K
2.72K $738K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
93
+ 0.28%
$91.37 - $101.65 $8.5K - $9.45K
33.3K $3.38M
AMZN
Amazon Com Inc

Consumer Cyclical
1.07K
+ 9.18%
$161.02 - $200.0 $173K - $215K
12.8K $2.38M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
322
+ 1.1%
$19.78 - $23.53 $6.37K - $7.58K
29.7K $687K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.28%
$245.82 - $304.51 $1.23K - $1.52K
1.8K $547K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.03%
$200.87 - $224.6 $201 - $225
3.91K $863K
NVDA
Nvidia Corp

Technology
1.06K
+ 3.55%
$98.91 - $134.91 $105K - $143K
30.9K $3.75M
WMT
Walmart Inc.

Consumer Defensive
141
+ 3.9%
$66.91 - $81.4 $9.43K - $11.5K
3.76K $303K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.16%
$256.4 - $289.78 $1.03K - $1.16K
2.55K $724K
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.32%
$150.05 - $171.34 $1.8K - $2.06K
3.79K $632K
Jp Morgan Exchange Traded Fund
33
+ 0.47%
N/A
7.08K $512K
V
Visa Inc.

Financial Services
49
+ 1.71%
$253.74 - $291.56 $12.4K - $14.3K
2.92K $804K
AMGN
Amgen Inc

Healthcare
96
+ 14.5%
$309.38 - $337.38 $29.7K - $32.4K
758 $244K
IYH
Ishares Tr

ETFs
22
+ 0.36%
$60.29 - $66.38 $1.33K - $1.46K
6.22K $404K
MSTR
Microstrategy Inc

Technology
1.43K
+ 792.78%
$114.3 - $1800.09 $163K - $2.57M
1.61K $271K
AVGO
Broadcom Inc.

Technology
1.14K
+ 900.0%
$136.27 - $1745.86 $156K - $2M
1.27K $219K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
39
+ 0.64%
$76.38 - $78.87 $2.98K - $3.08K
6.15K $484K
GOOG
Alphabet Inc.

Communication Services
208
+ 2.94%
$149.54 - $192.66 $31.1K - $40.1K
7.29K $1.22M
MSFT
Microsoft Corp

Technology
135
+ 1.48%
$395.15 - $467.56 $53.3K - $63.1K
9.23K $3.97M
Activity Summary
Buys All Purchases 42 New Holdings 14 Increased Positions 28 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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