Palisades Hudson Asset Management, L.P. Reduced Holdings in Q4 2024

Palisades Hudson Asset Management, L.P.

  • $237 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.82K
- 1.81%
$134.53 - $150.65 $245K - $274K
99K $13.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.02K
- 0.97%
$113.92 - $127.38 $117K - $130K
104K $12M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-1.95K
- 3.29%
$26.61 - $29.85 $51.9K - $58.2K
57.4K $1.55M
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.1%
$365.96 - $514.62 $366 - $515
977 $360K
VUSB
Vanguard Bd Index Fds
-2.33K
- 3.4%
N/A
66.1K $3.28M
ADBE
Adobe Inc.

Technology
-18
- 1.41%
$437.39 - $552.96 $7.87K - $9.95K
1.26K $558K
MSFT
Microsoft Corp

Technology
-15
- 0.16%
$406.35 - $454.46 $6.1K - $6.82K
9.22K $3.89M
ABBV
Abb Vie Inc.

Healthcare
-6
- 0.16%
$164.99 - $203.87 $990 - $1.22K
3.74K $665K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-270
- 1.5%
$89.9 - $100.66 $24.3K - $27.2K
17.7K $1.6M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-272
- 0.92%
$20.55 - $23.26 $5.59K - $6.33K
29.4K $619K
IVV
Ishares Core S&P 500 ETF

ETFs
-537
- 2.31%
$570.51 - $610.59 $306K - $328K
22.7K $13.4M
VTI
Vanguard Total Stock Market Et

ETFs
-1.49K
- 2.48%
$280.04 - $302.45 $418K - $451K
58.8K $17M
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.45%
$288.47 - $316.54 $2.31K - $2.53K
1.79K $518K
YUM
Yum Brands Inc

Consumer Cyclical
-5
- 0.12%
$130.36 - $139.54 $652 - $698
4.14K $556K
IWN
Ishares Russell2000 Val ETF

ETFs
-43
- 1.13%
$162.69 - $181.35 $7K - $7.8K
3.75K $615K
PG
Procter & Gamble CO

Consumer Defensive
-5
- 0.31%
$161.05 - $179.7 $805 - $899
1.6K $268K
IWM
Ishares Russell 2000 ETF

ETFs
-50
- 1.28%
$216.13 - $242.4 $10.8K - $12.1K
3.86K $853K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-383
- 0.65%
$84.34 - $95.14 $32.3K - $36.4K
58.5K $5.1M
DE
Deere & CO

Industrials
-3
- 0.41%
$389.45 - $466.0 $1.17K - $1.4K
732 $310K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.19%
$554.08 - $632.68 $1.11K - $1.27K
1.03K $601K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-50
- 1.5%
$77.25 - $91.3 $3.86K - $4.57K
3.29K $281K
BA
Boeing CO

Industrials
-12
- 0.59%
$138.14 - $180.72 $1.66K - $2.17K
2.01K $355K
V
Visa Inc.

Financial Services
-49
- 1.68%
$273.87 - $320.91 $13.4K - $15.7K
2.87K $908K
GOOG
Alphabet Inc.

Communication Services
-208
- 2.85%
$163.08 - $198.16 $33.9K - $41.2K
7.08K $1.35M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.31K
- 0.45%
$104.59 - $118.05 $137K - $154K
291K $31.6M
AAPL
Apple Inc.

Technology
-860
- 3.89%
$221.69 - $259.02 $191K - $223K
21.2K $5.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
-356
- 0.94%
$567.81 - $607.81 $202K - $216K
37.6K $22.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-10
- 0.08%
$180.88 - $232.93 $1.81K - $2.33K
12.8K $2.8M
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Palisades Hudson Asset Management, L.P. Portfolio

Follow Palisades Hudson Asset Management, L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palisades Hudson Asset Management, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Palisades Hudson Asset Management, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email