Palisades Hudson Asset Management, L.P. Reduced Holdings in Q1 2025

Palisades Hudson Asset Management, L.P.

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.21K
- 21.82%
$551.42 - $612.93 $4.53M - $5.03M
29.4K $16.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-9.53K
- 3.27%
$96.3 - $112.23 $917K - $1.07M
282K $27.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.25K
- 5.04%
$102.49 - $119.96 $538K - $629K
98.9K $10.3M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3.11K
- 3.14%
$121.0 - $142.28 $376K - $442K
95.9K $11.9M
NVDA
Nvidia Corp

Technology
-1.53K
- 4.96%
$106.98 - $149.43 $164K - $229K
29.4K $3.18M
VTI
Vanguard Total Stock Market Et

ETFs
-256
- 0.44%
$271.18 - $303.12 $69.4K - $77.6K
58.5K $16.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-535
- 2.36%
$554.06 - $615.85 $296K - $329K
22.2K $12.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-7.01K
- 76.73%
$110.75 - $119.78 $777K - $840K
2.13K $246K
AAPL
Apple Inc.

Technology
-637
- 3.0%
$209.68 - $247.1 $134K - $157K
20.6K $4.58M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.11K
- 8.68%
$190.26 - $242.06 $211K - $268K
11.7K $2.22M
GOOGL
Alphabet Inc.

Communication Services
-1.54K
- 21.57%
$154.33 - $206.19 $237K - $317K
5.59K $864K
TSLA
Tesla, Inc.

Consumer Cyclical
-21
- 1.54%
$222.15 - $428.22 $4.67K - $8.99K
1.34K $348K
AXP
American Express CO

Financial Services
-406
- 14.92%
$255.39 - $325.87 $104K - $132K
2.32K $623K
HD
Home Depot, Inc.

Consumer Cyclical
-394
- 23.26%
$347.25 - $424.87 $137K - $167K
1.3K $476K
MCD
Mcdonalds Corp

Consumer Cyclical
-612
- 34.23%
$279.74 - $321.29 $171K - $197K
1.18K $368K
MSTR
Microstrategy Inc

Technology
-466
- 29.0%
$239.27 - $396.5 $111K - $185K
1.14K $329K
ORCL
Oracle Corp

Technology
-271
- 10.2%
$139.81 - $186.47 $37.9K - $50.5K
2.39K $334K
DHR
Danaher Corp

Healthcare
-277
- 13.75%
$201.62 - $250.59 $55.8K - $69.4K
1.74K $356K
Jp Morgan Exchange Traded Fund
-4.51K
- 3.11%
N/A
140K $7.87M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-9K
- 10.44%
$63.07 - $73.5 $568K - $662K
77.2K $5.42M
MCK
Mckesson Corp

Healthcare
-151
- 31.07%
$566.21 - $672.99 $85.5K - $102K
335 $226K
GNR
Spdr S&P Global Natural Resour

ETFs
-4.89K
- 8.09%
$50.12 - $54.48 $245K - $267K
55.6K $2.96M
INTU
Intuit Inc

Technology
-32
- 2.05%
$555.63 - $630.23 $17.8K - $20.2K
1.53K $940K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-112
- 7.09%
$166.63 - $185.86 $18.7K - $20.8K
1.47K $245K
EWJ
Ishares Msci Japan ETF

ETFs
-3.17K
- 2.58%
$65.24 - $71.7 $207K - $227K
120K $8.22M
BAC
Bank Of America Corp

Financial Services
-484
- 8.67%
$39.61 - $47.74 $19.2K - $23.1K
5.1K $213K
META
Meta Platforms, Inc.

Communication Services
-24
- 2.34%
$576.36 - $736.67 $13.8K - $17.7K
1K $578K
EWC
Ishares Msci Canada ETF

ETFs
-919
- 2.54%
$39.3 - $42.52 $36.1K - $39.1K
35.3K $1.44M
ADP
Automatic Data Processing Inc

Industrials
-101
- 12.69%
$286.85 - $318.64 $29K - $32.2K
695 $213K
VNQ
Vanguard Specialized Funds Van

ETFs
-353
- 2.04%
$85.55 - $94.34 $30.2K - $33.3K
16.9K $1.53M
Jp Morgan Exchange Traded Fund
-138
- 1.93%
N/A
7.03K $503K
IYH
Ishares Tr

ETFs
-113
- 1.81%
$58.32 - $62.76 $6.59K - $7.09K
6.12K $373K
DE
Deere & CO

Industrials
-20
- 2.73%
$408.57 - $509.27 $8.17K - $10.2K
712 $334K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.55%
$890.62 - $1076.86 $6.23K - $7.54K
1.27K $1.2M
ABBV
Abb Vie Inc.

Healthcare
-196
- 5.24%
$169.2 - $216.66 $33.2K - $42.5K
3.54K $742K
IEV
Ishares Tr Europe ETF

ETFs
-531
- 1.26%
$51.89 - $60.68 $27.6K - $32.2K
41.7K $2.43M
GLD
Spdr Gold Trust

ETFs
-646
- 6.1%
$243.19 - $288.14 $157K - $186K
9.94K $2.87M
Activity Summary
Buys All Purchases 21 New Holdings 2 Increased Positions 19 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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