Palisades Hudson Asset Management, L.P. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $256 Million distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P Smallcap 600 Value with a value of $29.9M, Ishares Core S&P 500 ETF with a value of $18.3M, Spdr S&P 500 ETF Trust with a value of $18.2M, Vanguard Total Stock Market Et with a value of $17.8M, and Ishares S&P Small Cap 600 Grow with a value of $14M.
Examining the 13F form we can see an increase of $35.3M in the current position value, from $220M to 256M.
Palisades Hudson Asset Management, L.P. is based out at Fort Lauderdale, FL
Below you can find more details about Palisades Hudson Asset Management, L.P. portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
ETFs: $198 Million
Technology: $17.3 Million
Financial Services: $6.76 Million
Consumer Cyclical: $5.6 Million
Communication Services: $3.65 Million
Industrials: $3.23 Million
Healthcare: $2.53 Million
Consumer Defensive: $1.86 Million
Other: $1.66 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
