Palisades Hudson Asset Management, L.P. Portfolio Holdings

Palisades Hudson Asset Management, L.P.

  • $220 Million
  • Q1 2025

Palisades Hudson Asset Management, L.P. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $220 Million distributed in 145 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 $27.5M, Spdr S&P 500 ETF Trust with a value of $16.5M, Vanguard Total Stock Market Et with a value of $16.1M, Ishares Core S&P 500 ETF with a value of $12.4M, and Ishares S&P Small Cap 600 Grow with a value of $11.9M.

Examining the 13F form we can see an decrease of $17M in the current position value, from $237M to 220M.

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 $220 Million
ETFs: $170 Million
Technology: $14.1 Million
Financial Services: $6.23 Million
Consumer Cyclical: $5.25 Million
Healthcare: $3.15 Million
Industrials: $3.01 Million
Communication Services: $2.97 Million
Consumer Defensive: $1.8 Million
Other: $1.7 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $220 Million
  • Prior Value $237 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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