Stiles Financial Services Inc Incresed Positions in Q2 2025

Stiles Financial Services Inc

  • $281 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.9K
+ 1.26%
$94.31 - $157.99 $180K - $301K
154K $24.3M
MSFT
Microsoft Corp

Technology
871
+ 5.29%
$354.56 - $497.45 $309K - $433K
17.3K $8.62M
CEG
Constellation Energy Corp

Utilities
1.49K
+ 20.28%
$170.96 - $322.76 $255K - $482K
8.85K $2.86M
AVGO
Broadcom Inc.

Technology
325
+ 2.87%
$146.29 - $275.65 $47.5K - $89.6K
11.7K $3.21M
AMZN
Amazon Com Inc

Consumer Cyclical
792
+ 2.04%
$167.32 - $223.3 $133K - $177K
39.7K $8.7M
ASML
Asml Holding Nv

Technology
217
+ 3.86%
$595.37 - $815.24 $129K - $177K
5.85K $4.68M
JPM
Jpmorgan Chase & CO

Financial Services
1.41K
+ 12.88%
$210.28 - $289.91 $297K - $409K
12.4K $3.59M
NTRS
Northern Trust Corp

Financial Services
2.85K
+ 16.53%
$84.45 - $126.79 $241K - $361K
20.1K $2.55M
GOOGL
Alphabet Inc.

Communication Services
1.22K
+ 4.47%
$144.7 - $178.6 $176K - $218K
28.5K $5.02M
NFLX
Netflix Inc

Communication Services
144
+ 13.28%
$855.86 - $1339.13 $123K - $193K
1.23K $1.64M
DLR
Digital Realty Trust, Inc.

Real Estate
738
+ 5.29%
$136.11 - $177.69 $100K - $131K
14.7K $2.56M
COST
Costco Wholesale Corp

Consumer Defensive
161
+ 1.92%
$908.13 - $1056.85 $146K - $170K
8.54K $8.46M
SNPS
Synopsys Inc

Technology
210
+ 4.39%
$380.9 - $517.66 $80K - $109K
4.99K $2.56M
GNRC
Generac Holdings Inc.

Industrials
1.62K
+ 10.09%
$101.92 - $143.21 $165K - $231K
17.6K $2.52M
QCOM
Qualcomm Inc

Technology
1.92K
+ 6.79%
$124.66 - $159.48 $239K - $306K
30.2K $4.8M
AMAT
Applied Materials Inc

Technology
889
+ 11.66%
$126.95 - $183.52 $113K - $163K
8.52K $1.56M
MPWR
Monolithic Power Systems Inc

Technology
196
+ 9.76%
$455.19 - $737.73 $89.2K - $145K
2.21K $1.61M
BX
Blackstone Inc.

Financial Services
1.62K
+ 11.38%
$120.07 - $151.11 $194K - $244K
15.8K $2.36M
ISRG
Intuitive Surgical Inc

Healthcare
260
+ 5.37%
$451.58 - $565.94 $117K - $147K
5.1K $2.77M
HD
Home Depot, Inc.

Consumer Cyclical
921
+ 9.68%
$335.24 - $380.78 $309K - $351K
10.4K $3.83M
URI
United Rentals, Inc.

Industrials
281
+ 29.74%
$551.94 - $753.4 $155K - $212K
1.23K $923K
ABT
Abbott Laboratories

Healthcare
1.49K
+ 5.67%
$123.95 - $138.08 $184K - $205K
27.7K $3.77M
CMI
Cummins Inc

Industrials
675
+ 13.93%
$267.12 - $336.65 $180K - $227K
5.52K $1.81M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.28K
+ 9.58%
$137.62 - $174.44 $175K - $222K
14.6K $2.38M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
26.9K
+ 32.02%
$9.85 - $11.67 $265K - $314K
111K $1.25M
FAST
Fastenal CO

Industrials
52.3K
+ 95.48%
$40.65 - $83.16 $2.13M - $4.35M
107K $4.5M
VLO
Valero Energy Corp

Energy
1.45K
+ 8.87%
$104.69 - $141.77 $151K - $205K
17.8K $2.39M
ADBE
Adobe Inc.

Technology
540
+ 9.72%
$340.0 - $420.68 $184K - $227K
6.1K $2.36M
CAT
Caterpillar Inc

Industrials
121
+ 3.91%
$273.94 - $388.21 $33.1K - $47K
3.22K $1.25M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
260
+ 31.82%
$328.01 - $475.68 $85.3K - $124K
1.08K $503K
PLTR
Palantir Technologies Inc.

Technology
461
+ 17.2%
$74.01 - $144.25 $34.1K - $66.5K
3.14K $428K
CDNS
Cadence Design Systems Inc

Technology
40
+ 1.4%
$231.64 - $323.08 $9.27K - $12.9K
2.9K $893K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.05%
$218.97 - $332.17 $219 - $332
2.14K $709K
ARCC
Ares Capital Corp

Financial Services
7.34K
+ 11.11%
$18.91 - $22.43 $139K - $165K
73.4K $1.61M
LMT
Lockheed Martin Corp

Industrials
154
+ 3.55%
$430.82 - $486.45 $66.3K - $74.9K
4.49K $2.08M
MKTX
Marketaxess Holdings Inc

Financial Services
337
+ 4.39%
$203.19 - $231.09 $68.5K - $77.9K
8.01K $1.79M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
965
+ 8.18%
$45.98 - $56.15 $44.4K - $54.2K
12.8K $716K
UNP
Union Pacific Corp

Industrials
599
+ 20.22%
$208.27 - $238.46 $125K - $143K
3.56K $819K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.23K
+ 14.9%
$29.52 - $35.31 $65.9K - $78.9K
17.2K $607K
CG
Carlyle Group Inc.

Financial Services
48
+ 0.4%
$34.78 - $51.4 $1.67K - $2.47K
12.2K $625K
SO
Southern CO

Utilities
1.04K
+ 8.12%
$84.91 - $92.56 $88.1K - $96.1K
13.8K $1.27M
ICE
Intercontinental Exchange, Inc.

Financial Services
327
+ 10.36%
$151.62 - $183.47 $49.6K - $60K
3.48K $638K
AMT
American Tower Corp

Real Estate
205
+ 1.75%
$203.96 - $228.19 $41.8K - $46.8K
11.9K $2.63M
STLD
Steel Dynamics Inc

Basic Materials
807
+ 3.72%
N/A
22.5K $2.21M
EMR
Emerson Electric CO

Industrials
174
+ 7.19%
$94.15 - $133.33 $16.4K - $23.2K
2.6K $345K
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.23%
$211.12 - $274.14 $1.06K - $1.37K
2.17K $593K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.09%
$498.8 - $620.9 $499 - $621
1.17K $725K
NUE
Nucor Corp

Basic Materials
45
+ 0.86%
$103.22 - $131.43 $4.64K - $5.91K
5.29K $685K
WFC
Wells Fargo & Company

Financial Services
32
+ 0.54%
$60.98 - $80.12 $1.95K - $2.56K
5.97K $477K
Activity Summary
Buys All Purchases 113 New Holdings 10 Increased Positions 103 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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