Stiles Financial Services Inc Reduced Holdings in Q3 2024

Stiles Financial Services Inc

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-4.27K
- 23.8%
$145.48 - $167.38 $622K - $715K
13.7K $2.22M
GOOG
Alphabet Inc.

Communication Services
-381
- 1.97%
$149.54 - $192.66 $57K - $73.4K
18.9K $3.16M
INTC
Intel Corp

Technology
-4.73K
- 29.37%
$18.9 - $34.87 $89.3K - $165K
11.4K $266K
EW
Edwards Lifesciences Corp

Healthcare
-1.5K
- 32.82%
$59.7 - $93.78 $89.6K - $141K
3.07K $202K
INTU
Intuit Inc

Technology
-79
- 2.34%
$602.97 - $670.49 $47.6K - $53K
3.3K $2.05M
LLY
Eli Lilly & CO

Healthcare
-126
- 4.1%
$772.14 - $960.02 $97.3K - $121K
2.95K $2.61M
TTD
Trade Desk, Inc.

Technology
-2.2K
- 26.7%
$83.08 - $110.79 $183K - $244K
6.04K $662K
TXT
Textron Inc

Industrials
-1.4K
- 36.94%
$83.46 - $94.02 $117K - $132K
2.4K $212K
DVY
Ishares Tr

ETFs
-1.28K
- 28.96%
$119.99 - $135.74 $154K - $174K
3.15K $425K
NKE
Nike, Inc.

Consumer Cyclical
-3.22K
- 21.3%
$71.09 - $89.44 $229K - $288K
11.9K $1.05M
IVV
Ishares Core S&P 500 ETF

ETFs
-206
- 15.0%
$520.18 - $576.82 $107K - $119K
1.17K $673K
COP
Conocophillips

Energy
-5
- 0.09%
$102.3 - $116.61 $512 - $583
5.36K $564K
CVX
Chevron Corp

Energy
-46
- 1.05%
$137.88 - $161.97 $6.34K - $7.45K
4.35K $639K
VZ
Verizon Communications Inc

Communication Services
-1.52K
- 24.45%
$38.89 - $45.0 $58.9K - $68.2K
4.68K $210K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.11K
- 18.25%
$48.51 - $52.86 $53.7K - $58.5K
4.95K $261K
ALB
Albemarle Corp

Basic Materials
-260
- 2.32%
$72.85 - $100.09 $18.9K - $26K
10.9K $1.04M
ELV
Elevance Health, Inc.

Healthcare
-15
- 1.31%
$500.12 - $562.29 $7.5K - $8.43K
1.13K $585K
ROK
Rockwell Automation, Inc

Industrials
-64
- 2.77%
$248.27 - $294.37 $15.9K - $18.8K
2.25K $603K
AMD
Advanced Micro Devices Inc

Technology
-450
- 1.82%
$128.67 - $183.96 $57.9K - $82.8K
24.2K $3.98M
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.39K
- 9.89%
N/A
12.6K $239K
EPD
Enterprise Products Partners L.P.

Energy
-752
- 9.64%
$27.88 - $30.0 $21K - $22.6K
7.05K $205K
HDB
Hdfc Bank LTD

Financial Services
-172
- 3.93%
$58.04 - $66.97 $9.98K - $11.5K
4.2K $262K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-89
- 2.94%
$434.77 - $502.96 $38.7K - $44.8K
2.94K $1.43M
EMR
Emerson Electric CO

Industrials
-51
- 1.79%
$98.19 - $118.87 $5.01K - $6.06K
2.8K $306K
PKG
Packaging Corp Of America

Consumer Cyclical
-1.04K
- 15.75%
$176.32 - $215.7 $183K - $224K
5.55K $1.2M
SAN
Banco Santander, S.A.

Financial Services
-2.09K
- 12.83%
$4.37 - $5.16 $9.12K - $10.8K
14.2K $72K
USB
Us Bancorp \De\

Financial Services
-4.71K
- 13.31%
$39.04 - $47.23 $184K - $223K
30.7K $1.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-81
- 5.93%
$210.25 - $231.86 $17K - $18.8K
1.29K $286K
SMOT
Vaneck ETF Tr Morningstar Smid
-1.3K
- 8.86%
N/A
13.4K $0
Arcadium Lithium PLC
-9.38K
- 19.28%
N/A
39.3K $0
CRM
Salesforce, Inc.

Technology
-57
- 5.65%
$238.42 - $276.53 $13.6K - $15.8K
952 $260K
VTI
Vanguard Total Stock Market Et

ETFs
-54
- 3.11%
$255.18 - $283.2 $13.8K - $15.3K
1.68K $475K
GLW
Corning Inc

Technology
-3.68K
- 13.0%
$37.76 - $46.2 $139K - $170K
24.6K $1.11M
ABBV
Abb Vie Inc.

Healthcare
-681
- 11.54%
$163.84 - $199.33 $112K - $136K
5.22K $1.03M
AZO
Autozone Inc

Consumer Cyclical
-4
- 2.17%
$2815.0 - $3212.87 $11.3K - $12.9K
180 $567K
JKHY
Henry Jack & Associates Inc

Technology
-13
- 0.37%
$160.87 - $177.06 $2.09K - $2.3K
3.5K $618K
NRG
Nrg Energy, Inc.

Utilities
-112
- 2.09%
$68.89 - $91.22 $7.72K - $10.2K
5.25K $478K
CB
Chubb LTD

Financial Services
-37
- 1.39%
$252.51 - $292.2 $9.34K - $10.8K
2.62K $756K
ETR
Entergy Corp

Utilities
-41
- 1.14%
$104.75 - $131.61 $4.29K - $5.4K
3.56K $468K
SBUX
Starbucks Corp

Consumer Cyclical
-265
- 4.34%
$72.51 - $98.6 $19.2K - $26.1K
5.85K $570K
V
Visa Inc.

Financial Services
-239
- 1.73%
$253.74 - $291.56 $60.6K - $69.7K
13.6K $3.74M
MA
Mastercard Inc

Financial Services
-56
- 2.16%
$429.6 - $500.99 $24.1K - $28.1K
2.53K $1.25M
ENPH
Enphase Energy, Inc.

Technology
-131
- 1.14%
$95.77 - $123.65 $12.5K - $16.2K
11.4K $1.28M
CSCO
Cisco Systems, Inc.

Technology
-1.04K
- 2.47%
$44.74 - $53.22 $46.4K - $55.1K
41K $2.18M
SONY
Sony Group Corp

Technology
-34
- 0.2%
$81.61 - $98.65 $2.77K - $3.35K
17K $1.64M
FDS
Factset Research Systems Inc

Financial Services
-221
- 3.66%
$397.04 - $469.48 $87.7K - $104K
5.82K $2.67M
BX
Blackstone Inc.

Financial Services
-605
- 3.97%
$120.77 - $159.66 $73.1K - $96.6K
14.6K $2.24M
TSLA
Tesla, Inc.

Consumer Cyclical
-133
- 2.14%
$191.76 - $263.26 $25.5K - $35K
6.09K $1.59M
LMT
Lockheed Martin Corp

Industrials
-104
- 2.09%
$460.3 - $584.56 $47.9K - $60.8K
4.87K $2.85M
Activity Summary
Buys All Purchases 122 New Holdings 13 Increased Positions 109 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stiles Financial Services Inc Portfolio

Follow Stiles Financial Services Inc 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 Stiles Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Stiles Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email