Stiles Financial Services Inc Reduced Holdings in Q1 2025

Stiles Financial Services Inc

  • $255 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-36.2K
- 60.08%
$91.45 - $91.75 $3.31M - $3.32M
24K $2.2M
AAPL
Apple Inc.

Technology
-655
- 1.47%
$209.68 - $247.1 $137K - $162K
43.8K $9.74M
AMZN
Amazon Com Inc

Consumer Cyclical
-3
- 0.01%
$190.26 - $242.06 $571 - $726
38.9K $7.39M
NVO
Novo Nordisk A S

Healthcare
-1.99K
- 4.58%
$69.3 - $90.95 $138K - $181K
41.5K $2.88M
AVGO
Broadcom Inc.

Technology
-518
- 4.37%
$167.43 - $244.7 $86.7K - $127K
11.3K $1.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
-535
- 3.86%
$158.1 - $217.71 $84.6K - $116K
13.3K $2.11M
ALB
Albemarle Corp

Basic Materials
-3.79K
- 38.39%
$69.95 - $97.49 $265K - $370K
6.09K $438K
GIS
General Mills Inc

Consumer Defensive
-5.74K
- 33.75%
$57.56 - $65.3 $330K - $374K
11.3K $673K
ACN
Accenture PLC

Technology
-210
- 2.52%
$300.91 - $398.25 $63.2K - $83.6K
8.14K $2.54M
TTD
Trade Desk, Inc.

Technology
-250
- 4.36%
$53.59 - $126.58 $13.4K - $31.6K
5.49K $300K
FDS
Factset Research Systems Inc

Financial Services
-379
- 6.84%
$427.5 - $476.51 $162K - $181K
5.16K $2.35M
UNH
Unitedhealth Group Inc

Healthcare
-709
- 20.82%
$461.52 - $548.18 $327K - $389K
2.7K $1.41M
JKHY
Henry Jack & Associates Inc

Technology
-1.63K
- 47.52%
$166.47 - $191.28 $271K - $312K
1.8K $328K
USB
Us Bancorp \De\

Financial Services
-1.51K
- 5.18%
$40.92 - $50.9 $62K - $77.1K
27.7K $1.17M
LLY
Eli Lilly & CO

Healthcare
-435
- 15.9%
$725.72 - $929.72 $316K - $404K
2.3K $1.9M
EQIX
Equinix Inc

Real Estate
-157
- 24.45%
$803.0 - $959.97 $126K - $151K
485 $395K
NOW
Service Now, Inc.

Technology
-30
- 4.88%
$783.83 - $1170.39 $23.5K - $35.1K
585 $465K
MAR
Marriott International Inc

Consumer Cyclical
-344
- 13.69%
$237.01 - $304.45 $81.5K - $105K
2.17K $516K
BMY
Bristol Myers Squibb CO

Healthcare
-4.64K
- 18.39%
$53.9 - $63.11 $250K - $293K
20.6K $1.26M
HRL
Hormel Foods Corp

Consumer Defensive
-5.11K
- 33.53%
$28.29 - $31.52 $145K - $161K
10.1K $313K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-73
- 2.68%
$468.34 - $539.52 $34.2K - $39.4K
2.65K $1.24M
OMC
Omnicom Group Inc.

Communication Services
-630
- 2.12%
$79.43 - $88.34 $50K - $55.7K
29K $2.41M
NEE
Nextera Energy Inc

Utilities
-1.39K
- 3.91%
$66.96 - $76.16 $93.3K - $106K
34.2K $2.43M
INTU
Intuit Inc

Technology
-91
- 2.78%
$555.63 - $630.23 $50.6K - $57.4K
3.18K $1.95M
GLW
Corning Inc

Technology
-1.21K
- 5.27%
$44.91 - $54.25 $54.2K - $65.4K
21.7K $992K
ROK
Rockwell Automation, Inc

Industrials
-118
- 5.24%
$255.29 - $303.75 $30.1K - $35.8K
2.13K $551K
EMR
Emerson Electric CO

Industrials
-439
- 15.35%
$108.64 - $131.17 $47.7K - $57.6K
2.42K $265K
V
Visa Inc.

Financial Services
-1.39K
- 11.97%
$306.92 - $362.71 $428K - $505K
10.2K $3.59M
PLTR
Palantir Technologies Inc.

Technology
-1.38K
- 33.99%
$64.98 - $124.62 $89.7K - $172K
2.68K $226K
LHX
L3 Harris Technologies, Inc.

Industrials
-261
- 20.31%
$194.65 - $222.86 $50.8K - $58.2K
1.02K $214K
MA
Mastercard Inc

Financial Services
-176
- 7.72%
$504.67 - $576.31 $88.8K - $101K
2.1K $1.15M
WAT
Waters Corp

Healthcare
-100
- 13.11%
$362.16 - $417.28 $36.2K - $41.7K
663 $244K
ABBV
Abb Vie Inc.

Healthcare
-809
- 19.37%
$169.2 - $216.66 $137K - $175K
3.37K $705K
ICE
Intercontinental Exchange, Inc.

Financial Services
-721
- 18.6%
$142.8 - $176.36 $103K - $127K
3.16K $544K
SYY
Sysco Corp

Consumer Defensive
-355
- 9.5%
$70.0 - $77.13 $24.9K - $27.4K
3.38K $253K
JNJ
Johnson & Johnson

Healthcare
-491
- 19.74%
$142.06 - $167.7 $69.8K - $82.3K
2K $331K
CMCSA
Comcast Corp

Communication Services
-385
- 1.73%
$33.19 - $38.23 $12.8K - $14.7K
21.9K $808K
SNA
Snap On Inc

Industrials
-44
- 1.66%
$324.09 - $358.62 $14.3K - $15.8K
2.61K $880K
CPRT
Copart Inc

Consumer Cyclical
-222
- 2.6%
$52.3 - $59.83 $11.6K - $13.3K
8.33K $471K
SONY
Sony Group Corp

Technology
-14.1K
- 17.6%
$19.88 - $25.64 $281K - $362K
66.1K $1.68M
ADI
Analog Devices Inc

Technology
-12
- 0.87%
$201.56 - $243.82 $2.42K - $2.93K
1.37K $275K
ZTS
Zoetis Inc.

Healthcare
-99
- 4.93%
$156.48 - $175.67 $15.5K - $17.4K
1.91K $314K
DVY
Ishares Tr

ETFs
-140
- 4.73%
$128.58 - $138.1 $18K - $19.3K
2.82K $378K
COP
Conocophillips

Energy
-321
- 5.97%
$88.6 - $105.85 $28.4K - $34K
5.06K $530K
ADSK
Autodesk, Inc.

Technology
-10
- 0.65%
N/A
1.53K $375K
Linde PLC
-28
- 4.44%
N/A
602 $0
SMOT
Vaneck ETF Tr Morningstar Smid
-242
- 1.23%
N/A
19.4K $0
NRG
Nrg Energy, Inc.

Utilities
-186
- 4.19%
$84.82 - $113.33 $15.8K - $21.1K
4.26K $406K
AFL
Aflac Inc

Financial Services
-143
- 4.59%
$100.99 - $111.19 $14.4K - $15.9K
2.97K $330K
Activity Summary
Buys All Purchases 92 New Holdings 3 Increased Positions 89 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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