Stiles Financial Services Inc Reduced Holdings in Q2 2025

Stiles Financial Services Inc

  • $281 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-603
- 22.36%
$274.35 - $599.47 $165K - $361K
2.09K $653K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-8.04K
- 22.64%
$94.74 - $118.43 $762K - $952K
27.5K $3.25M
XEL
Xcel Energy Inc

Utilities
-4.82K
- 9.21%
$65.65 - $72.39 $316K - $349K
47.5K $3.23M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.91K
- 20.42%
$91.43 - $91.74 $448K - $450K
19.1K $1.75M
BMY
Bristol Myers Squibb CO

Healthcare
-2.53K
- 12.26%
$44.12 - $59.6 $111K - $151K
18.1K $836K
OMC
Omnicom Group Inc.

Communication Services
-148
- 0.51%
$69.22 - $79.77 $10.2K - $11.8K
28.9K $2.08M
SONY
Sony Group Corp

Technology
-11.4K
- 17.24%
$21.24 - $26.88 $242K - $306K
54.7K $1.42M
V
Visa Inc.

Financial Services
-806
- 7.87%
$308.27 - $373.31 $248K - $301K
9.44K $3.35M
ALB
Albemarle Corp

Basic Materials
-2.57K
- 42.22%
$50.76 - $72.25 $130K - $186K
3.52K $220K
SNA
Snap On Inc

Industrials
-448
- 17.15%
$292.36 - $342.2 $131K - $153K
2.17K $673K
CMCSA
Comcast Corp

Communication Services
-5.06K
- 23.1%
$32.84 - $36.72 $166K - $186K
16.9K $601K
GIS
General Mills Inc

Consumer Defensive
-1.53K
- 13.58%
$50.37 - $60.97 $77K - $93.2K
9.73K $504K
KO
Coca Cola CO

Consumer Defensive
-1.72K
- 7.06%
$68.37 - $73.9 $117K - $127K
22.6K $1.6M
CME
Cme Group Inc.

Financial Services
-1.04K
- 7.11%
$252.37 - $290.71 $263K - $303K
13.6K $3.76M
WM
Waste Management Inc

Industrials
-433
- 6.43%
$216.47 - $242.1 $93.7K - $105K
6.3K $1.44M
SBUX
Starbucks Corp

Consumer Cyclical
-908
- 18.78%
$79.69 - $99.41 $72.4K - $90.3K
3.93K $359K
FDS
Factset Research Systems Inc

Financial Services
-163
- 3.16%
$398.85 - $473.32 $65K - $77.2K
5K $2.23M
NEE
Nextera Energy Inc

Utilities
-827
- 2.42%
$64.11 - $75.0 $53K - $62K
33.4K $2.32M
ABBV
Abb Vie Inc.

Healthcare
-90
- 2.67%
$170.16 - $206.27 $15.3K - $18.6K
3.28K $608K
MMM
3 M CO

Industrials
-545
- 17.78%
$126.09 - $154.15 $68.7K - $84K
2.52K $383K
JNJ
Johnson & Johnson

Healthcare
-242
- 12.12%
$146.36 - $159.82 $35.4K - $38.7K
1.75K $267K
ZTS
Zoetis Inc.

Healthcare
-224
- 11.73%
$144.41 - $170.3 $32.3K - $38.1K
1.69K $262K
JKHY
Henry Jack & Associates Inc

Technology
-161
- 8.95%
$163.54 - $186.02 $26.3K - $29.9K
1.64K $295K
NRG
Nrg Energy, Inc.

Utilities
-1.84K
- 43.34%
$83.61 - $162.67 $154K - $300K
2.41K $387K
LOW
Lowes Companies Inc

Consumer Cyclical
-19
- 1.52%
$210.83 - $235.28 $4.01K - $4.47K
1.23K $273K
VZ
Verizon Communications Inc

Communication Services
-142
- 2.96%
$41.67 - $45.62 $5.92K - $6.48K
4.66K $201K
CRM
Salesforce, Inc.

Technology
-51
- 6.12%
$236.26 - $291.15 $12K - $14.8K
782 $213K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-279
- 5.8%
$45.11 - $52.34 $12.6K - $14.6K
4.53K $237K
TRV
Travelers Companies, Inc.

Financial Services
-44
- 1.71%
$233.83 - $276.34 $10.3K - $12.2K
2.53K $675K
SYY
Sysco Corp

Consumer Defensive
-72
- 2.13%
$68.0 - $75.91 $4.9K - $5.47K
3.31K $250K
GLW
Corning Inc

Technology
-2.69K
- 12.39%
$39.07 - $52.59 $105K - $141K
19K $998K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38
- 1.43%
$90.56 - $109.49 $3.44K - $4.16K
2.63K $287K
AXP
American Express CO

Financial Services
-98
- 12.13%
$231.39 - $318.98 $22.7K - $31.3K
710 $226K
HON
Honeywell International Inc

Industrials
-33
- 2.32%
$182.86 - $232.88 $6.03K - $7.69K
1.39K $323K
LHX
L3 Harris Technologies, Inc.

Industrials
-49
- 4.79%
$200.21 - $256.99 $9.81K - $12.6K
975 $244K
BSX
Boston Scientific Corp

Healthcare
-100
- 1.58%
$89.7 - $107.41 $8.97K - $10.7K
6.23K $669K
SPYG
Spdr Portfolio

ETFs
-230
- 5.81%
$71.83 - $95.32 $16.5K - $21.9K
3.73K $355K
DE
Deere & CO

Industrials
-38
- 2.4%
$412.99 - $531.48 $15.7K - $20.2K
1.54K $785K
ADI
Analog Devices Inc

Technology
-20
- 1.47%
$164.6 - $238.02 $3.29K - $4.76K
1.35K $320K
USB
Us Bancorp \De\

Financial Services
-217
- 0.78%
$36.4 - $45.76 $7.9K - $9.93K
27.5K $1.24M
TSLA
Tesla, Inc.

Consumer Cyclical
-265
- 9.17%
$221.86 - $362.89 $58.8K - $96.2K
2.63K $834K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-37
- 1.4%
$416.06 - $551.64 $15.4K - $20.4K
2.61K $1.44M
STX
Seagate Technology Holdings PLC

Technology
-67
- 1.84%
$66.54 - $144.33 $4.46K - $9.67K
3.58K $515K
MU
Micron Technology Inc

Technology
-44
- 0.59%
$64.72 - $127.91 $2.85K - $5.63K
7.43K $915K
RTX
Raytheon Technologies Corp

Industrials
-229
- 1.0%
$113.75 - $148.48 $26K - $34K
22.6K $3.31M
CSCO
Cisco Systems, Inc.

Technology
-315
- 0.78%
$53.19 - $69.38 $16.8K - $21.9K
40.1K $2.78M
KLAC
Kla Corp

Technology
-8
- 0.41%
$576.53 - $902.94 $4.61K - $7.22K
1.92K $1.72M
INTU
Intuit Inc

Technology
-118
- 3.71%
$544.07 - $787.63 $64.2K - $92.9K
3.07K $2.41M
AMD
Advanced Micro Devices Inc

Technology
-65
- 0.27%
$78.21 - $143.81 $5.08K - $9.35K
24.5K $3.47M
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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