Stiles Financial Services Inc Portfolio Holdings

Stiles Financial Services Inc

  • $255 Million
  • Q1 2025

Stiles Financial Services Inc has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $255 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $16.4M, Apple Inc. with a value of $9.74M, Berkshire Hathaway Inc Class B with a value of $7.96M, Costco Wholesale Corp with a value of $7.93M, and Amazon Com Inc with a value of $7.39M.

Examining the 13F form we can see an decrease of $16.1M in the current position value, from $271M to 255M.

Below you can find more details about Stiles Financial Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $255 Million
Technology: $69.5 Million
Financial Services: $34.9 Million
Consumer Cyclical: $25.4 Million
Industrials: $25.2 Million
Healthcare: $20.1 Million
Consumer Defensive: $19.7 Million
Utilities: $13 Million
Communication Services: $11.6 Million
Other: $35.3 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$16.4 Million 6.45% of portfolio
151,661
Q1 2025 Added 0.34%
$3.41T
$9.74 Million 3.82% of portfolio
43,826
Q1 2025 Reduced 1.47%
$631B
$7.96 Million 3.12% of portfolio
14,948
Q1 2025 Reduced 0.33%
$419B
$7.93 Million 3.11% of portfolio
8,382
Q1 2025 Reduced 0.19%
$2.34T
$7.39 Million 2.9% of portfolio
38,860
Q1 2025 Reduced 0.01%
$3.8T
$6.18 Million 2.43% of portfolio
16,466
Q1 2025 Added 3.72%
$1.07T
$4.22 Million 1.66% of portfolio
27,278
Q1 2025 Added 0.35%
$367B
$3.92 Million 1.54% of portfolio
23,013
Q1 2025 Added 1.65%
$286B
$3.73 Million 1.46% of portfolio
5,628
Q1 2025 Added 12.83%
$574B
$3.59 Million 1.41% of portfolio
10,246
Q1 2025 Reduced 11.97%
$373B
$3.49 Million 1.37% of portfolio
9,512
Q1 2025 Added 6.33%
$218B
$3.48 Million 1.37% of portfolio
26,233
Q1 2025 Added 1.43%
$223B
$3.03 Million 1.19% of portfolio
22,872
Q1 2025 Reduced 10.28%
$1.16T
$2.98 Million 1.17% of portfolio
19,053
Q1 2025 Added 0.31%
$853B
$2.69 Million 1.05% of portfolio
10,955
Q1 2025 Added 17.76%
$253B
$2.52 Million 0.99% of portfolio
24,526
Q1 2025 Added 0.08%
$450B
$2 Million 0.78% of portfolio
16,820
Q1 2025 Added 3.76%
$215B
$1.95 Million 0.77% of portfolio
3,183
Q1 2025 Reduced 2.78%
$724B
$1.9 Million 0.75% of portfolio
2,301
Q1 2025 Reduced 15.9%
$303B
$1.74 Million 0.68% of portfolio
24,288
Q1 2025 Reduced 0.16%
$264B
$1.41 Million 0.55% of portfolio
2,697
Q1 2025 Reduced 20.82%
$218B
$1.33 Million 0.52% of portfolio
4,261
Q1 2025 Reduced 0.88%
$529B
$1.15 Million 0.45% of portfolio
2,104
Q1 2025 Reduced 7.72%
$549B
$1.01 Million 0.4% of portfolio
1,084
Q1 2025 Added 24.88%
$216B
$1.02 Million 0.4% of portfolio
3,096
Q1 2025 Added 7.5%
$1.04T
$749,000 0.29% of portfolio
2,891
Q4 2024 Reduced 52.54%
$327B
$705,000 0.28% of portfolio
3,367
Q1 2025 Reduced 19.37%
$293B
$721,000 0.28% of portfolio
4,312
Q1 2025 Reduced 4.2%
$305B
$425,000 0.17% of portfolio
5,933
Q1 2025 Added 0.49%
$246B
$356,000 0.14% of portfolio
3,196
Q1 2025 Reduced 1.63%
$430B
$331,000 0.13% of portfolio
1,996
Q1 2025 Reduced 19.74%
$298B
$226,000 0.09% of portfolio
2,680
Q1 2025 Reduced 33.99%
$226B
$217,000 0.09% of portfolio
808
Q1 2025 Added 0.12%
$262B
$223,000 0.09% of portfolio
833
Q4 2024 Reduced 12.5%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $255 Million
  • Prior Value $271 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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