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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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