Stiles Financial Services Inc Portfolio Holdings
Stiles Financial Services Inc
- $271 Million
- Q4 2024
Stiles Financial Services Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $271 Million distributed in 183 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.3M, Apple Inc. with a value of $11.1M, Amazon Com Inc with a value of $8.53M, Costco Wholesale Corp with a value of $7.69M, and Berkshire Hathaway Inc Class B with a value of $6.8M.
Examining the 13F form we can see an decrease of $10.9M in the current position value, from $282M to 271M.
Below you can find more details about Stiles Financial Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$271 Million
Technology: $78.3 Million
Financial Services: $32.3 Million
Consumer Cyclical: $28.1 Million
Industrials: $25 Million
Healthcare: $22.5 Million
Consumer Defensive: $20.6 Million
ETFs: $14.7 Million
Utilities: $13 Million
Other: $36.4 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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