Stiles Financial Services Inc Portfolio Holdings
Stiles Financial Services Inc
- $282 Million
- Q3 2024
Stiles Financial Services Inc has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $282 Million distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.7M, Apple Inc. with a value of $11M, Costco Wholesale Corp with a value of $7.41M, Amazon Com Inc with a value of $7.37M, and Berkshire Hathaway Inc Class B with a value of $6.89M.
Examining the 13F form we can see an increase of $23.6M in the current position value, from $258M to 282M.
Below you can find more details about Stiles Financial Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$282 Million
Technology: $81.1 Million
Healthcare: $34 Million
Financial Services: $31 Million
Consumer Cyclical: $27.2 Million
Industrials: $25.5 Million
Consumer Defensive: $21.6 Million
Utilities: $12.7 Million
Communication Services: $12.4 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 |
|---|
Summary
- Portfolio
- No. of Stocks 188
- Current Value $282 Million
- Prior Value $258 Million
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 13 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks