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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$16.4 Million 6.45% of portfolio
151,661
Q1 2025 Added 0.34%
$3.45T
$9.74 Million 3.82% of portfolio
43,826
Q1 2025 Reduced 1.47%
$622B
$7.96 Million 3.12% of portfolio
14,948
Q1 2025 Reduced 0.33%
$417B
$7.93 Million 3.11% of portfolio
8,382
Q1 2025 Reduced 0.19%
$2.32T
$7.39 Million 2.9% of portfolio
38,860
Q1 2025 Reduced 0.01%
$3.77T
$6.18 Million 2.43% of portfolio
16,466
Q1 2025 Added 3.72%
$177B
$4.34 Million 1.7% of portfolio
28,245
Q1 2025 Added 3.72%
$26.4B
$4.25 Million 1.67% of portfolio
54,752
Q1 2025 Added 3.22%
$1.14T
$4.22 Million 1.66% of portfolio
27,278
Q1 2025 Added 0.35%
$375B
$3.92 Million 1.54% of portfolio
23,013
Q1 2025 Added 1.65%
$98.7B
$3.89 Million 1.53% of portfolio
14,668
Q1 2025 Added 0.2%
$0
$3.78 Million 1.48% of portfolio
35,510
Q1 2025 Added 16.99%
$280B
$3.73 Million 1.46% of portfolio
5,628
Q1 2025 Added 12.83%
$39.1B
$3.7 Million 1.45% of portfolio
52,265
Q1 2025 Added 2.23%
$575B
$3.59 Million 1.41% of portfolio
10,246
Q1 2025 Reduced 11.97%
$380B
$3.49 Million 1.37% of portfolio
9,512
Q1 2025 Added 6.33%
$177B
$3.41 Million 1.34% of portfolio
17,531
Q1 2025 Added 0.69%
$146B
$3.38 Million 1.33% of portfolio
27,778
Q1 2025 Added 0.82%
$51.1B
$3.02 Million 1.19% of portfolio
10,095
Q1 2025 Added 3.55%
$219B
$3.03 Million 1.19% of portfolio
22,872
Q1 2025 Reduced 10.28%
$1.17T
$2.98 Million 1.17% of portfolio
19,053
Q1 2025 Added 0.31%
$49B
$2.9 Million 1.14% of portfolio
27,762
Q1 2025 Added 8.09%
$151B
$2.88 Million 1.13% of portfolio
41,490
Q1 2025 Reduced 4.58%
$93B
$2.76 Million 1.08% of portfolio
22,666
Q1 2025 Added 0.33%
$855B
$2.69 Million 1.05% of portfolio
10,955
Q1 2025 Added 17.76%
$60.1B
$2.6 Million 1.02% of portfolio
4,096
Q1 2025 Added 5.13%
$181B
$2.54 Million 1.0% of portfolio
8,135
Q1 2025 Reduced 2.52%
$108B
$2.55 Million 1.0% of portfolio
11,709
Q1 2025 Added 4.48%
$250B
$2.52 Million 0.99% of portfolio
24,526
Q1 2025 Added 0.08%
$280B
$2.49 Million 0.98% of portfolio
40,427
Q1 2025 Reduced 0.47%
$152B
$2.43 Million 0.95% of portfolio
34,218
Q1 2025 Reduced 3.91%
$14.4B
$2.41 Million 0.94% of portfolio
29,018
Q1 2025 Reduced 2.12%
$181B
$2.4 Million 0.94% of portfolio
4,839
Q1 2025 Added 1.77%
$16.1B
$2.35 Million 0.92% of portfolio
5,158
Q1 2025 Reduced 6.84%
$0
$2.2 Million 0.86% of portfolio
24,024
Q1 2025 Reduced 60.08%
$21.2B
$2.16 Million 0.85% of portfolio
57,639
Q1 2025 Added 4.77%
$55.9B
$2.15 Million 0.85% of portfolio
16,310
Q1 2025 Added 5.09%
$17.2B
$2.13 Million 0.84% of portfolio
21,710
Q1 2025 Added 2.49%
$173B
$2.13 Million 0.84% of portfolio
5,558
Q1 2025 Added 17.88%
$11.5B
$2.11 Million 0.83% of portfolio
13,315
Q1 2025 Reduced 3.86%
$88.1B
$2.12 Million 0.83% of portfolio
6,070
Q1 2025 Added 8.9%
$94.1B
$2.05 Million 0.8% of portfolio
4,782
Q1 2025 Added 27.52%
$9.59B
$2.03 Million 0.8% of portfolio
16,001
Q1 2025 Added 10.9%
$120B
$1.98 Million 0.78% of portfolio
14,189
Q1 2025 Added 3.71%
$50.9B
$2 Million 0.78% of portfolio
13,947
Q1 2025 Added 4.62%
$452B
$2 Million 0.78% of portfolio
16,820
Q1 2025 Added 3.76%
$216B
$1.95 Million 0.77% of portfolio
3,183
Q1 2025 Reduced 2.78%
$108B
$1.94 Million 0.76% of portfolio
4,338
Q1 2025 Added 4.61%
$738B
$1.9 Million 0.75% of portfolio
2,301
Q1 2025 Reduced 15.9%

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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