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
$117B
$1.9 Million 0.74% of portfolio
11,328
Q1 2025 Reduced 4.37%
$303B
$1.74 Million 0.68% of portfolio
24,288
Q1 2025 Reduced 0.16%
$195B
$1.74 Million 0.68% of portfolio
11,627
Q1 2025 Added 0.38%
$26.2B
$1.7 Million 0.67% of portfolio
17,235
Q1 2025 Added 27.2%
$29.8B
$1.68 Million 0.66% of portfolio
66,090
Q1 2025 Reduced 17.6%
$7.82B
$1.66 Million 0.65% of portfolio
7,669
Q1 2025 Added 14.05%
$14.5B
$1.57 Million 0.62% of portfolio
18,808
Q1 2025 Added 1.78%
$92.5B
$1.56 Million 0.61% of portfolio
6,735
Q1 2025 Reduced 0.63%
$48.6B
$1.52 Million 0.6% of portfolio
4,844
Q1 2025 Reduced 8.78%
$102B
$1.48 Million 0.58% of portfolio
7,356
Q1 2025 Added 61.46%
$0
$1.46 Million 0.57% of portfolio
66,106
Q1 2025 Added 37.84%
$264B
$1.41 Million 0.55% of portfolio
2,697
Q1 2025 Reduced 20.82%
$72.1B
$1.33 Million 0.52% of portfolio
12,107
Q1 2025 Added 1.02%
$218B
$1.33 Million 0.52% of portfolio
4,261
Q1 2025 Reduced 0.88%
$133B
$1.31 Million 0.51% of portfolio
1,928
Q1 2025 Reduced 0.05%
$0
$1.24 Million 0.49% of portfolio
2,650
Q1 2025 Reduced 2.68%
$34B
$1.17 Million 0.46% of portfolio
2,009
Q1 2025 Added 63.2%
$68B
$1.17 Million 0.46% of portfolio
27,724
Q1 2025 Reduced 5.18%
$103B
$1.18 Million 0.46% of portfolio
12,783
Q1 2025 Added 0.67%
$529B
$1.15 Million 0.45% of portfolio
2,104
Q1 2025 Reduced 7.72%
$74.3B
$1.15 Million 0.45% of portfolio
7,483
Q1 2025 Reduced 1.63%
$18.9B
$1.13 Million 0.44% of portfolio
5,703
Q1 2025 Added 2.81%
$125B
$1.09 Million 0.43% of portfolio
3,576
Q1 2025 Reduced 1.11%
$166B
$1.11 Million 0.43% of portfolio
7,627
Q1 2025 Added 24.36%
$27.9B
$1.08 Million 0.42% of portfolio
9,399
Q1 2025 Added 19.78%
$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%
$45.6B
$992,000 0.39% of portfolio
21,682
Q1 2025 Reduced 5.27%
$0
$977,000 0.38% of portfolio
84,083
Q1 2025 Added 165.44%
$27.3B
$917,000 0.36% of portfolio
3,241
Q1 2025 Added 6.93%
$17.5B
$880,000 0.35% of portfolio
2,613
Q1 2025 Reduced 1.66%
$114B
$883,000 0.35% of portfolio
2,925
Q1 2025 Reduced 7.58%
$154B
$808,000 0.32% of portfolio
21,916
Q1 2025 Reduced 1.73%
$13.8B
$795,000 0.31% of portfolio
23,251
Q1 2025 Added 6.74%
$86.8B
$727,000 0.29% of portfolio
2,860
Q1 2025 Added 0.53%
$1.04T
$749,000 0.29% of portfolio
2,891
Q4 2024 Reduced 52.54%
$150B
$742,000 0.29% of portfolio
1,582
Q1 2025 Added 0.19%
$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%
$139B
$699,000 0.27% of portfolio
2,963
Q1 2025 Added 1.65%
$61.7B
$679,000 0.27% of portfolio
2,570
Q1 2025 Reduced 1.23%
$20.4B
$696,000 0.27% of portfolio
9,892
Q1 2025 Added 21.0%
$29.2B
$673,000 0.26% of portfolio
11,260
Q1 2025 Reduced 33.75%
$0
$656,000 0.26% of portfolio
1,168
Q4 2024 Added 0.09%
$36.5B
$631,000 0.25% of portfolio
5,248
Q1 2025 Added 19.93%
$70.8B
$640,000 0.25% of portfolio
168
Q1 2025 Reduced 5.62%
$149B
$638,000 0.25% of portfolio
6,330
Q4 2024 Reduced 4.81%
$123B
$649,000 0.25% of portfolio
7,474
Q1 2025 Added 0.01%
$1.45B
$592,000 0.23% of portfolio
11,795
Q1 2025 Added 18.54%

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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