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
$53.9B
$592,000 0.23% of portfolio
945
Q1 2025 Added 51.44%
$5.91B
$563,000 0.22% of portfolio
393
Q1 2025 Added 1.29%
$40.5B
$551,000 0.22% of portfolio
2,134
Q1 2025 Reduced 5.24%
$21.6B
$528,000 0.21% of portfolio
12,126
Q1 2025 Added 0.37%
$116B
$530,000 0.21% of portfolio
5,055
Q1 2025 Reduced 5.97%
$101B
$544,000 0.21% of portfolio
3,155
Q1 2025 Reduced 18.6%
$0
$502,000 0.2% of portfolio
14,991
Q1 2025 Added 3.58%
$88.1B
$516,000 0.2% of portfolio
2,169
Q1 2025 Reduced 13.69%
$147B
$486,000 0.19% of portfolio
1,307
Q1 2025 Added 0.08%
$108B
$474,000 0.19% of portfolio
4,836
Q1 2025 Added 0.27%
$79.3B
$486,000 0.19% of portfolio
950
Q1 2025 Added 0.11%
$84.5B
$450,000 0.18% of portfolio
3,065
Q3 2024 Added 0.23%
$194B
$465,000 0.18% of portfolio
585
Q1 2025 Reduced 4.88%
$11B
$471,000 0.18% of portfolio
8,330
Q1 2025 Reduced 2.6%
$0
$453,000 0.18% of portfolio
883
Q2 2024 Reduced 11.7%
$9.04B
$438,000 0.17% of portfolio
6,085
Q1 2025 Reduced 38.39%
$71.9B
$395,000 0.16% of portfolio
485
Q1 2025 Reduced 24.45%
$35.8B
$406,000 0.16% of portfolio
4,255
Q1 2025 Reduced 4.19%
$0
$378,000 0.15% of portfolio
2,818
Q1 2025 Reduced 4.73%
$53.1B
$375,000 0.15% of portfolio
1,527
Q1 2025 Reduced 0.65%
$246B
$356,000 0.14% of portfolio
3,196
Q1 2025 Reduced 1.63%
$60.6B
$354,000 0.14% of portfolio
2,867
Q1 2025 Added 0.46%
$0
$348,000 0.14% of portfolio
4,060
Q2 2024 Reduced 9.66%
$119B
$329,000 0.13% of portfolio
3,664
Q1 2025 Reduced 2.01%
$12.9B
$328,000 0.13% of portfolio
1,799
Q1 2025 Reduced 47.52%
$430B
$331,000 0.13% of portfolio
1,996
Q1 2025 Reduced 19.74%
$104B
$341,000 0.13% of portfolio
1,398
Q1 2025 Added 2.27%
$63.9B
$330,000 0.13% of portfolio
2,970
Q1 2025 Reduced 4.59%
$0
$318,000 0.12% of portfolio
3,962
Q1 2025 Added 6.97%
$158B
$301,000 0.12% of portfolio
1,424
Q1 2025 Added 0.21%
$0
$306,000 0.12% of portfolio
3,305
Q1 2023 New
$55.8B
$310,000 0.12% of portfolio
2,839
Q1 2025 Added 0.25%
$25.5B
$299,000 0.12% of portfolio
817
Q1 2025 Added 72.36%
$35.5B
$300,000 0.12% of portfolio
5,490
Q1 2025 Reduced 4.36%
$15.8B
$313,000 0.12% of portfolio
10,127
Q1 2025 Reduced 33.53%
$30.9B
$309,000 0.12% of portfolio
3,642
Q1 2025 Added 8.07%
$69B
$314,000 0.12% of portfolio
1,909
Q1 2025 Reduced 4.93%
$137B
$291,000 0.11% of portfolio
1,251
Q1 2025 Added 0.4%
$124B
$275,000 0.11% of portfolio
1,365
Q1 2025 Reduced 0.87%
$34.8B
$275,000 0.11% of portfolio
4,753
Q1 2025 Added 0.4%
$0
$278,000 0.11% of portfolio
2,665
Q1 2025 Added 1.45%
$26B
$278,000 0.11% of portfolio
1,627
Q1 2025 Added 0.81%
$16.9B
$244,000 0.1% of portfolio
663
Q1 2025 Reduced 13.11%
$0
$245,000 0.1% of portfolio
4,812
Q1 2025 Added 0.8%
$46.1B
$265,000 0.1% of portfolio
2,543
Q4 2024 New
$21B
$249,000 0.1% of portfolio
3,320
Q1 2025 Added 0.73%
$84.5B
$265,000 0.1% of portfolio
2,421
Q1 2025 Reduced 15.35%
$67.8B
$245,000 0.1% of portfolio
7,187
Q1 2025 Added 0.83%
$43.4B
$246,000 0.1% of portfolio
5,355
Q1 2025 New

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
Track This Portfolio

Track Stiles Financial Services Inc Portfolio

Follow Stiles Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stiles Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Stiles Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email