The Analysis of Palisades Hudson Asset Management, L.P.'s Holdings

Currently, Palisades Hudson Asset Management, L.P. holds 101 types of securities in its portfolio with a total value $257.9K. In the most recent quarter, they have increased their positions in ESGV (+4.7K shares, valued at $564.0168210214152), NUSC (+9.0K shares, valued at $401.55278830034547), ICLN (+15.8K shares, valued at $259.36587099201535); decreased their positions in IVV (-8.0K shares, valued at $5.5K), IJS (-20.9K shares, valued at $2.4K), IEUR (-28.6K shares, valued at $2.0K); initiated new positions in GRID (+1.6K shares, valued at $242), GILD (+1.8K shares, valued at $220).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJS iShares Tr284.2K shares-6.84%2025-12-312026-01-30

VTI Vanguard Index Fds58.5K shares0.00%2025-12-312026-01-30

SPY SPDR S&P 500 ETF Tr28.7K shares-3.76%2025-12-312026-01-30

IVV iShares Tr21.1K shares-27.44%2025-12-312026-01-30

IJT iShares Tr98.3K shares-6.72%2025-12-312026-01-30

IJR iShares Tr95.8K shares-3.37%2025-12-312026-01-30

IEUR iShares Tr156.4K shares-15.45%2025-12-312026-01-30

BBJP JP Morgan Exchange Traded Fund131.9K shares-8.65%2025-12-312026-01-30

Sponsored

EWJ iShares107.4K shares-9.19%2025-12-312026-01-30

AAXJ iShares Tr91.0K shares-16.23%2025-12-312026-01-30

iShares Gold Trust iShares Gold Trust99.1K shares-10.78%2025-12-312026-01-30

VGK Vanguard Intl Equity Index F74.3K shares-17.68%2025-12-312026-01-30

SLYV SPDR S&P Small Cap Value61.8K shares-2.92%2025-12-312026-01-30

NVDA Nvidia Corp29.0K shares0.00%2025-12-312026-01-30

EWA iShares198.9K shares1.48%2025-12-312026-01-30

ESGV Vanguard World FD41.1K shares12.78%2025-12-312026-01-30

Sponsored

AAPL Apple Inc17.8K shares-3.47%2025-12-312026-01-30

NUSC Nuveen ESG Small-Cap ETF108.0K shares9.09%2025-12-312026-01-30

VUSB Vanguard Bd Index Fds86.8K shares-28.01%2025-12-312026-01-30

MSFT Microsoft Corp8.8K shares0.00%2025-12-312026-01-30

GLD SPDR Gold Trust9.8K shares0.00%2025-12-312026-01-30

AMZN Amazon Com Inc11.7K shares0.07%2025-12-312026-01-30

GNR SPDR Index Shs Fds40.8K shares-30.37%2025-12-312026-01-30

Alphabet Inc Alphabet Inc7.1K shares0.37%2025-12-312026-01-30

Sponsored

SMOG VanEck ETF Trust15.4K shares-0.73%2025-12-312026-01-30

SLYG SPDR S&P Small Cap Growth19.4K shares-2.37%2025-12-312026-01-30

EWC iShares31.0K shares-11.60%2025-12-312026-01-30

FREL Fidelity MSCI Real Estate ETF62.2K shares0.91%2025-12-312026-01-30

VNQ Vanguard Index Fds17.1K shares-30.85%2025-12-312026-01-30

Alphabet Inc Alphabet Inc4.5K shares0.00%2025-12-312026-01-30

IEV iShares Tr18.5K shares-55.62%2025-12-312026-01-30

GS Goldman Sachs Group Inc1.4K shares0.00%2025-12-312026-01-30

Sponsored

TSLA Tesla Inc2.5K shares28.91%2025-12-312026-01-30

COST Costco Whsl Corp New1.2K shares0.00%2025-12-312026-01-30

V Visa Inc2.9K shares0.00%2025-12-312026-01-30

INTU Intuit1.5K shares0.00%2025-12-312026-01-30

IWM iShares Tr3.9K shares0.03%2025-12-312026-01-30

MA Mastercard Inc1.5K shares0.00%2025-12-312026-01-30

AXP American Express Co2.3K shares0.00%2025-12-312026-01-30

IWO iShares Tr2.6K shares0.23%2025-12-312026-01-30

Sponsored

STLD Steel Dynamics Inc4.9K shares0.00%2025-12-312026-01-30

ICLN iShares Tr47.8K shares49.25%2025-12-312026-01-30

ABBV AbbVie Inc3.3K shares0.00%2025-12-312026-01-30

BBCA JPMorgan Exchange Traded Fund7.7K shares-12.92%2025-12-312026-01-30

Vanguard Intl Equity Index F Vanguard Intl Equity Index F1.1K shares-12.85%2025-12-312026-01-30

IWN iShares Tr3.6K shares0.36%2025-12-312026-01-30

MCO Moodys Corp1.3K shares0.00%2025-12-312026-01-30

YUM Yum Brands Inc4.1K shares0.00%2025-12-312026-01-30

Sponsored

PNC PNC Finl Svcs Group Inc3.0K shares0.00%2025-12-312026-01-30

CHRW C H Robinson Worldwide Inc3.9K shares0.00%2025-12-312026-01-30

ABT Abbott Labs4.8K shares0.00%2025-12-312026-01-30

META Meta Platforms Inc886 shares0.00%2025-12-312026-01-30

PLD Prologis Inc4.4K shares0.00%2025-12-312026-01-30

APH Amphenol Corp Class A4.2K shares0.00%2025-12-312026-01-30

Broadcom Broadcom1.6K shares8.43%2025-12-312026-01-30

TT Trane Technologies PLC Class A1.4K shares0.00%2025-12-312026-01-30

Sponsored

BWZ SPDR Series Trust20.1K shares2.98%2025-12-312026-01-30

SLV iShares Silver Trust7.9K shares0.00%2025-12-312026-01-30

CMA Comerica Inc5.6K shares0.00%2025-12-312026-01-30

HIG The Hartford Insurance Group Inc3.5K shares0.00%2025-12-312026-01-30

WMT Walmart Inc4.3K shares13.34%2025-12-312026-01-30

MAR Marriott Intl Inc1.5K shares0.00%2025-12-312026-01-30

ORCL Oracle Corp2.4K shares0.00%2025-12-312026-01-30

ADBE Adobe Sys Inc1.3K shares0.00%2025-12-312026-01-30

Sponsored

BA Boeing Co2.0K shares0.00%2025-12-312026-01-30

NOC Northrop Grumman Corp728 shares0.00%2025-12-312026-01-30

BNDX Vanguard Bd Index Fds8.3K shares1.87%2025-12-312026-01-30

IYH iShares Tr6.1K shares0.39%2025-12-312026-01-30

GGG Graco Inc4.4K shares0.00%2025-12-312026-01-30

MCD McDonalds Corp1.2K shares0.00%2025-12-312026-01-30

UNH Unitedhealth Group Inc1.0K shares0.00%2025-12-312026-01-30

MS Morgan Stanley1.9K shares0.00%2025-12-312026-01-30

Sponsored

DE Deere & Co712 shares0.00%2025-12-312026-01-30

VSS Vanguard Intl Equity Index F2.3K shares-42.18%2025-12-312026-01-30

ELV Elevance Health Inc906 shares0.00%2025-12-312026-01-30

CMI Cummins Inc620 shares0.00%2025-12-312026-01-30

AZO Autozone Inc92 shares0.00%2025-12-312026-01-30

MSI Motorola Solutions Inc810 shares0.00%2025-12-312026-01-30

MMC Marsh & McClennan Companies Inc1.6K shares0.00%2025-12-312026-01-30

UNP Union Pac Corp1.3K shares0.00%2025-12-312026-01-30

Sponsored

DHR Danaher Corp Del1.2K shares0.00%2025-12-312026-01-30

IQSU NYLI Candriam U.S. Large Cap Equity ETF5.2K shares0.31%2025-12-312026-01-30

RHP Ryman Hospitality Pptys Inc3.0K shares0.00%2025-12-312026-01-30

BAC Bank of America Corp5.1K shares0.00%2025-12-312026-01-30

MCK McKesson Corp335 shares0.00%2025-12-312026-01-30

CAT Caterpillar471 shares0.00%2025-12-312026-01-30

HD Home Depot Inc754 shares0.00%2025-12-312026-01-30

WY Weyerhaeuser Co10.9K shares0.00%2025-12-312026-01-30

Sponsored

TXRH Texas Roadhouse Inc1.5K shares0.00%2025-12-312026-01-30

GRID First Trust NASDAQ Cln Edge Inf ETF1.6K sharesnew addition2025-12-312026-01-30

KLAC KLA Corp192 shares0.00%2025-12-312026-01-30

CSCO Cisco Systems Inc3.0K shares0.00%2025-12-312026-01-30

PG Proctor and Gamble Co1.6K shares0.00%2025-12-312026-01-30

IJH iShares Tr3.4K shares0.00%2025-12-312026-01-30

GILD Gilead Sciences Inc1.8K sharesnew addition2025-12-312026-01-30

NFLX Netflix Inc2.3K shares900.00%2025-12-312026-01-30

Sponsored

SCHD Schwab Strategic Tr7.6K shares0.00%2025-12-312026-01-30

SCHH Schwab Strategic Tr9.9K shares4.12%2025-12-312026-01-30

Cummins Inc Cummins Inc32 shares0.00%2025-12-312026-01-30

ACONW Aclarion, Inc. Ordinary Shares Warrant56.0K shares0.00%2025-12-312026-01-30

Cummins Inc Cummins Inc3 shares0.00%2025-12-312026-01-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available