Palisades Hudson Asset Management
Latest statistics and disclosures from Palisades Hudson Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJS, SPY, IVV, VTI, IJT, and represent 38.88% of Palisades Hudson Asset Management's stock portfolio.
- Added to shares of these 10 stocks: IJS, VUSB, ESGV, TSLA, SPY, CAT, NUSC, KLAC, AVGO, VGK.
- Started 3 new stock positions in CAT, ACONW, KLAC.
- Reduced shares in these 10 stocks: , Managed Portfolio Ser tortoise nram pi, SHV, GOOGL, IVV, AMLP, AAPL, SBUX, IEUR, CHTR.
- Sold out of its positions in AMLP, CHTR, SHV, JNPR, Managed Portfolio Ser tortoise nram pi, SBUX.
- Palisades Hudson Asset Management was a net seller of stock by $-420k.
- Palisades Hudson Asset Management has $276M in assets under management (AUM), dropping by 7.86%.
- Central Index Key (CIK): 0001388443
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Portfolio Holdings for Palisades Hudson Asset Management
Palisades Hudson Asset Management holds 107 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Tr Sp Smcp600vl Etf (IJS) | 12.2 | $34M | 305k | 110.59 |
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| SPDR S&P 500 ETF Tr TR Unit (SPY) | 7.2 | $20M | 30k | 666.18 |
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| iShares Tr Core S&P 500 ETF (IVV) | 7.1 | $20M | 29k | 669.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.0 | $19M | 59k | 328.17 |
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| iShares Tr Sp Smcp600gr Etf (IJT) | 5.4 | $15M | 105k | 141.50 |
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| iShares Tr Core MSCI Euro (IEUR) | 4.6 | $13M | 185k | 68.12 |
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| iShares Tr Core S&P SCP ETF (IJR) | 4.3 | $12M | 99k | 118.83 |
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| iShares Tr MSCI AC Asia ETF (AAXJ) | 3.6 | $9.9M | 109k | 91.22 |
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| JP Morgan Exchange Traded Fund Betbuld Japan | 3.5 | $9.6M | 144k | 66.32 |
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| iShares MSCI Japan ETF (EWJ) | 3.4 | $9.5M | 118k | 80.21 |
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| iShares Gold Trust iShares (IAU) | 2.9 | $8.1M | 111k | 72.77 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.6 | $7.2M | 90k | 79.81 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.2 | $6.0M | +6% | 121k | 49.99 |
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| SPDR S&P Small Cap Value S&P 600 Smcp Val (SLYV) | 2.0 | $5.6M | 64k | 88.65 |
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| NVIDIA Corporation (NVDA) | 2.0 | $5.4M | -2% | 29k | 186.59 |
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| iShares MSCI Aust ETF (EWA) | 1.9 | $5.3M | 196k | 27.00 |
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| Apple (AAPL) | 1.7 | $4.7M | -4% | 19k | 254.62 |
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| Microsoft Corporation (MSFT) | 1.7 | $4.6M | 8.8k | 517.90 |
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| NuShares ETF Trust Nuveen ESG SMLCP ETF (NUSC) | 1.6 | $4.4M | +5% | 99k | 44.10 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 1.6 | $4.3M | +8% | 37k | 118.43 |
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| SPDR Index Shs Fds Glb Nat Resrce (GNR) | 1.3 | $3.5M | 59k | 59.20 |
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| SPDR Gold Trust Gold SHS (GLD) | 1.3 | $3.5M | 9.8k | 355.50 |
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| iShares Tr Europe ETF (IEV) | 1.0 | $2.7M | 42k | 65.47 |
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| Amazon (AMZN) | 0.9 | $2.6M | 12k | 219.55 |
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| Vanguard Index Fds Reit Etf (VNQ) | 0.8 | $2.3M | +3% | 25k | 91.42 |
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| VanEck ETF Trust Global Alter ETF (SMOG) | 0.7 | $2.0M | 16k | 127.06 |
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| SPDR S&P Small Cap Growth S&P 600 Smcp Grw (SLYG) | 0.7 | $1.9M | +2% | 20k | 94.33 |
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| iShares Msci Cda Etf (EWC) | 0.6 | $1.8M | 35k | 50.55 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.7M | 7.1k | 243.45 |
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| Fidelity MSCI Real Estate ETF Msci Rl Est Etf (FREL) | 0.6 | $1.7M | 62k | 27.81 |
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| Goldman Sachs (GS) | 0.4 | $1.1M | -4% | 1.4k | 796.22 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $1.1M | 14k | 78.91 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | -3% | 1.2k | 925.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.1M | -18% | 4.5k | 242.97 |
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| Intuit (INTU) | 0.4 | $1.0M | 1.5k | 683.03 |
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| Visa Com Cl A (V) | 0.4 | $981k | 2.9k | 341.33 |
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| iShares Tr Russell 2000 ETF (IWM) | 0.3 | $934k | 3.9k | 241.91 |
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| Tesla Motors (TSLA) | 0.3 | $874k | +38% | 2.0k | 444.77 |
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| Mastercard Cl A (MA) | 0.3 | $858k | 1.5k | 568.67 |
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| iShares Tr Rus 2000 Grw ETF (IWO) | 0.3 | $822k | 2.6k | 319.97 |
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| American Express Company (AXP) | 0.3 | $769k | 2.3k | 332.22 |
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| JPMorgan Exchange Traded Fund Betabuldrs CDA | 0.3 | $769k | 8.8k | 87.22 |
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| Vanguard Intl Equity Index F S&p 500 Etf Shs (VOO) | 0.3 | $762k | -5% | 1.2k | 612.05 |
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| Abbvie (ABBV) | 0.3 | $761k | 3.3k | 231.78 |
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| Steel Dynamics (STLD) | 0.2 | $680k | 4.9k | 139.52 |
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| Oracle Corporation (ORCL) | 0.2 | $671k | 2.4k | 281.37 |
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| Meta Platforms Cl A (META) | 0.2 | $651k | -7% | 886.00 | 734.50 |
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| Abbott Laboratories (ABT) | 0.2 | $641k | 4.8k | 133.90 |
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| iShares Tr Rus 2000 Val ETF (IWN) | 0.2 | $636k | 3.6k | 176.81 |
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| Yum! Brands (YUM) | 0.2 | $630k | 4.1k | 152.06 |
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| Trane Technologies PLC Class A SHS (TT) | 0.2 | $602k | 1.4k | 422.14 |
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| PNC Financial Services (PNC) | 0.2 | $602k | -4% | 3.0k | 201.00 |
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| Moody's Corporation (MCO) | 0.2 | $599k | 1.3k | 476.15 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VSS) | 0.2 | $562k | 3.9k | 142.46 |
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| SPDR Series Trust Shrt Intl ETF (BWZ) | 0.2 | $542k | 20k | 27.81 |
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| Amphenol Corporation (APH) | 0.2 | $515k | 4.2k | 123.80 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $513k | 3.9k | 132.52 |
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| Prologis (PLD) | 0.2 | $506k | 4.4k | 114.51 |
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| iShares Tr Gl Clean Ene ETF (ICLN) | 0.2 | $496k | +2% | 32k | 15.47 |
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| Broadcom (AVGO) | 0.2 | $494k | +28% | 1.5k | 330.10 |
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| Hartford Financial Services (HIG) | 0.2 | $470k | 3.5k | 133.41 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $444k | 728.00 | 609.89 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $442k | 1.3k | 352.37 |
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| iShares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $442k | 8.6k | 51.13 |
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| Boeing Company (BA) | 0.2 | $433k | 2.0k | 215.96 |
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| Wal-Mart Stores (WMT) | 0.2 | $421k | 3.8k | 111.11 |
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| Vanguard Bd Index Fds Total Int Bd Etf (BNDX) | 0.1 | $404k | 8.2k | 49.42 |
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| Marriott Intl Cl A (MAR) | 0.1 | $399k | 1.5k | 260.27 |
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| AutoZone (AZO) | 0.1 | $395k | 92.00 | 4293.48 |
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| Comerica Incorporated (CMA) | 0.1 | $384k | 5.6k | 68.47 |
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| Gra (GGG) | 0.1 | $375k | 4.4k | 84.92 |
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| Motorola Solutions Com New (MSI) | 0.1 | $370k | 810.00 | 456.79 |
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| UnitedHealth (UNH) | 0.1 | $361k | -2% | 1.0k | 345.03 |
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| iShares Tr US Hlthcare ETF (IYH) | 0.1 | $358k | 6.1k | 58.68 |
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| McDonald's Corporation (MCD) | 0.1 | $357k | 1.2k | 302.16 |
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| iShares Silver Trust iShares (SLV) | 0.1 | $336k | 7.9k | 42.32 |
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| Deere & Company (DE) | 0.1 | $326k | 712.00 | 457.87 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $324k | 1.6k | 201.39 |
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| Strategy Inc Class A Cl A New (MSTR) | 0.1 | $315k | -3% | 979.00 | 321.76 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $315k | 6.6k | 47.74 |
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| Home Depot (HD) | 0.1 | $305k | -27% | 754.00 | 404.96 |
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| Union Pacific Corporation (UNP) | 0.1 | $301k | 1.3k | 236.00 |
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| Morgan Stanley (MS) | 0.1 | $299k | 1.9k | 159.21 |
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| Anthem (ELV) | 0.1 | $293k | 906.00 | 323.40 |
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| Netflix (NFLX) | 0.1 | $279k | 233.00 | 1196.43 |
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| New York Life Investments ETF Candriam US Lrg (IQSU) | 0.1 | $274k | 5.2k | 53.19 |
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| Weyerhaeuser Company (WY) | 0.1 | $270k | 11k | 24.78 |
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| Ryman Hospitality Pptys (RHP) | 0.1 | $268k | 3.0k | 89.75 |
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| Bank of America Corporation (BAC) | 0.1 | $263k | 5.1k | 51.62 |
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| Cummins (CMI) | 0.1 | $262k | 620.00 | 422.58 |
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| McKesson Corporation (MCK) | 0.1 | $259k | 335.00 | 772.46 |
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| Danaher Corporation (DHR) | 0.1 | $247k | -25% | 1.2k | 198.37 |
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| Procter & Gamble Company (PG) | 0.1 | $246k | 1.6k | 153.55 |
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| Texas Roadhouse (TXRH) | 0.1 | $244k | 1.5k | 166.21 |
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| iShares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $243k | 2.0k | 120.90 |
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| Caterpillar (CAT) | 0.1 | $224k | NEW | 471.00 | 476.39 |
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| Paypal Holdings (PYPL) | 0.1 | $221k | 3.3k | 67.09 |
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| iShares Tr Core S&P MCP ETF (IJH) | 0.1 | $220k | 3.4k | 65.22 |
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| At&t (T) | 0.1 | $209k | 7.4k | 28.22 |
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| KLA Corp Com New (KLAC) | 0.1 | $207k | NEW | 192.00 | 1080.21 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $207k | 7.6k | 27.24 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $206k | 9.6k | 21.56 |
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| Cisco Systems (CSCO) | 0.1 | $205k | 3.0k | 68.45 |
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| Automatic Data Processing (ADP) | 0.1 | $204k | 695.00 | 292.93 |
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| Cummins | 0.0 | $14k | 32.00 | 437.50 |
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| Aclarion, Inc. Ordinary Shares Warrant *w Exp 04/21/202 (ACONW) | 0.0 | $2.0k | NEW | 56k | 0.04 |
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| Cummins | 0.0 | $999.999900 | 3.00 | 333.33 |
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Past Filings by Palisades Hudson Asset Management
SEC 13F filings are viewable for Palisades Hudson Asset Management going back to 2011
- Palisades Hudson Asset Management 2025 Q3 filed Nov. 6, 2025
- Palisades Hudson Asset Management 2025 Q2 filed Aug. 12, 2025
- Palisades Hudson Asset Management 2025 Q1 filed May 9, 2025
- Palisades Hudson Asset Management 2024 Q4 filed Feb. 7, 2025
- Palisades Hudson Asset Management 2024 Q3 filed Oct. 30, 2024
- Palisades Hudson Asset Management 2024 Q2 filed July 31, 2024
- Palisades Hudson Asset Management 2024 Q1 filed May 7, 2024
- Palisades Hudson Asset Management 2023 Q4 filed Feb. 12, 2024
- Palisades Hudson Asset Management 2023 Q3 filed Nov. 2, 2023
- Palisades Hudson Asset Management 2023 Q2 filed Aug. 15, 2023
- Palisades Hudson Asset Management 2023 Q1 filed April 26, 2023
- Palisades Hudson Asset Management 2022 Q4 filed Feb. 8, 2023
- Palisades Hudson Asset Management 2022 Q3 filed Oct. 28, 2022
- Palisades Hudson Asset Management 2022 Q2 filed Aug. 10, 2022
- Palisades Hudson Asset Management 2022 Q1 filed April 27, 2022
- Palisades Hudson Asset Management 2021 Q4 filed Feb. 3, 2022