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, VTI, SPY, IVV, IJT, and represent 38.71% of Palisades Hudson Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ESGV, NUSC, ICLN, TSLA, GRID, GILD, NFLX, EWA, WMT, AVGO.
- Started 2 new stock positions in GRID, GILD.
- Reduced shares in these 10 stocks: IVV (-$5.5M), IJS, IEUR, VUSB, AAXJ, IEV, VGK, BSV, GNR, IJT.
- Sold out of its positions in T, ADP, IVW, FLOT, MSTR, PYPL, BSV, VNQI.
- Palisades Hudson Asset Management was a net seller of stock by $-25M.
- Palisades Hudson Asset Management has $258M in assets under management (AUM), dropping by -6.46%.
- Central Index Key (CIK): 0001388443
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Portfolio Holdings for Palisades Hudson Asset Management
Palisades Hudson Asset Management holds 101 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Tr Sp Smcp600vl Etf (IJS) | 12.5 | $32M | -6% | 284k | 113.72 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.6 | $20M | 59k | 335.28 |
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| SPDR S&P 500 ETF Tr TR Unit (SPY) | 7.6 | $20M | -3% | 29k | 681.94 |
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| iShares Tr Core S&P 500 ETF (IVV) | 5.6 | $15M | -27% | 21k | 684.91 |
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| iShares Tr Sp Smcp600gr Etf (IJT) | 5.4 | $14M | -6% | 98k | 141.16 |
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| iShares Tr Core S&P SCP ETF (IJR) | 4.5 | $12M | -3% | 96k | 120.17 |
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| iShares Tr Core MSCI Euro (IEUR) | 4.3 | $11M | -15% | 156k | 70.98 |
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| JP Morgan Exchange Traded Fund Betbuld Japan | 3.4 | $8.7M | -8% | 132k | 65.91 |
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| iShares MSCI Japan ETF (EWJ) | 3.4 | $8.7M | -9% | 107k | 80.74 |
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| iShares Tr MSCI AC Asia ETF (AAXJ) | 3.3 | $8.5M | -16% | 91k | 93.12 |
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| iShares Gold Trust iShares (IAU) | 3.1 | $8.0M | -10% | 99k | 81.17 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.4 | $6.2M | -17% | 74k | 83.60 |
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| SPDR S&P Small Cap Value S&P 600 Smcp Val (SLYV) | 2.2 | $5.6M | -2% | 62k | 90.97 |
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| NVIDIA Corporation (NVDA) | 2.1 | $5.4M | 29k | 186.51 |
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| iShares MSCI Aust ETF (EWA) | 2.0 | $5.2M | 199k | 26.19 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 1.9 | $5.0M | +12% | 41k | 120.96 |
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| Apple (AAPL) | 1.9 | $4.8M | -3% | 18k | 271.87 |
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| Nuveen ESG Small-Cap ETF Nuveen ESG SMLCP ETF (NUSC) | 1.9 | $4.8M | +9% | 108k | 44.65 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.7 | $4.3M | -28% | 87k | 49.84 |
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| Microsoft Corporation (MSFT) | 1.7 | $4.3M | 8.8k | 483.70 |
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| SPDR Gold Trust Gold SHS (GLD) | 1.5 | $3.9M | 9.8k | 396.29 |
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| Amazon (AMZN) | 1.0 | $2.7M | 12k | 230.86 |
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| SPDR Index Shs Fds Glb Nat Resrce (GNR) | 1.0 | $2.5M | -30% | 41k | 62.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.2M | 7.1k | 313.82 |
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| VanEck ETF Trust Global Alter ETF (SMOG) | 0.8 | $2.0M | 15k | 129.62 |
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| SPDR S&P Small Cap Growth S&P 600 Smcp Grw (SLYG) | 0.7 | $1.8M | -2% | 19k | 94.20 |
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| iShares Msci Cda Etf (EWC) | 0.6 | $1.7M | -11% | 31k | 53.93 |
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| Fidelity MSCI Real Estate ETF Msci Rl Est Etf (FREL) | 0.6 | $1.7M | 62k | 26.88 |
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| Vanguard Index Fds Reit Etf (VNQ) | 0.6 | $1.5M | -30% | 17k | 88.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.4M | 4.5k | 312.97 |
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| iShares Tr Europe ETF (IEV) | 0.5 | $1.3M | -55% | 19k | 68.60 |
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| Goldman Sachs (GS) | 0.5 | $1.3M | 1.4k | 878.85 |
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| Tesla Motors (TSLA) | 0.4 | $1.1M | +28% | 2.5k | 449.44 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.0M | 1.2k | 861.98 |
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| Visa Com Cl A (V) | 0.4 | $1.0M | 2.9k | 350.85 |
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| Intuit (INTU) | 0.4 | $989k | 1.5k | 662.58 |
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| iShares Tr Russell 2000 ETF (IWM) | 0.4 | $951k | 3.9k | 246.25 |
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| Mastercard Cl A (MA) | 0.3 | $861k | 1.5k | 570.67 |
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| American Express Company (AXP) | 0.3 | $855k | 2.3k | 369.38 |
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| iShares Tr Rus 2000 Grw ETF (IWO) | 0.3 | $832k | 2.6k | 323.11 |
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| Steel Dynamics (STLD) | 0.3 | $826k | 4.9k | 169.47 |
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| iShares Tr Gl Clean Ene ETF (ICLN) | 0.3 | $786k | +49% | 48k | 16.43 |
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| Abbvie (ABBV) | 0.3 | $749k | 3.3k | 228.41 |
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| JPMorgan Exchange Traded Fund Betabuldrs CDA | 0.3 | $714k | -12% | 7.7k | 92.99 |
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| Vanguard Intl Equity Index F S&p 500 Etf Shs (VOO) | 0.3 | $681k | -12% | 1.1k | 627.65 |
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| iShares Tr Rus 2000 Val ETF (IWN) | 0.3 | $654k | 3.6k | 181.16 |
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| Moody's Corporation (MCO) | 0.2 | $643k | 1.3k | 511.13 |
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| Yum! Brands (YUM) | 0.2 | $627k | 4.1k | 151.34 |
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| PNC Financial Services (PNC) | 0.2 | $625k | 3.0k | 208.70 |
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| C H Robinson Worldwide Com New (CHRW) | 0.2 | $622k | 3.9k | 160.68 |
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| Abbott Laboratories (ABT) | 0.2 | $600k | 4.8k | 125.37 |
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| Meta Platforms Cl A (META) | 0.2 | $584k | 886.00 | 659.65 |
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| Prologis (PLD) | 0.2 | $564k | 4.4k | 127.63 |
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| Amphenol Corporation (APH) | 0.2 | $562k | 4.2k | 135.10 |
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| Broadcom (AVGO) | 0.2 | $561k | +8% | 1.6k | 346.28 |
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| Trane Technologies PLC Class A SHS (TT) | 0.2 | $556k | 1.4k | 389.29 |
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| SPDR Series Trust Shrt Intl ETF (BWZ) | 0.2 | $550k | +2% | 20k | 27.41 |
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| iShares Silver Trust iShares (SLV) | 0.2 | $511k | 7.9k | 64.37 |
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| Comerica Incorporated | 0.2 | $488k | 5.6k | 87.02 |
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| Hartford Financial Services (HIG) | 0.2 | $485k | 3.5k | 137.67 |
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| Wal-Mart Stores (WMT) | 0.2 | $477k | +13% | 4.3k | 111.11 |
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| Marriott Intl Cl A (MAR) | 0.2 | $476k | 1.5k | 310.50 |
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| Oracle Corporation (ORCL) | 0.2 | $465k | 2.4k | 194.76 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $439k | 1.3k | 349.96 |
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| Boeing Company (BA) | 0.2 | $435k | 2.0k | 216.96 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $415k | 728.00 | 570.05 |
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| Vanguard Bd Index Fds Total Int Bd Etf (BNDX) | 0.2 | $402k | 8.3k | 48.28 |
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| iShares Tr US Hlthcare ETF (IYH) | 0.2 | $399k | 6.1k | 65.14 |
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| Gra (GGG) | 0.1 | $362k | 4.4k | 81.97 |
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| McDonald's Corporation (MCD) | 0.1 | $361k | 1.2k | 305.76 |
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| UnitedHealth (UNH) | 0.1 | $346k | 1.0k | 330.41 |
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| Morgan Stanley (MS) | 0.1 | $333k | 1.9k | 177.32 |
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| Deere & Company (DE) | 0.1 | $331k | 712.00 | 464.89 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VSS) | 0.1 | $327k | -42% | 2.3k | 143.36 |
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| Anthem (ELV) | 0.1 | $318k | 906.00 | 350.99 |
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| Cummins (CMI) | 0.1 | $316k | 620.00 | 509.68 |
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| AutoZone (AZO) | 0.1 | $312k | 92.00 | 3391.30 |
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| Motorola Solutions Com New (MSI) | 0.1 | $310k | 810.00 | 382.72 |
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| Marsh & McLennan Companies | 0.1 | $298k | 1.6k | 185.56 |
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| Union Pacific Corporation (UNP) | 0.1 | $295k | 1.3k | 231.20 |
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| Danaher Corporation (DHR) | 0.1 | $284k | 1.2k | 228.57 |
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| NYLI Candriam U.S. Large Cap Equity ETF Candriam US Lrg (IQSU) | 0.1 | $283k | 5.2k | 54.77 |
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| Ryman Hospitality Pptys (RHP) | 0.1 | $283k | 3.0k | 94.78 |
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| Bank of America Corporation (BAC) | 0.1 | $280k | 5.1k | 54.96 |
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| McKesson Corporation (MCK) | 0.1 | $275k | 335.00 | 820.36 |
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| Caterpillar (CAT) | 0.1 | $270k | 471.00 | 572.96 |
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| Home Depot (HD) | 0.1 | $260k | 754.00 | 344.35 |
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| Weyerhaeuser Company (WY) | 0.1 | $258k | 11k | 23.67 |
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| Texas Roadhouse (TXRH) | 0.1 | $244k | 1.5k | 166.21 |
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| First Trust NASDAQ Cln Edge Inf ETF Nasdq Cln Edge (GRID) | 0.1 | $242k | NEW | 1.6k | 152.78 |
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| KLA Corp Com New (KLAC) | 0.1 | $233k | 192.00 | 1213.90 |
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| Cisco Systems (CSCO) | 0.1 | $231k | 3.0k | 77.13 |
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| Procter & Gamble Company (PG) | 0.1 | $230k | 1.6k | 143.40 |
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| iShares Tr Core S&P MCP ETF (IJH) | 0.1 | $223k | 3.4k | 66.11 |
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| Gilead Sciences (GILD) | 0.1 | $220k | NEW | 1.8k | 122.82 |
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| Netflix (NFLX) | 0.1 | $218k | +900% | 2.3k | 93.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $208k | 7.6k | 27.37 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $208k | +4% | 9.9k | 20.91 |
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| Cummins | 0.0 | $16k | 32.00 | 500.00 |
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| Cummins | 0.0 | $2.0k | 3.00 | 666.67 |
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| Aclarion, Inc. Ordinary Shares Warrant *w Exp 04/21/202 (ACONW) | 0.0 | $2.0k | 56k | 0.04 |
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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 Q4 filed Jan. 30, 2026
- 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