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, IJT, IVV, and represent 38.44% of Palisades Hudson Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ESGV, FITB, VUSB, T, VOO, VTV, XOM, CSM, LITE, SBUX.
- Started 8 new stock positions in T, AMGN, VTV, SBUX, FITB, LITE, XOM, CSM.
- Reduced shares in these 10 stocks: IAU, Comerica Incorporated, Jp Morgan Exchange Traded Fd betbuld japan, IEUR, IJS, SPY, MCD, WMT, AAXJ, GLD.
- Sold out of its position in Comerica Incorporated.
- Palisades Hudson Asset Management was a net seller of stock by $-567k.
- Palisades Hudson Asset Management has $257M in assets under management (AUM), dropping by -0.54%.
- Central Index Key (CIK): 0001388443
Tip: Access up to 7 years of quarterly data
Positions held by Palisades Hudson Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Palisades Hudson Asset Management
Palisades Hudson Asset Management holds 108 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Tr Sp Smcp600vl Etf (IJS) | 13.0 | $33M | 282k | 118.45 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.3 | $19M | 59k | 320.81 |
|
|
| SPDR S&P 500 ETF Tr TR Unit (SPY) | 7.2 | $18M | 28k | 650.33 |
|
|
| iShares Tr Sp Smcp600gr Etf (IJT) | 5.6 | $14M | 99k | 144.71 |
|
|
| iShares Tr Core S&P 500 ETF (IVV) | 5.4 | $14M | 21k | 653.22 |
|
|
| iShares Tr Core S&P SCP ETF (IJR) | 4.6 | $12M | 96k | 124.31 |
|
|
| iShares Tr Core MSCI Euro (IEUR) | 4.2 | $11M | -2% | 152k | 70.27 |
|
| iShares MSCI Japan ETF (EWJ) | 3.5 | $9.0M | 107k | 84.44 |
|
|
| JP Morgan Exchange Traded Fund Betbuld Japan | 3.4 | $8.7M | -4% | 126k | 68.91 |
|
| iShares Tr MSCI AC Asia ETF (AAXJ) | 3.4 | $8.7M | 90k | 96.29 |
|
|
| iShares Gold Trust iShares (IAU) | 2.5 | $6.5M | -26% | 73k | 88.16 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.4 | $6.1M | 74k | 82.44 |
|
|
| SPDR S&P Small Cap Value S&P 600 Smcp Val (SLYV) | 2.3 | $5.9M | 62k | 94.58 |
|
|
| iShares MSCI Aust ETF (EWA) | 2.2 | $5.5M | 199k | 27.76 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 2.0 | $5.2M | +13% | 47k | 112.28 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $5.1M | 29k | 174.41 |
|
|
| Nuveen ESG Small-Cap ETF Nuveen ESG SMLCP ETF (NUSC) | 2.0 | $5.1M | +3% | 112k | 45.06 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.8 | $4.7M | +9% | 95k | 49.78 |
|
| Apple (AAPL) | 1.8 | $4.5M | 18k | 253.80 |
|
|
| SPDR Gold Trust Gold SHS (GLD) | 1.6 | $4.1M | -2% | 9.5k | 430.28 |
|
| Microsoft Corporation (MSFT) | 1.3 | $3.3M | 8.8k | 370.26 |
|
|
| SPDR Index Shs Fds Glb Nat Resrce (GNR) | 1.2 | $3.0M | 40k | 74.67 |
|
|
| Amazon (AMZN) | 0.9 | $2.4M | 12k | 208.23 |
|
|
| VanEck ETF Trust Global Alter ETF (SMOG) | 0.8 | $2.1M | 15k | 138.79 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.0M | 7.1k | 286.89 |
|
|
| SPDR S&P Small Cap Growth S&P 600 Smcp Grw (SLYG) | 0.7 | $1.9M | 20k | 96.64 |
|
|
| Fidelity MSCI Real Estate ETF Msci Rl Est Etf (FREL) | 0.7 | $1.7M | 63k | 26.91 |
|
|
| iShares Msci Cda Etf (EWC) | 0.7 | $1.7M | 31k | 54.77 |
|
|
| Vanguard Index Fds Reit Etf (VNQ) | 0.7 | $1.7M | +10% | 19k | 88.73 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.3M | +2% | 4.5k | 287.60 |
|
| iShares Tr Europe ETF (IEV) | 0.5 | $1.2M | 18k | 67.94 |
|
|
| Goldman Sachs (GS) | 0.5 | $1.2M | 1.4k | 845.94 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.2M | 1.2k | 991.53 |
|
|
| Tesla Motors (TSLA) | 0.4 | $1.1M | +16% | 2.9k | 371.28 |
|
| iShares Tr Russell 2000 ETF (IWM) | 0.4 | $958k | 3.9k | 248.06 |
|
|
| Vanguard Intl Equity Index F S&p 500 Etf Shs (VOO) | 0.4 | $945k | +45% | 1.6k | 597.35 |
|
| iShares Tr Gl Clean Ene ETF (ICLN) | 0.4 | $914k | +4% | 50k | 18.29 |
|
| Steel Dynamics (STLD) | 0.3 | $877k | 4.9k | 179.93 |
|
|
| Visa Com Cl A (V) | 0.3 | $868k | 2.9k | 302.19 |
|
|
| iShares Tr Rus 2000 Grw ETF (IWO) | 0.3 | $808k | 2.6k | 313.66 |
|
|
| Mastercard Cl A (MA) | 0.3 | $753k | 1.5k | 499.33 |
|
|
| JPMorgan Exchange Traded Fund Betabuldrs CDA | 0.3 | $719k | 7.6k | 94.00 |
|
|
| Abbvie (ABBV) | 0.3 | $713k | 3.3k | 217.39 |
|
|
| American Express Company (AXP) | 0.3 | $700k | 2.3k | 302.27 |
|
|
| iShares Tr Rus 2000 Val ETF (IWN) | 0.3 | $686k | 3.6k | 189.71 |
|
|
| Intuit (INTU) | 0.3 | $645k | 1.5k | 432.17 |
|
|
| Yum! Brands (YUM) | 0.3 | $644k | 4.1k | 155.44 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $643k | 3.9k | 166.11 |
|
|
| PNC Financial Services (PNC) | 0.2 | $623k | 3.0k | 208.03 |
|
|
| Trane Technologies PLC Class A SHS (TT) | 0.2 | $594k | 1.4k | 416.43 |
|
|
| Prologis (PLD) | 0.2 | $584k | 4.4k | 132.16 |
|
|
| Moody's Corporation (MCO) | 0.2 | $549k | 1.3k | 436.41 |
|
|
| SPDR Series Trust Shrt Intl ETF (BWZ) | 0.2 | $541k | 20k | 26.90 |
|
|
| iShares Silver Trust iShares (SLV) | 0.2 | $541k | 7.9k | 68.14 |
|
|
| Amphenol Corporation (APH) | 0.2 | $526k | 4.2k | 126.44 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $507k | 886.00 | 571.93 |
|
|
| Broadcom (AVGO) | 0.2 | $505k | 1.6k | 309.69 |
|
|
| Marriott Intl Cl A (MAR) | 0.2 | $501k | 1.5k | 326.81 |
|
|
| Northrop Grumman Corporation (NOC) | 0.2 | $497k | 728.00 | 682.69 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $491k | 4.8k | 102.56 |
|
|
| Fifth Third Ban (FITB) | 0.2 | $486k | NEW | 11k | 46.45 |
|
| Hartford Financial Services (HIG) | 0.2 | $476k | 3.5k | 135.11 |
|
|
| Vanguard Bd Index Fds Total Int Bd Etf (BNDX) | 0.2 | $401k | 8.4k | 48.01 |
|
|
| Deere & Company (DE) | 0.2 | $401k | 712.00 | 563.20 |
|
|
| Boeing Company (BA) | 0.2 | $399k | 2.0k | 199.00 |
|
|
| iShares Tr US Hlthcare ETF (IYH) | 0.1 | $374k | 6.1k | 61.65 |
|
|
| Gra (GGG) | 0.1 | $374k | 4.4k | 84.69 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $352k | 810.00 | 434.57 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $351k | 2.4k | 147.02 |
|
|
| Cummins (CMI) | 0.1 | $334k | 620.00 | 538.71 |
|
|
| Caterpillar (CAT) | 0.1 | $334k | 471.00 | 708.15 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VSS) | 0.1 | $333k | 2.3k | 145.99 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $332k | -30% | 3.0k | 111.11 |
|
| AutoZone (AZO) | 0.1 | $311k | 92.00 | 3380.43 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $309k | 1.3k | 242.40 |
|
|
| Morgan Stanley (MS) | 0.1 | $309k | 1.9k | 164.54 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $305k | 1.3k | 242.96 |
|
|
| First Trust NASDAQ Cln Edge Inf ETF Nasdq Cln Edge (GRID) | 0.1 | $304k | +17% | 1.9k | 163.35 |
|
| At&t (T) | 0.1 | $303k | NEW | 10k | 29.00 |
|
| McKesson Corporation (MCK) | 0.1 | $290k | 335.00 | 865.27 |
|
|
| UnitedHealth (UNH) | 0.1 | $284k | 1.0k | 270.96 |
|
|
| KLA Corp Com New (KLAC) | 0.1 | $282k | 192.00 | 1470.59 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $279k | 1.6k | 173.53 |
|
|
| Ryman Hospitality Pptys (RHP) | 0.1 | $276k | 3.0k | 92.43 |
|
|
| Weyerhaeuser Company (WY) | 0.1 | $266k | 11k | 24.41 |
|
|
| Anthem (ELV) | 0.1 | $265k | 906.00 | 292.49 |
|
|
| NYLI Candriam U.S. Large Cap Equity ETF Candriam US Lrg (IQSU) | 0.1 | $265k | 5.2k | 51.16 |
|
|
| Vanguard Value ETF Value Etf (VTV) | 0.1 | $252k | NEW | 1.3k | 196.57 |
|
| Gilead Sciences (GILD) | 0.1 | $249k | 1.8k | 139.15 |
|
|
| Home Depot (HD) | 0.1 | $248k | 754.00 | 329.20 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $248k | 5.1k | 48.66 |
|
|
| Texas Roadhouse (TXRH) | 0.1 | $242k | 1.5k | 164.85 |
|
|
| Danaher Corporation (DHR) | 0.1 | $236k | 1.2k | 189.39 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $233k | 7.6k | 30.66 |
|
|
| Cisco Systems (CSCO) | 0.1 | $232k | 3.0k | 77.46 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $232k | 1.6k | 144.67 |
|
|
| iShares Tr Core S&P MCP ETF (IJH) | 0.1 | $228k | 3.4k | 67.60 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $225k | NEW | 1.3k | 170.05 |
|
| Netflix (NFLX) | 0.1 | $224k | 2.3k | 95.98 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $220k | +2% | 10k | 21.48 |
|
| McDonald's Corporation (MCD) | 0.1 | $217k | -40% | 700.00 | 309.35 |
|
| ProShares Large Cap Core Plus Large Cap CRE (CSM) | 0.1 | $216k | NEW | 2.9k | 74.92 |
|
| Lumentum Hldgs (LITE) | 0.1 | $214k | NEW | 305.00 | 701.64 |
|
| Starbucks Corporation (SBUX) | 0.1 | $211k | NEW | 2.3k | 89.66 |
|
| Amgen (AMGN) | 0.1 | $204k | NEW | 580.00 | 351.21 |
|
| Cummins | 0.0 | $17k | 32.00 | 531.25 |
|
|
| Aclarion, Inc. Ordinary Shares Warrant *w Exp 04/21/202 (ACONW) | 0.0 | $3.0k | 56k | 0.05 |
|
|
| Cummins | 0.0 | $2.0k | 3.00 | 666.67 |
|
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 2026 Q1 filed May 8, 2026
- 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