Titelia

Holdings of Palisades Hudson Asset Management, L.P.

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Net assets
-
Positions
94 in 1 countries
Top ten
62.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1iShares Trust 281,64033.4K $
2Vanguard Total Stock Market ETF 58,48318.8K $
3State Street SPDR S&P 500 ETF Trust 28,26418.4K $
4iShares S&P Small-Cap 600 Growth ETF 99,03014.3K $
5iShares Core S&P 500 ETF 21,07413.8K $
6iShares Core S&P Small-Cap ETF 95,73811.9K $
7iShares Core MSCI Europe ETF 151,86710.7K $
8iShares MSCI Japan ETF 106,8599K $
9iShares MSCI All Country Asia 89,9028.7K $
10Ishares Gold Trust 73,2526.5K $
11Vanguard FTSE Europe ETF 73,5126.1K $
12SPDR SERIES TRUST 62,0745.9K $
13Ishares Inc 199,2435.5K $
14NVIDIA Corp 29,0035.1K $
15Vanguard Ultra Short Bond ETF 95,2374.7K $
16Apple Inc 17,7344.5K $
17SPDR Gold Shares 9,5454.1K $
18Microsoft Corp 8,8443.3K $
19State Street SPDR S&P Global Natural Resources ETF 40,2323K $
20Amazon.com Inc 11,6662.4K $
21Alphabet Inc 7,1192K $
22State Street SPDR S&P 600 Smal 19,5161.9K $
23iShares MSCI Canada ETF 30,7261.7K $
24Vanguard Real Estate ETF 18,8781.7K $
25Alphabet Inc 4,5461.3K $
26ISHARES TRUST 18,3251.2K $
27Goldman Sachs Group Inc/The 1,4331.2K $
28Costco Wholesale Corp 1,2011.2K $
29Tesla Inc 2,9451.1K $
30iShares Russell 2000 ETF 3,862958 $
31Vanguard S&P 500 ETF 1,582945 $
32iShares Global Clean Energy ETF 49,979914 $
33Steel Dynamics Inc 4,874877 $
34Visa Inc 2,873868 $
35iShares Russell 2000 Growth ETF 2,576808 $
36Mastercard Inc 1,508753 $
37AbbVie Inc 3,281713 $
38American Express Co 2,315700 $
39iShares Russell 2000 Value ETF 3,616686 $
40Intuit Inc 1,493645 $
41Yum! Brands Inc 4,143644 $
42CH Robinson Worldwide Inc 3,871643 $
43PNC Financial Services Group Inc/The 2,996623 $
44Prologis Inc 4,419584 $
45Moody's Corp 1,258549 $
46iShares Silver Trust 7,939541 $
47Amphenol Corp 4,160526 $
48Meta Platforms Inc 886507 $
49Broadcom Inc 1,629504 $
50Marriott International Inc/MD 1,533501 $
51Northrop Grumman Corp 728497 $
52Abbott Laboratories 4,789491 $
53Fifth Third Bancorp 10,464486 $
54Hartford Insurance Group Inc/The 3,523476 $
55Deere & Co 712401 $
56Vanguard Charlotte Funds 8,352401 $
57Boeing Co/The 2,005399 $
58Graco Inc 4,416374 $
59Walmart Inc 2,990371 $
60Motorola Solutions Inc 810352 $
61Oracle Corp 2,385351 $
62Caterpillar Inc 471334 $
63Cummins Inc 620334 $
64Vanguard FTSE All World ex-US 2,281333 $
65AutoZone Inc 92311 $
66Morgan Stanley 1,878309 $
67Union Pacific Corp 1,276309 $
68Adobe Inc 1,255305 $
69First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 1,861304 $
70AT&T Inc 10,445303 $
71McKesson Corp 335290 $
72UnitedHealth Group Inc 1,047284 $
73KLA Corp 192282 $
74Marsh & McLennan Cos Inc 1,607279 $
75Ryman Hospitality Properties Inc 2,986276 $
76Weyerhaeuser Co 10,898266 $
77Elevance Health Inc 906265 $
78Vanguard Value ETF 1,282252 $
79Gilead Sciences Inc 1,792249 $
80Bank of America Corp 5,098248 $
81Home Depot Inc/The 754248 $
82Texas Roadhouse Inc 1,468242 $
83Danaher Corp 1,244236 $
84Schwab US Dividend Equity ETF 7,599233 $
85Cisco Systems, Inc. 2,995232 $
86Procter & Gamble Co/The 1,601231 $
87iShares Core S&P Mid-Cap ETF 3,373228 $
88Exxon Mobil Corp 1,325226 $
89Netflix Inc 2,330224 $
90Schwab U.S. REIT ETF 10,243220 $
91McDonald's Corp. 700217 $
92Lumentum Holdings Inc 305214 $
93Starbucks Corp 2,348211 $
94Amgen Inc 580204 $

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Sector breakdown

  • Funds 12.6 %
  • Technology 7.0 %
  • Financials 2.8 %
  • Consumer discretionary 2.4 %
  • Communication 1.9 %
  • Industrials 1.3 %
  • Health care 1.2 %
  • Consumer staples 0.8 %
  • Materials 0.5 %
  • Real estate 0.3 %
  • Energy 0.1 %
  • Unattributed 69.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States94231K $100.00 %
Cite this page

Titelia. "Holdings of Palisades Hudson Asset Management, L.P.". https://titelia.com/en/funds/US13F1388443