PHAM
Palisades Hudson Asset Management Portfolio holdings
AUM
$276M
1-Year Est. Return
14.27%
1 Year Est. Return
+14.27%
AUM
$276M
AUM Growth
+$20.1M
(+7.9%)
Holding
113
Top Buys
| 1 | +$459K | |
| 2 | +$357K | |
| 3 | +$351K | |
| 4 |
Tesla
TSLA
|
+$243K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$232K |
Top Sells
| 1 | +$332K | |
| 2 | +$259K | |
| 3 | +$251K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$242K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$222K |
Sector Composition
| 1 | Technology | 6.94% |
| 2 | Financials | 2.51% |
| 3 | Consumer Discretionary | 2.09% |
| 4 | Communication Services | 1.43% |
| 5 | Industrials | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Schwab US Dividend Equity ETF
SCHD
$71.6B
| $207K | 0.08% |
7,599
|
|
||
102
Schwab US REIT ETF
SCHH
$8.39B
| $206K | 0.07% |
9,554
+49
|
|
||
103
Cisco
CSCO
$307B
| $205K | 0.07% |
2,996
|
|
||
104
Automatic Data Processing
ADP
$105B
| $204K | 0.07% |
695
|
|
||
105
Aclarion Warrant
ACONW
$77.2K
| $2K | ﹤0.01% |
+56,000
|
|
||
106
Alerian MLP ETF
AMLP
$10.6B
| – | – |
-4,500
|
|
||
107
Charter Communications
CHTR
$25.9B
| – | – |
-492
|
|
||
108
iShares Short Treasury Bond ETF
SHV
$20.7B
| – | – |
-2,276
|
|
||
109
Tortoise North American Pipeline Fund
TPYP
$709M
| – | – |
-7,252
|
|
||
|
JNPR
110
DELISTED
Juniper Networks
JNPR
| – | – |
-8,308
|
|
||
111
Starbucks
SBUX
$99.1B
| – | – |
-2,348
|
|