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CIK: 0001904832
Total reported value
$398.2M
$398.2M
183 檔
13.7%
The Q4 2024 SEC filing reveals that Stiles Financial Services Inc held a total portfolio value of $398.2M, covering 183 public equity positions.
Stiles Financial Services Inc executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 14 holdings and trimming 71 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.35% | -0.45% | -1.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.28% | -5.85% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.09% | -0.15% | -1.79% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.79% | -0.63% | +0.48% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.46% | -0.27% | +0.22% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.20% | +2.41% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.99% | -0.06% | -10.94% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.02% | -3.92% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 1.51% | +0.13% | +5.80% | |
| 10 | FAST | Fastenal Co | Stock-Industrials | 1.38% | -0.24% | +2.74% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.37% | -0.19% | +0.52% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.35% | -0.01% | -3.29% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | -0.05% | -14.40% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.04% | +0.40% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.07% | +2.52% | |
| 16 | TGT | Target CORP | Stock-Consumer Disc | 1.26% | -0.06% | +7.00% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 1.25% | +0.65% | +33.80% | |
| 18 | XEL | Xcel Energy Inc | Stock-Utilities | 1.25% | -0.19% | +0.66% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.24% | +1.93% | — | |
| 20 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 1.23% | -0.08% | — | |
| 21 | CME | Cme Group Inc | Stock-Financials | 1.23% | -0.44% | +2.33% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.20% | -0.46% | +2.57% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.18% | +0.27% | +0.32% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.07% | +1.82% | +1.06% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.07% | -0.26% | -3.29% | |
| 26 | ACN | Accenture plc | Stock-Tech | 1.06% | -0.32% | -2.50% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | -0.28% | +2.47% | |
| 28 | PSA | Public Storage | Stock-Real Estate | 1.06% | -0.01% | +5.76% | |
| 29 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.00% | -0.30% | +13.52% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | -0.05% | -2.27% | |
| 31 | FDS | Factset Research Systems Inc | Stock-Financials | 0.96% | -0.06% | -4.80% | |
| 32 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.93% | +0.06% | -7.35% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.92% | -0.20% | -0.57% | |
| 34 | OMC | Omnicom Group | Stock-Comm Services | 0.92% | -0.13% | +2.85% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.90% | -0.23% | -3.69% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.88% | -0.22% | +4.58% | |
| 37 | STLD | Steel Dynamics Inc | Stock-Materials | 0.87% | +0.05% | +7.32% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.18% | -0.88% | |
| 39 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.86% | -0.16% | +14.93% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.85% | -0.06% | -6.51% | |
| 41 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.81% | +0.23% | +17.32% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.06% | +3.70% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.03% | -7.13% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.76% | -0.21% | +8.77% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.75% | -0.20% | -0.85% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.74% | -0.12% | +0.34% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.73% | -0.23% | -14.81% | |
| 48 | VLO | Valero Energy CORP | Stock-Energy | 0.69% | -0.21% | +20.72% | |
| 49 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.69% | -0.04% | +2.24% | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.67% | +0.08% | +0.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.2% | NEW | New buy |
| 2 | BKLC | Bny Mellon US Lrg Cap Cor | +1.2% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.8% | -1.83% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.5% | -1.79% | Trim |
| 5 | CEG | Constellation Energy | +0.4% | NEW | New buy |
| 6 | MPWR | Monolithic Power Systems Inc | +0.3% | NEW | New buy |
| 7 | AVGO | Broadcom Inc | +0.3% | -2.27% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.92% | Trim |
| 9 | ARCC | Ares Capital CORP | +0.2% | +91.23% | Add |
| 10 | DLR | Digital Realty Trust Inc | +0.2% | +14.93% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +0.40% | Add |
| 12 | COST | Costco Wholesale CORP | +0.2% | +0.48% | Add |
| 13 | LULU | Lululemon Athletica Inc | +0.2% | +14.21% | Add |
| 14 | ASML | ASML Holding N.V. | +0.2% | +33.80% | Add |
| 15 | AAPL | Apple Inc | +0.2% | -5.85% | Trim |
| 16 | GSBD | Goldman Sachs Bdc Inc | +0.1% | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +3.70% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | +46.37% | Add |
| 19 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 20 | GNRC | Generac Holdings Inc | +0.1% | +17.32% | Add |
| 21 | CME | Cme Group Inc | +0.1% | +2.33% | Add |
| 22 | WSM | Williams-sonoma Inc | +0.1% | -7.35% | Trim |
| 23 | CSCO | Cisco Systems Inc | +0.1% | -0.88% | Trim |
| 24 | SDVY | First Trust Smid Cap Rising | +0.1% | +85.48% | Add |
| 25 | TJX | Tjx Companies Inc | +0.1% | +2.57% | Add |
| 26 | CCI | Crown Castle Inc | +0.1% | NEW | New buy |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 28 | SMOT | Vaneck Morningstar Smid Moat | +0.1% | +47.09% | Add |
| 29 | NTRS | Northern Trust CORP | +0.1% | +3.46% | Add |
| 30 | VLO | Valero Energy CORP | +0.1% | +20.72% | Add |
| 31 | XEL | Xcel Energy Inc | +0.1% | +0.66% | Add |
| 32 | FAST | Fastenal Co | +0.1% | +2.74% | Add |
| 33 | ULTA | Ulta Beauty Inc | +0.1% | NEW | New buy |
| 34 | BMY | Bristol-myers Squibb Co | +0.1% | +2.02% | Add |
| 35 | CMI | Cummins Inc | +0.1% | +0.47% | Add |
| 36 | MSFT | Microsoft CORP | +0.1% | +2.41% | Add |
| 37 | SNA | Snap-on Inc | +0.1% | +0.57% | Add |
| 38 | BX | Blackstone Inc | +0.1% | -6.51% | Trim |
| 39 | EQIX | Equinix Inc | +0.1% | +18.89% | Add |
| 40 | CB | Chubb Limited | +0.1% | +20.62% | Add |
| 41 | LYB | LyondellBasell Industries N.V. | +0.1% | +57.91% | Add |
| 42 | UPS | United Parcel Service-cl B | +0.1% | +16.11% | Add |
| 43 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 44 | ISRG | Intuitive Surgical Inc | +0.1% | -3.69% | Trim |
| 45 | ABT | Abbott Laboratories | +0.1% | +2.47% | Add |
| 46 | UNP | Union Pacific CORP | 0% | +29.61% | Add |
| 47 | URI | United Rentals Inc | 0% | +52.20% | Add |
| 48 | PLTR | Palantir Technologies Inc-a | 0% | -27.17% | Trim |
| 49 | CDNS | Cadence Design Sys Inc | 0% | — | Unchanged |
| 50 | ETR | Entergy CORP | 0% | +100.87% | Add |
According to official SEC Form 13F filings, Stiles Financial Services Inc reported a total U.S. public equity portfolio value of $398.2M across 183 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, AMZN) accounted for 13.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $3.4M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $3.6M
During Q4 2024, Stiles Financial Services Inc's top holdings by market value included NVDA (7.3%)、AAPL (4.0%)、AMZN (3.1%). The largest single position, NVDA, represented 7.3% of total portfolio value.
In Q4 2024, Stiles Financial Services Inc made 183 total portfolio adjustments, initiating 9 new buys, adding to 89 positions, trimming 71 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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