$214 Million is the total value of Palisades Hudson Asset Management, L.P.'s 161 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IQSU | New | Indexiq ETF TRiq candrm esg us | $567,000 | – | 24 | +100.0% | 0.26% | – |
VUSB | New | Vanguard Bd Index Fdsvanguard ultra | $543,000 | – | 10,987 | +100.0% | 0.25% | – |
VYM | New | Vanguard Whitehall Fdshigh dividend yield etf | $218,000 | – | 1,945 | +100.0% | 0.10% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF Tr | 42 | Q3 2023 | 23.5% |
iShares Tr | 42 | Q3 2023 | 23.3% |
iShares Tr | 42 | Q3 2023 | 15.3% |
iShares Tr | 42 | Q3 2023 | 9.8% |
iShares Inc | 42 | Q3 2023 | 3.8% |
iShares Tr | 42 | Q3 2023 | 2.5% |
Microsoft Corp | 42 | Q3 2023 | 1.8% |
iShares Inc | 42 | Q3 2023 | 1.6% |
iShares Tr | 42 | Q3 2023 | 0.8% |
iShares Tr | 42 | Q3 2023 | 1.9% |
View Palisades Hudson Asset Management, L.P.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-07 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-15 |
13F-HR | 2023-04-26 |
13F-HR | 2023-02-08 |
13F-HR | 2022-10-28 |
13F-HR | 2022-08-10 |
13F-HR | 2022-04-27 |
13F-HR | 2022-02-03 |
View Palisades Hudson Asset Management, L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.