| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 6.6% |
| NVIDIA CORPORATION COM | 11 | Q2 2024 | 7.3% |
| UNITEDHEALTH GROUP INC | 11 | Q2 2024 | 3.5% |
| AMAZON.COM INC | 11 | Q2 2024 | 3.1% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 2.6% |
| COSTCO WHSL CORP NEW | 11 | Q2 2024 | 2.7% |
| MICROSOFT CORP | 11 | Q2 2024 | 2.6% |
| ALPHABET INC CAP STK CL A | 11 | Q2 2024 | 3.0% |
| PROCTER AND GAMBLE CO COM | 11 | Q2 2024 | 1.9% |
| NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 | 11 | Q2 2024 | 2.4% |
View Stiles Financial Services Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-06 |
View Stiles Financial Services Inc'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.