Palisades Hudson Asset Management, L.P.
Q2 2025 13F Holdings
- Locationfort lauderdale, FL
- Num holdings
110
- Value ($000)
$256
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001388443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJS iShares Tr | SP SMCP600VL ETF | 464287879 | $29.93K | 12 % | 300,861 | ||
IVV iShares Tr | CORE S&P 500 ETF | 464287200 | $18.27K | 7 % | 29,422 | ||
SPY SPDR S&P 500 ETF Tr | TR UNIT | 78462F103 | $18.22K | 7 % | 29,488 | ||
VTI Vanguard Index Fds | TOTAL STK MKT | 922908769 | $17.79K | 7 % | 58,517 | ||
IJT iShares Tr | SP SMCP600GR ETF | 464287887 | $13.98K | 6 % | 105,050 | ||
IEUR iShares Tr | CORE MSCI EURO | 46434V738 | $12.45K | 5 % | 187,991 | ||
IJR iShares Tr | CORE S&P SCP ETF | 464287804 | $10.81K | 4 % | 98,945 | ||
AAXJ iShares Tr | MSCI AC ASIA ETF | 464288182 | $9.05K | 4 % | 109,539 | ||
BBJP JP Morgan Exchange Traded Fund | BETBULD JAPAN | 46641Q712 | $9.01K | 4 % | 145,893 | ||
EWJ iShares | MSCI JAPAN ETF | 46434G822 | $8.92K | 4 % | 119,018 |
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