Palisades Hudson Asset Management, L.P. - Portfolio overview

Palisades Hudson Asset Management, L.P. has 115 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IJS - iShares Tr, 14.04%
2. VTI - Vanguard Index Fds, 7.90%
3. SPY - SPDR S&P 500 ETF Tr, 7.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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