Palisades Hudson Asset Management, L.P.
Q4 2024 13F Holdings
- Locationfort lauderdale, FL
- Num holdings
105
- Value ($000)
$237
- Date Filed02/07/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJS iShares Tr | SP SMCP600VL ETF | 464287879 | $31.62K | 13 % | 291,124 | ||
SPY SPDR S&P 500 ETF Tr | TR UNIT | 78462F103 | $22.06K | 9 % | 37,647 | ||
VTI Vanguard Index Fds | TOTAL STK MKT | 922908769 | $17.03K | 7 % | 58,773 | ||
IJT iShares Tr | SP SMCP600GR ETF | 464287887 | $13.40K | 6 % | 99,011 | ||
IVV iShares Tr | CORE S&P 500 ETF | 464287200 | $13.36K | 6 % | 22,687 | ||
IJR iShares Tr | CORE S&P SCP ETF | 464287804 | $12.00K | 5 % | 104,166 | ||
IEUR iShares Tr | CORE MSCI EURO | 46434V738 | $10.09K | 4 % | 186,866 | ||
EWJ iShares | MSCI JAPAN ETF | 46434G822 | $8.26K | 4 % | 123,069 | ||
BBJP JP Morgan Exchange Traded Fund | BETBULD JAPAN | 46641Q712 | $7.95K | 3 % | 144,787 | ||
IAU iShares Gold Trust | ISHARES | 464285204 | $5.50K | 2 % | 111,113 |
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