StockDriftsStockDriftsTop 50 Palisades Hudson Asset Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJS | iShares Tr | 13% | 281.6K | $33.4M | -0.89%(-2.52K) | $64.30(+110.66%) | 2026-03-31 | |
| VTI | Vanguard Index Fds | 7.31% | 58.5K | $18.8M | -0.06%(-36) | $108.95(+238.46%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF Tr | 7.16% | 28.3K | $18.4M | -1.57%(-451) | $124.81(+496.73%) | 2026-03-31 | |
| IJT | iShares Tr | 5.59% | 99.0K | $14.3M | +0.76%(+746) | $91.50(+92.23%) | 2026-03-31 | |
| IVV | iShares Tr | 5.37% | 21.1K | $13.8M | -0.16%(-34) | $221.14(+238.45%) | 2026-03-31 | |
| IJR | iShares Tr | 4.64% | 95.7K | $11.9M | -0.07%(-64) | $80.27(+82.47%) | 2026-03-31 | |
| IEUR | iShares Tr | 4.16% | 151.9K | $10.7M | -2.89%(-4.52K) | $45.31(+67.46%) | 2026-03-31 | |
| EWJ | iShares | 3.52% | 106.9K | $9.0M | -0.47%(-509) | $49.05(+89.87%) | 2026-03-31 | |
| BBJP | JP Morgan Exchange Traded Fund | 3.39% | 126.3K | $8.7M | -4.29%(-5.67K) | $52.10(+44.38%) | 2026-03-31 | |
| AAXJ | iShares Tr | 3.37% | 89.9K | $8.7M | -1.23%(-1.12K) | $72.41(+57.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.72% | +43.24% |
| Top 20 Holdings Unweighted | +13.27% | +45.33% |
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