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Home > Institutional Investor > Palisades Hudson Asset Management, L.p. > Profile

Instuitional Investor - Palisades Hudson Asset Management, L.p.

Fund Profile
Filing Period:
Fund Name: Palisades Hudson Asset Management, L.p.
Portfolio Value $285,758
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 273,676 $37,406 13.09%
2.
Vanguard Index Fds
 58,484 $21,641 7.57%
3.
Spdr S & P 500 Etf Trust
 SPY 28,155 $21,025 7.36%
4.
Ishares Trust
 IEF 96,350 $17,208 6.02%
5.
Ishares Trust
 IEF 21,253 $15,916 5.57%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.