Notify me when Palisades Hudson Asset Management, L.P. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 101 | $257,917,000 | +$2,378,313 | -$26,883,860 | -$24,505,547 | IJS, VTI, SPY, IVV, IJT | 13F-HR | 30 Jan 2026, 14:59 |
| Q3 2025 | 108 | $275,686,000 | +$2,851,177 | -$3,272,936 | -$421,759 | IJS, SPY, IVV, VTI, IJT | 13F-HR | 06 Nov 2025, 16:44 |
| Q2 2025 | 111 | $255,581,000 | +$18,964,537 | -$1,540,319 | +$17,424,218 | IJS, IVV, SPY, VTI, IJT | 13F-HR | 12 Aug 2025, 15:51 |
| Q1 2025 | 101 | $220,282,000 | +$3,871,869 | -$13,282,365 | -$9,410,496 | IJS, SPY, VTI, IVV, IJT | 13F-HR | 08 May 2025, 18:24 |
| Q4 2024 | 107 | $237,306,000 | +$6,375,433 | -$2,694,723 | +$3,680,710 | IJS, SPY, VTI, IJT, IVV | 13F-HR | 07 Feb 2025, 16:01 |
| Q3 2024 | 107 | $237,024,000 | +$6,570,507 | -$2,369,199 | +$4,201,308 | IJS, SPY, VTI, IJT, IVV | 13F-HR | 29 Oct 2024, 18:05 |
| Q2 2024 | 95 | $217,590,000 | +$4,669,416 | -$3,631,814 | +$1,037,602 | IJS, SPY, VTI, IJT, IVV | 13F-HR | 31 Jul 2024, 15:50 |
| Q1 2024 | 103 | $219,535,000 | +$4,995,732 | -$3,112,217 | +$1,883,515 | IJS, SPY, VTI, IJT, IVV | 13F-HR | 06 May 2024, 18:43 |
| Q4 2023 | 98 | $206,188,000 | +$4,829,470 | -$2,662,795 | +$2,166,675 | IJS, SPY, VTI, IJT, IVV | 13F-HR | 12 Feb 2024, 13:57 |
| Q3 2023 | 99 | $182,662,000 | +$1,465,130 | -$2,778,415 | -$1,313,285 | IJS, SPY, VTI, IVV, IJT | 13F-HR | 02 Nov 2023, 17:29 |
| Q2 2023 | 104 | $192,336,000 | +$1,991,800 | -$4,810,810 | -$2,819,010 | IJS, SPY, VTI, IVV, IJT | 13F-HR | 14 Aug 2023, 18:33 |
| Q1 2023 | 106 | $186,789,000 | +$1,858,606 | -$6,446,742 | -$4,588,136 | IJS, SPY, VTI, IVV, IJT | 13F-HR | 26 Apr 2023, 13:49 |
| Q4 2022 | 106 | $181,371,000 | +$3,629,826 | -$2,097,664 | +$1,532,162 | IJS, SPY, IVV, VTI, IJT | 13F-HR | 08 Feb 2023, 13:39 |
| Q3 2022 | 103 | $165,170,000 | +$5,498,450 | -$5,648,340 | -$149,890 | IJS, SPY, IVV, VTI, IJT | 13F-HR | 28 Oct 2022, 10:33 |
| Q2 2022 | 106 | $177,903,000 | +$5,875,198 | -$7,815,664 | -$1,940,466 | IJS, SPY, IVV, VTI, IJT | 13F-HR | 10 Aug 2022, 12:44 |
| Q1 2022 | 115 | $213,864,000 | +$2,221,950 | -$11,282,221 | -$9,060,271 | IJS, IVV, SPY, VTI, IJT | 13F-HR | 27 Apr 2022, 13:43 |
| Q4 2021 | 115 | $233,910,000 | +$7,006,315 | -$5,352,929 | +$1,653,386 | IJS, IVV, SPY, VTI, IJT | 13F-HR | 03 Feb 2022, 16:19 |
| Q3 2021 | 111 | $218,407,000 | +$1,798,571 | -$3,673,619 | -$1,875,048 | IJS, IVV, SPY, VTI, IJT | 13F-HR | 28 Oct 2021, 17:22 |
| Q2 2021 | 112 | $223,595,000 | +$2,628,935 | -$11,717,744 | -$9,088,809 | IJS, IVV, SPY, IJT, VTI | 13F-HR | 06 Aug 2021, 15:47 |
| Q1 2021 | 110 | $209,879,000 | +$6,353,333 | -$6,968,897 | -$615,564 | IJS, IVV, SPY, IJT, VTI | 13F-HR | 10 May 2021, 17:01 |
| Q4 2020 | 109 | $192,879,000 | +$30,952,510 | -$5,851,046 | +$25,101,464 | IJS, IVV, SPY, IJT, VTI | 13F-HR | 28 Jan 2021, 17:50 |
| Q3 2020 | 95 | $154,682,000 | +$4,822,877 | -$3,260,458 | +$1,562,419 | IVV, SPY, IJS, VTI, IJR | 13F-HR | 09 Nov 2020, 14:26 |
| Q2 2020 | 95 | $146,436,000 | +$6,943,859 | -$1,669,321 | +$5,274,538 | IVV, SPY, IJS, VTI, IJR | 13F-HR | 13 Aug 2020, 09:15 |
| Q1 2020 | 86 | $117,899,000 | +$15,546,905 | -$19,200,356 | -$3,653,451 | IVV, SPY, IJS, VTI, IEUR | 13F-HR | 07 May 2020, 11:31 |
| Q4 2019 | 106 | $155,345,000 | +$2,923,997 | -$924,437 | +$1,999,560 | IVV, IJS, SPY, VTI, IJR | 13F-HR | 30 Jan 2020, 13:57 |
| Q3 2019 | 100 | $142,686,000 | +$1,529,947 | -$2,719,171 | -$1,189,224 | IVV, IJS, SPY, VTI, IJR | 13F-HR | 17 Oct 2019, 17:03 |
| Q2 2019 | 97 | $143,528,000 | +$1,306,816 | -$15,424,838 | -$14,118,022 | IVV, IJS, SPY, VTI, IJR | 13F-HR | 30 Jul 2019, 12:51 |
| Q1 2019 | 101 | $154,013,000 | +$1,396,477 | -$37,538,125 | -$36,141,648 | IVV, SPY, IJS, IJR, VTI | 13F-HR | 23 Apr 2019, 12:58 |
| Q4 2018 | 110 | $170,164,000 | +$10,957,711 | -$4,980,231 | +$5,977,480 | SPY, IVV, IJS, IJR, VTI | 13F-HR | 04 Feb 2019, 14:58 |
| Q3 2018 | 112 | $193,376,000 | +$3,548,665 | -$5,296,483 | -$1,747,818 | SPY, IVV, IJS, IJR, VTI | 13F-HR | 08 Nov 2018, 12:08 |
| Q2 2018 | 111 | $185,273,000 | +$1,558,082 | -$4,444,953 | -$2,886,871 | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 14 Aug 2018, 16:58 |
| Q1 2018 | 111 | $183,089,000 | +$4,775,085 | -$1,388,017 | +$3,387,068 | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 14 May 2018, 14:00 |
| Q4 2017 | 108 | $181,362,000 | +$1,004,683 | -$4,788,640 | -$3,783,957 | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 09 Feb 2018, 11:07 |
| Q3 2017 | 106 | $175,515,000 | +$1,893,571 | -$4,344,848 | -$2,451,277 | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 06 Nov 2017, 09:47 |
| Q2 2017 | 112 | $170,661,000 | +$15,442,160 | -$5,814,235 | +$9,627,925 | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 04 Aug 2017, 11:56 |
| Q1 2017 | 99 | $157,540,000 | +$10,847,234 | -$19,151,348 | -$8,304,114 | SPY, IJS, VTI, IVV, IJR | 13F-HR | 26 May 2017, 16:14 |
| Q4 2016 | 95 | $163,288,000 | +$32,304,795 | -$29,431,224 | +$2,873,571 | SPY, VTI, IJS, IVV, IJR | 13F-HR | 13 Feb 2017, 10:33 |
| Q3 2016 | 91 | $130,810,000 | +$4,619,943 | -$2,034,792 | +$2,585,151 | SPY, IVV, IJS, IJR, EWJ | 13F-HR | 09 Nov 2016, 16:16 |
| Q2 2016 | 91 | $122,749,000 | +$1,980,068 | -$8,939,619 | -$6,959,551 | SPY, IVV, IJR, IJS, EWJ | 13F-HR | 05 Aug 2016, 14:12 |
| Q1 2016 | 97 | $127,139,000 | +$11,710,934 | -$4,443,595 | +$7,267,339 | SPY, IVV, IJR, IJS, CL | 13F-HR | 06 May 2016, 12:42 |
| Q4 2015 | 96 | $118,540,000 | +$7,937,789 | -$6,830,866 | +$1,106,923 | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 10 Feb 2016, 12:48 |
| Q3 2015 | 87 | $112,148,000 | +$9,043,671 | -$3,926,520 | +$5,117,151 | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 06 Nov 2015, 16:32 |
| Q2 2015 | 91 | $115,942,000 | +$1,265,571 | -$13,729,395 | -$12,463,824 | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 07 Aug 2015, 14:24 |
| Q1 2015 | 95 | $128,746,000 | +$3,752,214 | -$4,534,136 | -$781,922 | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 13 May 2015, 14:18 |
| Q4 2014 | 92 | $127,263,000 | +$6,228,007 | -$4,763,105 | +$1,464,902 | SPY, IVV, IJR, IJS, EWJ | 13F-HR | 04 Feb 2015, 17:21 |
| Q3 2014 | 82 | $122,075,000 | +$6,238,514 | -$3,843,879 | +$2,394,635 | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 31 Oct 2014, 15:59 |
| Q2 2014 | 72 | $120,893,000 | +$2,707,640 | -$1,351,171 | +$1,356,469 | SPY, IVV, IJR, EWJ, IJS | 13F-HR | 13 Aug 2014, 16:54 |
| Q1 2014 | 74 | $116,304,000 | +$2,159,854 | -$6,128,788 | -$3,968,934 | SPY, IVV, IJR, IJS, EWJ | 13F-HR | 15 May 2014, 16:48 |
| Q4 2013 | 70 | $119,656,000 | $0 | $0 | $0 | IVV, SPY, IJR, IJS, EWJ | 13F-HR | 28 Jan 2014, 14:47 |