Stiles Financial Services Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$284M
Signature - Title
Susan M. Stiles - CCO
Location
Edina, MN
Summary
This page shows a list of all the recent 13F filings made by Stiles Financial Services Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stiles Financial Services Inc reported 188 stock holdings with total value $284M as of Q3 2024. Top holdings included NVDA, AAPL, COST, AMZN, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 188 $284M +$21.3M -$6.58M +$14.8M NVDA, AAPL, COST, AMZN, BRKB 13F-HR 10/31/2024, 01:29 PM
Q2 2024 183 $260M +$27.6M -$6.38M +$21.2M NVDA, AAPL, AMZN, COST, MSFT 13F-HR 8/1/2024, 03:17 PM
Q1 2024 175 $250M +$12.5M -$5.92M +$6.57M NVDA, AAPL, AMZN, BRKB, MSFT 13F-HR 4/30/2024, 09:19 AM
Q4 2023 168 $220M +$14.8M -$9.9M +$4.89M AAPL, NVDA, UNH, AMZN, COST 13F-HR 1/26/2024, 12:51 PM
Q3 2023 175 $193M +$13.6M -$12.3M +$1.23M AAPL, NVDA, UNH, BRKB, AMZN 13F-HR 11/8/2023, 12:26 PM
Q2 2023 192 $201M +$9.45M -$6.06M +$3.39M AAPL, NVDA, UNH, AMZN, BRKB 13F-HR 7/21/2023, 01:21 PM
Q1 2023 182 $186M +$10.9M -$9.02M +$1.92M AAPL, NVDA, UNH, BRKB, AMZN 13F-HR 5/11/2023, 01:17 PM
Q4 2022 177 $170M +$11.5M -$9.61M +$1.9M AAPL, UNH, GOOGL, BRKB, COST 13F-HR 1/27/2023, 10:59 AM
Q3 2022 168 $160M +$18.6M -$10.9M +$7.7M AAPL, UNH, GOOGL, AMZN, COST 13F-HR 11/2/2022, 04:46 PM
Q2 2022 173 $166M +$7.22M -$5.61M +$1.61M AAPL, UNH, AMZN, BRKB, COST 13F-HR 7/26/2022, 04:14 PM
Q1 2022 186 $200M +$8.8M -$3.1M +$5.7M AAPL, NVDA, AMZN, UNH, BRKB 13F-HR 5/6/2022, 04:24 PM
Q4 2021 184 $207M $0 $0 AAPL, NVDA, AMZN, UNH, AMD 13F-HR 2/9/2022, 11:03 AM