Palisades Hudson Asset Management, L.P.

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Kirstie Ward - Chief Compliance Officer
Location
Fort Lauderdale, FL
Holdings as of
30 Sep 2024
Value $
$237M
Num holdings
107
Filing time
29 Oct 2024, 18:05:07 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IJS, SPY, VTI, IJT, and IVV.
Previous filing
Q2 2024 - 31 Jul 2024
Next filing
Q4 2024 - 07 Feb 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q3 compared to 2024 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kirstie Ward Chief Compliance Officer Fort Lauderdale, Florida 29 Oct 2024

Other Included Managers (2):

Num Name Location File Number
1 Aperio Group, LLC Sausalito, CA
2 Vanguard Personalized Indexing Management, LLC Oakland, CA