Filer Name: STILES FINANCIAL SERVICES INC
CIK: 1904832
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 183
Portfolio Value: $0.28B

Stiles Financial Services Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 151,149 $20M 7.35% -1.8% -
AAPL US APPLE INC 44,481 $11M 4.03% -5.9% -
AMZN US AMAZON.COM INC 38,863 $9M 3.09% -1.8% -
COST US COSTCO WHOLESALE CORP 8,398 $8M 2.79% 0.5% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 14,997 $7M 2.46% 0.2% -
MSFT US MICROSOFT CORP 15,875 $7M 2.42% 2.4% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 60,187 $6M 1.99% -10.9% -
GOOGL US ALPHABET INC-CL A 27,183 $5M 1.86% -3.9% -
QCOM US QUALCOMM INC 27,231 $4M 1.51% 5.8% -
FAST US FASTENAL CO 53,044 $4M 1.38% 2.7% -
PG US PROCTER & GAMBLE CO/THE 22,639 $4M 1.37% 0.5% -
NVO US NOVO-NORDISK A/S-SPONS ADR 43,482 $4M 1.35% -3.3% -
V US VISA INC-CLASS A SHARES 11,639 $4M 1.33% -14.4% -
GOOG US ALPHABET INC-CL C 18,995 $4M 1.31% 0.4% -
HD US HOME DEPOT INC 8,946 $3M 1.26% 2.5% -
TGT US TARGET CORP 25,685 $3M 1.26% 7.0% -
ASML US ASML HOLDING NV-NY REG SHS 4,988 $3M 1.25% 33.8% -
XEL US XCEL ENERGY INC 51,124 $3M 1.25% 0.7% -
LRCX US LAM RESEARCH CORP 47,570 $3M 1.24% 100.0% -
CME US CME GROUP INC 14,638 $3M 1.23% 2.3% -
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