Stiles Financial Services Inc Top Holdings and 13F Report (2024) → [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad) About Stiles Financial Services IncInvestment ActivityStiles Financial Services Inc has $249.54 million in total holdings as of March 31, 2024.Stiles Financial Services Inc owns shares of 175 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 5.00% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Stiles Financial Services Inc has purchased 168 new stocks and bought additional shares in 91 stocks.Stiles Financial Services Inc sold shares of 60 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $14,701,234Apple $9,047,694Amazon.com $7,111,477Berkshire Hathaway $6,403,749Microsoft $6,293,497 Largest New Holdings this Quarter VanEck Morningstar SMID Moat ETF $392,139 HoldingHershey $311,349 HoldingIntercontinental Exchange $285,043 HoldingSuper Micro Computer $281,798 HoldingFirst Solar $269,236 Holding Largest Purchases this Quarter Exxon Mobil 5,652 shares (about $656.92K)Devon Energy 11,152 shares (about $559.59K)Cisco Systems 10,044 shares (about $501.27K)Lockheed Martin 1,023 shares (about $465.98K)CME Group 2,106 shares (about $453.50K) Largest Sales this Quarter NVIDIA 1,061 shares (about $955.18K)Stryker 790 shares (about $283.17K)Advanced Micro Devices 1,234 shares (about $222.63K)Corning 5,014 shares (about $162.72K)Seagate Technology 1,733 shares (about $158.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStiles Financial Services Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$14,701,234$955,175 ▼-6.1%16,3305.9%Computer and TechnologyAAPLApple$9,047,694$153,499 ▼-1.7%52,7543.6%Computer and TechnologyAMZNAmazon.com$7,111,477$54,114 ▼-0.8%39,4252.8%Retail/WholesaleBRK.BBerkshire Hathaway$6,403,749$43,512 ▲0.7%15,3062.6%FinanceMSFTMicrosoft$6,293,497$185,635 ▲3.0%14,9512.5%Computer and TechnologyCOSTCostco Wholesale$6,151,084$56,305 ▲0.9%8,4122.5%Retail/WholesaleUNHUnitedHealth Group$5,797,098$32,651 ▲0.6%11,7182.3%MedicalNVONovo Nordisk A/S$5,644,434$175,330 ▲3.2%44,0082.3%MedicalGOOGLAlphabet$4,582,548$121,503 ▼-2.6%30,3611.8%Computer and TechnologyAMDAdvanced Micro Devices$4,524,505$222,635 ▼-4.7%25,0781.8%Computer and TechnologyQCOMQUALCOMM$4,239,224$83,125 ▲2.0%25,0401.7%Computer and TechnologyVVisa$3,908,024$12,004 ▼-0.3%13,9991.6%Business ServicesLRCXLam Research$3,875,373$106,108 ▲2.8%3,9811.6%Computer and TechnologyFASTFastenal$3,635,769$157,298 ▲4.5%47,2681.5%Retail/WholesalePGProcter & Gamble$3,542,627$54,182 ▲1.6%21,8381.4%Consumer StaplesTGTTarget$3,508,042$62,561 ▲1.8%19,7941.4%Retail/WholesaleHDHome Depot$3,175,033$99,016 ▲3.2%8,2731.3%Retail/WholesaleREGNRegeneron Pharmaceuticals$3,155,699$236,750 ▲8.1%3,2791.3%MedicalJNJJohnson & Johnson$3,083,377$218,015 ▲7.6%19,4891.2%MedicalGOOGAlphabet$3,024,344$1,827 ▲0.1%19,8631.2%Computer and TechnologyTXNTexas Instruments$2,962,080$74,919 ▲2.6%17,0011.2%Computer and TechnologyASMLASML$2,901,339$86,506 ▲3.1%2,9851.2%Computer and TechnologyACNAccenture$2,887,394$19,420 ▼-0.7%8,3261.2%Business ServicesCMECME Group$2,864,644$453,502 ▲18.8%13,3031.1%FinanceFDSFactSet Research Systems$2,829,078$31,818 ▲1.1%6,2241.1%Business ServicesABTAbbott Laboratories$2,780,157$14,891 ▲0.5%24,4581.1%MedicalOMCOmnicom Group$2,778,951$55,066 ▲2.0%28,7151.1%Business ServicesSTLDSteel Dynamics$2,765,056$105,094 ▲4.0%18,6541.1%Basic MaterialsXELXcel Energy$2,670,117$112,496 ▼-4.0%49,6781.1%UtilitiesRTXRTX$2,582,320$390 ▼0.0%26,4801.0%AerospaceTJXTJX Companies$2,495,877$117,441 ▲4.9%24,6101.0%Retail/WholesaleLLYEli Lilly and Company$2,479,381$60,700 ▼-2.4%3,1861.0%MedicalPSAPublic Storage$2,374,974$199,365 ▲9.2%8,1841.0%FinanceNEENextEra Energy$2,275,258$27,032 ▲1.2%35,6030.9%UtilitiesINTUIntuit$2,208,293$45,478 ▼-2.0%3,3990.9%Computer and TechnologySNPSSynopsys$2,186,564$108,585 ▼-4.7%3,8260.9%Computer and TechnologyWSMWilliams-Sonoma$2,151,124$39,065 ▲1.8%6,7730.9%Retail/WholesaleCSCOCisco Systems$2,098,869$501,273 ▲31.4%42,0550.8%Computer and TechnologyDVNDevon Energy$2,058,411$559,588 ▲37.3%41,0220.8%Oils/EnergyBXBlackstone$2,051,598$57,544 ▲2.9%15,6160.8%FinanceDUKDuke Energy$2,008,562$69,244 ▲3.6%20,7690.8%UtilitiesAMTAmerican Tower$1,960,465$142,137 ▲7.8%9,9170.8%FinanceISRGIntuitive Surgical$1,948,756$27,936 ▼-1.4%4,8830.8%MedicalMRKMerck & Co., Inc.$1,905,449$25,205 ▼-1.3%14,4390.8%MedicalLMTLockheed Martin$1,845,226$465,975 ▲33.8%4,0510.7%AerospaceADBEAdobe$1,829,265$55,004 ▲3.1%3,6250.7%Computer and TechnologyUSBU.S. Bancorp$1,788,059$86,274 ▼-4.6%40,0000.7%FinanceAVGOBroadcom$1,730,398$2,660 ▼-0.2%1,3010.7%Computer and TechnologyJPMJPMorgan Chase & Co.$1,717,944$289,595 ▲20.3%8,5780.7%FinanceSHWSherwin-Williams$1,613,256$187,120 ▲13.1%4,6470.6%ConstructionKOCoca-Cola$1,598,645$66,202 ▲4.3%26,1280.6%Consumer StaplesNKENIKE$1,530,225$30,167 ▼-1.9%16,2830.6%Consumer DiscretionaryPEPPepsiCo$1,518,508$429,159 ▲39.4%8,6760.6%Consumer StaplesALBAlbemarle$1,509,468$185,043 ▲14.0%11,4530.6%Basic MaterialsSONYSony Group$1,509,272$51,367 ▼-3.3%17,6000.6%Consumer DiscretionaryVLOValero Energy$1,498,894$198,885 ▲15.3%8,7800.6%Oils/EnergyCMICummins$1,493,964$151,489 ▲11.3%5,0690.6%Auto/Tires/TrucksGGGGraco$1,487,180$124,516 ▲9.1%15,9090.6%Industrial ProductsWMWaste Management$1,474,129$8,527 ▼-0.6%6,9150.6%Business ServicesENPHEnphase Energy$1,432,531$155,460 ▲12.2%11,8410.6%Oils/EnergyGNRCGenerac$1,408,230$9,461 ▼-0.7%11,1640.6%Computer and TechnologyQQQInvesco QQQ$1,359,577$78,617 ▼-5.5%3,0610.5%FinanceXOMExxon Mobil$1,346,616$656,920 ▲95.2%11,5860.5%Oils/EnergyMAMastercard$1,284,316$6,263 ▼-0.5%2,6660.5%Business ServicesGISGeneral Mills$1,279,542$66,759 ▲5.5%18,2850.5%Consumer StaplesKLACKLA$1,276,448$41,221 ▼-3.1%1,8270.5%Computer and TechnologyUPSUnited Parcel Service$1,256,461$81,019 ▲6.9%8,4520.5%TransportationBMYBristol-Myers Squibb$1,231,835$448,300 ▲57.2%22,7160.5%MedicalMCDMcDonald's$1,210,417$10,945 ▼-0.9%4,3130.5%Retail/WholesaleDLRDigital Realty Trust$1,208,256$212,010 ▲21.3%8,3890.5%FinancePKGPackaging Co. of America$1,160,765$89,392 ▲8.3%6,1160.5%Industrial ProductsABBVAbbVie$1,153,285$147,689 ▼-11.4%6,3330.5%MedicalTSLATesla$1,122,294$18,635 ▼-1.6%6,3840.4%Auto/Tires/TrucksGLWCorning$1,051,220$162,720 ▼-13.4%32,3920.4%Computer and TechnologyCATCaterpillar$960,480$16,124 ▼-1.7%2,6210.4%Industrial ProductsMUMicron Technology$953,687$113,183 ▼-10.6%8,0890.4%Computer and TechnologyCDNSCadence Design Systems$890,372$44,830 ▲5.3%2,8600.4%Computer and TechnologyLENLennar$833,061$346,020 ▲71.0%4,8440.3%ConstructionMKTXMarketAxess$815,635$127,676 ▲18.6%3,7180.3%FinanceADPAutomatic Data Processing$815,332$61,219 ▲8.1%3,2630.3%Business ServicesTTDTrade Desk$781,098$12,938 ▼-1.6%8,9350.3%Computer and TechnologyINTCIntel$779,639$1,369 ▲0.2%17,6500.3%Computer and TechnologySNASnap-on$758,934$38,806 ▲5.4%2,5620.3%Consumer DiscretionaryCVXChevron$721,238$33,458 ▲4.9%4,5700.3%Oils/EnergyNTRSNorthern Trust$704,978$213,503 ▲43.4%7,9280.3%FinanceWELLWelltower$704,888$32,614 ▼-4.4%7,5430.3%FinanceHRLHormel Foods$694,846$10,652 ▼-1.5%20,0260.3%Consumer StaplesSOSouthern$689,825$172,761 ▲33.4%9,6150.3%UtilitiesCOPConocoPhillips$679,774$68,741 ▲11.3%5,3400.3%Oils/EnergyROKRockwell Automation$670,880$38,469 ▼-5.4%2,3020.3%Industrial ProductsDEDeere & Company$670,716$24,248 ▲3.8%1,6320.3%Industrial ProductsJKHYJack Henry & Associates$641,182$51,781 ▼-7.5%3,6900.3%Computer and TechnologyMARMarriott International$639,3550.0%2,5340.3%Consumer DiscretionaryTRVTravelers Companies$635,4950.0%2,7620.3%FinanceAZOAutoZone$627,179$25,213 ▲4.2%1990.3%Retail/WholesaleSBUXStarbucks$619,837$16,900 ▼-2.7%6,7850.2%Retail/WholesaleELVElevance Health$601,566$10,900 ▼-1.8%1,1590.2%MedicalCGThe Carlyle Group$572,650$12,574 ▼-2.1%12,2050.2%FinanceSTXSeagate Technology$563,587$158,555 ▼-22.0%6,1600.2%Business ServicesLULULululemon Athletica$562,9300.0%1,4410.2%Consumer DiscretionaryShowing largest 100 holdings. 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