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PALISADES HUDSON ASSET MANAGEMENT, L.P.

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FORT LAUDERDALE FL Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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WhaleScore 1.0 ?

Palisades Hudson Asset Management is based out of Fort Lauderdale. Palisades Hudson Asset Management is a large advisory firm with 153 clients and discretionary assets under management (AUM) of $640,251,913 (Form ADV from 2023-08-03). Their last reported 13F filing for Q4 2023 included $206,193,000 in managed 13F securities and a top 10 holdings concentration of 63.56%. Palisades Hudson Asset Management's largest holding is iShares S&P Small-Cap 600 Value ETF-iShares S&P Small-Cap 600 Value ETF with shares held of 293,335. Whalewisdom has at least 71 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $206m, Prior: $183m
New Purchases 4 stocks
Added To 39 stocks
Sold out of 4 stocks
Reduced holdings in 16 stocks
Top 10 Holdings % 63.56%
Turnover %[1] 8.51%
Turnover Alt %[2] 1.19%
Time Held Top 20 38.45 quarters
Time Held Top 10 41.9 quarters
Time Held All 31.53 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance