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| Stiles Financial Services Incorporated
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| |
|---|---|
| CRD # | 117023 |
| SEC # | 801-110176 |
| CIK # | 0001904832 |
| AUM | $369.3 MM (2024-07-17) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 952-988-0452 |
| Address | 7505 Metro Blvd Edina, MN 55439 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 18.9 | |
| AAPL | 2,382,844.0 | 10.1 | |
| AMZN | 1,092,997.8 | 7.6 | |
| COST | 207,576.9 | 7.0 | |
| MSFT | 1,918,222.4 | 6.8 | |
| NVO | 245,328.6 | 6.4 | |
| UNH | 477,004.0 | 6.1 | |
| GOOGL | 1,475,138.5 | 5.1 | |
| QCOM | 147,392.0 | 4.9 | |
| LRCX | 60,793.2 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 49.7 |
| (b) Individuals (high net worth individuals) | 82 | 319.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 664 | 369.3 |
| By Discretionary | ||
| Discretionary | 652 | 368.7 |
| Non-Discretionary | 12 | 0.6 |
| Total | 664 | 369.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.3 | |
| Total | 664 | 369.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904832] |
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|---|---|---|
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