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| Happy Holidays!! thanks for using AUM13F!! |
| Stiles Financial Services Incorporated
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| CRD # | 117023 |
| SEC # | 801-110176 |
| CIK # | 0001904832 |
| AUM | $439.3 M (2025-05-16) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 952-988-0452 |
| Address | 7505 Metro Blvd Edina, MN 55439 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.3 | ||
| Apple Inc | 9.0 | ||
| Amazon Com Inc | 8.7 | ||
| Microsoft Corp | 8.6 | ||
| Costco Wholesale Corp /NEW | 8.5 | ||
| Lam Research Corp | 5.1 | ||
| Alphabet Inc | 5.0 | ||
| Qualcomm Inc/DE | 4.8 | ||
| ASML Holding NV | 4.7 | ||
| Fastenal Co | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 56.5 |
| (b) Individuals (high net worth individuals) | 89 | 382.7 |
| (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 | 729 | 439.3 |
| By Discretionary | ||
| Discretionary | 718 | 438.5 |
| Non-Discretionary | 11 | 0.8 |
| Total | 729 | 439.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.3 | |
| Total | 729 | 439.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904832] |
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