Palisades Hudson Asset Management, L.P. Diversified Active

CIK: 0001388443 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 10, 2013

Total Value ($000): $104,770 (100.0% shares, 0.0% debt)

Holdings (61)

IVV iShares Tr 23.3%
Value ($000) $24,459 Shares 152,032 Est. Cost $160.88 Unrealized
SPY SPDR S&P 500 ETF Tr 22.1%
Value ($000) $23,113 Shares 144,075 Est. Cost $160.42 Unrealized
IJR iShares Tr 9.5%
Value ($000) $9,914 Shares 109,776 Est. Cost $90.31 Unrealized
iShares Inc 7.6%
Value ($000) $7,912 Shares 705,169 Est. Cost $11.22 Unrealized
IJS iShares Tr 7.4%
Value ($000) $7,782 Shares 83,287 Est. Cost $93.44 Unrealized
CL Colgate Palmolive Co 6.1%
Value ($000) $6,368 Shares 111,152 Est. Cost $44.38 Unrealized 0.0%
EWA iShares Inc 3.2%
Value ($000) $3,365 Shares 149,010 Est. Cost $22.58 Unrealized
IEV iShares Tr 2.0%
Value ($000) $2,134 Shares 55,070 Est. Cost $38.75 Unrealized
XOM Exxon Mobil Corp 1.1%
Value ($000) $1,107 Shares 12,244 Est. Cost $53.69 Unrealized 0.0%
AAPL Apple Inc 0.9%
Value ($000) $984 Shares 2,482 Est. Cost $13.16 Unrealized 0.0%
F N B United Corp 0.7%
Value ($000) $760 Shares 93,750 Est. Cost $8.11 Unrealized
General Electric Company 0.6%
Value ($000) $596 Shares 25,718 Est. Cost $23.17 Unrealized
IBM International Business Machs 0.6%
Value ($000) $579 Shares 3,031 Est. Cost $118.94 Unrealized 0.0%
KO Coca Cola Co 0.5%
Value ($000) $541 Shares 13,484 Est. Cost $27.85 Unrealized 0.0%
YUM Yum Brands Inc 0.5%
Value ($000) $533 Shares 7,689 Est. Cost $38.97 Unrealized 0.0%
PFE Pfizer Inc 0.5%
Value ($000) $525 Shares 18,740 Est. Cost $16.46 Unrealized 0.0%
IWM iShares Tr 0.5%
Value ($000) $507 Shares 5,224 Est. Cost $97.05 Unrealized
GS Goldman Sachs Group Inc 0.5%
Value ($000) $496 Shares 3,278 Est. Cost $120.06 Unrealized 0.0%
CVX Chevron Corp New 0.5%
Value ($000) $482 Shares 4,075 Est. Cost $71.30 Unrealized 0.0%
Google Inc 0.5%
Value ($000) $477 Shares 542 Est. Cost $880.07 Unrealized
Time Warner Inc 0.4%
Value ($000) $462 Shares 7,990 Est. Cost $57.82 Unrealized
CHRW CH Robinson Worldwide Inc 0.4%
Value ($000) $457 Shares 8,113 Est. Cost $42.72 Unrealized 0.0%
PNC PNC Finl Svcs Group Inc 0.4%
Value ($000) $436 Shares 5,977 Est. Cost $47.34 Unrealized 0.0%
Family Dlr Stores Inc 0.4%
Value ($000) $429 Shares 6,883 Est. Cost $62.33 Unrealized
ADBE Adobe Sys Inc 0.4%
Value ($000) $424 Shares 9,309 Est. Cost $44.30 Unrealized 0.0%
MSFT Microsoft Corp 0.4%
Value ($000) $408 Shares 11,791 Est. Cost $26.70 Unrealized 0.0%
Wellpoint Inc 0.4%
Value ($000) $397 Shares 4,851 Est. Cost $81.84 Unrealized
BP BP PLC 0.4%
Value ($000) $376 Shares 9,006 Est. Cost $41.75 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $374 Shares 4,357 Est. Cost $59.66 Unrealized 0.0%
PM Philip Morris Intl Inc 0.4%
Value ($000) $370 Shares 4,269 Est. Cost $49.85 Unrealized 0.0%
RWR SPDR Series Trust 0.3%
Value ($000) $359 Shares 4,730 Est. Cost $75.90 Unrealized
EBAY Ebay Inc 0.3%
Value ($000) $330 Shares 6,371 Est. Cost $20.18 Unrealized 0.0%
LEG Leggett & Platt Inc 0.3%
Value ($000) $323 Shares 10,375 Est. Cost $32.56 Unrealized 0.0%
WFC Wells Fargo & Co New 0.3%
Value ($000) $317 Shares 7,670 Est. Cost $27.36 Unrealized 0.0%
EWC iShares Inc 0.3%
Value ($000) $305 Shares 11,676 Est. Cost $26.12 Unrealized
CMA Comerica Inc 0.3%
Value ($000) $305 Shares 7,656 Est. Cost $24.17 Unrealized 0.0%
INTC Intel Corp 0.3%
Value ($000) $301 Shares 12,438 Est. Cost $17.18 Unrealized 0.0%
QCOM Qualcomm Inc 0.3%
Value ($000) $298 Shares 4,871 Est. Cost $45.06 Unrealized 0.0%
AMZN Amazon Com Inc 0.3%
Value ($000) $298 Shares 1,072 Est. Cost $13.32 Unrealized 0.0%
COST Costco WHSL Corp New 0.3%
Value ($000) $289 Shares 2,618 Est. Cost $86.56 Unrealized 0.0%
IWN iShares Tr 0.3%
Value ($000) $281 Shares 3,266 Est. Cost $86.04 Unrealized
ORCL Oracle Corp 0.3%
Value ($000) $274 Shares 8,930 Est. Cost $27.58 Unrealized 0.0%
PRU Prudential Finl Inc 0.3%
Value ($000) $274 Shares 3,750 Est. Cost $38.68 Unrealized 0.0%
HD Home Depot Inc 0.3%
Value ($000) $267 Shares 3,445 Est. Cost $56.05 Unrealized 0.0%
National Oilwell Varco Inc 0.3%
Value ($000) $262 Shares 3,809 Est. Cost $68.78 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $254 Shares 6,144 Est. Cost $26.55 Unrealized 0.0%
MO Altria Group Inc 0.2%
Value ($000) $251 Shares 7,177 Est. Cost $16.28 Unrealized 0.0%
DE Deere & Co 0.2%
Value ($000) $248 Shares 3,053 Est. Cost $68.04 Unrealized 0.0%
T AT&T Inc 0.2%
Value ($000) $245 Shares 6,914 Est. Cost $11.40 Unrealized 0.0%
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $243 Shares 5,428 Est. Cost $28.67 Unrealized 0.0%
AAXJ iShares Tr 0.2%
Value ($000) $241 Shares 4,401 Est. Cost $54.76 Unrealized
BA Boeing Co 0.2%
Value ($000) $239 Shares 2,330 Est. Cost $80.37 Unrealized 0.0%
SCZ iShares Tr 0.2%
Value ($000) $236 Shares 5,621 Est. Cost $41.99 Unrealized
AXP American Express Co 0.2%
Value ($000) $233 Shares 3,117 Est. Cost $59.62 Unrealized 0.0%
Kellogg Co 0.2%
Value ($000) $228 Shares 3,555 Est. Cost $38.95 Unrealized 0.0%
DirecTV 0.2%
Value ($000) $214 Shares 3,471 Est. Cost $61.65 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $214 Shares 6,144 Est. Cost $28.85 Unrealized 0.0%
DIS Disney Walt Co 0.2%
Value ($000) $208 Shares 3,298 Est. Cost $56.11 Unrealized 0.0%
F Ford Mtr Co Del 0.2%
Value ($000) $197 Shares 12,734 Est. Cost $7.61 Unrealized 0.0%
BAC Bank Of America Corporation 0.1%
Value ($000) $144 Shares 11,166 Est. Cost $10.03 Unrealized 0.0%
GNW Genworth Finl Inc 0.1%
Value ($000) $125 Shares 10,990 Est. Cost $10.41 Unrealized 0.0%