Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STILES FINANCIAL SERVICES INC 08-01-2024 06-30-2024 183 259,990,422
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
NVIDIA CORPORATION COM 1 $18,912,408 153,085 0.01 0.01 136,755 837.45 06-30-2024
APPLE INC COM 2 $10,071,207 47,818 0.00 0.00 -4,936 -9.36 06-30-2024
AMAZON COM INC COM 3 $7,591,442 39,283 0.00 0.00 -142 -0.36 06-30-2024
COSTCO WHSL CORP NEW COM 4 $7,017,446 8,249 0.00 0.00 -163 -1.94 06-30-2024
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