0001904832-24-000001.txt : 20240126
0001904832-24-000001.hdr.sgml : 20240126
20240126125114
ACCESSION NUMBER: 0001904832-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240126
DATE AS OF CHANGE: 20240126
EFFECTIVENESS DATE: 20240126
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stiles Financial Services Inc
CENTRAL INDEX KEY: 0001904832
ORGANIZATION NAME:
IRS NUMBER: 411981331
STATE OF INCORPORATION: MN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21679
FILM NUMBER: 24566273
BUSINESS ADDRESS:
STREET 1: 7505 METRO BLVD
STREET 2: SUITE 510
CITY: EDINA
STATE: MN
ZIP: 55439
BUSINESS PHONE: 952 988 0452
MAIL ADDRESS:
STREET 1: 7505 METRO BLVD
STREET 2: SUITE 510
CITY: EDINA
STATE: MN
ZIP: 55439
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001904832
XXXXXXXX
12-31-2023
12-31-2023
false
Stiles Financial Services Inc
7505 Metro Blvd
Suite 510
Edina
MN
55439
13F HOLDINGS REPORT
028-21679
000117023
801-110176
N
Susan M. Stiles
CCO
952-988-0452
/s/ Susan M. Stiles
Edina
MN
01-26-2024
0
168
220233266
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
2677503
24327
SH
SOLE
24327
0
0
ABBVIE INC
COM
00287Y109
1106953
7144
SH
SOLE
7144
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2941771
8382
SH
SOLE
8382
0
0
ADOBE INC
COM
00724F101
2097645
3516
SH
SOLE
3516
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
3878637
26312
SH
SOLE
26312
0
0
AFLAC INC
COM
001055102
253800
3075
SH
SOLE
3075
0
0
ALBEMARLE CORP
COM
012653101
1453217
10049
SH
SOLE
10049
0
0
ALPHABET INC
CAP STK CL C
02079K107
2797603
19851
SH
SOLE
19851
0
0
ALPHABET INC
CAP STK CL A
02079K305
4353729
31166
SH
SOLE
31166
0
0
AMAZON COM INC
COM
023135106
6035824
39725
SH
SOLE
39725
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
201538
2483
SH
SOLE
2483
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
1986579
9198
SH
SOLE
9198
0
0
ANALOG DEVICES INC
COM
032654105
280435
1412
SH
SOLE
1412
0
0
APPLE INC
COM
037833100
10330389
53649
SH
SOLE
53649
0
0
ARES CAPITAL CORP
COM
04010L103
431274
21533
SH
SOLE
21533
0
0
ASE TECHNOLOGY HLDG CO LTD
SPONSORED ADS
00215W100
157564
16744
SH
SOLE
16744
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
2193736
2896
SH
SOLE
2896
0
0
ATKORE INC
COM
047649108
268800
1680
SH
SOLE
1680
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
703439
3018
SH
SOLE
3018
0
0
AUTOZONE INC
COM
053332102
493850
191
SH
SOLE
191
0
0
BANCO SANTANDER S.A.
ADR
05964H105
94490
22824
SH
SOLE
22824
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
5422552
15202
SH
SOLE
15202
0
0
BLACKSTONE INC
COM
09260D107
1986724
15178
SH
SOLE
15178
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
428084
7405
SH
SOLE
7405
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
741393
14449
SH
SOLE
14449
0
0
BROADCOM INC
COM
11135F101
1459380
1303
SH
SOLE
1303
0
0
CADENCE DESIGN SYSTEM INC
COM
127387108
739759
2716
SH
SOLE
2716
0
0
CARLYLE GROUP INC
COM
14316J108
507496
12473
SH
SOLE
12473
0
0
CATERPILLAR INC
COM
149123101
787626
2665
SH
SOLE
2665
0
0
CHEVRON CORP NEW
COM
166764100
650304
4358
SH
SOLE
4358
0
0
CHIMERA INVT CORP
COM NEW
16934Q208
63473
12721
SH
SOLE
12721
0
0
CHUBB LIMITED
COM
H1467J104
303515
1343
SH
SOLE
1343
0
0
CISCO SYS INC
COM
17275R102
1617288
32011
SH
SOLE
32011
0
0
CME GROUP INC
COM
12572Q105
2358067
11197
SH
SOLE
11197
0
0
COCA COLA CO
COM
191216100
1476110
25046
SH
SOLE
25046
0
0
COMCAST CORP NEW
CL A
20030N101
238861
5448
SH
SOLE
5448
0
0
CONAGRA BRANDS INC
COM
205887102
243948
8513
SH
SOLE
8513
0
0
CONOCOPHILLIPS
COM
20825C104
557133
4800
SH
SOLE
4800
0
0
CONSOLIDATED EDISON INC
COM
209115104
218352
2401
SH
SOLE
2401
0
0
COPART INC
COM
217204106
402290
8210
SH
SOLE
8210
0
0
CORNING INC
COM
219350105
1139057
37406
SH
SOLE
37406
0
0
COSTCO WHSL CORP NEW
COM
22160K105
5501329
8335
SH
SOLE
8335
0
0
CUMMINS INC
COM
231021106
1091727
4555
SH
SOLE
4555
0
0
DEERE & CO
COM
244199105
629259
1573
SH
SOLE
1573
0
0
DEVON ENERGY CORP NEW
COM
25179M103
1353195
29870
SH
SOLE
29870
0
0
DIGITAL RLTY TR INC
COM
253868103
931061
6917
SH
SOLE
6917
0
0
DISNEY WALT CO
COM
254687106
375063
4155
SH
SOLE
4155
0
0
DOLLAR GEN CORP NEW
COM
256677105
204260
1502
SH
SOLE
1502
0
0
DONALDSON INC
COM
257651109
230318
3525
SH
SOLE
3525
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1946298
20053
SH
SOLE
20053
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
365241
4790
SH
SOLE
4790
0
0
ELEVANCE HEALTH INC
COM
036752103
557363
1180
SH
SOLE
1180
0
0
ELI LILLY & CO
COM
532457108
1902727
3264
SH
SOLE
3264
0
0
EMERSON ELEC CO
COM
291011104
217585
2236
SH
SOLE
2236
0
0
ENPHASE ENERGY INC
COM
29355A107
1394877
10556
SH
SOLE
10556
0
0
ENTERGY CORP NEW
COM
29364G103
339541
3355
SH
SOLE
3355
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
201154
7633
SH
SOLE
7633
0
0
EQUINIX INC
COM
29444U700
351660
436
SH
SOLE
436
0
0
EXPEDITORS INTL WASH INC
COM
302130109
339642
2670
SH
SOLE
2670
0
0
EXXON MOBIL CORP
COM
30231G102
593435
5934
SH
SOLE
5934
0
0
FACTSET RESH SYS INC
COM
303075105
2938480
6154
SH
SOLE
6154
0
0
FASTENAL CO
COM
311900104
2929155
45223
SH
SOLE
45223
0
0
GENERAC HLDGS INC
COM
368736104
1452528
11239
SH
SOLE
11239
0
0
GENERAL MLS INC
COM
370334104
1128997
17331
SH
SOLE
17331
0
0
GRACO INC
COM
384109104
1264791
14577
SH
SOLE
14577
0
0
GSK PLC
SPONSORED ADR
37733W204
205599
5548
SH
SOLE
5548
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
571597
8517
SH
SOLE
8517
0
0
HEALTHPEAK PROPERTIES INC
COM
42250P103
363510
18359
SH
SOLE
18359
0
0
HENRY JACK & ASSOC INC
COM
426281101
651867
3988
SH
SOLE
3988
0
0
HOME DEPOT INC
COM
437076102
2777971
8015
SH
SOLE
8015
0
0
HONEYWELL INTL INC
COM
438516106
289541
1381
SH
SOLE
1381
0
0
HORMEL FOODS CORP
COM
440452100
652768
20333
SH
SOLE
20333
0
0
INTEL CORP
COM
458140100
885339
17619
SH
SOLE
17619
0
0
INTUIT
COM
461202103
2167776
3469
SH
SOLE
3469
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
1670942
4953
SH
SOLE
4953
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
517398
24774
SH
SOLE
24774
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
1326080
3238
SH
SOLE
3238
0
0
ISHARES TR
SELECT DIVID ETF
464287168
479720
4094
SH
SOLE
4094
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
282004
2700
SH
SOLE
2700
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
292757
2704
SH
SOLE
2704
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
248237
3305
SH
SOLE
3305
0
0
JOHNSON & JOHNSON
COM
478160104
2839790
18111
SH
SOLE
18111
0
0
JPMORGAN CHASE & CO
COM
46625H100
1213400
7132
SH
SOLE
7132
0
0
KLA CORP
COM NEW
482480100
1097536
1886
SH
SOLE
1886
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
289433
1372
SH
SOLE
1372
0
0
LAM RESEARCH CORP
COM
512807108
3036230
3872
SH
SOLE
3872
0
0
LENNAR CORP
CL A
526057104
422104
2832
SH
SOLE
2832
0
0
LINDE PLC
SHS
G54950103
241328
588
SH
SOLE
588
0
0
LIVENT CORP
COM
53814L108
625146
34769
SH
SOLE
34769
0
0
LOCKHEED MARTIN CORP
COM
539830109
1375122
3028
SH
SOLE
3028
0
0
LOWES COS INC
COM
548661107
326185
1466
SH
SOLE
1466
0
0
LULULEMON ATHLETICA INC
COM
550021109
736772
1441
SH
SOLE
1441
0
0
MARKETAXESS HLDGS INC
COM
57060D108
919026
3136
SH
SOLE
3136
0
0
MARRIOTT INTL INC NEW
CL A
571903202
571445
2534
SH
SOLE
2534
0
0
MARSH & MCLENNAN COS INC
COM
571748102
305617
1613
SH
SOLE
1613
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1144036
2679
SH
SOLE
2679
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
239001
3494
SH
SOLE
3494
0
0
MCDONALDS CORP
COM
580135101
1290343
4352
SH
SOLE
4352
0
0
MEDTRONIC PLC
SHS
G5960L103
467722
5680
SH
SOLE
5680
0
0
MERCK & CO INC
COM
58933Y105
1594958
14630
SH
SOLE
14630
0
0
MFA FINL INC
COM
55272X607
113093
10035
SH
SOLE
10035
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
228389
5111
SH
SOLE
5111
0
0
MICRON TECHNOLOGY INC
COM
595112103
772052
9049
SH
SOLE
9049
0
0
MICROSOFT CORP
COM
594918104
5459639
14510
SH
SOLE
14510
0
0
MORGAN STANLEY
COM NEW
617446448
281499
3018
SH
SOLE
3018
0
0
NEXTERA ENERGY INC
COM
65339F101
2136903
35180
SH
SOLE
35180
0
0
NIKE INC
CL B
654106103
1802403
16604
SH
SOLE
16604
0
0
NORTHERN TR CORP
COM
665859104
466418
5527
SH
SOLE
5527
0
0
NORTHROP GRUMMAN CORP
COM
666807102
434363
929
SH
SOLE
929
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
272818
2703
SH
SOLE
2703
0
0
NOVO-NORDISK A S
ADR
670100205
4411393
42641
SH
SOLE
42641
0
0
NRG ENERGY INC
COM NEW
629377508
289630
5600
SH
SOLE
5600
0
0
NVIDIA CORPORATION
COM
67066G104
8614905
17391
SH
SOLE
17391
0
0
OMNICOM GROUP INC
COM
681919106
2434944
28146
SH
SOLE
28146
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
368631
388
SH
SOLE
388
0
0
PACKAGING CORP AMER
COM
695156109
919775
5645
SH
SOLE
5645
0
0
PEPSICO INC
COM
713448108
1057108
6224
SH
SOLE
6224
0
0
PFIZER INC
COM
717081103
1206331
41898
SH
SOLE
41898
0
0
PHILLIPS 66
COM
718546104
380179
2857
SH
SOLE
2857
0
0
PROCTER AND GAMBLE CO
COM
742718109
3150861
21504
SH
SOLE
21504
0
0
PROLOGIS INC.
COM
74340W103
299522
2247
SH
SOLE
2247
0
0
PUBLIC STORAGE
COM
74460D109
2286441
7497
SH
SOLE
7497
0
0
QUALCOMM INC
COM
747525103
3549883
24549
SH
SOLE
24549
0
0
REALTY INCOME CORP
COM
756109104
289834
5047
SH
SOLE
5047
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
2663850
3033
SH
SOLE
3033
0
0
ROCKWELL AUTOMATION INC
COM
773903109
756198
2434
SH
SOLE
2434
0
0
ROYAL BK CDA
COM
780087102
239849
2372
SH
SOLE
2372
0
0
RTX CORPORATION
COM
75513E101
2228281
26484
SH
SOLE
26484
0
0
SABRA HEALTH CARE REIT INC
COM
78573L106
145277
10181
SH
SOLE
10181
0
0
SALESFORCE INC
COM
79466L302
523913
1991
SH
SOLE
1991
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
673692
7893
SH
SOLE
7893
0
0
SERVICENOW INC
COM
81762P102
473349
670
SH
SOLE
670
0
0
SHERWIN WILLIAMS CO
COM
824348106
1281484
4108
SH
SOLE
4108
0
0
SNAP ON INC
COM
833034101
701986
2431
SH
SOLE
2431
0
0
SONY GROUP CORP
SPONSORED ADR
835699307
1723505
18199
SH
SOLE
18199
0
0
SOUTHERN CO
COM
842587107
505379
7207
SH
SOLE
7207
0
0
SPDR SER TR
PRTFLO S&P500 GW
78464A409
287346
4417
SH
SOLE
4417
0
0
SPDR SER TR
PRTFLO S&P500 VL
78464A508
265083
5683
SH
SOLE
5683
0
0
STARBUCKS CORP
COM
855244109
669158
6970
SH
SOLE
6970
0
0
STEEL DYNAMICS INC
COM
858119100
2119162
17945
SH
SOLE
17945
0
0
STRYKER CORPORATION
COM
863667101
651098
2172
SH
SOLE
2172
0
0
SYNOPSYS INC
COM
871607107
2067879
4016
SH
SOLE
4016
0
0
SYSCO CORP
COM
871829107
264888
3621
SH
SOLE
3621
0
0
TARGET CORP
COM
87612E106
2768722
19441
SH
SOLE
19441
0
0
TESLA INC
COM
88160R101
1612701
6490
SH
SOLE
6490
0
0
TEXAS INSTRS INC
COM
882508104
2825805
16571
SH
SOLE
16571
0
0
TEXTRON INC
COM
883203101
307073
3818
SH
SOLE
3818
0
0
THE TRADE DESK INC
COM CL A
88339J105
653612
9083
SH
SOLE
9083
0
0
TJX COS INC NEW
COM
872540109
2199864
23452
SH
SOLE
23452
0
0
TRAVELERS COMPANIES INC
COM
89417E109
526007
2762
SH
SOLE
2762
0
0
UNION PAC CORP
COM
907818108
379643
1545
SH
SOLE
1545
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
1243375
7907
SH
SOLE
7907
0
0
UNITED THERAPEUTICS CORP DEL
COM
91307C102
298611
1358
SH
SOLE
1358
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
6137538
11652
SH
SOLE
11652
0
0
US BANCORP DEL
COM NEW
902973304
1814812
41930
SH
SOLE
41930
0
0
VALERO ENERGY CORP
COM
91913Y100
990699
7615
SH
SOLE
7615
0
0
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
381403
4494
SH
SOLE
4494
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
385694
883
SH
SOLE
883
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
315388
8366
SH
SOLE
8366
0
0
VICI PPTYS INC
COM
925652109
303262
9513
SH
SOLE
9513
0
0
VISA INC
COM CL A
92826C839
3656085
14042
SH
SOLE
14042
0
0
WASTE MGMT INC DEL
COM
94106L109
1245940
6955
SH
SOLE
6955
0
0
WATERS CORP
COM
941848103
292358
888
SH
SOLE
888
0
0
WELLS FARGO CO NEW
COM
949746101
317990
6461
SH
SOLE
6461
0
0
WELLTOWER INC
COM
95040Q104
711682
7892
SH
SOLE
7892
0
0
WILLIAMS SONOMA INC
COM
969904101
1342405
6650
SH
SOLE
6650
0
0
XCEL ENERGY INC
COM
98389B100
3205212
51771
SH
SOLE
51771
0
0
ZOETIS INC
CL A
98978V103
410820
2082
SH
SOLE
2082
0
0