0001388443-20-000001.txt : 20200130 0001388443-20-000001.hdr.sgml : 20200130 20200130135745 ACCESSION NUMBER: 0001388443-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200130 DATE AS OF CHANGE: 20200130 EFFECTIVENESS DATE: 20200130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Palisades Hudson Asset Management, L.P. CENTRAL INDEX KEY: 0001388443 IRS NUMBER: 760773849 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12109 FILM NUMBER: 20560766 BUSINESS ADDRESS: STREET 1: 200 SW FIRST AVENUE STREET 2: SUITE 1250 CITY: FORT LAUDERDALE STATE: FL ZIP: 33301 BUSINESS PHONE: 954-524-5552 MAIL ADDRESS: STREET 1: 200 SW FIRST AVENUE STREET 2: SUITE 1250 CITY: FORT LAUDERDALE STATE: FL ZIP: 33301 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001388443 XXXXXXXX 12-31-2019 12-31-2019 Palisades Hudson Asset Management, L.P.

200 SW FIRST AVENUE SUITE 1250 FORT LAUDERDALE FL 33301

13F HOLDINGS REPORT 028-12109 N Kirstie Ward (954) 524-5552 Kirstie Ward Fort Lauderdale FL 01-30-2020 1 114 156245 false 1 0001364615 Aperio Group, LLC INFORMATION TABLE 2 Palisades12.31.19.xml Abbott Labs Com 002824100 377 4339 SH OTR 1 0 0 4339 AbbVie Inc Com 00287Y109 348 3926 SH OTR 1 0 0 3926 Adobe Sys Inc Com 00724F101 599 1815 SH OTR 1 0 0 1815 Alphabet Inc Cap Stk Cl A 02079K305 459 343 SH OTR 1 0 0 343 Alphabet Inc Cap Stk Cl C 02079K107 761 569 SH OTR 1 0 0 569 Altria Group Inc Com 02209S103 286 5722 SH OTR 1 0 0 5722 Amazon Com Inc Com 023135106 1236 669 SH OTR 1 0 0 669 American Express Co Com 025816109 373 2993 SH OTR 1 0 0 2993 American Tower Corp New Com 03027X100 207 900 SH OTR 1 0 0 900 Amgen Inc Com 031162100 334 1385 SH OTR 1 0 0 1385 Anthem Inc Com 036752103 443 1468 SH OTR 1 0 0 1468 Apple Inc Com 037833100 2765 9417 SH OTR 1 0 0 9417 Apple Inc Com 037833100 9 29 SH SOLE 0 29 0 0 AT&T Inc Com 00206R102 540 13825 SH OTR 1 0 0 13825 Bank Of America Corporation Com 060505104 323 9183 SH OTR 1 0 0 9183 Berkshire Hathaway Inc Del Cl B New 084670702 216 955 SH OTR 1 0 0 955 Biogen Idec Inc Com 09062X103 329 1109 SH OTR 1 0 0 1109 Boeing Co Com 097023105 740 2271 SH OTR 1 0 0 2271 BP PLC Sponsored ADR 055622104 313 8299 SH OTR 1 0 0 8299 Bristol Myers Squibb Co Com 110122108 301 4687 SH OTR 1 0 0 4687 Brown Forman Corp Cl B 115637209 244 3610 SH OTR 1 0 0 3610 C H Robinson Worldwide Inc Com New 12541W209 392 5009 SH OTR 1 0 0 5009 Charter Communications Inc N Cl A 16119P108 239 492 SH OTR 1 0 0 492 Chevron Corp New Com 166764100 348 2886 SH OTR 1 0 0 2886 Coca Cola Co Com 191216100 322 5812 SH OTR 1 0 0 5812 Cisco Sys Inc Com 17275R102 0 1 SH SOLE 0 1 0 0 Cisco Sys Inc Com 17275R102 257 5363 SH OTR 1 0 0 5363 Comcast Corp New Cl A 20030N101 231 5142 SH OTR 1 0 0 5142 Comcast Corp New Cl A 20030N101 0 2 SH SOLE 0 2 0 0 Comerica Inc Com 200340107 402 5608 SH OTR 1 0 0 5608 Costco Whsl Corp New Com 22160K105 650 2213 SH OTR 1 0 0 2213 Danaher Corp Del 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666807102 250 728 SH OTR 1 0 0 728 Nvidia Corp Com 67066G104 236 1002 SH OTR 1 0 0 1002 Oracle Corp Com 68389X105 331 6250 SH OTR 1 0 0 6250 PayPal Hldgs Inc Com 70450Y103 504 4655 SH OTR 1 0 0 4655 Pfizer Inc Com 717081103 408 10403 SH OTR 1 0 0 10403 Philip Morris Intl Inc Com 718172109 248 2918 SH OTR 1 0 0 2918 Pinnacle Finl Partners Inc Com 72346Q104 240 3755 SH SOLE 0 3755 0 0 PNC Finl Svcs Group Inc Com 693475105 557 3491 SH OTR 1 0 0 3491 Prologis Inc Com 74340W103 394 4419 SH OTR 1 0 0 4419 Prudential Finl Inc Com 744320102 292 3120 SH OTR 1 0 0 3120 Republic First Bancorp Inc Com 760416107 117 27972 SH SOLE 0 27972 0 0 Ryman Hospitality Pptys Inc Com 78377T107 288 3322 SH OTR 1 0 0 3322 Schwab Strategic Tr US REIT ETF 808524847 520 11304 SH SOLE 0 11304 0 0 Seacoast Bkg Corp Fla Com New 811707801 318 10386 SH SOLE 0 10386 0 0 SPDR Index Shs Fds Glb Nat Resrce 78463X541 5399 116978 SH SOLE 0 116978 0 0 SPDR S&P 500 ETF Tr TR Unit 78462F103 14391 44711 SH SOLE 0 44711 0 0 SPDR 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SOLE 0 4796 0 0 Yum Brands Inc Com 988498101 490 4866 SH OTR 1 0 0 4866 Yum China Hldgs Inc Com 98850P109 225 4692 SH OTR 1 0 0 4692 Zions Bancorporation Com 989701107 318 6118 SH SOLE 0 6118 0 0