0001904832-22-000001.txt : 20220209
0001904832-22-000001.hdr.sgml : 20220209
20220209110334
ACCESSION NUMBER: 0001904832-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220209
DATE AS OF CHANGE: 20220209
EFFECTIVENESS DATE: 20220209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stiles Financial Services Inc
CENTRAL INDEX KEY: 0001904832
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: 22605012
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
13F-HR
LIVE
false
false
false
0001904832
XXXXXXXX
12-31-2021
12-31-2021
false
Stiles Financial Services Inc
7505 Metro Blvd
Suite 510
Edina
MN
55439
13F HOLDINGS REPORT
028-21679
N
Susan M. Stiles
CCO
952-988-0452
/s/ Susan M. Stiles
Edina
MN
02-09-2022
0
184
207452
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
2425
13801
SH
SOLE
0
0
13801
ABBOTT LABS
COM
002824100
2457
17498
SH
SOLE
0
0
17498
ABBVIE INC
COM
00287Y109
754
5570
SH
SOLE
0
0
5570
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
3030
7310
SH
SOLE
0
0
7310
ACTIVISION BLIZZARD INC
COM
00507V109
1011
15203
SH
SOLE
0
0
15203
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1554
2741
SH
SOLE
0
0
2741
ADVANCED MICRO DEVICES INC
COM
007903107
4195
29152
SH
SOLE
0
0
29152
ALBEMARLE CORP
COM
012653101
471
2096
SH
SOLE
0
0
2096
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
630
5375
SH
SOLE
0
0
5375
ALPHABET INC
CAP STK CL C
02079K107
3051
1055
SH
SOLE
0
0
1055
ALPHABET INC
CAP STK CL A
02079K305
4143
1421
SH
SOLE
0
0
1421
AMAZON COM INC
COM
023135106
5895
1760
SH
SOLE
0
0
1760
AMERICAN ELEC PWR CO INC
COM
025537101
203
2276
SH
SOLE
0
0
2276
AMERICAN TOWER CORP NEW
COM
03027X100
2086
7130
SH
SOLE
0
0
7130
ANALOG DEVICES INC
COM
032654105
423
2406
SH
SOLE
0
0
2406
ANTHEM INC
COM
036752103
599
1293
SH
SOLE
0
0
1293
APPLE INC
COM
037833100
13350
75204
SH
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0
0
75204
ARES CAPITAL CORP
COM
04010L103
455
21461
SH
SOLE
0
0
21461
ASE TECHNOLOGY HLDG CO LTD
SPONSORED ADS
00215W100
160
20500
SH
SOLE
0
0
20500
AT&T INC
COM
00206R102
557
23667
SH
SOLE
0
0
23667
AUTOMATIC DATA PROCESSING IN
COM
053015103
813
3297
SH
SOLE
0
0
3297
AUTOZONE INC
COM
053332102
398
190
SH
SOLE
0
0
190
BCE INC
COM NEW
05534B760
224
4297
SH
SOLE
0
0
4297
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
4024
13459
SH
SOLE
0
0
13459
BK OF AMERICA CORP
COM
060505104
315
7091
SH
SOLE
0
0
7091
BLOCK INC
CL A
852234103
884
5475
SH
SOLE
0
0
5475
BOSTON BEER INC
CL A
100557107
202
399
SH
SOLE
0
0
399
BOSTON SCIENTIFIC CORP
COM
101137107
377
8885
SH
SOLE
0
0
8885
BRISTOL-MYERS SQUIBB CO
COM
110122108
388
6227
SH
SOLE
0
0
6227
BROADCOM INC
COM
11135F101
291
437
SH
SOLE
0
0
437
CARRIER GLOBAL CORPORATION
COM
14448C104
208
3829
SH
SOLE
0
0
3829
CATERPILLAR INC
COM
149123101
745
3604
SH
SOLE
0
0
3604
CHEVRON CORP NEW
COM
166764100
665
5664
SH
SOLE
0
0
5664
CHIMERA INVT CORP
COM NEW
16934Q208
200
13277
SH
SOLE
0
0
13277
CHURCH & DWIGHT CO INC
COM
171340102
265
2583
SH
SOLE
0
0
2583
CISCO SYS INC
COM
17275R102
1112
17551
SH
SOLE
0
0
17551
CLOROX CO DEL
COM
189054109
533
3058
SH
SOLE
0
0
3058
CME GROUP INC
COM
12572Q105
1532
6706
SH
SOLE
0
0
6706
COCA COLA CO
COM
191216100
1342
22665
SH
SOLE
0
0
22665
CONAGRA BRANDS INC
COM
205887102
280
8213
SH
SOLE
0
0
8213
CONOCOPHILLIPS
COM
20825C104
239
3315
SH
SOLE
0
0
3315
CORNING INC
COM
219350105
1604
43086
SH
SOLE
0
0
43086
COSTCO WHSL CORP NEW
COM
22160K105
4080
7187
SH
SOLE
0
0
7187
CUMMINS INC
COM
231021106
450
2064
SH
SOLE
0
0
2064
DEERE & CO
COM
244199105
794
2317
SH
SOLE
0
0
2317
DIGITAL RLTY TR INC
COM
253868103
319
1802
SH
SOLE
0
0
1802
DISNEY WALT CO
COM
254687106
1323
8594
SH
SOLE
0
0
8594
DOMINION ENERGY INC
COM
25746U109
382
4861
SH
SOLE
0
0
4861
DONALDSON INC
COM
257651109
261
4411
SH
SOLE
0
0
4411
DOUBLELINE INCOME SOLUTIONS
COM
258622109
309
19173
SH
SOLE
0
0
19173
DUKE ENERGY CORP NEW
COM NEW
26441C204
1054
10048
SH
SOLE
0
0
10048
ECOLAB INC
COM
278865100
2094
9235
SH
SOLE
0
0
9235
EDWARDS LIFESCIENCES CORP
COM
28176E108
743
5735
SH
SOLE
0
0
5735
EMERSON ELEC CO
COM
291011104
261
2802
SH
SOLE
0
0
2802
ENPHASE ENERGY INC
COM
29355A107
1125
6149
SH
SOLE
0
0
6149
EPAM SYS INC
COM
29414B104
227
340
SH
SOLE
0
0
340
EQUINIX INC
COM
29444U700
422
499
SH
SOLE
0
0
499
ETSY INC
COM
29786A106
1133
5174
SH
SOLE
0
0
5174
EXELON CORP
COM
30161N101
257
4458
SH
SOLE
0
0
4458
FACTSET RESH SYS INC
COM
303075105
3472
7143
SH
SOLE
0
0
7143
FASTENAL CO
COM
311900104
1893
29546
SH
SOLE
0
0
29546
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
202
3873
SH
SOLE
0
0
3873
FIVE9 INC
COM
338307101
345
2515
SH
SOLE
0
0
2515
GAMCO GLOBAL GOLD NAT RES &
COM SH BEN INT
36465A109
56
14850
SH
SOLE
0
0
14850
GENERAL MLS INC
COM
370334104
882
13095
SH
SOLE
0
0
13095
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
231
6429
SH
SOLE
0
0
6429
GOLDMAN SACHS BDC INC
NOTE 4.500% 4/0
38147UAB3
62
62000
PRN
SOLE
0
0
62000
HDFC BANK LTD
SPONSORED ADS
40415F101
883
13573
SH
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0
0
13573
HEALTHPEAK PROPERTIES INC
COM
42250P103
790
21897
SH
SOLE
0
0
21897
HENRY JACK & ASSOC INC
COM
426281101
656
3930
SH
SOLE
0
0
3930
HIMAX TECHNOLOGIES INC
SPONSORED ADR
43289P106
193
12075
SH
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0
0
12075
HOME DEPOT INC
COM
437076102
2663
6417
SH
SOLE
0
0
6417
HONEYWELL INTL INC
COM
438516106
344
1649
SH
SOLE
0
0
1649
HORMEL FOODS CORP
COM
440452100
885
18133
SH
SOLE
0
0
18133
HUBSPOT INC
COM
443573100
396
601
SH
SOLE
0
0
601
INTEL CORP
COM
458140100
614
11925
SH
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0
0
11925
INTERNATIONAL BUSINESS MACHS
COM
459200101
218
1683
SH
SOLE
0
0
1683
INTUIT
COM
461202103
2408
3744
SH
SOLE
0
0
3744
INTUITIVE SURGICAL INC
COM NEW
46120E602
1915
5261
SH
SOLE
0
0
5261
INVESCO EXCH TRADED FD TR II
S&P MIDCP LOW
46138E198
207
3538
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BULSHS 2024 CB
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531
24324
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
713
32972
SH
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
521
24846
SH
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INVESCO QQQ TR
UNIT SER 1
46090E103
2014
5063
SH
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5063
ISHARES TR
CORE S&P SCP ETF
464287804
403
3520
SH
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0
3520
ISHARES TR
RUS MD CP GR ETF
464287481
364
3157
SH
SOLE
0
0
3157
ISHARES TR
TIPS BD ETF
464287176
1247
9650
SH
SOLE
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ISHARES TR
SELECT DIVID ETF
464287168
1318
10748
SH
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0
0
10748
ISHARES TR
S&P 500 GRWT ETF
464287309
293
3505
SH
SOLE
0
0
3505
JD.COM INC
SPON ADR CL A
47215P106
275
4725
SH
SOLE
0
0
4725
JOHNSON & JOHNSON
COM
478160104
2817
16323
SH
SOLE
0
0
16323
JOHNSON CTLS INTL PLC
SHS
G51502105
227
2787
SH
SOLE
0
0
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JPMORGAN CHASE & CO
COM
46625H100
653
4121
SH
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0
0
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JUMIA TECHNOLOGIES AG
SPONSORED ADS
48138M105
322
29405
SH
SOLE
0
0
29405
KLA CORP
COM NEW
482480100
429
999
SH
SOLE
0
0
999
KULICKE & SOFFA INDS INC
COM
501242101
232
3828
SH
SOLE
0
0
3828
L3HARRIS TECHNOLOGIES INC
COM
502431109
312
1461
SH
SOLE
0
0
1461
LILLY ELI & CO
COM
532457108
1308
4735
SH
SOLE
0
0
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LINDE PLC
SHS
G5494J103
290
836
SH
SOLE
0
0
836
LIVENT CORP
COM
53814L108
1196
49067
SH
SOLE
0
0
49067
LOCKHEED MARTIN CORP
COM
539830109
227
727
SH
SOLE
0
0
727
LOWES COS INC
COM
548661107
685
2652
SH
SOLE
0
0
2652
LULULEMON ATHLETICA INC
COM
550021109
748
1911
SH
SOLE
0
0
1911
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
395
4279
SH
SOLE
0
0
4279
MARRIOTT INTL INC NEW
CL A
571903202
350
2121
SH
SOLE
0
0
2121
MARSH & MCLENNAN COS INC
COM
571748102
681
3956
SH
SOLE
0
0
3956
MASIMO CORP
COM
574795100
362
1235
SH
SOLE
0
0
1235
MASTERCARD INCORPORATED
CL A
57636Q104
990
2754
SH
SOLE
0
0
2754
MCCORMICK & CO INC
COM NON VTG
579780206
365
3774
SH
SOLE
0
0
3774
MCDONALDS CORP
COM
580135101
1154
4304
SH
SOLE
0
0
4304
MEDIFAST INC
COM
58470H101
946
4517
SH
SOLE
0
0
4517
MEDTRONIC PLC
SHS
G5960L103
1515
14403
SH
SOLE
0
0
14403
MERCK & CO INC
COM
58933Y105
567
7397
SH
SOLE
0
0
7397
META PLATFORMS INC
CL A
30303M102
1097
3262
SH
SOLE
0
0
3262
MFA FINL INC
COM
55272X102
178
39095
SH
SOLE
0
0
39095
MGM RESORTS INTERNATIONAL
COM
552953101
274
6111
SH
SOLE
0
0
6111
MICRON TECHNOLOGY INC
COM
595112103
1002
10760
SH
SOLE
0
0
10760
MICROSOFT CORP
COM
594918104
4046
11981
SH
SOLE
0
0
11981
MICROVISION INC DEL
COM NEW
594960304
75
15000
SH
SOLE
0
0
15000
NEOGENOMICS INC
COM NEW
64049M209
444
13002
SH
SOLE
0
0
13002
NETFLIX INC
COM
64110L106
537
891
SH
SOLE
0
0
891
NEXTERA ENERGY INC
COM
65339F101
2561
27434
SH
SOLE
0
0
27434
NIKE INC
CL B
654106103
2431
14438
SH
SOLE
0
0
14438
NORTHROP GRUMMAN CORP
COM
666807102
215
555
SH
SOLE
0
0
555
NOVARTIS AG
SPONSORED ADR
66987V109
228
2607
SH
SOLE
0
0
2607
NOVO-NORDISK A S
ADR
670100205
2253
20268
SH
SOLE
0
0
20268
NVIDIA CORPORATION
COM
67066G104
7120
24311
SH
SOLE
0
0
24311
OMNICELL COM
COM
68213N109
922
5112
SH
SOLE
0
0
5112
OREILLY AUTOMOTIVE INC
COM
67103H107
261
370
SH
SOLE
0
0
370
PAYPAL HLDGS INC
COM
70450Y103
447
2368
SH
SOLE
0
0
2368
PEPSICO INC
COM
713448108
427
2457
SH
SOLE
0
0
2457
PFIZER INC
COM
717081103
2309
39100
SH
SOLE
0
0
39100
PHILLIPS 66
COM
718546104
228
3144
SH
SOLE
0
0
3144
PLUG POWER INC
COM NEW
72919P202
257
9233
SH
SOLE
0
0
9233
POLARIS INC
COM
731068102
210
1909
SH
SOLE
0
0
1909
PROCTER AND GAMBLE CO
COM
742718109
3437
21013
SH
SOLE
0
0
21013
PROSHARES TR
INVT INT RT HG
74347B607
206
2771
SH
SOLE
0
0
2771
PUBLIC STORAGE
COM
74460D109
1256
3354
SH
SOLE
0
0
3354
QUALCOMM INC
COM
747525103
1540
8422
SH
SOLE
0
0
8422
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
2135
24864
SH
SOLE
0
0
24864
REALTY INCOME CORP
COM
756109104
307
3936
SH
SOLE
0
0
3936
ROCKWELL AUTOMATION INC
COM
773903109
839
2405
SH
SOLE
0
0
2405
ROKU INC
COM CL A
77543R102
1228
5382
SH
SOLE
0
0
5382
ROYAL BK CDA
COM
780087102
255
2401
SH
SOLE
0
0
2401
SABRA HEALTH CARE REIT INC
COM
78573L106
155
11412
SH
SOLE
0
0
11412
SALESFORCE COM INC
COM
79466L302
920
3621
SH
SOLE
0
0
3621
SANTANDER CONSUMER USA HLDGS
COM
80283M101
614
14623
SH
SOLE
0
0
14623
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
1741
15409
SH
SOLE
0
0
15409
SERVICENOW INC
COM
81762P102
652
1005
SH
SOLE
0
0
1005
SHERWIN WILLIAMS CO
COM
824348106
836
2373
SH
SOLE
0
0
2373
SIMON PPTY GROUP INC NEW
COM
828806109
341
2136
SH
SOLE
0
0
2136
SKYWORKS SOLUTIONS INC
COM
83088M102
331
2134
SH
SOLE
0
0
2134
SNAP ON INC
COM
833034101
518
2404
SH
SOLE
0
0
2404
SNOWFLAKE INC
CL A
833445109
769
2270
SH
SOLE
0
0
2270
SONY GROUP CORPORATION
SPONSORED ADR
835699307
1676
13261
SH
SOLE
0
0
13261
SOUTHERN CO
COM
842587107
265
3868
SH
SOLE
0
0
3868
STARBUCKS CORP
COM
855244109
918
7846
SH
SOLE
0
0
7846
STRYKER CORPORATION
COM
863667101
713
2666
SH
SOLE
0
0
2666
SYNOPSYS INC
COM
871607107
1360
3690
SH
SOLE
0
0
3690
SYSCO CORP
COM
871829107
423
5806
SH
SOLE
0
0
5806
TARGET CORP
COM
87612E106
3907
16942
SH
SOLE
0
0
16942
TENNANT CO
COM
880345103
289
3563
SH
SOLE
0
0
3563
TESLA INC
COM
88160R101
2458
2301
SH
SOLE
0
0
2301
TEXAS INSTRS INC
COM
882508104
1737
9219
SH
SOLE
0
0
9219
TEXTRON INC
COM
883203101
296
3829
SH
SOLE
0
0
3829
THE TRADE DESK INC
COM CL A
88339J105
876
9560
SH
SOLE
0
0
9560
TJX COS INC NEW
COM
872540109
1290
16997
SH
SOLE
0
0
16997
TRAVELERS COMPANIES INC
COM
89417E109
427
2731
SH
SOLE
0
0
2731
TWILIO INC
CL A
90138F102
1756
6667
SH
SOLE
0
0
6667
UNITED PARCEL SERVICE INC
CL B
911312106
913
4258
SH
SOLE
0
0
4258
UNITED THERAPEUTICS CORP DEL
COM
91307C102
260
1203
SH
SOLE
0
0
1203
UNITEDHEALTH GROUP INC
COM
91324P102
5682
11316
SH
SOLE
0
0
11316
US BANCORP DEL
COM NEW
902973304
2740
48773
SH
SOLE
0
0
48773
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
266
8059
SH
SOLE
0
0
8059
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
416
954
SH
SOLE
0
0
954
VEEVA SYS INC
CL A COM
922475108
320
1254
SH
SOLE
0
0
1254
VERIZON COMMUNICATIONS INC
COM
92343V104
764
14705
SH
SOLE
0
0
14705
VISA INC
COM CL A
92826C839
2930
13406
SH
SOLE
0
0
13406
VMWARE INC
CL A COM
928563402
544
4759
SH
SOLE
0
0
4759
WASTE MGMT INC DEL
COM
94106L109
1173
7028
SH
SOLE
0
0
7028
WATERS CORP
COM
941848103
532
1428
SH
SOLE
0
0
1428
WELLTOWER INC
COM
95040Q104
645
7516
SH
SOLE
0
0
7516
WORKDAY INC
CL A
98138H101
215
787
SH
SOLE
0
0
787
XCEL ENERGY INC
COM
98389B100
2970
43490
SH
SOLE
0
0
43490