0001904832-22-000002.txt : 20220506
0001904832-22-000002.hdr.sgml : 20220506
20220506162408
ACCESSION NUMBER: 0001904832-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220506
DATE AS OF CHANGE: 20220506
EFFECTIVENESS DATE: 20220506
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: 22901425
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
03-31-2022
03-31-2022
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
05-06-2022
0
186
199596
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
2004
13487
SH
SOLE
0
0
13487
ABBOTT LABS
COM
002824100
2177
18396
SH
SOLE
0
0
18396
ABBVIE INC
COM
00287Y109
932
5750
SH
SOLE
0
0
5750
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2481
7356
SH
SOLE
0
0
7356
ACTIVISION BLIZZARD INC
COM
00507V109
1218
15203
SH
SOLE
0
0
15203
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1306
2867
SH
SOLE
0
0
2867
ADVANCED MICRO DEVICES INC
COM
007903107
3327
30081
SH
SOLE
0
0
30081
AFLAC INC
COM
001055102
206
3202
SH
SOLE
0
0
3202
ALBEMARLE CORP
COM
012653101
481
2177
SH
SOLE
0
0
2177
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
562
5162
SH
SOLE
0
0
5162
ALPHABET INC
CAP STK CL C
02079K107
2937
1062
SH
SOLE
0
0
1062
ALPHABET INC
CAP STK CL A
02079K305
4075
1464
SH
SOLE
0
0
1464
AMAZON COM INC
COM
023135106
6096
1868
SH
SOLE
0
0
1868
AMERICAN ELEC PWR CO INC
COM
025537101
229
2291
SH
SOLE
0
0
2291
AMERICAN TOWER CORP NEW
COM
03027X100
1929
7679
SH
SOLE
0
0
7679
ANALOG DEVICES INC
COM
032654105
422
2553
SH
SOLE
0
0
2553
ANTHEM INC
COM
036752103
605
1231
SH
SOLE
0
0
1231
APPLE INC
COM
037833100
13156
75353
SH
SOLE
0
0
75353
ARES CAPITAL CORP
COM
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427
20391
SH
SOLE
0
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ASE TECHNOLOGY HLDG CO LTD
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145
20500
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AT&T INC
COM
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542
22940
SH
SOLE
0
0
22940
AUTOMATIC DATA PROCESSING IN
COM
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821
3610
SH
SOLE
0
0
3610
AUTOZONE INC
COM
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368
180
SH
SOLE
0
0
180
BAKER HUGHES COMPANY
CL A
05722G100
215
5908
SH
SOLE
0
0
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BCE INC
COM NEW
05534B760
241
4345
SH
SOLE
0
0
4345
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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4881
13830
SH
SOLE
0
0
13830
BK OF AMERICA CORP
COM
060505104
329
7982
SH
SOLE
0
0
7982
BLOCK INC
CL A
852234103
703
5184
SH
SOLE
0
0
5184
BOSTON SCIENTIFIC CORP
COM
101137107
400
9035
SH
SOLE
0
0
9035
BRISTOL-MYERS SQUIBB CO
COM
110122108
465
6368
SH
SOLE
0
0
6368
BROADCOM INC
COM
11135F101
297
471
SH
SOLE
0
0
471
CATERPILLAR INC
COM
149123101
826
3706
SH
SOLE
0
0
3706
CENTERPOINT ENERGY INC
COM
15189T107
201
6560
SH
SOLE
0
0
6560
CHEVRON CORP NEW
COM
166764100
916
5669
SH
SOLE
0
0
5669
CHIMERA INVT CORP
COM NEW
16934Q208
163
13547
SH
SOLE
0
0
13547
CHURCH & DWIGHT CO INC
COM
171340102
257
2589
SH
SOLE
0
0
2589
CISCO SYS INC
COM
17275R102
1114
19975
SH
SOLE
0
0
19975
CLOROX CO DEL
COM
189054109
392
2817
SH
SOLE
0
0
2817
CME GROUP INC
COM
12572Q105
1686
7087
SH
SOLE
0
0
7087
CMS ENERGY CORP
COM
125896100
211
3022
SH
SOLE
0
0
3022
COCA COLA CO
COM
191216100
1537
24796
SH
SOLE
0
0
24796
CONAGRA BRANDS INC
COM
205887102
277
8248
SH
SOLE
0
0
8248
CONOCOPHILLIPS
COM
20825C104
521
5214
SH
SOLE
0
0
5214
CONSOLIDATED EDISON INC
COM
209115104
214
2262
SH
SOLE
0
0
2262
CORNING INC
COM
219350105
1599
43309
SH
SOLE
0
0
43309
COSTCO WHSL CORP NEW
COM
22160K105
4234
7362
SH
SOLE
0
0
7362
CUMMINS INC
COM
231021106
501
2445
SH
SOLE
0
0
2445
DEERE & CO
COM
244199105
1006
2421
SH
SOLE
0
0
2421
DEVON ENERGY CORP NEW
COM
25179M103
222
3433
SH
SOLE
0
0
3433
DIGITAL RLTY TR INC
COM
253868103
288
2029
SH
SOLE
0
0
2029
DISNEY WALT CO
COM
254687106
1240
9044
SH
SOLE
0
0
9044
DOMINION ENERGY INC
COM
25746U109
416
4892
SH
SOLE
0
0
4892
DONALDSON INC
COM
257651109
230
4426
SH
SOLE
0
0
4426
DOUBLELINE INCOME SOLUTIONS
COM
258622109
267
18370
SH
SOLE
0
0
18370
DUKE ENERGY CORP NEW
COM NEW
26441C204
1190
10655
SH
SOLE
0
0
10655
ECOLAB INC
COM
278865100
1612
9114
SH
SOLE
0
0
9114
EDWARDS LIFESCIENCES CORP
COM
28176E108
697
5925
SH
SOLE
0
0
5925
EMERSON ELEC CO
COM
291011104
272
2772
SH
SOLE
0
0
2772
ENPHASE ENERGY INC
COM
29355A107
1243
6162
SH
SOLE
0
0
6162
ENTERPRISE PRODS PARTNERS L
COM
293792107
213
8243
SH
SOLE
0
0
8243
EQUINIX INC
COM
29444U700
372
501
SH
SOLE
0
0
501
ETSY INC
COM
29786A106
692
5568
SH
SOLE
0
0
5568
EXELON CORP
COM
30161N101
214
4492
SH
SOLE
0
0
4492
EXXON MOBIL CORP
COM
30231G102
265
3205
SH
SOLE
0
0
3205
FACTSET RESH SYS INC
COM
303075105
3204
7363
SH
SOLE
0
0
7363
FASTENAL CO
COM
311900104
1798
30271
SH
SOLE
0
0
30271
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
207
3905
SH
SOLE
0
0
3905
FIVE9 INC
COM
338307101
278
2515
SH
SOLE
0
0
2515
GAMCO GLOBAL GOLD NAT RES &
COM SH BEN INT
36465A109
55
13758
SH
SOLE
0
0
13758
GENERAL MLS INC
COM
370334104
896
13311
SH
SOLE
0
0
13311
GENERAL MTRS CO
COM
37045V100
223
5104
SH
SOLE
0
0
5104
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
208
7179
SH
SOLE
0
0
7179
HDFC BANK LTD
SPONSORED ADS
40415F101
835
13573
SH
SOLE
0
0
13573
HEALTHPEAK PROPERTIES INC
COM
42250P103
770
22420
SH
SOLE
0
0
22420
HENRY JACK & ASSOC INC
COM
426281101
756
3835
SH
SOLE
0
0
3835
HIMAX TECHNOLOGIES INC
SPONSORED ADR
43289P106
147
13575
SH
SOLE
0
0
13575
HOME DEPOT INC
COM
437076102
2114
6978
SH
SOLE
0
0
6978
HONEYWELL INTL INC
COM
438516106
338
1738
SH
SOLE
0
0
1738
HORMEL FOODS CORP
COM
440452100
950
18434
SH
SOLE
0
0
18434
HUBSPOT INC
COM
443573100
285
601
SH
SOLE
0
0
601
INTEL CORP
COM
458140100
656
12788
SH
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0
0
12788
INTERNATIONAL BUSINESS MACHS
COM
459200101
225
1734
SH
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0
0
1734
INTUIT
COM
461202103
1917
3977
SH
SOLE
0
0
3977
INTUITIVE SURGICAL INC
COM NEW
46120E602
1599
5301
SH
SOLE
0
0
5301
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
687
32232
SH
SOLE
0
0
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
507
23744
SH
SOLE
0
0
23744
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
468
22006
SH
SOLE
0
0
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INVESCO QQQ TR
UNIT SER 1
46090E103
1838
5070
SH
SOLE
0
0
5070
ISHARES TR
S&P 500 GRWT ETF
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268
3505
SH
SOLE
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0
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ISHARES TR
CORE S&P SCP ETF
464287804
380
3521
SH
SOLE
0
0
3521
ISHARES TR
RUS MD CP GR ETF
464287481
288
2865
SH
SOLE
0
0
2865
ISHARES TR
TIPS BD ETF
464287176
1213
9739
SH
SOLE
0
0
9739
ISHARES TR
SELECT DIVID ETF
464287168
1364
10644
SH
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JD.COM INC
SPON ADR CL A
47215P106
209
3610
SH
SOLE
0
0
3610
JOHNSON & JOHNSON
COM
478160104
3075
17318
SH
SOLE
0
0
17318
JPMORGAN CHASE & CO
COM
46625H100
670
4916
SH
SOLE
0
0
4916
JUMIA TECHNOLOGIES AG
SPONSORED ADS
48138M105
258
27945
SH
SOLE
0
0
27945
KLA CORP
COM NEW
482480100
407
1111
SH
SOLE
0
0
1111
KULICKE & SOFFA INDS INC
COM
501242101
215
3839
SH
SOLE
0
0
3839
L3HARRIS TECHNOLOGIES INC
COM
502431109
409
1645
SH
SOLE
0
0
1645
LILLY ELI & CO
COM
532457108
1400
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SH
SOLE
0
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LINDE PLC
SHS
G5494J103
268
838
SH
SOLE
0
0
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LIVE NATION ENTERTAINMENT IN
COM
538034109
208
1770
SH
SOLE
0
0
1770
LIVENT CORP
COM
53814L108
1357
51467
SH
SOLE
0
0
51467
LOCKHEED MARTIN CORP
COM
539830109
315
714
SH
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0
0
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LOWES COS INC
COM
548661107
579
2866
SH
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0
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2866
LULULEMON ATHLETICA INC
COM
550021109
720
1970
SH
SOLE
0
0
1970
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
444
4321
SH
SOLE
0
0
4321
MARRIOTT INTL INC NEW
CL A
571903202
513
2917
SH
SOLE
0
0
2917
MARSH & MCLENNAN COS INC
COM
571748102
670
3930
SH
SOLE
0
0
3930
MASTERCARD INCORPORATED
CL A
57636Q104
990
2769
SH
SOLE
0
0
2769
MCCORMICK & CO INC
COM NON VTG
579780206
445
4464
SH
SOLE
0
0
4464
MCDONALDS CORP
COM
580135101
1135
4592
SH
SOLE
0
0
4592
MEDIFAST INC
COM
58470H101
775
4537
SH
SOLE
0
0
4537
MEDTRONIC PLC
SHS
G5960L103
1679
15135
SH
SOLE
0
0
15135
MERCK & CO INC
COM
58933Y105
683
8326
SH
SOLE
0
0
8326
META PLATFORMS INC
CL A
30303M102
712
3200
SH
SOLE
0
0
3200
MFA FINL INC
COM
55272X102
161
40048
SH
SOLE
0
0
40048
MGM RESORTS INTERNATIONAL
COM
552953101
256
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SH
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6111
MICRON TECHNOLOGY INC
COM
595112103
868
11139
SH
SOLE
0
0
11139
MICROSOFT CORP
COM
594918104
3918
12712
SH
SOLE
0
0
12712
MICROVISION INC DEL
COM NEW
594960304
89
19000
SH
SOLE
0
0
19000
MORGAN STANLEY
COM NEW
617446448
226
2589
SH
SOLE
0
0
2589
NEOGENOMICS INC
COM NEW
64049M209
157
12936
SH
SOLE
0
0
12936
NETFLIX INC
COM
64110L106
407
1086
SH
SOLE
0
0
1086
NEXTERA ENERGY INC
COM
65339F101
2390
28104
SH
SOLE
0
0
28104
NIKE INC
CL B
654106103
2045
15023
SH
SOLE
0
0
15023
NORTHROP GRUMMAN CORP
COM
666807102
275
607
SH
SOLE
0
0
607
NOVARTIS AG
SPONSORED ADR
66987V109
237
2700
SH
SOLE
0
0
2700
NOVO-NORDISK A S
ADR
670100205
2197
19785
SH
SOLE
0
0
19785
NVIDIA CORPORATION
COM
67066G104
6536
23980
SH
SOLE
0
0
23980
OMNICELL COM
COM
68213N109
694
5361
SH
SOLE
0
0
5361
OREILLY AUTOMOTIVE INC
COM
67103H107
288
420
SH
SOLE
0
0
420
PAYPAL HLDGS INC
COM
70450Y103
274
2373
SH
SOLE
0
0
2373
PEPSICO INC
COM
713448108
456
2724
SH
SOLE
0
0
2724
PFIZER INC
COM
717081103
2184
42194
SH
SOLE
0
0
42194
PHILLIPS 66
COM
718546104
252
2915
SH
SOLE
0
0
2915
PLUG POWER INC
COM NEW
72919P202
256
9008
SH
SOLE
0
0
9008
POLARIS INC
COM
731068102
202
1920
SH
SOLE
0
0
1920
PROCTER AND GAMBLE CO
COM
742718109
3308
21593
SH
SOLE
0
0
21593
PROSHARES TR
INVT INT RT HG
74347B607
200
2775
SH
SOLE
0
0
2775
PUBLIC STORAGE
COM
74460D109
1313
3365
SH
SOLE
0
0
3365
QUALCOMM INC
COM
747525103
1296
8453
SH
SOLE
0
0
8453
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
2505
25287
SH
SOLE
0
0
25287
REALTY INCOME CORP
COM
756109104
347
4926
SH
SOLE
0
0
4926
ROCKWELL AUTOMATION INC
COM
773903109
675
2412
SH
SOLE
0
0
2412
ROKU INC
COM CL A
77543R102
682
5443
SH
SOLE
0
0
5443
ROYAL BK CDA
COM
780087102
383
3470
SH
SOLE
0
0
3470
SABRA HEALTH CARE REIT INC
COM
78573L106
174
11679
SH
SOLE
0
0
11679
SALESFORCE COM INC
COM
79466L302
768
3616
SH
SOLE
0
0
3616
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
1413
15719
SH
SOLE
0
0
15719
SERVICENOW INC
COM
81762P102
546
980
SH
SOLE
0
0
980
SHERWIN WILLIAMS CO
COM
824348106
632
2510
SH
SOLE
0
0
2510
SIMON PPTY GROUP INC NEW
COM
828806109
310
2234
SH
SOLE
0
0
2234
SKYWORKS SOLUTIONS INC
COM
83088M102
285
2141
SH
SOLE
0
0
2141
SNAP ON INC
COM
833034101
529
2574
SH
SOLE
0
0
2574
SNOWFLAKE INC
CL A
833445109
524
2287
SH
SOLE
0
0
2287
SONY GROUP CORPORATION
SPONSORED ADR
835699307
1396
13595
SH
SOLE
0
0
13595
SOUTHERN CO
COM
842587107
283
3904
SH
SOLE
0
0
3904
STARBUCKS CORP
COM
855244109
766
8417
SH
SOLE
0
0
8417
STRYKER CORPORATION
COM
863667101
740
2755
SH
SOLE
0
0
2755
SYNOPSYS INC
COM
871607107
1229
3688
SH
SOLE
0
0
3688
SYSCO CORP
COM
871829107
442
5411
SH
SOLE
0
0
5411
TARGET CORP
COM
87612E106
3714
17502
SH
SOLE
0
0
17502
TENNANT CO
COM
880345103
281
3572
SH
SOLE
0
0
3572
TESLA INC
COM
88160R101
2632
2412
SH
SOLE
0
0
2412
TEXAS INSTRS INC
COM
882508104
1791
9761
SH
SOLE
0
0
9761
TEXTRON INC
COM
883203101
281
3779
SH
SOLE
0
0
3779
THE TRADE DESK INC
COM CL A
88339J105
664
9585
SH
SOLE
0
0
9585
TJX COS INC NEW
COM
872540109
1111
18337
SH
SOLE
0
0
18337
TRAVELERS COMPANIES INC
COM
89417E109
528
2890
SH
SOLE
0
0
2890
TWILIO INC
CL A
90138F102
1095
6659
SH
SOLE
0
0
6659
UNITED PARCEL SERVICE INC
CL B
911312106
1151
5367
SH
SOLE
0
0
5367
UNITED THERAPEUTICS CORP DEL
COM
91307C102
216
1203
SH
SOLE
0
0
1203
UNITEDHEALTH GROUP INC
COM
91324P102
5753
11282
SH
SOLE
0
0
11282
US BANCORP DEL
COM NEW
902973304
2673
50187
SH
SOLE
0
0
50187
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
243
7988
SH
SOLE
0
0
7988
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
396
954
SH
SOLE
0
0
954
VEEVA SYS INC
CL A COM
922475108
266
1254
SH
SOLE
0
0
1254
VERIZON COMMUNICATIONS INC
COM
92343V104
866
16993
SH
SOLE
0
0
16993
VISA INC
COM CL A
92826C839
3071
13831
SH
SOLE
0
0
13831
VMWARE INC
CL A COM
928563402
551
4839
SH
SOLE
0
0
4839
WASTE MGMT INC DEL
COM
94106L109
1116
7044
SH
SOLE
0
0
7044
WATERS CORP
COM
941848103
432
1393
SH
SOLE
0
0
1393
WELLTOWER INC
COM
95040Q104
727
7559
SH
SOLE
0
0
7559
XCEL ENERGY INC
COM
98389B100
3249
44942
SH
SOLE
0
0
44942