0001904832-22-000003.txt : 20220726 0001904832-22-000003.hdr.sgml : 20220726 20220726161458 ACCESSION NUMBER: 0001904832-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220726 DATE AS OF CHANGE: 20220726 EFFECTIVENESS DATE: 20220726 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: 221107273 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 06-30-2022 06-30-2022 false Stiles Financial Services Inc

7505 Metro Blvd Suite 510 Edina MN 55439

13F HOLDINGS REPORT 028-21679 N Susan M. Stiles 952-988-0452 /s/ Susan M. Stiles Edina MN 07-26-2022 0 173 166288 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1524 11780 SH SOLE 1524 0 0 ABBOTT LABS COM 002824100 2026 18645 SH SOLE 2026 0 0 ABBVIE INC COM 00287Y109 935 6105 SH SOLE 935 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2131 7674 SH SOLE 2131 0 0 ACTIVISION BLIZZARD INC COM 00507V109 1189 15269 SH SOLE 1189 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 1101 3007 SH SOLE 1101 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2304 30124 SH SOLE 2304 0 0 ALBEMARLE CORP COM 012653101 434 2075 SH SOLE 434 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 573 5037 SH SOLE 573 0 0 ALPHABET INC CAP STK CL A 02079K305 3221 1478 SH SOLE 3221 0 0 ALPHABET INC CAP STK CL C 02079K107 2261 1034 SH SOLE 2261 0 0 AMAZON COM INC COM 023135106 4038 38015 SH SOLE 4038 0 0 AMERICAN ELEC PWR CO INC COM 025537101 222 2309 SH SOLE 222 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1978 7740 SH SOLE 1978 0 0 ANALOG DEVICES INC COM 032654105 385 2632 SH SOLE 385 0 0 APPLE INC COM 037833100 10266 75087 SH SOLE 10266 0 0 ARES CAPITAL CORP COM 04010L103 373 20792 SH SOLE 373 0 0 ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 106 20500 SH SOLE 106 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 761 3621 SH SOLE 761 0 0 AUTOZONE INC COM 053332102 387 180 SH SOLE 387 0 0 BCE INC COM NEW 05534B760 216 4392 SH SOLE 216 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3840 14066 SH SOLE 3840 0 0 BK OF AMERICA CORP COM 060505104 282 9048 SH SOLE 282 0 0 BLOCK INC CL A 852234103 322 5234 SH SOLE 322 0 0 BOSTON SCIENTIFIC CORP COM 101137107 337 9035 SH SOLE 337 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 407 5282 SH SOLE 407 0 0 BROADCOM INC COM 11135F101 239 492 SH SOLE 239 0 0 CATERPILLAR INC COM 149123101 665 3719 SH SOLE 665 0 0 CHEVRON CORP NEW COM 166764100 797 5507 SH SOLE 797 0 0 CHIMERA INVT CORP COM NEW 16934Q208 123 13930 SH SOLE 123 0 0 CHURCH & DWIGHT CO INC COM 171340102 287 3096 SH SOLE 287 0 0 CISCO SYS INC COM 17275R102 926 21726 SH SOLE 926 0 0 CLOROX CO DEL COM 189054109 321 2275 SH SOLE 321 0 0 CME GROUP INC COM 12572Q105 1474 7198 SH SOLE 1474 0 0 CMS ENERGY CORP COM 125896100 205 3042 SH SOLE 205 0 0 COCA COLA CO COM 191216100 1589 25263 SH SOLE 1589 0 0 CONAGRA BRANDS INC COM 205887102 284 8285 SH SOLE 284 0 0 CONOCOPHILLIPS COM 20825C104 470 5233 SH SOLE 470 0 0 CONSOLIDATED EDISON INC COM 209115104 217 2282 SH SOLE 217 0 0 CORNING INC COM 219350105 1352 42911 SH SOLE 1352 0 0 COSTCO WHSL CORP NEW COM 22160K105 3782 7891 SH SOLE 3782 0 0 CUMMINS INC COM 231021106 468 2416 SH SOLE 468 0 0 DEERE & CO COM 244199105 726 2425 SH SOLE 726 0 0 DEVON ENERGY CORP NEW COM 25179M103 209 3797 SH SOLE 209 0 0 DIGITAL RLTY TR INC COM 253868103 266 2046 SH SOLE 266 0 0 DISNEY WALT CO COM 254687106 818 8664 SH SOLE 818 0 0 DOMINION ENERGY INC COM 25746U109 369 4626 SH SOLE 369 0 0 DONALDSON INC COM 257651109 214 4443 SH SOLE 214 0 0 DOUBLELINE INCOME SOLUTIONS COM 258622109 227 18721 SH SOLE 227 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1151 10735 SH SOLE 1151 0 0 ECOLAB INC COM 278865100 1206 7846 SH SOLE 1206 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 555 5840 SH SOLE 555 0 0 ELEVANCE HEALTH INC COM 036752103 588 1219 SH SOLE 588 0 0 ENPHASE ENERGY INC COM 29355A107 1217 6235 SH SOLE 1217 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 204 8362 SH SOLE 204 0 0 EQUINIX INC COM 29444U700 313 477 SH SOLE 313 0 0 ETSY INC COM 29786A106 400 5468 SH SOLE 400 0 0 EXELON CORP COM 30161N101 205 4523 SH SOLE 205 0 0 EXXON MOBIL CORP COM 30231G102 225 2632 SH SOLE 225 0 0 FACTSET RESH SYS INC COM 303075105 2824 7343 SH SOLE 2824 0 0 FASTENAL CO COM 311900104 1532 30691 SH SOLE 1532 0 0 FIVE9 INC COM 338307101 218 2390 SH SOLE 218 0 0 GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 50 13939 SH SOLE 50 0 0 GENERAL MLS INC COM 370334104 999 13242 SH SOLE 999 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 735 13373 SH SOLE 735 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 578 22308 SH SOLE 578 0 0 HENRY JACK & ASSOC INC COM 426281101 696 3867 SH SOLE 696 0 0 HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 102 13575 SH SOLE 102 0 0 HOME DEPOT INC COM 437076102 1966 7169 SH SOLE 1966 0 0 HONEYWELL INTL INC COM 438516106 303 1742 SH SOLE 303 0 0 HORMEL FOODS CORP COM 440452100 876 18500 SH SOLE 876 0 0 INTEL CORP COM 458140100 519 13874 SH SOLE 519 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 247 1748 SH SOLE 247 0 0 INTUIT COM 461202103 1540 3995 SH SOLE 1540 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1064 5301 SH SOLE 1064 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 698 33315 SH SOLE 698 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 472 22295 SH SOLE 472 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 507 24460 SH SOLE 507 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1504 5365 SH SOLE 1504 0 0 ISHARES TR CORE S&P SCP ETF 464287804 327 3544 SH SOLE 327 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 212 3505 SH SOLE 212 0 0 ISHARES TR SELECT DIVID ETF 464287168 1246 10586 SH SOLE 1246 0 0 ISHARES TR TIPS BD ETF 464287176 1213 10646 SH SOLE 1213 0 0 ISHARES TR RUS MD CP GR ETF 464287481 227 2865 SH SOLE 227 0 0 JD.COM INC SPON ADR CL A 47215P106 235 3652 SH SOLE 235 0 0 JOHNSON & JOHNSON COM 478160104 3106 17495 SH SOLE 3106 0 0 JPMORGAN CHASE & CO COM 46625H100 562 4995 SH SOLE 562 0 0 JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105 161 26560 SH SOLE 161 0 0 KLA CORP COM NEW 482480100 365 1145 SH SOLE 365 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 399 1652 SH SOLE 399 0 0 LILLY ELI & CO COM 532457108 1558 4805 SH SOLE 1558 0 0 LINDE PLC SHS G5494J103 241 839 SH SOLE 241 0 0 LIVENT CORP COM 53814L108 1251 55132 SH SOLE 1251 0 0 LOCKHEED MARTIN CORP COM 539830109 295 687 SH SOLE 295 0 0 LOWES COS INC COM 548661107 499 2855 SH SOLE 499 0 0 LTC PPTYS INC COM 502175102 201 5224 SH SOLE 201 0 0 LULULEMON ATHLETICA INC COM 550021109 575 2111 SH SOLE 575 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 399 4567 SH SOLE 399 0 0 MARRIOTT INTL INC NEW CL A 571903202 442 3251 SH SOLE 442 0 0 MARSH & MCLENNAN COS INC COM 571748102 612 3940 SH SOLE 612 0 0 MASTERCARD INCORPORATED CL A 57636Q104 862 2731 SH SOLE 862 0 0 MCCORMICK & CO INC COM NON VTG 579780206 414 4977 SH SOLE 414 0 0 MCDONALDS CORP COM 580135101 1125 4558 SH SOLE 1125 0 0 MEDIFAST INC COM 58470H101 823 4560 SH SOLE 823 0 0 MEDTRONIC PLC SHS G5960L103 1346 15001 SH SOLE 1346 0 0 MERCK & CO INC COM 58933Y105 769 8436 SH SOLE 769 0 0 META PLATFORMS INC CL A 30303M102 450 2790 SH SOLE 450 0 0 MFA FINL INC COM 55272X607 108 10010 SH SOLE 108 0 0 MICRON TECHNOLOGY INC COM 595112103 616 11149 SH SOLE 616 0 0 MICROSOFT CORP COM 594918104 3228 12567 SH SOLE 3228 0 0 MICROVISION INC DEL COM NEW 594960304 88 23000 SH SOLE 88 0 0 MORGAN STANLEY COM NEW 617446448 228 2996 SH SOLE 228 0 0 NEOGENOMICS INC COM NEW 64049M209 104 12814 SH SOLE 104 0 0 NETFLIX INC COM 64110L106 200 1146 SH SOLE 200 0 0 NEXTERA ENERGY INC COM 65339F101 2244 28964 SH SOLE 2244 0 0 NIKE INC CL B 654106103 1526 14934 SH SOLE 1526 0 0 NORTHROP GRUMMAN CORP COM 666807102 314 656 SH SOLE 314 0 0 NOVARTIS AG SPONSORED ADR 66987V109 227 2681 SH SOLE 227 0 0 NOVO-NORDISK A S ADR 670100205 2203 19772 SH SOLE 2203 0 0 NVIDIA CORPORATION COM 67066G104 3603 23766 SH SOLE 3603 0 0 OMNICELL COM COM 68213N109 610 5360 SH SOLE 610 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 313 495 SH SOLE 313 0 0 PEPSICO INC COM 713448108 470 2823 SH SOLE 470 0 0 PFIZER INC COM 717081103 2261 43120 SH SOLE 2261 0 0 PHILLIPS 66 COM 718546104 240 2933 SH SOLE 240 0 0 PROCTER AND GAMBLE CO COM 742718109 3142 21853 SH SOLE 3142 0 0 PUBLIC STORAGE COM 74460D109 1057 3380 SH SOLE 1057 0 0 QUALCOMM INC COM 747525103 1059 8293 SH SOLE 1059 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2494 25954 SH SOLE 2494 0 0 REALTY INCOME CORP COM 756109104 344 5047 SH SOLE 344 0 0 ROCKWELL AUTOMATION INC COM 773903109 482 2418 SH SOLE 482 0 0 ROKU INC COM CL A 77543R102 386 4703 SH SOLE 386 0 0 ROYAL BK CDA COM 780087102 338 3491 SH SOLE 338 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 167 11930 SH SOLE 167 0 0 SALESFORCE INC COM 79466L302 634 3841 SH SOLE 634 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1131 15827 SH SOLE 1131 0 0 SERVICENOW INC COM 81762P102 442 930 SH SOLE 442 0 0 SHERWIN WILLIAMS CO COM 824348106 650 2903 SH SOLE 650 0 0 SIMON PPTY GROUP INC NEW COM 828806109 226 2385 SH SOLE 226 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 208 2250 SH SOLE 208 0 0 SNAP ON INC COM 833034101 510 2589 SH SOLE 510 0 0 SNOWFLAKE INC CL A 833445109 318 2287 SH SOLE 318 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 1073 13122 SH SOLE 1073 0 0 SOUTHERN CO COM 842587107 281 3937 SH SOLE 281 0 0 STARBUCKS CORP COM 855244109 615 8047 SH SOLE 615 0 0 STRYKER CORPORATION COM 863667101 543 2730 SH SOLE 543 0 0 SYNOPSYS INC COM 871607107 1150 3788 SH SOLE 1150 0 0 SYSCO CORP COM 871829107 460 5430 SH SOLE 460 0 0 TARGET CORP COM 87612E106 2611 18491 SH SOLE 2611 0 0 TENNANT CO COM 880345103 212 3584 SH SOLE 212 0 0 TESLA INC COM 88160R101 1657 2460 SH SOLE 1657 0 0 TEXAS INSTRS INC COM 882508104 1486 9673 SH SOLE 1486 0 0 TEXTRON INC COM 883203101 231 3780 SH SOLE 231 0 0 THE TRADE DESK INC COM CL A 88339J105 402 9585 SH SOLE 402 0 0 TJX COS INC NEW COM 872540109 1083 19397 SH SOLE 1083 0 0 TRAVELERS COMPANIES INC COM 89417E109 490 2900 SH SOLE 490 0 0 TWILIO INC CL A 90138F102 551 6569 SH SOLE 551 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1028 5632 SH SOLE 1028 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 283 1203 SH SOLE 283 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5740 11174 SH SOLE 5740 0 0 US BANCORP DEL COM NEW 902973304 2290 49769 SH SOLE 2290 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 217 8024 SH SOLE 217 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 331 954 SH SOLE 331 0 0 VEEVA SYS INC CL A COM 922475108 241 1219 SH SOLE 241 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 869 17127 SH SOLE 869 0 0 VICI PPTYS INC COM 925652109 273 9173 SH SOLE 273 0 0 VISA INC COM CL A 92826C839 2733 13881 SH SOLE 2733 0 0 VMWARE INC CL A COM 928563402 552 4839 SH SOLE 552 0 0 WASTE MGMT INC DEL COM 94106L109 1049 6859 SH SOLE 1049 0 0 WATERS CORP COM 941848103 461 1393 SH SOLE 461 0 0 WELLS FARGO CO NEW COM 949746101 343 8745 SH SOLE 343 0 0 WELLTOWER INC COM 95040Q104 626 7601 SH SOLE 626 0 0 XCEL ENERGY INC COM 98389B100 3180 44941 SH SOLE 3180 0 0