0001904832-22-000004.txt : 20221102
0001904832-22-000004.hdr.sgml : 20221102
20221102164657
ACCESSION NUMBER: 0001904832-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221102
DATE AS OF CHANGE: 20221102
EFFECTIVENESS DATE: 20221102
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: 221354844
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
09-30-2022
09-30-2022
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
11-02-2022
0
168
164624
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
492
4452
SH
SOLE
492
0
0
ABBOTT LABS
COM
002824100
1953
20184
SH
SOLE
1953
0
0
ABBVIE INC
COM
00287Y109
1236
9207
SH
SOLE
1236
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2132
8286
SH
SOLE
2132
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
1165
15669
SH
SOLE
1165
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
927
3370
SH
SOLE
927
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
1980
31253
SH
SOLE
1980
0
0
ALBEMARLE CORP
COM
012653101
640
2421
SH
SOLE
640
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
385
4817
SH
SOLE
385
0
0
ALPHABET INC
CAP STK CL A
02079K305
4925
51385
SH
SOLE
4925
0
0
AMAZON COM INC
COM
023135106
4446
39345
SH
SOLE
4446
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
201
2326
SH
SOLE
201
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
1753
8163
SH
SOLE
1753
0
0
ANALOG DEVICES INC
COM
032654105
368
2642
SH
SOLE
368
0
0
APPLE INC
COM
037833100
10147
73420
SH
SOLE
10147
0
0
ARES CAPITAL CORP
COM
04010L103
358
21235
SH
SOLE
358
0
0
ASE TECHNOLOGY HLDG CO LTD
SPONSORED ADS
00215W100
92
18512
SH
SOLE
92
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
811
3586
SH
SOLE
811
0
0
AUTOZONE INC
COM
053332102
471
220
SH
SOLE
471
0
0
BCE INC
COM NEW
05534B760
203
4846
SH
SOLE
203
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3796
14215
SH
SOLE
3796
0
0
BK OF AMERICA CORP
COM
060505104
260
8601
SH
SOLE
260
0
0
BLOCK INC
CL A
852234103
288
5234
SH
SOLE
288
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
350
9035
SH
SOLE
350
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
367
5161
SH
SOLE
367
0
0
BROADCOM INC
COM
11135F101
220
495
SH
SOLE
220
0
0
CATERPILLAR INC
COM
149123101
601
3665
SH
SOLE
601
0
0
CHEVRON CORP NEW
COM
166764100
687
4782
SH
SOLE
687
0
0
CHIMERA INVT CORP
COM NEW
16934Q208
71
13643
SH
SOLE
71
0
0
CHURCH &DWIGHT CO INC
COM
171340102
222
3105
SH
SOLE
222
0
0
CISCO SYS INC
COM
17275R102
1023
25572
SH
SOLE
1023
0
0
CLOROX CO DEL
COM
189054109
311
2422
SH
SOLE
311
0
0
CME GROUP INC
COM
12572Q105
1451
8192
SH
SOLE
1451
0
0
COCA COLA CO
COM
191216100
1414
25243
SH
SOLE
1414
0
0
CONAGRA BRANDS INC
COM
205887102
272
8322
SH
SOLE
272
0
0
CONOCOPHILLIPS
COM
20825C104
491
4798
SH
SOLE
491
0
0
COPART INC
COM
217204106
227
2130
SH
SOLE
227
0
0
CORNING INC
COM
219350105
1238
42649
SH
SOLE
1238
0
0
COSTCO WHSL CORP NEW
COM
22160K105
3919
8298
SH
SOLE
3919
0
0
CUMMINS INC
COM
231021106
564
2774
SH
SOLE
564
0
0
CVS HEALTH CORP
COM
126650100
334
3497
SH
SOLE
334
0
0
DEERE &CO
COM
244199105
739
2212
SH
SOLE
739
0
0
DEVON ENERGY CORP NEW
COM
25179M103
251
4170
SH
SOLE
251
0
0
DIGITAL RLTY TR INC
COM
253868103
333
3361
SH
SOLE
333
0
0
DISNEY WALT CO
COM
254687106
818
8674
SH
SOLE
818
0
0
DOMINION ENERGY INC
COM
25746U109
322
4657
SH
SOLE
322
0
0
DONALDSON INC
COM
257651109
238
4860
SH
SOLE
238
0
0
DOUBLELINE INCOME SOLUTIONS
COM
258622109
130
12081
SH
SOLE
130
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1050
11289
SH
SOLE
1050
0
0
ECOLAB INC
COM
278865100
977
6764
SH
SOLE
977
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
526
6365
SH
SOLE
526
0
0
ELEVANCE HEALTH INC
COM
036752103
551
1212
SH
SOLE
551
0
0
ENPHASE ENERGY INC
COM
29355A107
1964
7077
SH
SOLE
1964
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
202
8480
SH
SOLE
202
0
0
EQUINIX INC
COM
29444U700
272
479
SH
SOLE
272
0
0
ETSY INC
COM
29786A106
553
5518
SH
SOLE
553
0
0
EXXON MOBIL CORP
COM
30231G102
231
2644
SH
SOLE
231
0
0
FACTSET RESH SYS INC
COM
303075105
2927
7315
SH
SOLE
2927
0
0
FASTENAL CO
COM
311900104
1382
30020
SH
SOLE
1382
0
0
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
294
6156
SH
SOLE
294
0
0
GENERAC HLDGS INC
COM
368736104
421
2364
SH
SOLE
421
0
0
GENERAL MLS INC
COM
370334104
1013
13228
SH
SOLE
1013
0
0
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
207
8857
SH
SOLE
207
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
763
13055
SH
SOLE
763
0
0
HEALTHPEAK PROPERTIES INC
COM
42250P103
516
22513
SH
SOLE
516
0
0
HENRY JACK &ASSOC INC
COM
426281101
752
4125
SH
SOLE
752
0
0
HIMAX TECHNOLOGIES INC
SPONSORED ADR
43289P106
74
15309
SH
SOLE
74
0
0
HOME DEPOT INC
COM
437076102
1960
7103
SH
SOLE
1960
0
0
HONEYWELL INTL INC
COM
438516106
311
1864
SH
SOLE
311
0
0
HORMEL FOODS CORP
COM
440452100
844
18567
SH
SOLE
844
0
0
INTEL CORP
COM
458140100
588
22812
SH
SOLE
588
0
0
INTUIT
COM
461202103
1551
4005
SH
SOLE
1551
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
984
5251
SH
SOLE
984
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
1930
92225
SH
SOLE
1930
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
1494
5590
SH
SOLE
1494
0
0
ISHARES TR
SELECT DIVID ETF
464287168
3167
43427
SH
SOLE
3167
0
0
JOHNSON &JOHNSON
COM
478160104
2896
17729
SH
SOLE
2896
0
0
JPMORGAN CHASE &CO
COM
46625H100
689
6594
SH
SOLE
689
0
0
JUMIA TECHNOLOGIES AG
SPONSORED ADS
48138M105
148
25558
SH
SOLE
148
0
0
KLA CORP
COM NEW
482480100
412
1361
SH
SOLE
412
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
365
1758
SH
SOLE
365
0
0
LILLY ELI &CO
COM
532457108
1589
4913
SH
SOLE
1589
0
0
LINDE PLC
SHS
G5494J103
227
840
SH
SOLE
227
0
0
LIVENT CORP
COM
53814L108
1620
52867
SH
SOLE
1620
0
0
LOCKHEED MARTIN CORP
COM
539830109
267
690
SH
SOLE
267
0
0
LOWES COS INC
COM
548661107
548
2917
SH
SOLE
548
0
0
LULULEMON ATHLETICA INC
COM
550021109
590
2111
SH
SOLE
590
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
334
4439
SH
SOLE
334
0
0
MARRIOTT INTL INC NEW
CL A
571903202
429
3061
SH
SOLE
429
0
0
MARSH &MCLENNAN COS INC
COM
571748102
559
3743
SH
SOLE
559
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
727
2556
SH
SOLE
727
0
0
MCCORMICK &CO INC
COM NON VTG
579780206
356
4997
SH
SOLE
356
0
0
MCDONALDS CORP
COM
580135101
1053
4563
SH
SOLE
1053
0
0
MEDIFAST INC
COM
58470H101
547
5052
SH
SOLE
547
0
0
MEDTRONIC PLC
SHS
G5960L103
1109
13735
SH
SOLE
1109
0
0
MERCK &CO INC
COM
58933Y105
835
9701
SH
SOLE
835
0
0
MFA FINL INC
COM
55272X607
81
10380
SH
SOLE
81
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
205
6912
SH
SOLE
205
0
0
MICRON TECHNOLOGY INC
COM
595112103
687
13711
SH
SOLE
687
0
0
MICROSOFT CORP
COM
594918104
3075
13204
SH
SOLE
3075
0
0
MICROVISION INC DEL
COM NEW
594960304
83
23000
SH
SOLE
83
0
0
MORGAN STANLEY
COM NEW
617446448
243
3079
SH
SOLE
243
0
0
NEOGEN CORP
COM
640491106
305
21819
SH
SOLE
305
0
0
NEOGENOMICS INC
COM NEW
64049M209
106
12254
SH
SOLE
106
0
0
NETFLIX INC
COM
64110L106
258
1095
SH
SOLE
258
0
0
NEXTERA ENERGY INC
COM
65339F101
2409
30729
SH
SOLE
2409
0
0
NIKE INC
CL B
654106103
1323
15917
SH
SOLE
1323
0
0
NORTHROP GRUMMAN CORP
COM
666807102
371
788
SH
SOLE
371
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
221
2911
SH
SOLE
221
0
0
NOVO-NORDISK A S
ADR
670100205
2036
20434
SH
SOLE
2036
0
0
NRG ENERGY INC
COM NEW
629377508
367
9595
SH
SOLE
367
0
0
NVIDIA CORPORATION
COM
67066G104
2906
23937
SH
SOLE
2906
0
0
OMNICELL COM
COM
68213N109
466
5360
SH
SOLE
466
0
0
OMNICOM GROUP INC
COM
681919106
806
12770
SH
SOLE
806
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
363
516
SH
SOLE
363
0
0
ORMAT TECHNOLOGIES INC
COM
686688102
201
2326
SH
SOLE
201
0
0
PACKAGING CORP AMER
COM
695156109
377
3360
SH
SOLE
377
0
0
PAYPAL HLDGS INC
COM
70450Y103
200
2328
SH
SOLE
200
0
0
PEPSICO INC
COM
713448108
470
2881
SH
SOLE
470
0
0
PFIZER INC
COM
717081103
1992
45513
SH
SOLE
1992
0
0
PHILLIPS 66
COM
718546104
235
2907
SH
SOLE
235
0
0
PROCTER AND GAMBLE CO
COM
742718109
2821
22345
SH
SOLE
2821
0
0
PUBLIC STORAGE
COM
74460D109
1022
3491
SH
SOLE
1022
0
0
QUALCOMM INC
COM
747525103
1447
12806
SH
SOLE
1447
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
2218
27095
SH
SOLE
2218
0
0
REALTY INCOME CORP
COM
756109104
296
5090
SH
SOLE
296
0
0
ROCKWELL AUTOMATION INC
COM
773903109
543
2525
SH
SOLE
543
0
0
ROKU INC
COM CL A
77543R102
249
4419
SH
SOLE
249
0
0
ROYAL BK CDA
COM
780087102
316
3514
SH
SOLE
316
0
0
SABRA HEALTH CARE REIT INC
COM
78573L106
160
12163
SH
SOLE
160
0
0
SALESFORCE INC
COM
79466L302
547
3806
SH
SOLE
547
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
508
10303
SH
SOLE
508
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
861
16174
SH
SOLE
861
0
0
SERVICENOW INC
COM
81762P102
370
980
SH
SOLE
370
0
0
SHERWIN WILLIAMS CO
COM
824348106
690
3372
SH
SOLE
690
0
0
SNAP ON INC
COM
833034101
524
2604
SH
SOLE
524
0
0
SNOWFLAKE INC
CL A
833445109
375
2207
SH
SOLE
375
0
0
SONY GROUP CORPORATION
SPONSORED ADR
835699307
1116
17422
SH
SOLE
1116
0
0
SOUTHERN CO
COM
842587107
277
4068
SH
SOLE
277
0
0
STARBUCKS CORP
COM
855244109
695
8251
SH
SOLE
695
0
0
STRYKER CORPORATION
COM
863667101
574
2836
SH
SOLE
574
0
0
SYNOPSYS INC
COM
871607107
1252
4099
SH
SOLE
1252
0
0
SYSCO CORP
COM
871829107
367
5183
SH
SOLE
367
0
0
TARGET CORP
COM
87612E106
2989
20143
SH
SOLE
2989
0
0
TENNANT CO
COM
880345103
203
3595
SH
SOLE
203
0
0
TESLA INC
COM
88160R101
1724
6499
SH
SOLE
1724
0
0
TEXAS INSTRS INC
COM
882508104
1917
12387
SH
SOLE
1917
0
0
TEXTRON INC
COM
883203101
220
3781
SH
SOLE
220
0
0
THE TRADE DESK INC
COM CL A
88339J105
571
9560
SH
SOLE
571
0
0
TJX COS INC NEW
COM
872540109
1400
22541
SH
SOLE
1400
0
0
TRAVELERS COMPANIES INC
COM
89417E109
413
2693
SH
SOLE
413
0
0
TWILIO INC
CL A
90138F102
434
6284
SH
SOLE
434
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
952
5896
SH
SOLE
952
0
0
UNITED THERAPEUTICS CORP DEL
COM
91307C102
289
1378
SH
SOLE
289
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
5765
11416
SH
SOLE
5765
0
0
US BANCORP DEL
COM NEW
902973304
2050
50848
SH
SOLE
2050
0
0
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
406
8483
SH
SOLE
406
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
396
1482
SH
SOLE
396
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
273
4313
SH
SOLE
273
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
650
17107
SH
SOLE
650
0
0
VICI PPTYS INC
COM
925652109
277
9282
SH
SOLE
277
0
0
VISA INC
COM CL A
92826C839
2601
14639
SH
SOLE
2601
0
0
VMWARE INC
CL A COM
928563402
515
4839
SH
SOLE
515
0
0
WASTE MGMT INC DEL
COM
94106L109
1098
6854
SH
SOLE
1098
0
0
WATERS CORP
COM
941848103
384
1423
SH
SOLE
384
0
0
WELLTOWER INC
COM
95040Q104
502
7802
SH
SOLE
502
0
0
XCEL ENERGY INC
COM
98389B100
2863
44737
SH
SOLE
2863
0
0
ZOETIS INC
CL A
98978V103
292
1972
SH
SOLE
292
0
0