Stiles Financial Services Inc.
Stiles Financial Services, Inc. is an SEC Registered Investment Adviser headquartered in Edina, Minnesota, United States. The firm provides financial advisory and investment management services primarily for individuals and high net worth individuals. As of May 2025, it manages approximately $439.3 million in assets, with a team of around 9-10 employees. Stiles Financial focuses on helping clients achieve long-term financial goals through tailored investment strategies.
Investment Strategy
Stiles Financial Services, Inc. uses a discretionary investment management approach, focusing predominantly on equity securities among large-cap technology and consumer companies such as NVIDIA, Apple, Amazon, and Microsoft. The firm’s strategy emphasizes portfolio diversification across leading growth sectors while maintaining a disciplined rebalancing and risk management process. Stiles Financial serves individual investors, with the majority of assets managed for high net worth clients, and does not manage assets for institutional or pooled investment vehicles. Its advisory model is highly client-centric, offering customized portfolio solutions based on the client's risk tolerance, financial objectives, and market conditions.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.38% | $24.3M | 153,565 | $31.67 | $157.99 | +$7.8M |
A AAPL | APPLE INC | 3.11% | $9.0M | 43,875 | $177.59 | $205.17 | -$733.9K |
A AMZN | AMAZON COM INC | 3.00% | $8.7M | 39,652 | $163.52 | $219.39 | +$1.3M |
M MSFT | MICROSOFT CORP | 2.98% | $8.6M | 17,337 | $349.21 | $497.41 | +$2.4M |
C COST | COSTCO WHSL CORP NEW | 2.93% | $8.5M | 8,543 | $571.77 | $989.94 | +$532.0K |