Palisades Hudson Asset Management, L.P.

RIA/Wealth

Palisades Hudson Asset Management, L.P. is a RIA/Wealth based in Fort Lauderdale, FL led by Eric Anthony Meermann, reporting $1.7B in AUM as of Q3 2025 with 83% ETF concentration and 61% concentrated in top 10 holdings.

PresidentEric Anthony Meermann

Portfolio Value: $263.8M
Positions: 101
Top Holding: IJS at 12.79%
Last Reported: Q3 2025

Address200 Sw First Avenue, Suite 800, Fort Lauderdale, FL, 33301, United States

Top Holdings

Largest long holdings in Palisades Hudson Asset Management, L.P.'s portfolio (60.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares S&P Small-Cap 600 Value IJS	ETF ETF	$33.7M	12.79%	+$458.5K Bought	— 305.0K shares	≤ Q2 2013 Held for 12y 5m+
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$19.9M	7.54%	+$231.8K Bought	— 29.8K shares	≤ Q2 2013 Held for 12y 5m+
3 iShares Core S&P 500 ETF IVV	ETF ETF	$19.5M	7.38%	-$222.2K Sold	— 29.1K shares	≤ Q2 2013 Held for 12y 5m+
4 Vanguard Total Stock Market VTI	ETF ETF	$19.2M	7.28%	+$328.2 Bought	— 58.5K shares	Q4 2016 Held for 8y 11m
5 iShares S&P Small-Cap 600 Growth ETF IJT	ETF ETF	$14.9M	5.65%	+$45.3K Bought	— 105.4K shares	Q1 2016 Held for 9y 8m
6 IEUR iShares Core MSCI Europe IEUR	ETF ETF	$12.6M	4.78%	-$206.5K Sold	— 185.0K shares	Q3 2015 Held for 10y 2m
7 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$11.8M	4.47%	+$23.2K Bought	— 99.1K shares	≤ Q2 2013 Held for 12y 5m+
8 iShares MSCI All Country Asia ex Japan AAXJ	ETF ETF	$9.9M	3.76%	-$80.5K Sold	— 108.7K shares	≤ Q2 2013 Held for 12y 5m+
9 JPMorgan BetaBuilders Japan BBJP	ETF ETF	$9.6M	3.63%	-$96.8K Sold	— 144.4K shares	Q3 2018 Held for 7y 2m
10 iShares MSCI Japan EWJ	ETF ETF	$9.5M	3.60%	-$63.3K Sold	— 118.2K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Palisades Hudson Asset Management, L.P.'s latest filing

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Market Value

$263.8M

Prior: $245.1M

Q/Q Change

+7.63%

+$18.7M

Net Flows % of MV

-0.121%

Turnover Ratio

1.1%

New Purchases

2 stocks

$207.1K

Added To

31 stocks

+$2.4M

Sold Out Of

6 stocks

$1.2M

Reduced Holdings

22 stocks

-$1.8M

Increased Positions

Position	Shares Δ	Change
1 KLA Corporation KLAC	New	0 → 192.0 +$207.1K
2 Tortoise North American Pipeline TPYP	New	0 → - +-
3 Tesla, Inc. TSLA	+38.48%	1.4K → 2.0K +$242.8K
4 Broadcom Inc. AVGO	+28.88%	1.2K → 1.5K +$110.5K
5 Vanguard ESG U.S. Stock ESGV	+8.84%	33.5K → 36.5K +$351.1K

Decreased Positions

Position	Shares Δ	Change
1 Juniper Networks JNPR	Sold	8.3K → 0 −$305.9K
2 iShares Short Treasury Bond SHV	Sold	2.3K → 0 −$251.3K
3 Alerian MLP AMLP	Sold	4.5K → 0 −$219.9K
4 Starbucks SBUX	Sold	2.3K → 0 −$215.1K
5 Charter Communications, Inc. CHTR	Sold	492.0 → 0 −$201.1K