0001388443-22-000003.txt : 20220810 0001388443-22-000003.hdr.sgml : 20220810 20220810124411 ACCESSION NUMBER: 0001388443-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Palisades Hudson Asset Management, L.P. CENTRAL INDEX KEY: 0001388443 IRS NUMBER: 760773849 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12109 FILM NUMBER: 221151099 BUSINESS ADDRESS: STREET 1: 200 SW FIRST AVENUE STREET 2: SUITE 1250 CITY: FORT LAUDERDALE STATE: FL ZIP: 33301 BUSINESS PHONE: 954-524-5552 MAIL ADDRESS: STREET 1: 200 SW FIRST AVENUE STREET 2: SUITE 1250 CITY: FORT LAUDERDALE STATE: FL ZIP: 33301 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001388443 XXXXXXXX 06-30-2022 06-30-2022 Palisades Hudson Asset Management, L.P.
200 SW FIRST AVENUE SUITE 1250 FORT LAUDERDALE FL 33301
13F HOLDINGS REPORT 028-12109 N
Kirstie Ward Chief Compliance Officer 954-524-5552 Kirstie Ward Fort Lauderdale FL 08-10-2022 2 159 178147 false 1 0001364615 Aperio Group, LLC 2 0001767306 Vanguard Personalized Indexing Management, LLC
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SH OTR 1 0 0 1303 Amgen Inc Com 031162100 2 9 SH OTR 2 0 0 9 Amgen Inc Com 031162100 15 60 SH SOLE 0 60 0 0 Apple Inc Com 037833100 3590 26256 SH OTR 1 0 0 26256 Apple Inc Com 037833100 33 239 SH OTR 2 0 0 239 Apple Inc Com 037833100 365 2672 SH SOLE 0 2672 0 0 AT&T Inc Com 00206R102 156 7431 SH OTR 1 0 0 7431 AT&T Inc Com 00206R102 2 107 SH OTR 2 0 0 107 AT&T Inc Com 00206R102 53 2540 SH SOLE 0 2540 0 0 Autozone Inc Com 053332102 215 100 SH OTR 1 0 0 100 Bk of America Corp Com 060505104 286 9183 SH OTR 1 0 0 9183 Bk of America Corp Com 060505104 5 149 SH OTR 2 0 0 149 Boeing Co Com 097023105 274 2005 SH OTR 1 0 0 2005 Boeing Co Com 097023105 2 12 SH OTR 2 0 0 12 Bristol Myers Squibb Co Com 110122108 280 3638 SH OTR 1 0 0 3638 Bristol Myers Squibb Co Com 110122108 2 24 SH OTR 2 0 0 24 Bristol Myers Squibb Co Com 110122108 15 198 SH SOLE 0 198 0 0 Brown Forman Corp Cl B 115637209 253 3610 SH OTR 1 0 0 3610 C H Robinson Worldwide Inc Com New 12541W209 441 4353 SH OTR 1 0 0 4353 Charter 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Corp Com 580135101 3 13 SH OTR 2 0 0 13 McDonalds Corp Com 580135101 283 1148 SH SOLE 0 1148 0 0 Microsoft Corp Com 594918104 1849 7198 SH OTR 1 0 0 7198 Microsoft Corp Com 594918104 28 109 SH OTR 2 0 0 109 Microsoft Corp Com 594918104 794 3090 SH SOLE 0 3090 0 0 Moodys Corp Com 615369105 342 1258 SH OTR 1 0 0 1258 Motorola Solutions Inc Com New 620076307 242 1155 SH OTR 1 0 0 1155 Nike Inc Cl B 654106103 303 2966 SH OTR 1 0 0 2966 Nike Inc Cl B 654106103 4 40 SH OTR 2 0 0 40 Northrop Grumman Corp Com 666807102 348 728 SH OTR 1 0 0 728 Northrop Grumman Corp Com 666807102 1 2 SH OTR 2 0 0 2 Nvidia Corp Com 67066G104 608 4008 SH OTR 1 0 0 4008 NUSHARES ETF TR Nuveen ESG SMLCP 67092P607 253 7719 SH SOLE 0 7719 0 0 Oracle Corp Com 68389X105 288 4125 SH OTR 1 0 0 4125 Oracle Corp Com 68389X105 1 15 SH OTR 2 0 0 15 PayPal Hldgs Inc Com 70450Y103 229 3279 SH OTR 1 0 0 3279 Pfizer Inc Com 717081103 545 10403 SH OTR 1 0 0 10403 Pfizer Inc Com 717081103 3 57 SH OTR 2 0 0 57 Pfizer Inc Com 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