FF
| |
Frisch Financial Group, Inc.13F | |
| Frisch Financial Group, Inc. | |
| Last update 2025-05-14 | 128 Stocks (8 new) |
| Value $356.00 Mil | Turnover 15 % |
Frisch Financial Group, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 160,739 | 27,850.0 | +50.60% | 7.810 | +2.62% | 0.040 | +16.88% | +6.96% | 73,542.9 | ||
QQQE |
Direxion Nasdaq-100 Equal Weighted Index Shares
Direxion Nasdaq-100 Equal Weighted Index Shares
| 240,535 | 20,970.0 | +38.24% | 5.880 | +1.63% | 1.740 | +21.17% | +10.48% | 1,232.1 | ||
VTV | Vanguard Value ETF | 114,164 | 19,720.0 | +2.94% | 5.530 | +0.16% | 0.010 | +13.03% | +7.17% | 133,144.6 | ||
IBDW |
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
| 791,867 | 16,430.0 | New Holding | 4.610 | +4.61% | 1.110 | +3.97% | +5.16% | 1,564.0 | ||
AAPL | Apple Inc | 73,423 | 16,310.0 | -12.22% | 4.580 | -0.77% | 0.000 | +11.71% | -14.96% | 3,172,937.0 | Hardware | |
JPST | JPMorgan Ultra-Short Income ETF | 297,518 | 15,060.0 | -13.15% | 4.220 | -0.69% | 0.050 | +1.45% | +2.58% | 31,769.5 | ||
VO | Vanguard Mid-Cap ETF | 56,444 | 14,600.0 | -0.49% | 4.100 | -0.02% | 0.020 | +19.03% | +8.46% | 79,911.9 | ||
GOOGL | Alphabet Inc | 86,244 | 13,340.0 | +1.92% | 3.740 | +0.07% | 0.000 | +16.37% | -5.95% | 2,161,084.0 | Interactive Media | |
XLF | Financial Select Sector SPDR | 262,127 | 13,060.0 | -1.51% | 3.660 | -0.06% | 0.030 | +15.21% | +9.83% | 50,164.1 | ||
BRK.B | Berkshire Hathaway Inc | 22,769 | 12,130.0 | -26.06% | 3.400 | -1.10% | 0.000 | -7.28% | +5.51% | 1,032,446.5 | Insurance |
Frisch Financial Group, Inc.'s Historical Top Holdings Breakdowns
Frisch Financial Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBDW |
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
| 2025-03-31 | New Buy New Buy | +4.61% | 20.1 ($20.52) 20.8 | $20.88 | 1.75% | New holding | 791,867 | 791,867 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +2.62% | 169.43 ($177.82) 182.84 | $185.78 | 4.48% | Add 50.6% | 160,739 | 54,008 | |
PFF | iShares U.S. Preferred Stock | 2025-03-31 | New Buy New Buy | +2.45% | 30.73 ($31.53) 32.26 | $31.36 | -0.54% | New holding | 284,554 | 284,554 | |
FPE |
First Trust Preferred Securities and Income ETF
First Trust Preferred Securities and Income ETF
| 2025-03-31 | New Buy New Buy | +2.42% | 17.53 ($17.75) 17.87 | $17.91 | 0.90% | New holding | 489,917 | 489,917 | |
QQQE |
Direxion Nasdaq-100 Equal Weighted Index Shares
Direxion Nasdaq-100 Equal Weighted Index Shares
| 2025-03-31 | Add Add | +1.63% | 86.24 ($92.11) 97.98 | $98.96 | 7.44% | Add 38.24% | 240,535 | 66,538 | |
URA | Global X Uranium ETF | 2025-03-31 | Sold Out Sold Out | -1.49% | 22.92 ($26.62) 30.98 | $37.03 | 39.11% | Sold Out | 0 | -179,598 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -1.10% | 442.66 ($486.15) 534.52 | $478.27 | -1.62% | Reduce -26.06% | 22,769 | -8,023 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.77% | 209.68 ($231.67) 247.1 | $212.44 | -8.30% | Reduce -12.22% | 73,423 | -10,218 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Reduce Reduce | -0.69% | 50.39 ($50.51) 50.66 | $50.52 | 0.02% | Reduce -13.15% | 297,518 | -45,043 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.59% | 225.19 ($254.94) 279.95 | $288.19 | 13.04% | Reduce -17.06% | 39,357 | -8,098 |
Frisch Financial Group, Inc. Total Holding History ($B)
Frisch Financial Group, Inc.'s Asset Allocation
Frisch Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Frisch Financial Group, Inc.'s Hypothetical Growth since 2025-03-31
Frisch Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Frisch Financial Group, Inc.'s Holdings Heat Map
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Frisch Financial Group, Inc.'s Holdings Bubble Chart
Frisch Financial Group, Inc. News
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