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Frisch Financial Group, Inc.

13F
Frisch Financial Group, Inc.
Last update 2025-05-14 128 Stocks (8 new)
Value $356.00 Mil Turnover 15 %
Countries:
Frisch Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
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
+14.29%
+6.18%
73,004.5
 
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
+18.83%
+9.93%
1,226.0
 
VTV
Vanguard Value ETF
114,164
19,720.0
+2.94%
5.530
+0.16%
0.010
+10.76%
+6.49%
132,298.5
 
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
+4.24%
+4.91%
1,560.3
 
AAPL
Apple Inc
73,423
16,310.0
-12.22%
4.580
-0.77%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
JPST
JPMorgan Ultra-Short Income ETF
297,518
15,060.0
-13.15%
4.220
-0.69%
0.050
+1.43%
+2.62%
31,782.1
 
VO
Vanguard Mid-Cap ETF
56,444
14,600.0
-0.49%
4.100
-0.02%
0.020
+16.29%
+7.74%
79,383.2
 
GOOGL
Alphabet Inc
86,244
13,340.0
+1.92%
3.740
+0.07%
0.000
+14.81%
-4.59%
2,192,674.9
Interactive Media
XLF
Financial Select Sector SPDR
262,127
13,060.0
-1.51%
3.660
-0.06%
0.030
+12.15%
+8.69%
49,640.7
 
BRK.B
Berkshire Hathaway Inc
22,769
12,130.0
-26.06%
3.400
-1.10%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance

Frisch Financial Group, Inc.'s Historical Top Holdings Breakdowns

Frisch Financial Group, Inc.'s Top Stock Picks View Full List
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
$20.83
1.51%
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
$184.42
3.71%
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
$31.21
-1.01%
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
$17.88
0.73%
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
$98.47
6.90%
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
$37.51
40.91%
Sold Out
0
-179,598
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-1.10%
442.66 ($486.15) 534.52
$475.86
-2.12%
Reduce -26.06%
22,769
-8,023
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.77%
209.68 ($231.67) 247.1
$211.16
-8.85%
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
$50.54
0.06%
Reduce -13.15%
297,518
-45,043
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.59%
225.19 ($254.94) 279.95
$286.86
12.52%
Reduce -17.06%
39,357
-8,098

Frisch Financial Group, Inc. Total Holding History ($B)

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Frisch Financial Group, Inc.'s Asset Allocation

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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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