PA

Prism Advisors, Inc.

13F
Prism Advisors, Inc.
Last update 2025-05-01 62 Stocks (3 new)
Value $325.00 Mil Turnover 10 %
Countries:
Top Holdings: IHDG(7.42%)XCEM(7.21%)VTV(6.75%)QSY(6.40%)DFIV(6.38%)
Summary Stock Picks Current Portfolio
Prism Advisors, 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
IHDG 		WisdomTree International Hedged Quality Dividend Growth Fund
555,479
24,107.8
-1.79%
7.420
-0.13%
0.960
-2.90%
+4.41%
2,605.1
 
XCEM 		Columbia EM Core ex-China ETF
793,639
23,440.1
+2.27%
7.210
+0.16%
-
+4.34%
+8.29%
1,045.0
 
VTV 		Vanguard Value ETF
126,960
21,931.1
+240.58%
6.750
+4.77%
0.020
-2.42%
+2.82%
134,356.5
 
QSY 		WISDOMTREE U.S. VALUE FUND
253,273
20,811.4
-5.38%
6.400
-0.36%
-
-1.12%
+2.30%
0
 
DFIV 		Dimensional International Value ETF
526,952
20,740.8
-2.15%
6.380
-0.12%
0.190
+9.38%
+18.91%
11,531.4
 
RWK 		Invesco S&P MidCap 400 Revenue ETF
183,263
19,770.4
-2.13%
6.080
-0.14%
2.550
-3.24%
-0.62%
827.6
 
JAVA 		JPMorgan Active Value ETF
233,182
14,816.4
New Holding
4.560
+4.56%
0.440
-3.37%
+1.77%
3,455.1
 
JPST 		JPMorgan Ultra-Short Income ETF
276,689
14,008.8
-0.15%
4.310
-0.01%
0.050
+1.17%
+1.85%
30,872.4
 
LMBS 		First Trust Low Duration Mortgage Opportunities ET
284,791
14,000.4
-0.24%
4.310
-0.01%
0.280
+1.03%
+1.94%
4,982.5
 
IWD 		iShares Russell 1000 Value ETF
68,390
12,868.3
+12.63%
3.960
+0.44%
0.020
-1.72%
+3.68%
62,077.0
 

Prism Advisors, Inc.'s Historical Top Holdings Breakdowns

Prism Advisors, 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
IVE 		iShares S&P 500 Value ETF2025-03-31Reduce
-4.98%
●
185.78 ($193.5) 198.58
$191.72
-0.92%
Reduce -98.39%
1,420
-87,009
SPYV 		SPDR Portfolio S&P 500 Value ETF2025-03-31Reduce
-4.86%
●
49.78 ($51.86) 53.19
$51.38
-0.93%
Reduce -83.43%
62,892
-316,621
VTV 		Vanguard Value ETF2025-03-31Add
+4.77%
●
167.73 ($174.39) 179.21
$172.99
-0.81%
Add 240.58%
126,960
89,682
JAVA 		JPMorgan Active Value ETF2025-03-31New Buy
+4.56%
●
61.9 ($64.92) 66.89
$64.25
-1.03%
New holding
233,182
233,182
IWD 		iShares Russell 1000 Value ETF2025-03-31Add
+0.44%
●
182.82 ($190.45) 196.21
$190.90
0.24%
Add 12.63%
68,390
7,670
QSY 		WISDOMTREE U.S. VALUE FUND2025-03-31Reduce
-0.36%
●
79.96 ($84.71) 87.71
$63.37
-25.19%
Reduce -5.38%
253,273
-14,414
FVAL 		Fidelity Value Factor ETF2025-03-31Reduce
-0.20%
●
58.79 ($62.18) 65
$62.00
-0.29%
Reduce -11.95%
81,530
-11,070
PHO 		Invesco Water Resources ETF2025-03-31Reduce
-0.17%
●
63.77 ($66.54) 68.75
$69.02
3.73%
Reduce -4.27%
197,542
-8,810
XCEM 		Columbia EM Core ex-China ETF2025-03-31Add
+0.16%
●
29.18 ($30.01) 30.72
$32.05
6.81%
Add 2.27%
793,639
17,632
RWK 		Invesco S&P MidCap 400 Revenue ETF2025-03-31Reduce
-0.14%
●
106.43 ($116.15) 123.29
$115.11
-0.90%
Reduce -2.13%
183,263
-3,983

Prism Advisors, Inc. Total Holding History ($B)

To

Prism Advisors, Inc.'s Asset Allocation

To

Prism Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Prism Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Prism Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Prism Advisors, Inc.'s Holdings Heat Map

Size field:

Prism Advisors, Inc.'s Holdings Bubble Chart

Prism Advisors, Inc. News

  • 1

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