Fischer Financial Services, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $310 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $28.6B, Apple Inc. with a value of $28.3B, Ishares Tr Russell 200 Growth with a value of $16.9B, Fidelity Covington Tr Msci Inf with a value of $15.3B, and Microsoft Corp with a value of $14.1B.

Examining the 13F form we can see an decrease of $7.01B in the current position value, from $317B to 310B.

Fischer Financial Services, Inc. is based out at Harrisburg, PA

Below you can find more details about Fischer Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $310 Billion
ETFs: $172 Billion
Technology: $62.6 Billion
Financial Services: $22.7 Billion
Communication Services: $13.4 Billion
Consumer Cyclical: $11.4 Billion
Healthcare: $9.89 Billion
Consumer Defensive: $7.5 Billion
Industrials: $5.33 Billion
Other: $1.78 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $310 Billion
  • Prior Value $317 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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