Frisch Financial Group, Inc. Purchases and Sells in Q1 2025

Frisch Financial Group, Inc.

$356 Million
Q1 2025

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	54K + 50.6%	$169.43 - $182.84 $9.15M - $9.87M	161K $27.8M
QQQE	66.5K + 38.24%	$86.24 - $97.98 $5.74M - $6.52M	241K $21M
VTV	3.26K + 2.94%	$167.73 - $179.21 $547K - $584K	114K $19.7M
ED	1.02K + 7.78%	$88.0 - $110.59 $90K - $113K	14.2K $1.57M
XOM	1.32K + 12.62%	$105.44 - $118.93 $139K - $157K	11.8K $1.4M
RTX	1.07K + 25.31%	$114.1 - $135.66 $122K - $145K	5.3K $702K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDW	792K New	$20.1 - $20.8 $15.9M - $16.5M	792K $16.4M
PFF	285K New	$30.73 - $32.26 $8.74M - $9.18M	285K $8.74M
FPE	490K New	$17.53 - $17.87 $8.59M - $8.75M	490K $8.62M
PDEC	39.4K New	N/A	39.4K $1.48M
UNP	1.64K New	$225.21 - $254.42 $369K - $417K	1.64K $387K
DUK	1.87K New	$105.87 - $121.97 $198K - $228K	1.87K $228K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-10.2K - 12.22%	$209.68 - $247.1 $2.14M - $2.52M	73.4K $16.3M
JPST	-45K - 13.15%	$50.39 - $50.66 $2.27M - $2.28M	298K $15.1M
BRK-B	-8.02K - 26.06%	$442.66 - $534.52 $3.55M - $4.29M	22.8K $12.1M
POCT	-44.8K - 55.1%	$38.53 - $40.49 $1.73M - $1.81M	36.5K $1.42M
JPM	-8.1K - 17.06%	$225.19 - $279.95 $1.82M - $2.27M	39.4K $9.65M
MSFT	-101 - 0.45%	$375.39 - $447.2 $37.9K - $45.2K	22.5K $8.43M

Activity Summary All Purchases 70 New Holdings 8 Increased Positions 62 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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