Frisch Financial Group, Inc. Purchases and Sells in Q3 2025

Frisch Financial Group, Inc.

$396 Million
Q3 2025

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FMB	75.6K + 35.62%	$49.32 - $50.93 $3.73M - $3.85M	288K $14.6M
VTV	10.1K + 7.65%	$175.51 - $186.57 $1.78M - $1.89M	143K $26.6M
RSP	2.3K + 1.48%	$181.56 - $190.33 $417K - $437K	157K $29.8M
NVDA	1.18K + 3.76%	$153.3 - $186.58 $181K - $220K	32.5K $6.06M
JPM	115 + 0.3%	$282.78 - $316.06 $32.5K - $36.3K	38.2K $12.1M
VT	247 + 0.29%	$128.41 - $138.03 $31.7K - $34.1K	86.3K $11.9M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	52.6K New	$54.35 - $59.32 $2.86M - $3.12M	52.6K $3.12M
QUAL	12.5K New	$182.33 - $194.5 $2.27M - $2.42M	12.5K $2.42M
SPTI	48.3K New	$28.38 - $29.05 $1.37M - $1.4M	48.3K $1.4M
IUSB	22.5K New	$45.6 - $46.92 $1.03M - $1.06M	22.5K $1.05M
IVW	6.33K New	$108.97 - $121.65 $690K - $770K	6.33K $764K
VTIP	7.25K New	$49.78 - $50.75 $361K - $368K	7.25K $366K

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	-20.3K - 35.55%	$279.83 - $293.74 $5.68M - $5.96M	36.8K $10.8M
QQQE	-45.3K - 20.07%	$96.83 - $101.71 $4.39M - $4.61M	181K $18.3M
IBM	-4.3K - 51.62%	$234.77 - $292.47 $1.01M - $1.26M	4.03K $1.14M
ISHARES TR	-969 - 2.86%	N/A	32.9K $0
JPST	-13.8K - 2.27%	$50.47 - $50.74 $694K - $698K	591K $30M
LLY	-318 - 11.43%	$625.65 - $812.69 $199K - $258K	2.46K $1.88M

Activity Summary All Purchases 90 New Holdings 24 Increased Positions 66 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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