Frisch Financial Group, Inc. Purchases in Q4 2024

Frisch Financial Group, Inc.

  • $330 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URA
Global X Uranium ETF

ETFs
180K
New
$26.78 - $33.46 $4.81M - $6.01M
180K $4.94M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18K
+ 5.56%
$50.37 - $50.6 $908K - $912K
343K $17.3M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.9K
+ 118.57%
$50.73 - $51.08 $606K - $610K
22K $1.12M
TSLA
Tesla, Inc.

Consumer Cyclical
316
+ 10.92%
$213.65 - $479.86 $67.5K - $152K
3.21K $1.3M
NVDA
Nvidia Corp

Technology
702
+ 2.56%
$117.0 - $148.88 $82.1K - $105K
28.2K $3.78M
GOOG
Alphabet Inc.

Communication Services
129
+ 1.01%
$163.08 - $198.16 $21K - $25.6K
12.9K $2.45M
PLTR
Palantir Technologies Inc.

Technology
2.84K
New
$36.46 - $82.38 $104K - $234K
2.84K $215K
C
Citigroup Inc

Financial Services
3.03K
New
$61.31 - $72.5 $186K - $220K
3.03K $214K
CRWD
Crowd Strike Holdings, Inc.

Technology
608
New
$275.15 - $388.2 $167K - $236K
608 $208K
T
At&T Inc.

Communication Services
8.78K
New
$21.22 - $23.88 $186K - $210K
8.78K $200K
AVGO
Broadcom Inc.

Technology
1
+ 0.06%
$159.67 - $250.0 $160 - $250
1.76K $408K
EPD
Enterprise Products Partners L.P.

Energy
790
+ 2.5%
$28.66 - $34.43 $22.6K - $27.2K
32.4K $1.02M
V
Visa Inc.

Financial Services
3
+ 0.13%
$273.87 - $320.91 $822 - $963
2.27K $719K
PM
Philip Morris International Inc.

Consumer Defensive
847
+ 26.32%
$118.38 - $133.06 $100K - $113K
4.07K $489K
CVX
Chevron Corp

Energy
638
+ 28.07%
$141.15 - $162.53 $90.1K - $104K
2.91K $422K
BAC
Bank Of America Corp

Financial Services
43
+ 0.28%
$39.22 - $47.77 $1.69K - $2.05K
15.2K $668K
CRM
Salesforce, Inc.

Technology
1
+ 0.1%
$270.87 - $367.87 $271 - $368
1.02K $340K
CSCO
Cisco Systems, Inc.

Technology
22
+ 0.28%
$52.45 - $60.02 $1.15K - $1.32K
7.91K $468K
ABT
Abbott Laboratories

Healthcare
382
+ 15.36%
$111.93 - $119.39 $42.8K - $45.6K
2.87K $324K
PANW
Palo Alto Networks Inc

Technology
803
+ 114.22%
$181.96 - $405.9 $146K - $326K
1.51K $274K
VGT
Vanguard Information Technolog

ETFs
25
+ 4.93%
$571.78 - $647.97 $14.3K - $16.2K
532 $331K
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.12%
$280.04 - $302.45 $1.68K - $1.81K
4.99K $1.45M
XLK
Technology Sector Spdr

ETFs
28
+ 1.08%
$220.26 - $241.44 $6.17K - $6.76K
2.62K $609K
DSI
Ishares Msci Kld 400 Social Et

ETFs
17
+ 0.29%
$107.41 - $115.71 $1.83K - $1.97K
5.83K $643K
PEP
Pepsico Inc

Consumer Defensive
325
+ 12.84%
$151.29 - $176.1 $49.2K - $57.2K
2.86K $438K
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.29%
$87.25 - $95.52 $611 - $669
2.42K $214K
RDVY
First Trust Rising Dividend Ac

ETFs
14
+ 0.32%
$58.65 - $64.37 $821 - $901
4.42K $261K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.05%
$126.68 - $134.74 $253 - $269
4.37K $558K
VIG
Vanguard Dividend Appreciation

ETFs
28
+ 0.82%
N/A
3.46K $678K
WM
Waste Management Inc

Industrials
4
+ 0.34%
$201.79 - $228.46 $807 - $914
1.2K $242K
YUM
Yum Brands Inc

Consumer Cyclical
7
+ 0.4%
$130.36 - $139.54 $913 - $977
1.77K $237K
ACRE
Ares Commercial Real Estate Corp

Real Estate
609
+ 3.74%
$5.89 - $7.29 $3.59K - $4.44K
16.9K $104K
ORCL
Oracle Corp

Technology
6
+ 0.14%
$165.41 - $192.43 $992 - $1.15K
4.15K $691K
KMB
Kimberly Clark Corp

Consumer Defensive
9
+ 0.56%
$130.37 - $146.09 $1.17K - $1.31K
1.62K $214K
SBUX
Starbucks Corp

Consumer Cyclical
10
+ 0.34%
$87.44 - $102.5 $874 - $1.03K
2.96K $270K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.62K
+ 188.34%
$26.93 - $84.95 $178K - $563K
10.1K $277K
RTX
Raytheon Technologies Corp

Industrials
14
+ 0.33%
$114.45 - $127.21 $1.6K - $1.78K
4.23K $489K
CSX
Csx Corp

Industrials
13
+ 0.13%
$31.58 - $36.88 $411 - $479
10.4K $336K
EMB
Ishares Tr

ETFs
1
+ 0.02%
$88.94 - $93.46 $88.9 - $93.5
6.04K $539K
UL
Unilever PLC

Consumer Defensive
26
+ 0.72%
$56.7 - $64.64 $1.47K - $1.68K
3.65K $207K
CMCSA
Comcast Corp

Communication Services
46
+ 0.63%
$37.39 - $45.14 $1.72K - $2.08K
7.3K $274K
HIG
Hartford Financial Services Group, Inc.

Financial Services
19
+ 0.39%
$107.06 - $123.74 $2.03K - $2.35K
4.88K $536K
NKE
Nike, Inc.

Consumer Cyclical
11
+ 0.36%
$73.36 - $89.13 $807 - $980
3.05K $232K
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 1.17%
$288.47 - $316.54 $11.5K - $12.7K
3.47K $1.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
37
+ 0.69%
$75.1 - $82.99 $2.78K - $3.07K
5.41K $409K
GOLD
Barrick Gold Corp

Basic Materials
1.5K
+ 9.93%
$15.23 - $21.19 $22.8K - $31.8K
16.6K $257K
MDLZ
Mondelez International, Inc.

Consumer Defensive
107
+ 2.91%
$59.25 - $72.99 $6.34K - $7.81K
3.79K $228K
VT
Vanguard Total World Stk Index

ETFs
1.05K
+ 1.33%
$117.09 - $123.07 $123K - $129K
80.3K $9.44M
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 2.01%
$385.02 - $431.37 $52.4K - $58.7K
6.92K $2.69M
Activity Summary
Buys All Purchases 61 New Holdings 5 Increased Positions 56 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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