Frisch Financial Group, Inc. Purchases in Q3 2025

Frisch Financial Group, Inc.

  • $396 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FMB
First Tr Exchange Traded Fd Ii

ETFs
75.6K
+ 35.62%
$49.32 - $50.93 $3.73M - $3.85M
288K $14.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
52.6K
New
$54.35 - $59.32 $2.86M - $3.12M
52.6K $3.12M
VTV
Vanguard Value ETF

ETFs
10.1K
+ 7.65%
$175.51 - $186.57 $1.78M - $1.89M
143K $26.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12.5K
New
$182.33 - $194.5 $2.27M - $2.42M
12.5K $2.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.3K
+ 1.48%
$181.56 - $190.33 $417K - $437K
157K $29.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
48.3K
New
$28.38 - $29.05 $1.37M - $1.4M
48.3K $1.4M
NVDA
Nvidia Corp

Technology
1.18K
+ 3.76%
$153.3 - $186.58 $181K - $220K
32.5K $6.06M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.5K
New
$45.6 - $46.92 $1.03M - $1.06M
22.5K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 0.3%
$282.78 - $316.06 $32.5K - $36.3K
38.2K $12.1M
VT
Vanguard Total World Stk Index

ETFs
247
+ 0.29%
$128.41 - $138.03 $31.7K - $34.1K
86.3K $11.9M
XLF
Financial Sector Spdr

ETFs
5.72K
+ 2.17%
$51.37 - $54.25 $294K - $310K
270K $14.5M
XLK
Technology Sector Spdr

ETFs
1.67K
+ 62.26%
$250.97 - $282.66 $418K - $471K
4.34K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
97
+ 0.42%
$459.11 - $506.91 $44.5K - $49.2K
23.2K $11.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.25K
New
$49.78 - $50.75 $361K - $368K
7.25K $366K
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.23%
$184.85 - $231.54 $3.33K - $4.17K
7.69K $1.78M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.04%
$546.99 - $602.2 $1.64K - $1.81K
6.92K $4.15M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.76K
+ 4.35%
$70.85 - $76.96 $266K - $289K
90.2K $6.86M
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 1.32%
$357.4 - $423.42 $32.2K - $38.1K
6.92K $2.8M
NJUL
Innovator Growth 100 Power Buf

Technology
3.39K
New
$67.81 - $71.18 $230K - $241K
3.39K $241K
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.21K
New
$43.83 - $45.64 $228K - $238K
5.21K $237K
IBDV
Ishares Tr

Technology
10.6K
New
$21.75 - $22.22 $231K - $236K
10.6K $235K
HOOD
Robinhood Markets, Inc.

Technology
1.63K
New
$91.27 - $143.18 $149K - $233K
1.63K $233K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.18K
New
$89.29 - $100.17 $194K - $218K
2.18K $217K
NSC
Norfolk Southern Corp

Industrials
698
New
$259.49 - $300.41 $181K - $210K
698 $209K
DUK
Duke Energy Corp

Utilities
1.68K
New
$116.31 - $125.93 $196K - $212K
1.68K $208K
QCOM
Qualcomm Inc

Technology
1.24K
New
$145.84 - $173.55 $181K - $215K
1.24K $205K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.44K
New
$53.54 - $64.21 $184K - $221K
3.44K $205K
UPS
United Parcel Service Inc

Industrials
2.45K
New
$82.58 - $105.54 $202K - $259K
2.45K $204K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.96K
New
$56.32 - $68.81 $167K - $204K
2.96K $203K
SPY
Spdr S&P 500 ETF Trust

ETFs
78
+ 2.69%
$617.65 - $666.84 $48.2K - $52K
2.98K $1.99M
UNH
Unitedhealth Group Inc

Healthcare
20
+ 0.47%
$237.77 - $353.61 $4.76K - $7.07K
4.3K $1.49M
CAT
Caterpillar Inc

Industrials
6
+ 0.37%
$390.92 - $477.15 $2.35K - $2.86K
1.63K $779K
AMD
Advanced Micro Devices Inc

Technology
678
+ 36.95%
$134.8 - $184.42 $91.4K - $125K
2.51K $406K
HDV
Ishares Core High Dividend ETF

ETFs
195
+ 0.94%
$118.16 - $123.66 $23K - $24.1K
21K $2.58M
AVGO
Broadcom Inc.

Technology
100
+ 5.59%
$264.74 - $369.57 $26.5K - $37K
1.89K $622K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.04%
$620.67 - $670.08 $621 - $670
2.48K $1.66M
AMZN
Amazon Com Inc

Consumer Cyclical
466
+ 1.93%
$211.65 - $238.24 $98.6K - $111K
24.7K $5.41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
801
+ 17.23%
$72.65 - $78.68 $58.2K - $63K
5.45K $427K
BAC
Bank Of America Corp

Financial Services
290
+ 1.99%
$44.92 - $52.42 $13K - $15.2K
14.8K $765K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.16K
+ 1.27%
$23.13 - $23.54 $50K - $50.9K
172K $4.04M
AMGN
Amgen Inc

Healthcare
250
+ 22.2%
$271.18 - $309.22 $67.8K - $77.3K
1.38K $388K
NEE
Nextera Energy Inc

Utilities
283
+ 3.28%
$69.77 - $77.54 $19.7K - $21.9K
8.9K $671K
MS
Morgan Stanley

Financial Services
24
+ 0.64%
$139.09 - $161.16 $3.34K - $3.87K
3.79K $602K
MRK
Merck & Co., Inc.

Healthcare
396
+ 4.32%
$77.6 - $87.37 $30.7K - $34.6K
9.56K $801K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
43
+ 0.21%
$52.12 - $55.33 $2.24K - $2.38K
20.1K $1.11M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6
+ 0.29%
$567.09 - $607.37 $3.4K - $3.64K
2.06K $1.23M
DSI
Ishares Msci Kld 400 Social Et

ETFs
14
+ 0.24%
$115.96 - $125.95 $1.62K - $1.76K
5.87K $739K
WMT
Walmart Inc.

Consumer Defensive
195
+ 3.0%
$94.4 - $104.27 $18.4K - $20.3K
6.69K $689K
VZ
Verizon Communications Inc

Communication Services
418
+ 1.08%
$40.84 - $45.06 $17.1K - $18.8K
39K $1.71M
Activity Summary
Buys All Purchases 90 New Holdings 24 Increased Positions 66 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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