Frisch Financial Group, Inc. Purchases in Q2 2025

Frisch Financial Group, Inc.

  • $409 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
307K
+ 103.24%
$50.36 - $50.68 $15.5M - $15.6M
605K $30.6M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
170K
New
$22.7 - $23.33 $3.86M - $3.97M
170K $3.97M
VTV
Vanguard Value ETF

ETFs
18.3K
+ 16.02%
$153.67 - $176.74 $2.81M - $3.23M
132K $23.5M
GOOGL
Alphabet Inc.

Communication Services
9.76K
+ 11.32%
$144.7 - $178.6 $1.41M - $1.74M
96K $16.9M
MSFT
Microsoft Corp

Technology
1.24K
+ 5.52%
$354.56 - $497.45 $440K - $617K
23.7K $11.8M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
132K
New
$24.31 - $25.29 $3.22M - $3.35M
132K $3.35M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
109K
+ 13.82%
$20.23 - $21.04 $2.21M - $2.3M
901K $19M
XLE
Energy Sector Spdr

ETFs
28.2K
New
$76.44 - $94.13 $2.16M - $2.66M
28.2K $2.39M
IBM
International Business Machines Corp

Technology
6.95K
+ 500.58%
$221.03 - $294.78 $1.54M - $2.05M
8.34K $2.46M
META
Meta Platforms, Inc.

Communication Services
1.78K
+ 39.24%
$484.66 - $738.09 $861K - $1.31M
6.31K $4.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.36K
+ 29.23%
$456.74 - $568.03 $1.08M - $1.34M
10.4K $5.94M
VT
Vanguard Total World Stk Index

ETFs
3.18K
+ 3.84%
$103.16 - $128.52 $328K - $409K
86K $11.1M
VO
Vanguard Mid Cap ETF

ETFs
640
+ 1.13%
$228.54 - $279.83 $146K - $179K
57.1K $16M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
615
+ 0.72%
$57.46 - $75.58 $35.3K - $46.5K
86.4K $6.53M
Ishares Tr
33.9K
New
N/A
33.9K $878K
XLF
Financial Sector Spdr

ETFs
1.89K
+ 0.72%
$43.92 - $52.37 $82.9K - $98.8K
264K $13.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
379
+ 5.8%
$416.06 - $551.64 $158K - $209K
6.92K $3.82M
AMZN
Amazon Com Inc

Consumer Cyclical
210
+ 0.88%
$167.32 - $223.3 $35.1K - $46.9K
24.2K $5.31M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.61K
New
$421.16 - $509.5 $680K - $822K
1.61K $719K
IVV
Ishares Core S&P 500 ETF

ETFs
995
+ 66.96%
$498.8 - $620.9 $496K - $618K
2.48K $1.54M
V
Visa Inc.

Financial Services
1.96K
+ 83.83%
$308.27 - $373.31 $604K - $731K
4.3K $1.53M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.5K
+ 111.15%
$45.11 - $52.34 $475K - $552K
20K $1.05M
LLY
Eli Lilly & CO

Healthcare
676
+ 32.1%
$713.71 - $898.95 $482K - $608K
2.78K $2.17M
Barrick Mng Corp
20.6K
New
N/A
20.6K $428K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.11%
$462.22 - $707.75 $1.39K - $2.12K
2.63K $1.86M
FPE
First Tr Pfd Secs & Income ETF

ETFs
18.1K
+ 3.69%
$16.93 - $17.81 $306K - $322K
508K $9.04M
T
At&T Inc.

Communication Services
13K
+ 148.36%
$26.33 - $28.94 $342K - $376K
21.8K $630K
COST
Costco Wholesale Corp

Consumer Defensive
329
+ 49.25%
$908.13 - $1056.85 $299K - $348K
997 $987K
GOOG
Alphabet Inc.

Communication Services
363
+ 2.74%
$146.58 - $180.01 $53.2K - $65.3K
13.6K $2.42M
MPLX
Mplx LP

Energy
6.1K
New
$46.68 - $53.89 $285K - $329K
6.1K $314K
WMT
Walmart Inc.

Consumer Defensive
2.61K
+ 67.12%
$81.79 - $99.98 $213K - $261K
6.49K $635K
PFF
Ishares Trust Ishares Pfd And

ETFs
9.65K
+ 3.39%
$29.0 - $30.68 $280K - $296K
294K $9.03M
NGG
National Grid PLC

Utilities
3.55K
New
$62.74 - $74.79 $223K - $266K
3.55K $264K
CRSP
Crispr Therapeutics Ag

Healthcare
5.36K
New
$31.27 - $48.64 $168K - $261K
5.36K $261K
AMD
Advanced Micro Devices Inc

Technology
1.84K
New
$78.21 - $143.81 $144K - $264K
1.84K $260K
STX
Seagate Technology Holdings PLC

Technology
1.7K
New
$66.54 - $144.33 $113K - $245K
1.7K $246K
EMR
Emerson Electric CO

Industrials
1.82K
New
$94.15 - $133.33 $172K - $243K
1.82K $243K
PSX
Phillips 66

Energy
1.99K
New
$92.87 - $125.73 $185K - $250K
1.99K $237K
C
Citigroup Inc

Financial Services
2.76K
New
$58.13 - $85.12 $160K - $235K
2.76K $235K
Ge Vernova Inc
437
New
N/A
437 $231K
OSK
Oshkosh Corp

Industrials
2K
New
$79.17 - $113.62 $158K - $227K
2K $227K
CEG
Constellation Energy Corp

Utilities
701
New
$170.96 - $322.76 $120K - $226K
701 $226K
COIN
Coinbase Global, Inc.

Technology
619
New
$151.47 - $375.07 $93.8K - $232K
619 $217K
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.67K
+ 3.24%
$49.12 - $50.93 $328K - $340K
212K $10.6M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6.89K
New
N/A
6.89K $201K
SCHW
Schwab Charles Corp

Financial Services
29
+ 0.19%
$69.06 - $91.24 $2K - $2.65K
15.1K $1.38M
AVGO
Broadcom Inc.

Technology
25
+ 1.42%
$146.29 - $275.65 $3.66K - $6.89K
1.79K $493K
SPY
Spdr S&P 500 ETF Trust

ETFs
29
+ 1.01%
$496.48 - $617.85 $14.4K - $17.9K
2.9K $1.8M
CVX
Chevron Corp

Energy
1.83K
+ 52.07%
$133.73 - $168.51 $245K - $309K
5.36K $767K
Activity Summary
Buys All Purchases 101 New Holdings 20 Increased Positions 81 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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