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
XLY
Select Sector Spdr Consumer Di

ETFs
8
+ 0.42%
$216.09 - $242.18 $1.73K - $1.94K
1.9K $456K
BOTZ
Global X Fds

ETFs
18
+ 0.11%
$32.14 - $35.96 $579 - $647
15.8K $560K
UNP
Union Pacific Corp

Industrials
142
+ 8.65%
$214.91 - $237.16 $30.5K - $33.7K
1.78K $421K
CSX
Csx Corp

Industrials
15
+ 0.11%
$32.05 - $36.52 $481 - $548
14K $498K
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 0.79%
$214.92 - $244.84 $2.15K - $2.45K
1.27K $307K
CSCO
Cisco Systems, Inc.

Technology
630
+ 7.33%
$66.2 - $71.79 $41.7K - $45.2K
9.23K $631K
MO
Altria Group, Inc.

Consumer Defensive
77
+ 1.67%
$57.75 - $67.68 $4.45K - $5.21K
4.69K $310K
ABT
Abbott Laboratories

Healthcare
296
+ 11.3%
$120.51 - $136.62 $35.7K - $40.4K
2.92K $390K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.05%
$132.9 - $142.03 $266 - $284
4.39K $618K
HIG
Hartford Financial Services Group, Inc.

Financial Services
18
+ 0.41%
$119.73 - $134.7 $2.16K - $2.42K
4.45K $593K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
1.3K
+ 8.14%
$9.32 - $10.2 $12.1K - $13.2K
17.2K $175K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
274
+ 1.24%
$50.82 - $51.09 $13.9K - $14K
22.4K $1.14M
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.25%
$92.26 - $97.51 $554 - $585
2.44K $235K
PANW
Palo Alto Networks Inc

Technology
63
+ 4.48%
$167.06 - $208.19 $10.5K - $13.1K
1.47K $299K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
61
+ 0.53%
$26.38 - $27.95 $1.61K - $1.7K
11.6K $317K
YUM
Yum Brands Inc

Consumer Cyclical
8
+ 0.46%
$139.5 - $153.94 $1.12K - $1.23K
1.75K $266K
MA
Mastercard Inc

Financial Services
1
+ 0.16%
$550.18 - $598.96 $550 - $599
631 $358K
Blackrock ETF Trust
22K
New
N/A
22K $0
Innovator Etfs Trust
14.2K
New
N/A
14.2K $0
Innovator Etfs Trust
7.51K
New
N/A
7.51K $0
Blackrock ETF Trust
23.8K
New
N/A
23.8K $0
Blackrock ETF Trust Ii
463K
New
N/A
463K $0
Powerbank Corp
15K
New
N/A
15K $0
PSEP
Innovator U.S. Equity Power Bu
91.4K
New
N/A
91.4K $0
V
Visa Inc.

Financial Services
169
+ 3.93%
$332.09 - $358.86 $56.1K - $60.6K
4.47K $1.52M
ACRE
Ares Commercial Real Estate Corp

Real Estate
578
+ 3.15%
$4.14 - $5.13 $2.39K - $2.97K
18.9K $85K
COST
Costco Wholesale Corp

Consumer Defensive
64
+ 6.42%
$915.95 - $994.57 $58.6K - $63.7K
1.06K $982K
UL
Unilever PLC

Consumer Defensive
25
+ 0.74%
$58.43 - $65.01 $1.46K - $1.63K
3.41K $202K
XLP
Consumer Staples Sector Spdr

ETFs
110
+ 4.09%
N/A
2.8K $212K
WM
Waste Management Inc

Industrials
5
+ 0.36%
$213.88 - $237.1 $1.07K - $1.19K
1.41K $311K
HON
Honeywell International Inc

Industrials
59
+ 5.37%
$207.7 - $240.4 $12.3K - $14.2K
1.16K $243K
PG
Procter & Gamble CO

Consumer Defensive
26
+ 0.54%
$150.47 - $161.22 $3.91K - $4.19K
4.83K $741K
KO
Coca Cola CO

Consumer Defensive
23
+ 0.37%
$65.67 - $71.67 $1.51K - $1.65K
6.19K $410K
CRM
Salesforce, Inc.

Technology
2
+ 0.2%
$231.66 - $273.65 $463 - $547
1.02K $242K
PM
Philip Morris International Inc.

Consumer Defensive
15
+ 0.45%
$157.77 - $183.27 $2.37K - $2.75K
3.31K $537K
VIG
Vanguard Dividend Appreciation

ETFs
14
+ 0.4%
N/A
3.49K $634K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4
+ 0.04%
N/A
9.41K $382K
ELV
Elevance Health, Inc.

Healthcare
10
+ 0.53%
$274.66 - $395.76 $2.75K - $3.96K
1.88K $607K
Barrick Mng Corp
1.6K
+ 7.78%
N/A
22.2K $0
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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