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
XOM
Exxon Mobil Corp

Energy
2.58K
+ 21.89%
$99.93 - $119.04 $258K - $307K
14.4K $1.55M
VGT
Vanguard Information Technolog

ETFs
115
+ 22.29%
$470.37 - $663.28 $54.1K - $76.3K
631 $419K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.05K
+ 19.35%
$72.96 - $90.39 $76.3K - $94.5K
6.45K $577K
PLTR
Palantir Technologies Inc.

Technology
30
+ 1.24%
$74.01 - $144.25 $2.22K - $4.33K
2.45K $334K
XLK
Technology Sector Spdr

ETFs
3
+ 0.11%
$179.73 - $253.23 $539 - $760
2.68K $678K
PFE
Pfizer Inc

Healthcare
6.05K
+ 16.89%
$21.59 - $24.84 $131K - $150K
41.9K $1.02M
GE
General Electric CO

Industrials
40
+ 2.39%
$166.81 - $257.39 $6.67K - $10.3K
1.71K $441K
CSCO
Cisco Systems, Inc.

Technology
614
+ 7.69%
$53.19 - $69.38 $32.7K - $42.6K
8.6K $596K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
285
+ 1.07%
$34.72 - $42.74 $9.9K - $12.2K
26.9K $1.15M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
6
+ 0.06%
N/A
9.41K $496K
DSI
Ishares Msci Kld 400 Social Et

ETFs
13
+ 0.22%
$91.62 - $116.16 $1.19K - $1.51K
5.86K $681K
BAC
Bank Of America Corp

Financial Services
12
+ 0.08%
$34.39 - $47.46 $413 - $570
14.5K $688K
WM
Waste Management Inc

Industrials
240
+ 20.57%
$216.47 - $242.1 $52K - $58.1K
1.41K $322K
CSX
Csx Corp

Industrials
16
+ 0.11%
$26.69 - $32.91 $427 - $527
14K $458K
PMAR
Innovator U.S. Equity Power Bu

ETFs
239
+ 1.89%
$37.18 - $42.23 $8.89K - $10.1K
12.9K $545K
MCD
Mcdonalds Corp

Consumer Cyclical
373
+ 10.82%
$285.55 - $321.23 $107K - $120K
3.82K $1.12M
HD
Home Depot, Inc.

Consumer Cyclical
103
+ 1.53%
$335.24 - $380.78 $34.5K - $39.2K
6.83K $2.5M
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.11%
$176.34 - $218.59 $353 - $437
1.9K $412K
HON
Honeywell International Inc

Industrials
42
+ 3.97%
$182.86 - $232.88 $7.68K - $9.78K
1.1K $256K
EEM
Ishares Msci Emerging Markets

ETFs
48
+ 0.85%
$38.52 - $48.28 $1.85K - $2.32K
5.72K $276K
VZ
Verizon Communications Inc

Communication Services
2.34K
+ 6.48%
$41.67 - $45.62 $97.7K - $107K
38.5K $1.67M
ABT
Abbott Laboratories

Healthcare
102
+ 4.05%
$123.95 - $138.08 $12.6K - $14.1K
2.62K $356K
RDVY
First Trust Rising Dividend Ac

ETFs
7
+ 0.16%
$51.6 - $62.74 $361 - $439
4.44K $278K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.25%
$74.88 - $91.97 $449 - $552
2.43K $224K
RVP
Retractable Technologies Inc

Healthcare
27K
New
$0.63 - $0.76 $17K - $20.5K
27K $17K
HIG
Hartford Financial Services Group, Inc.

Financial Services
19
+ 0.43%
$109.83 - $131.67 $2.09K - $2.5K
4.44K $565K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.17K
+ 11.22%
$24.32 - $27.87 $28.4K - $32.6K
11.6K $307K
EMB
Ishares Tr

ETFs
1
+ 0.02%
$86.54 - $92.62 $86.5 - $92.6
6.04K $559K
XLP
Consumer Staples Sector Spdr

ETFs
118
+ 4.59%
N/A
2.69K $218K
ACRE
Ares Commercial Real Estate Corp

Real Estate
692
+ 3.92%
$3.5 - $5.07 $2.42K - $3.51K
18.3K $90K
CRM
Salesforce, Inc.

Technology
1
+ 0.1%
$236.26 - $291.15 $236 - $291
1.02K $279K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
106
+ 0.48%
$50.1 - $51.02 $5.31K - $5.41K
22.1K $1.13M
NEE
Nextera Energy Inc

Utilities
258
+ 3.09%
$64.11 - $75.0 $16.5K - $19.4K
8.62K $598K
MDLZ
Mondelez International, Inc.

Consumer Defensive
67
+ 1.74%
$63.54 - $68.5 $4.26K - $4.59K
3.92K $266K
CMCSA
Comcast Corp

Communication Services
283
+ 3.9%
$32.84 - $36.72 $9.29K - $10.4K
7.53K $269K
KO
Coca Cola CO

Consumer Defensive
21
+ 0.34%
$68.37 - $73.9 $1.44K - $1.55K
6.17K $439K
PEP
Pepsico Inc

Consumer Defensive
339
+ 12.0%
$128.02 - $151.37 $43.4K - $51.3K
3.17K $418K
UNP
Union Pacific Corp

Industrials
3
+ 0.18%
$208.27 - $238.46 $625 - $715
1.64K $378K
INTC
Intel Corp

Technology
210
+ 0.44%
$18.13 - $22.69 $3.81K - $4.76K
47.6K $1.07M
SBUX
Starbucks Corp

Consumer Cyclical
39
+ 1.31%
$79.69 - $99.41 $3.11K - $3.88K
3.02K $277K
EPD
Enterprise Products Partners L.P.

Energy
2.38K
+ 7.47%
$28.95 - $34.22 $68.9K - $81.4K
34.2K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
148
+ 3.18%
$157.66 - $172.39 $23.3K - $25.5K
4.8K $765K
AMGN
Amgen Inc

Healthcare
1
+ 0.09%
$262.28 - $309.85 $262 - $310
1.13K $314K
ELV
Elevance Health, Inc.

Healthcare
8
+ 0.43%
$372.27 - $452.69 $2.98K - $3.62K
1.87K $728K
MRK
Merck & Co., Inc.

Healthcare
115
+ 1.27%
$73.47 - $87.12 $8.45K - $10K
9.16K $732K
ABBV
Abb Vie Inc.

Healthcare
32
+ 0.42%
$170.16 - $206.27 $5.45K - $6.6K
7.67K $1.42M
XLV
Select Sector Spdr Fund Health

ETFs
328
+ 0.45%
$128.77 - $144.3 $42.2K - $47.3K
72.8K $9.81M
UNH
Unitedhealth Group Inc

Healthcare
159
+ 3.85%
$274.35 - $599.47 $43.6K - $95.3K
4.28K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
310
+ 1.36%
$483.48 - $539.8 $150K - $167K
23.1K $11.2M
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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