Frisch Financial Group, Inc. Incresed Positions 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
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
IBDW
Ishares Tr Ibonds Dec 2031 Ter
109K
+ 13.82%
$20.23 - $21.04 $2.21M - $2.3M
901K $19M
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
NVDA
Nvidia Corp

Technology
2.35K
+ 8.11%
$94.31 - $157.99 $222K - $371K
31.3K $4.95M
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
615
+ 0.72%
$57.46 - $75.58 $35.3K - $46.5K
86.4K $6.53M
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
V
Visa Inc.

Financial Services
1.96K
+ 83.83%
$308.27 - $373.31 $604K - $731K
4.3K $1.53M
IVV
Ishares Core S&P 500 ETF

ETFs
995
+ 66.96%
$498.8 - $620.9 $496K - $618K
2.48K $1.54M
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
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
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
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.67K
+ 3.24%
$49.12 - $50.93 $328K - $340K
212K $10.6M
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
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
MS
Morgan Stanley

Financial Services
24
+ 0.64%
$99.83 - $140.86 $2.4K - $3.38K
3.76K $530K
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
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.11%
$176.34 - $218.59 $353 - $437
1.9K $412K
HD
Home Depot, Inc.

Consumer Cyclical
103
+ 1.53%
$335.24 - $380.78 $34.5K - $39.2K
6.83K $2.5M
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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