Frisch Financial Group, Inc. Incresed Positions in Q1 2025

Frisch Financial Group, Inc.

  • $356 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
54K
+ 50.6%
$169.43 - $182.84 $9.15M - $9.87M
161K $27.8M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
66.5K
+ 38.24%
$86.24 - $97.98 $5.74M - $6.52M
241K $21M
VTV
Vanguard Value ETF

ETFs
3.26K
+ 2.94%
$167.73 - $179.21 $547K - $584K
114K $19.7M
ED
Consolidated Edison Inc

Utilities
1.02K
+ 7.78%
$88.0 - $110.59 $90K - $113K
14.2K $1.57M
XOM
Exxon Mobil Corp

Energy
1.32K
+ 12.62%
$105.44 - $118.93 $139K - $157K
11.8K $1.4M
RTX
Raytheon Technologies Corp

Industrials
1.07K
+ 25.31%
$114.1 - $135.66 $122K - $145K
5.3K $702K
INTC
Intel Corp

Technology
2.76K
+ 6.19%
$19.1 - $27.39 $52.8K - $75.7K
47.4K $1.08M
VT
Vanguard Total World Stk Index

ETFs
2.52K
+ 3.14%
$115.08 - $123.97 $290K - $313K
82.9K $9.61M
CVX
Chevron Corp

Energy
611
+ 20.99%
$146.71 - $167.97 $89.6K - $103K
3.52K $589K
PMAR
Innovator U.S. Equity Power Bu

ETFs
3.77K
+ 42.36%
$39.51 - $41.0 $149K - $154K
12.7K $505K
ELV
Elevance Health, Inc.

Healthcare
7
+ 0.38%
$365.9 - $436.25 $2.56K - $3.05K
1.86K $810K
V
Visa Inc.

Financial Services
63
+ 2.77%
$306.92 - $362.71 $19.3K - $22.9K
2.34K $819K
PFE
Pfizer Inc

Healthcare
4.71K
+ 15.12%
$25.01 - $27.13 $118K - $128K
35.8K $908K
UNH
Unitedhealth Group Inc

Healthcare
15
+ 0.36%
$461.52 - $548.18 $6.92K - $8.22K
4.13K $2.16M
CSX
Csx Corp

Industrials
3.62K
+ 34.79%
$29.11 - $33.67 $105K - $122K
14K $412K
KO
Coca Cola CO

Consumer Defensive
150
+ 2.5%
$60.81 - $72.32 $9.12K - $10.8K
6.15K $443K
AMGN
Amgen Inc

Healthcare
25
+ 2.27%
$258.59 - $327.36 $6.46K - $8.18K
1.13K $351K
IVV
Ishares Core S&P 500 ETF

ETFs
173
+ 13.18%
$554.06 - $615.85 $95.9K - $107K
1.49K $835K
MO
Altria Group, Inc.

Consumer Defensive
366
+ 8.24%
$50.81 - $60.02 $18.6K - $22K
4.81K $293K
GE
General Electric CO

Industrials
1
+ 0.06%
$168.59 - $212.13 $169 - $212
1.67K $336K
PG
Procter & Gamble CO

Consumer Defensive
233
+ 5.27%
$158.56 - $176.26 $36.9K - $41.1K
4.66K $793K
YUM
Yum Brands Inc

Consumer Cyclical
7
+ 0.4%
$123.25 - $162.53 $863 - $1.14K
1.78K $279K
MA
Mastercard Inc

Financial Services
48
+ 8.16%
$504.67 - $576.31 $24.2K - $27.7K
636 $349K
NEE
Nextera Energy Inc

Utilities
606
+ 7.82%
$66.96 - $76.16 $40.6K - $46.2K
8.36K $593K
MDLZ
Mondelez International, Inc.

Consumer Defensive
70
+ 1.85%
$56.12 - $68.15 $3.93K - $4.77K
3.86K $263K
KMB
Kimberly Clark Corp

Consumer Defensive
105
+ 6.49%
$124.46 - $147.4 $13.1K - $15.5K
1.72K $247K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
197
+ 4.51%
$126.11 - $135.06 $24.8K - $26.6K
4.57K $589K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.52%
$890.62 - $1076.86 $8.91K - $10.8K
668 $632K
CSCO
Cisco Systems, Inc.

Technology
71
+ 0.9%
$58.74 - $64.87 $4.17K - $4.61K
7.98K $493K
SBUX
Starbucks Corp

Consumer Cyclical
21
+ 0.71%
$91.75 - $115.81 $1.93K - $2.43K
2.98K $292K
BMY
Bristol Myers Squibb CO

Healthcare
53
+ 1.29%
$53.9 - $63.11 $2.86K - $3.34K
4.16K $254K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
267
+ 2.63%
$27.01 - $28.54 $7.21K - $7.62K
10.4K $291K
WMT
Walmart Inc.

Consumer Defensive
246
+ 6.76%
$84.5 - $105.05 $20.8K - $25.8K
3.88K $342K
UL
Unilever PLC

Consumer Defensive
37
+ 1.01%
$54.72 - $60.29 $2.02K - $2.23K
3.69K $219K
CAT
Caterpillar Inc

Industrials
175
+ 11.95%
$326.75 - $407.63 $57.2K - $71.3K
1.64K $541K
RDVY
First Trust Rising Dividend Ac

ETFs
12
+ 0.27%
$57.22 - $63.39 $687 - $761
4.43K $259K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.23%
N/A
3.47K $673K
GERN
Geron Corp

Healthcare
8.7K
+ 84.26%
$1.59 - $3.6 $13.8K - $31.3K
19K $30K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.25%
$82.81 - $92.93 $497 - $558
2.43K $206K
HON
Honeywell International Inc

Industrials
6
+ 0.57%
$202.75 - $226.52 $1.22K - $1.36K
1.06K $224K
PANW
Palo Alto Networks Inc

Technology
16
+ 1.06%
$167.82 - $208.28 $2.69K - $3.33K
1.52K $260K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13
+ 0.25%
$64.88 - $72.1 $843 - $937
5.24K $345K
ACRE
Ares Commercial Real Estate Corp

Real Estate
726
+ 4.29%
$4.63 - $6.18 $3.36K - $4.49K
17.6K $84K
IWM
Ishares Russell 2000 ETF

ETFs
32
+ 2.55%
$198.1 - $229.79 $6.34K - $7.35K
1.29K $257K
NKE
Nike, Inc.

Consumer Cyclical
227
+ 7.45%
$63.29 - $81.72 $14.4K - $18.6K
3.27K $209K
MS
Morgan Stanley

Financial Services
48
+ 1.3%
$111.68 - $141.08 $5.36K - $6.77K
3.74K $436K
DSI
Ishares Msci Kld 400 Social Et

ETFs
16
+ 0.27%
$101.98 - $115.66 $1.63K - $1.85K
5.85K $599K
BOTZ
Global X Fds

ETFs
275
+ 1.77%
$28.46 - $34.53 $7.83K - $9.5K
15.8K $449K
XLK
Technology Sector Spdr

ETFs
53
+ 2.02%
$206.38 - $242.18 $10.9K - $12.8K
2.67K $552K
Activity Summary
Buys All Purchases 70 New Holdings 8 Increased Positions 62 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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