Frisch Financial Group, Inc. Incresed Positions in Q3 2024

Frisch Financial Group, Inc.

  • $333 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FMB
First Tr Exchange Traded Fd Ii

ETFs
20K
+ 10.8%
$51.0 - $52.05 $1.02M - $1.04M
205K $10.6M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
8.1K
+ 4.47%
$82.41 - $92.06 $667K - $746K
189K $17.1M
VTI
Vanguard Total Stock Market Et

ETFs
3.25K
+ 187.59%
$255.18 - $283.2 $830K - $921K
4.98K $1.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
240
+ 0.29%
$105.53 - $118.34 $25.3K - $28.4K
82.5K $9.65M
VT
Vanguard Total World Stk Index

ETFs
1.63K
+ 2.1%
$107.72 - $119.96 $175K - $195K
79.3K $9.49M
HD
Home Depot, Inc.

Consumer Cyclical
118
+ 1.77%
$333.64 - $405.2 $39.4K - $47.8K
6.78K $2.75M
VZ
Verizon Communications Inc

Communication Services
5.57K
+ 18.98%
$38.89 - $45.0 $217K - $251K
34.9K $1.57M
ABBV
Abb Vie Inc.

Healthcare
810
+ 11.71%
$163.84 - $199.33 $133K - $161K
7.73K $1.53M
AMZN
Amazon Com Inc

Consumer Cyclical
2.83K
+ 10.44%
$161.02 - $200.0 $456K - $566K
30K $5.58M
TSLA
Tesla, Inc.

Consumer Cyclical
154
+ 5.62%
$191.76 - $263.26 $29.5K - $40.5K
2.9K $757K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
146
+ 7.36%
$523.84 - $572.02 $76.5K - $83.5K
2.13K $1.22M
INTC
Intel Corp

Technology
16.2K
+ 52.6%
$18.9 - $34.87 $307K - $566K
47.1K $1.1M
NEE
Nextera Energy Inc

Utilities
605
+ 8.47%
$69.9 - $84.97 $42.3K - $51.4K
7.75K $655K
XLK
Technology Sector Spdr

ETFs
578
+ 28.7%
$197.34 - $237.68 $114K - $137K
2.59K $585K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.73K
+ 48.74%
$60.84 - $67.51 $105K - $117K
5.29K $357K
Brookfield Corp
765
+ 11.43%
N/A
7.46K $396K
CAT
Caterpillar Inc

Industrials
79
+ 5.43%
$316.8 - $391.12 $25K - $30.9K
1.53K $600K
RTX
Raytheon Technologies Corp

Industrials
214
+ 5.35%
$99.55 - $123.34 $21.3K - $26.4K
4.21K $511K
NFLX
Netflix Inc

Communication Services
126
+ 33.07%
$598.55 - $722.26 $75.4K - $91K
507 $359K
VEA
Vanguard Ftse Developed Market

ETFs
1.54K
+ 35.33%
$47.6 - $53.31 $73.2K - $82K
5.89K $311K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
452
+ 11.54%
$117.9 - $128.2 $53.3K - $57.9K
4.37K $560K
KO
Coca Cola CO

Consumer Defensive
625
+ 11.35%
$62.69 - $73.01 $39.2K - $45.6K
6.13K $443K
HIG
Hartford Financial Services Group, Inc.

Financial Services
23
+ 0.48%
$98.71 - $117.61 $2.27K - $2.71K
4.86K $573K
PG
Procter & Gamble CO

Consumer Defensive
287
+ 6.89%
$160.76 - $177.82 $46.1K - $51K
4.45K $771K
ITOT
Ishares Core S&P Total U.S. St

ETFs
538
+ 27.7%
$113.41 - $125.62 $61K - $67.6K
2.48K $312K
QQQ
Invesco Qqq Trust, Series 1

ETFs
26
+ 0.39%
$434.77 - $502.96 $11.3K - $13.1K
6.69K $3.27M
PFE
Pfizer Inc

Healthcare
1.29K
+ 3.89%
$27.7 - $31.39 $35.6K - $40.4K
34.3K $994K
CSCO
Cisco Systems, Inc.

Technology
430
+ 5.76%
$44.74 - $53.22 $19.2K - $22.9K
7.89K $420K
MDLZ
Mondelez International, Inc.

Consumer Defensive
507
+ 15.99%
$64.35 - $75.71 $32.6K - $38.4K
3.68K $273K
MSTR
Microstrategy Inc

Technology
1.8K
+ 900.0%
$114.3 - $1800.09 $206K - $3.24M
2K $337K
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.47%
$182.15 - $182.15 $2.91K - $2.91K
3.44K $683K
GE
General Electric CO

Industrials
25
+ 1.45%
$156.66 - $189.66 $3.92K - $4.74K
1.75K $331K
NKE
Nike, Inc.

Consumer Cyclical
136
+ 4.69%
$71.09 - $89.44 $9.67K - $12.2K
3.04K $269K
MS
Morgan Stanley

Financial Services
233
+ 6.48%
$92.07 - $106.96 $21.5K - $24.9K
3.83K $399K
AVGO
Broadcom Inc.

Technology
1.6K
+ 993.17%
$136.27 - $1745.86 $218K - $2.79M
1.76K $304K
AMD
Advanced Micro Devices Inc

Technology
237
+ 18.59%
$128.67 - $183.96 $30.5K - $43.6K
1.51K $248K
AMGN
Amgen Inc

Healthcare
82
+ 8.11%
$309.38 - $337.38 $25.4K - $27.7K
1.09K $352K
XLY
Select Sector Spdr Consumer Di

ETFs
2
+ 0.1%
$170.05 - $200.86 $340 - $402
1.94K $389K
DSI
Ishares Msci Kld 400 Social Et

ETFs
18
+ 0.31%
$97.81 - $108.79 $1.76K - $1.96K
5.81K $633K
IWM
Ishares Russell 2000 ETF

ETFs
13
+ 0.94%
$200.87 - $224.6 $2.61K - $2.92K
1.4K $309K
XOM
Exxon Mobil Corp

Energy
54
+ 0.51%
$109.72 - $119.0 $5.92K - $6.43K
10.6K $1.25M
PEP
Pepsico Inc

Consumer Defensive
73
+ 2.97%
$161.9 - $179.3 $11.8K - $13.1K
2.53K $430K
CRM
Salesforce, Inc.

Technology
2
+ 0.2%
$238.42 - $276.53 $477 - $553
1.02K $279K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
9
+ 0.08%
$37.19 - $44.15 $335 - $397
11.2K $485K
YUM
Yum Brands Inc

Consumer Cyclical
8
+ 0.46%
$125.95 - $139.96 $1.01K - $1.12K
1.76K $246K
ACRE
Ares Commercial Real Estate Corp

Real Estate
520
+ 3.29%
$6.53 - $7.92 $3.4K - $4.12K
16.3K $118K
CSX
Csx Corp

Industrials
14
+ 0.13%
$32.48 - $35.45 $455 - $496
10.4K $359K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
296
+ 0.8%
$10.84 - $11.33 $3.21K - $3.35K
37.4K $422K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3
+ 0.03%
$50.63 - $51.11 $152 - $153
10.1K $514K
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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