Frisch Financial Group, Inc. Incresed Positions in Q3 2025

Frisch Financial Group, Inc.

  • $396 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FMB
First Tr Exchange Traded Fd Ii

ETFs
75.6K
+ 35.62%
$49.32 - $50.93 $3.73M - $3.85M
288K $14.6M
VTV
Vanguard Value ETF

ETFs
10.1K
+ 7.65%
$175.51 - $186.57 $1.78M - $1.89M
143K $26.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.3K
+ 1.48%
$181.56 - $190.33 $417K - $437K
157K $29.8M
NVDA
Nvidia Corp

Technology
1.18K
+ 3.76%
$153.3 - $186.58 $181K - $220K
32.5K $6.06M
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 0.3%
$282.78 - $316.06 $32.5K - $36.3K
38.2K $12.1M
VT
Vanguard Total World Stk Index

ETFs
247
+ 0.29%
$128.41 - $138.03 $31.7K - $34.1K
86.3K $11.9M
XLF
Financial Sector Spdr

ETFs
5.72K
+ 2.17%
$51.37 - $54.25 $294K - $310K
270K $14.5M
XLK
Technology Sector Spdr

ETFs
1.67K
+ 62.26%
$250.97 - $282.66 $418K - $471K
4.34K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
97
+ 0.42%
$459.11 - $506.91 $44.5K - $49.2K
23.2K $11.7M
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.23%
$184.85 - $231.54 $3.33K - $4.17K
7.69K $1.78M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.76K
+ 4.35%
$70.85 - $76.96 $266K - $289K
90.2K $6.86M
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 1.32%
$357.4 - $423.42 $32.2K - $38.1K
6.92K $2.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
78
+ 2.69%
$617.65 - $666.84 $48.2K - $52K
2.98K $1.99M
UNH
Unitedhealth Group Inc

Healthcare
20
+ 0.47%
$237.77 - $353.61 $4.76K - $7.07K
4.3K $1.49M
CAT
Caterpillar Inc

Industrials
6
+ 0.37%
$390.92 - $477.15 $2.35K - $2.86K
1.63K $779K
AMD
Advanced Micro Devices Inc

Technology
678
+ 36.95%
$134.8 - $184.42 $91.4K - $125K
2.51K $406K
HDV
Ishares Core High Dividend ETF

ETFs
195
+ 0.94%
$118.16 - $123.66 $23K - $24.1K
21K $2.58M
AVGO
Broadcom Inc.

Technology
100
+ 5.59%
$264.74 - $369.57 $26.5K - $37K
1.89K $622K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.04%
$620.67 - $670.08 $621 - $670
2.48K $1.66M
AMZN
Amazon Com Inc

Consumer Cyclical
466
+ 1.93%
$211.65 - $238.24 $98.6K - $111K
24.7K $5.41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
801
+ 17.23%
$72.65 - $78.68 $58.2K - $63K
5.45K $427K
BAC
Bank Of America Corp

Financial Services
290
+ 1.99%
$44.92 - $52.42 $13K - $15.2K
14.8K $765K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.16K
+ 1.27%
$23.13 - $23.54 $50K - $50.9K
172K $4.04M
AMGN
Amgen Inc

Healthcare
250
+ 22.2%
$271.18 - $309.22 $67.8K - $77.3K
1.38K $388K
NEE
Nextera Energy Inc

Utilities
283
+ 3.28%
$69.77 - $77.54 $19.7K - $21.9K
8.9K $671K
MS
Morgan Stanley

Financial Services
24
+ 0.64%
$139.09 - $161.16 $3.34K - $3.87K
3.79K $602K
MRK
Merck & Co., Inc.

Healthcare
396
+ 4.32%
$77.6 - $87.37 $30.7K - $34.6K
9.56K $801K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
43
+ 0.21%
$52.12 - $55.33 $2.24K - $2.38K
20.1K $1.11M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6
+ 0.29%
$567.09 - $607.37 $3.4K - $3.64K
2.06K $1.23M
DSI
Ishares Msci Kld 400 Social Et

ETFs
14
+ 0.24%
$115.96 - $125.95 $1.62K - $1.76K
5.87K $739K
WMT
Walmart Inc.

Consumer Defensive
195
+ 3.0%
$94.4 - $104.27 $18.4K - $20.3K
6.69K $689K
VZ
Verizon Communications Inc

Communication Services
418
+ 1.08%
$40.84 - $45.06 $17.1K - $18.8K
39K $1.71M
XLY
Select Sector Spdr Consumer Di

ETFs
8
+ 0.42%
$216.09 - $242.18 $1.73K - $1.94K
1.9K $456K
UNP
Union Pacific Corp

Industrials
142
+ 8.65%
$214.91 - $237.16 $30.5K - $33.7K
1.78K $421K
BOTZ
Global X Fds

ETFs
18
+ 0.11%
$32.14 - $35.96 $579 - $647
15.8K $560K
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
RDVY
First Trust Rising Dividend Ac

ETFs
6
+ 0.14%
$62.38 - $67.29 $374 - $404
4.44K $298K
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
PANW
Palo Alto Networks Inc

Technology
63
+ 4.48%
$167.06 - $208.19 $10.5K - $13.1K
1.47K $299K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.25%
$92.26 - $97.51 $554 - $585
2.44K $235K
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
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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