Frisch Financial Group, Inc. Reduced Holdings in Q1 2025

Frisch Financial Group, Inc.

  • $356 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-10.2K
- 12.22%
$209.68 - $247.1 $2.14M - $2.52M
73.4K $16.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-45K
- 13.15%
$50.39 - $50.66 $2.27M - $2.28M
298K $15.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8.02K
- 26.06%
$442.66 - $534.52 $3.55M - $4.29M
22.8K $12.1M
POCT
Innovator U.S. Equity Power Bu

ETFs
-44.8K
- 55.1%
$38.53 - $40.49 $1.73M - $1.81M
36.5K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
-8.1K
- 17.06%
$225.19 - $279.95 $1.82M - $2.27M
39.4K $9.65M
MSFT
Microsoft Corp

Technology
-101
- 0.45%
$375.39 - $447.2 $37.9K - $45.2K
22.5K $8.43M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.58K
- 6.17%
$190.26 - $242.06 $300K - $382K
24K $4.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26
- 0.03%
$102.49 - $119.96 $2.66K - $3.12K
82.7K $8.65M
VO
Vanguard Mid Cap ETF

ETFs
-278
- 0.49%
$251.87 - $277.95 $70K - $77.3K
56.4K $14.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-172
- 2.56%
$468.34 - $539.52 $80.6K - $92.8K
6.54K $3.07M
DIS
Walt Disney CO

Communication Services
-80
- 0.39%
$96.87 - $114.0 $7.75K - $9.12K
20.7K $2.04M
VOT
Vanguard Mid Cap Growth Index

ETFs
-759
- 10.76%
$237.72 - $276.98 $180K - $210K
6.3K $1.54M
HD
Home Depot, Inc.

Consumer Cyclical
-190
- 2.75%
$347.25 - $424.87 $66K - $80.7K
6.73K $2.47M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-1.48K
- 13.6%
N/A
9.4K $400K
ORCL
Oracle Corp

Technology
-3
- 0.07%
$139.81 - $186.47 $419 - $559
4.15K $580K
VTI
Vanguard Total Stock Market Et

ETFs
-126
- 2.53%
$271.18 - $303.12 $34.2K - $38.2K
4.86K $1.34M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-601
- 0.7%
$62.72 - $71.92 $37.7K - $43.2K
85.8K $5.41M
META
Meta Platforms, Inc.

Communication Services
-34
- 0.75%
$576.36 - $736.67 $19.6K - $25K
4.53K $2.61M
VEA
Vanguard Ftse Developed Market

ETFs
-1.55K
- 26.52%
$47.4 - $52.99 $73.5K - $82.1K
4.3K $218K
BAC
Bank Of America Corp

Financial Services
-661
- 4.35%
$39.61 - $47.74 $26.2K - $31.6K
14.5K $607K
XLY
Select Sector Spdr Consumer Di

ETFs
-13
- 0.68%
$192.6 - $233.2 $2.5K - $3.03K
1.89K $374K
VGT
Vanguard Information Technolog

ETFs
-16
- 3.01%
$542.38 - $646.34 $8.68K - $10.3K
516 $280K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-74
- 0.18%
$120.5 - $145.97 $8.92K - $10.8K
42.1K $5.54M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-548
- 5.46%
$49.78 - $53.19 $27.3K - $29.1K
9.48K $484K
VUG
Vanguard Growth ETF

ETFs
-2
- 0.36%
$369.1 - $427.61 $738 - $855
548 $203K
EEM
Ishares Msci Emerging Markets

ETFs
-726
- 11.35%
$40.81 - $45.34 $29.6K - $32.9K
5.67K $248K
PEP
Pepsico Inc

Consumer Defensive
-30
- 1.05%
$142.64 - $156.42 $4.28K - $4.69K
2.83K $424K
PLTR
Palantir Technologies Inc.

Technology
-425
- 14.95%
$64.98 - $124.62 $27.6K - $53K
2.42K $204K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-565
- 2.93%
$10.17 - $10.76 $5.75K - $6.08K
18.7K $194K
CMCSA
Comcast Corp

Communication Services
-48
- 0.66%
$33.19 - $38.23 $1.59K - $1.84K
7.25K $268K
BNDX
Vanguard Total International B

ETFs
-3
- 0.06%
$48.33 - $49.5 $145 - $149
4.79K $234K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-37
- 0.17%
$50.87 - $51.09 $1.88K - $1.89K
22K $1.12M
EMB
Ishares Tr

ETFs
-2
- 0.03%
$88.64 - $92.03 $177 - $184
6.04K $547K
NFLX
Netflix Inc

Communication Services
-14
- 2.76%
$828.4 - $1058.6 $11.6K - $14.8K
493 $460K
ABT
Abbott Laboratories

Healthcare
-352
- 12.27%
$111.1 - $140.22 $39.1K - $49.4K
2.52K $334K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-459
- 9.42%
$106.31 - $123.73 $48.8K - $56.8K
4.42K $549K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-203
- 0.76%
$37.07 - $40.63 $7.53K - $8.25K
26.7K $1.05M
WM
Waste Management Inc

Industrials
-31
- 2.59%
$200.54 - $233.78 $6.22K - $7.25K
1.17K $270K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-60
- 0.91%
$75.32 - $84.77 $4.52K - $5.09K
6.56K $536K
IBM
International Business Machines Corp

Technology
-26
- 1.84%
$217.4 - $264.74 $5.65K - $6.88K
1.39K $345K
PM
Philip Morris International Inc.

Consumer Defensive
-766
- 18.84%
$117.15 - $158.79 $89.7K - $122K
3.3K $528K
T
At&T Inc.

Communication Services
-11
- 0.13%
$21.56 - $28.28 $237 - $311
8.77K $248K
SCHW
Schwab Charles Corp

Financial Services
-161
- 1.06%
$71.24 - $83.64 $11.5K - $13.5K
15.1K $1.18M
EPD
Enterprise Products Partners L.P.

Energy
-600
- 1.85%
$31.75 - $34.14 $19.1K - $20.5K
31.8K $1.09M
MCD
Mcdonalds Corp

Consumer Cyclical
-24
- 0.69%
$279.74 - $321.29 $6.71K - $7.71K
3.45K $1.08M
VZ
Verizon Communications Inc

Communication Services
-1.47K
- 3.89%
$37.81 - $46.49 $55.4K - $68.1K
36.2K $1.64M
ABBV
Abb Vie Inc.

Healthcare
-282
- 3.56%
$169.2 - $216.66 $47.7K - $61.1K
7.64K $1.6M
XLF
Financial Sector Spdr

ETFs
-4.01K
- 1.51%
$47.32 - $52.19 $190K - $209K
262K $13.1M
HDV
Ishares Core High Dividend ETF

ETFs
-62
- 0.24%
$110.86 - $121.12 $6.87K - $7.51K
25.7K $3.12M
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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