Frisch Financial Group, Inc. Sells in Q3 2024

Frisch Financial Group, Inc.

  • $333 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-282K
- 46.46%
$50.25 - $50.74 $14.2M - $14.3M
325K $16.5M
GOOGL
Alphabet Inc.

Communication Services
-2.6K
- 2.96%
$148.65 - $191.18 $386K - $497K
85.3K $14.1M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-35.4K
- 79.94%
$36.89 - $39.25 $1.31M - $1.39M
8.89K $349K
VUG
Vanguard Growth ETF

ETFs
-3.48K
- 86.34%
$341.08 - $391.94 $1.19M - $1.36M
550 $211K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.62K
- 24.46%
$475.2 - $527.7 $1.24M - $1.38M
8.08K $4.28M
MSFT
Microsoft Corp

Technology
-361
- 1.56%
$395.15 - $467.56 $143K - $169K
22.8K $9.82M
V
Visa Inc.

Financial Services
-1.69K
- 42.62%
$253.74 - $291.56 $428K - $492K
2.27K $624K
COST
Costco Wholesale Corp

Consumer Defensive
-484
- 42.12%
$801.83 - $917.05 $388K - $444K
665 $590K
LLY
Eli Lilly & CO

Healthcare
-369
- 15.23%
$772.14 - $960.02 $285K - $354K
2.05K $1.82M
GOOG
Alphabet Inc.

Communication Services
-691
- 5.15%
$149.54 - $192.66 $103K - $133K
12.7K $2.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.35K
- 28.2%
$245.82 - $304.51 $331K - $410K
3.43K $1.05M
NVDA
Nvidia Corp

Technology
-240
- 0.87%
$98.91 - $134.91 $23.7K - $32.4K
27.5K $3.33M
DIS
Walt Disney CO

Communication Services
-75
- 0.36%
$85.6 - $98.61 $6.42K - $7.4K
21K $2.02M
UL
Unilever PLC

Consumer Defensive
-1.83K
- 33.6%
$54.7 - $65.59 $100K - $120K
3.62K $235K
MA
Mastercard Inc

Financial Services
-195
- 24.59%
$429.6 - $500.99 $83.8K - $97.7K
598 $295K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1.57K
- 2.31%
$114.52 - $127.8 $179K - $200K
66.1K $8.29M
BAC
Bank Of America Corp

Financial Services
-729
- 4.59%
$36.65 - $44.13 $26.7K - $32.2K
15.2K $601K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-526
- 14.02%
$58.03 - $65.37 $30.5K - $34.4K
3.23K $209K
BOTZ
Global X Fds

ETFs
-852
- 5.2%
$27.68 - $32.27 $23.6K - $27.5K
15.5K $499K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-701
- 4.47%
$35.57 - $37.86 $24.9K - $26.5K
15K $567K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-587
- 4.64%
$33.61 - $35.94 $19.7K - $21.1K
12.1K $433K
IVV
Ishares Core S&P 500 ETF

ETFs
-75
- 5.4%
$520.18 - $576.82 $39K - $43.3K
1.31K $757K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-548
- 6.57%
$75.63 - $84.89 $41.4K - $46.5K
7.79K $656K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1
- 0.02%
$49.93 - $51.15 $49.9 - $51.2
5.91K $302K
BNDX
Vanguard Total International B

ETFs
-1
- 0.02%
$48.42 - $50.35 $48.4 - $50.4
4.79K $241K
MO
Altria Group, Inc.

Consumer Defensive
-462
- 9.21%
$45.95 - $54.71 $21.2K - $25.3K
4.55K $237K
CMCSA
Comcast Corp

Communication Services
-46
- 0.63%
$37.33 - $41.78 $1.72K - $1.92K
7.25K $303K
RDVY
First Trust Rising Dividend Ac

ETFs
-2.67K
- 37.76%
$53.68 - $59.24 $143K - $158K
4.41K $261K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-24
- 0.44%
$75.32 - $84.37 $1.81K - $2.02K
5.37K $449K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-66
- 0.24%
$33.3 - $35.24 $2.2K - $2.33K
28K $987K
EMB
Ishares Tr

ETFs
-1
- 0.02%
$87.75 - $93.74 $87.8 - $93.7
6.04K $565K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-48
- 0.47%
$48.51 - $52.86 $2.33K - $2.54K
10.1K $533K
IBM
International Business Machines Corp

Technology
-74
- 4.84%
$175.1 - $223.38 $13K - $16.5K
1.46K $322K
PM
Philip Morris International Inc.

Consumer Defensive
-70
- 2.13%
$101.25 - $127.45 $7.09K - $8.92K
3.22K $395K
ORCL
Oracle Corp

Technology
-370
- 8.2%
$125.9 - $170.35 $46.6K - $63K
4.14K $706K
VOT
Vanguard Mid Cap Growth Index

ETFs
-119
- 1.65%
$218.05 - $243.47 $25.9K - $29K
7.09K $1.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 29.91%
$517.38 - $573.86 $635K - $705K
2.88K $1.66M
GS
Goldman Sachs Group Inc

Financial Services
-26
- 0.98%
$459.02 - $510.25 $11.9K - $13.3K
2.63K $1.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.47K
- 1.65%
$52.1 - $59.66 $76.5K - $87.6K
87.6K $5.19M
HDV
Ishares Core High Dividend ETF

ETFs
-3.36K
- 11.55%
$107.62 - $118.76 $361K - $398K
25.7K $3.02M
META
Meta Platforms, Inc.

Communication Services
-152
- 3.12%
$453.41 - $572.44 $68.9K - $87K
4.72K $2.7M
UNH
Unitedhealth Group Inc

Healthcare
-112
- 2.66%
$488.01 - $604.18 $54.7K - $67.7K
4.1K $2.4M
XLV
Select Sector Spdr Fund Health

ETFs
-2.16K
- 2.87%
$143.3 - $157.24 $309K - $339K
73.1K $11.3M
VTV
Vanguard Value ETF

ETFs
-9.35K
- 6.62%
$159.75 - $174.57 $1.49M - $1.63M
132K $23M
JPM
Jpmorgan Chase & CO

Financial Services
-146
- 0.3%
$194.9 - $224.8 $28.5K - $32.8K
49.2K $10.4M
JNJ
Johnson & Johnson

Healthcare
-361
- 0.75%
$145.48 - $167.38 $52.5K - $60.4K
47.7K $7.74M
XLF
Financial Sector Spdr

ETFs
-5.09K
- 1.84%
$40.84 - $45.74 $208K - $233K
272K $12.3M
VO
Vanguard Mid Cap ETF

ETFs
-265
- 0.46%
$237.84 - $263.83 $63K - $69.9K
57.1K $15.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-346
- 1.1%
$405.19 - $478.57 $140K - $166K
31K $14.3M
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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