Frisch Financial Group, Inc. Sells in Q4 2024

Frisch Financial Group, Inc.

  • $330 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-20.8K
- 15.82%
$168.32 - $181.87 $3.51M - $3.79M
111K $18.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15.8K
- 12.87%
$174.22 - $187.62 $2.75M - $2.96M
107K $18.7M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-15.4K
- 8.14%
$89.01 - $96.24 $1.37M - $1.48M
174K $15.6M
XLV
Select Sector Spdr Fund Health

ETFs
-438
- 0.6%
$136.28 - $154.74 $59.7K - $67.8K
72.6K $9.99M
JNJ
Johnson & Johnson

Healthcare
-788
- 1.65%
$143.34 - $165.86 $113K - $131K
47K $6.79M
MSFT
Microsoft Corp

Technology
-265
- 1.16%
$406.35 - $454.46 $108K - $120K
22.6K $9.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-181
- 0.58%
$442.29 - $483.08 $80.1K - $87.4K
30.8K $14M
ED
Consolidated Edison Inc

Utilities
-908
- 6.46%
$88.87 - $107.38 $80.7K - $97.5K
13.1K $1.17M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-18.1K
- 48.48%
$10.26 - $11.26 $186K - $204K
19.3K $202K
INTC
Intel Corp

Technology
-2.42K
- 5.14%
$19.07 - $26.23 $46.1K - $63.5K
44.6K $895K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.17K
- 15.04%
$75.65 - $83.47 $88.7K - $97.8K
6.62K $504K
XOM
Exxon Mobil Corp

Energy
-182
- 1.71%
$105.51 - $125.37 $19.2K - $22.8K
10.5K $1.13M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-571
- 0.86%
$123.69 - $133.68 $70.6K - $76.3K
65.5K $8.19M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-511
- 1.87%
$38.37 - $42.82 $19.6K - $21.9K
26.9K $1.03M
VO
Vanguard Mid Cap ETF

ETFs
-401
- 0.7%
$261.5 - $284.63 $105K - $114K
56.7K $15M
KO
Coca Cola CO

Consumer Defensive
-138
- 2.25%
$61.74 - $71.71 $8.52K - $9.9K
6K $373K
EEM
Ishares Msci Emerging Markets

ETFs
-957
- 13.01%
$41.82 - $47.36 $40K - $45.3K
6.4K $268K
CAT
Caterpillar Inc

Industrials
-68
- 4.44%
$360.37 - $416.88 $24.5K - $28.3K
1.47K $532K
GE
General Electric CO

Industrials
-80
- 4.57%
$159.95 - $194.23 $12.8K - $15.5K
1.67K $279K
IWM
Ishares Russell 2000 ETF

ETFs
-141
- 10.09%
$216.13 - $242.4 $30.5K - $34.2K
1.26K $278K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.05K
- 7.0%
$37.61 - $38.92 $39.4K - $40.7K
13.9K $536K
VEA
Vanguard Ftse Developed Market

ETFs
-46
- 0.78%
$47.57 - $52.44 $2.19K - $2.41K
5.85K $280K
PG
Procter & Gamble CO

Consumer Defensive
-28
- 0.63%
$161.05 - $179.7 $4.51K - $5.03K
4.42K $741K
META
Meta Platforms, Inc.

Communication Services
-153
- 3.24%
$554.08 - $632.68 $84.8K - $96.8K
4.56K $2.67M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-45
- 2.11%
$563.99 - $620.12 $25.4K - $27.9K
2.08K $1.19M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-438
- 1.03%
$125.5 - $148.67 $55K - $65.1K
42.2K $5.58M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-50
- 0.5%
$51.09 - $55.27 $2.55K - $2.76K
10K $513K
IBM
International Business Machines Corp

Technology
-42
- 2.88%
$204.9 - $238.04 $8.61K - $10K
1.41K $311K
MO
Altria Group, Inc.

Consumer Defensive
-112
- 2.46%
$49.06 - $57.74 $5.49K - $6.47K
4.44K $232K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-65
- 1.23%
$66.77 - $71.52 $4.34K - $4.65K
5.23K $360K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-230
- 0.82%
$35.07 - $36.08 $8.07K - $8.3K
27.8K $998K
HON
Honeywell International Inc

Industrials
-45
- 4.11%
$202.84 - $236.0 $9.13K - $10.6K
1.05K $237K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 1.05%
$873.59 - $994.69 $6.12K - $6.96K
658 $603K
MA
Mastercard Inc

Financial Services
-10
- 1.67%
$491.3 - $536.15 $4.91K - $5.36K
588 $310K
BMY
Bristol Myers Squibb CO

Healthcare
-7
- 0.17%
$51.92 - $59.94 $363 - $420
4.11K $232K
POCT
Innovator U.S. Equity Power Bu

ETFs
-757
- 0.92%
$38.63 - $40.03 $29.2K - $30.3K
81.3K $3.22M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.4K
- 14.67%
$180.88 - $232.93 $795K - $1.02M
25.6K $5.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.28%
$567.81 - $607.81 $4.54K - $4.86K
2.87K $1.69M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-307
- 2.74%
N/A
10.9K $519K
XLY
Select Sector Spdr Consumer Di

ETFs
-33
- 1.7%
$194.8 - $239.43 $6.43K - $7.9K
1.91K $428K
SCHW
Schwab Charles Corp

Financial Services
-1.17K
- 7.14%
$63.31 - $82.85 $74.1K - $96.9K
15.2K $1.13M
VOT
Vanguard Mid Cap Growth Index

ETFs
-32
- 0.45%
$241.48 - $274.89 $7.73K - $8.8K
7.06K $1.79M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-21
- 0.26%
$521.84 - $558.82 $11K - $11.7K
8.06K $4.34M
MS
Morgan Stanley

Financial Services
-139
- 3.63%
$104.42 - $134.99 $14.5K - $18.8K
3.69K $464K
GS
Goldman Sachs Group Inc

Financial Services
-9
- 0.34%
$486.1 - $608.57 $4.37K - $5.48K
2.62K $1.5M
DIS
Walt Disney CO

Communication Services
-242
- 1.15%
$92.39 - $117.6 $22.4K - $28.5K
20.8K $2.31M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.17K
- 1.34%
$58.39 - $67.04 $68.4K - $78.5K
86.4K $5.48M
XLF
Financial Sector Spdr

ETFs
-5.44K
- 2.0%
$44.89 - $51.34 $244K - $279K
266K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
-1.75K
- 3.56%
$205.18 - $250.29 $360K - $439K
47.5K $11.4M
Activity Summary
Buys All Purchases 61 New Holdings 5 Increased Positions 56 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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