Frisch Financial Group, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $409 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $30.6M, Invesco S&P 500 Equal Weight E with a value of $28.1M, Vanguard Value ETF with a value of $23.5M, Direxion Nasdaq 100 Equal Weig with a value of $22.2M, and Ishares Tr Ibonds Dec 2031 Ter with a value of $19M.
Examining the 13F form we can see an increase of $52.3M in the current position value, from $356M to 409M.
Frisch Financial Group, Inc. is based out at Melville, NY
Below you can find more details about Frisch Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$409 Million
ETFs: $245 Million
Technology: $40.1 Million
Communication Services: $29.6 Million
Financial Services: $29.6 Million
Healthcare: $16.2 Million
Consumer Cyclical: $10.5 Million
Consumer Defensive: $4.8 Million
Energy: $3.93 Million
Other: $6.31 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
