Frisch Financial Group, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $333 Million distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $23M, Invesco S&P 500 Equal Weight E with a value of $21.9M, Apple Inc. with a value of $19.7M, Direxion Nasdaq 100 Equal Weig with a value of $17.1M, and Jp Morgan ETF Tr Ultra Short I with a value of $16.5M.
Examining the 13F form we can see an increase of $2.38M in the current position value, from $330M to 333M.
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
$333 Million
ETFs: $201 Million
Technology: $37.8 Million
Financial Services: $29.9 Million
Communication Services: $23.2 Million
Healthcare: $17.4 Million
Consumer Cyclical: $10.9 Million
Consumer Defensive: $3.9 Million
Energy: $2.5 Million
Other: $5.24 Million
Stock Holdings Table Market Cap. of $200 Billions or more
