Prism Advisors, Inc. has filed its 13F form on April 05, 2024 for Q1 2024 where it was disclosed a total value porftolio of $333 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr with a value of $26.3M, Fidelity Covington Tr Value Fa with a value of $25.6M, Ishares Core Dividend Growth E with a value of $24.2M, Ishares Tr Msci Eafe ETF with a value of $24M, and Columbia ETF Tr Ii with a value of $23.4M.

Examining the 13F form we can see an increase of $23.6M in the current position value, from $309M to 333M.

Below you can find more details about Prism Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $333 Million
ETFs: $328 Million
Technology: $2.01 Million
Financial Services: $1.28 Million
Consumer Cyclical: $455,000
Communication Services: $423,000
Real Estate: $358,000
Healthcare: $128,000
Industrials: $107,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $333 Million
  • Prior Value $309 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 05, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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