Prism Advisors, Inc. Reduced Holdings in Q1 2025

Prism Advisors, Inc.

  • $323 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-87K
- 98.39%
$185.78 - $198.58 $16.2M - $17.3M
1.42K $270K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-317K
- 83.43%
$49.78 - $53.19 $15.8M - $16.8M
62.9K $3.21M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-3.98K
- 2.13%
$106.43 - $123.29 $424K - $491K
183K $19.8M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-14.4K
- 5.38%
$79.96 - $87.71 $1.15M - $1.26M
253K $20.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-770
- 4.8%
$468.34 - $539.52 $361K - $415K
15.3K $7.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
-680
- 3.73%
$551.42 - $612.93 $375K - $417K
17.6K $9.82M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-11.1K
- 11.95%
$58.79 - $65.0 $651K - $720K
81.5K $4.86M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-8.81K
- 4.27%
$63.77 - $68.75 $562K - $606K
198K $12.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.05K
- 3.7%
$192.82 - $222.1 $201K - $232K
27.2K $5.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.55K
- 3.8%
$169.43 - $182.84 $432K - $466K
64.5K $11.2M
IHDG
Wisdomtree Tr

ETFs
-10.1K
- 1.79%
$43.4 - $47.51 $440K - $481K
555K $24.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.74K
- 1.95%
$55.41 - $60.74 $207K - $227K
188K $10.6M
RDVY
First Trust Rising Dividend Ac

ETFs
-2.88K
- 11.41%
$57.22 - $63.39 $165K - $183K
22.4K $1.31M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.05K
- 4.56%
$97.38 - $104.52 $395K - $424K
84.9K $8.68M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.22K
- 5.82%
$60.46 - $64.42 $194K - $207K
52K $3.21M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-4.97K
- 6.96%
$52.16 - $56.68 $259K - $282K
66.5K $3.7M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
-2.41K
- 12.61%
$31.77 - $36.65 $76.4K - $88.2K
16.7K $529K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-959
- 12.44%
$77.67 - $90.15 $74.5K - $86.5K
6.75K $528K
CNYA
Ishares Tr Msci China A ETF (D

ETFs
-6.12K
- 1.68%
$26.28 - $29.34 $161K - $180K
357K $10M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-730
- 11.95%
$101.98 - $115.66 $74.4K - $84.4K
5.38K $550K
FIW
First Trust Water ETF

ETFs
-649
- 1.64%
$99.48 - $106.74 $64.6K - $69.3K
39K $3.93M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-37
- 0.36%
$15.74 - $22.48 $582 - $832
10.3K $162K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-4.49K
- 8.81%
$32.66 - $36.43 $147K - $163K
46.5K $1.63M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-160
- 5.92%
$100.59 - $103.47 $16.1K - $16.6K
2.54K $263K
Calvert Ultra Short Investment Grade ETF
-435
- 3.47%
N/A
12.1K $0
IEF
Ishares Barclays

ETFs
-307
- 2.91%
$91.17 - $95.39 $28K - $29.3K
10.2K $975K
NUDM
Nuveen Esg International Devel

ETFs
-1.61K
- 5.31%
$29.75 - $33.12 $47.8K - $53.2K
28.6K $911K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-418
- 0.15%
$50.39 - $50.66 $21.1K - $21.2K
277K $14M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-697
- 0.24%
$48.31 - $49.23 $33.7K - $34.3K
285K $14M
IEFA
Ishares Tr

ETFs
-1.17K
- 2.07%
$69.57 - $78.65 $81.5K - $92.1K
55.3K $4.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.04K
- 3.08%
$74.85 - $84.89 $152K - $173K
64K $5.23M
DFIV
Dimensional ETF Tr

ETFs
-11.6K
- 2.15%
$35.33 - $40.77 $409K - $472K
527K $20.7M
Activity Summary
Buys All Purchases 13 New Holdings 3 Increased Positions 10 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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