Prism Advisors, Inc. Portfolio Holdings
Prism Advisors, Inc.
- $328 Million
- Q2 2024
Prism Advisors, Inc. has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $328 Million distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr with a value of $26.1M, Fidelity Covington Tr Value Fa with a value of $25.3M, Columbia ETF Tr Ii with a value of $24.4M, Spdr Portfolio S&P 500 Value E with a value of $18.7M, and J P Morgan Exch Traded Fd Tr B with a value of $15.9M.
Examining the 13F form we can see an decrease of $4.54M in the current position value, from $333M to 328M.
Below you can find more details about Prism Advisors, Inc. portfolio as well as his latest detailed transactions.