Prism Advisors, Inc. Portfolio Holdings
Prism Advisors, Inc.
- $341 Million
- Q2 2025
Prism Advisors, Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $341 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr with a value of $21.4M, Vanguard Value ETF with a value of $19.5M, Columbia ETF Tr Ii with a value of $18.9M, Dimensional ETF Tr with a value of $18.9M, and Wisdomtree Tr Wisdomtree U.S. with a value of $17.5M.
Examining the 13F form we can see an increase of $18M in the current position value, from $323M to 341M.
Below you can find more details about Prism Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$341 Million
ETFs: $335 Million
Technology: $2.83 Million
Financial Services: $1.53 Million
Consumer Cyclical: $689,000
Communication Services: $507,000
Consumer Defensive: $256,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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