Prism Advisors, Inc. Portfolio Holdings
Prism Advisors, Inc.
- $347 Million
- Q3 2024
Prism Advisors, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $347 Million distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr with a value of $26.6M, Columbia ETF Tr Ii with a value of $24.9M, Wisdomtree Tr Wisdomtree U.S. with a value of $20.2M, Spdr Portfolio S&P 500 Value E with a value of $19.9M, and Dimensional ETF Tr with a value of $18.7M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $328M to 347M.
Below you can find more details about Prism Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$347 Million
ETFs: $341 Million
Technology: $2.19 Million
Financial Services: $1.65 Million
Healthcare: $665,000
Consumer Cyclical: $491,000
Communication Services: $477,000
Real Estate: $358,000
Consumer Defensive: $209,000
Other: $0
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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