Prism Advisors, Inc. Portfolio Holdings by Sector
Prism Advisors, Inc.
- $323 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IHDG XCEM VTV WTV DFIV RWK JAVA JPST 44 stocks |
$313,427
97.08% of portfolio
|
4
|
32
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$3,850
1.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,358
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$1,058
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$536
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$492
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$445
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$410
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$243
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$241
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$220
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$207
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$200
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
BGS 1 stocks |
$81
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
XRX 1 stocks |
$68
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
WW 1 stocks |
$21
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|