Prism Advisors, Inc. Portfolio Holdings by Sector
Prism Advisors, Inc.
- $347 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IHDG XCEM WTV SPYV DFIV RWK IVE LMBS 48 stocks |
$337,127
97.1% of portfolio
|
  18  
|
  22  
|
  4  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$4,040
1.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,374
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$900
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN LLY 2 stocks |
$665
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$553
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$477
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$425
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
IIPR 1 stocks |
$358
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$326
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$262
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$235
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$220
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$209
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
WW 1 stocks |
$36
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|