Frisch Financial Group, Inc. Top Holdings and 13F Report (2025) About Frisch Financial Group, Inc.Investment ActivityFrisch Financial Group, Inc. has $330.40 thousand in total holdings as of December 31, 2024.Frisch Financial Group, Inc. owns shares of 129 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.64% of the portfolio was purchased this quarter.About 4.08% of the portfolio was sold this quarter.This quarter, Frisch Financial Group, Inc. has purchased 133 new stocks and bought additional shares in 56 stocks.Frisch Financial Group, Inc. sold shares of 52 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $20,945Vanguard Value ETF $18,776Invesco S&P 500 Equal Weight ETF $18,702JPMorgan Ultra-Short Income ETF $17,325Alphabet $16,019 Largest New Holdings this Quarter Global X Uranium ETF $4,943 HoldingPALANTIR TECHNOLOGIES INC $215 HoldingCitigroup $214 HoldingCrowdStrike $208 HoldingAT&T $200 Holding Largest Purchases this Quarter Global X Uranium ETF 179,598 shares (about $4.94K)JPMorgan Ultra-Short Income ETF 18,031 shares (about $911.92)iShares Floating Rate Bond ETF 11,948 shares (about $608.11)PALANTIR TECHNOLOGIES INC 2,843 shares (about $215.00)Citigroup 3,033 shares (about $214.00) Largest Sales this Quarter Vanguard Value ETF 20,840 shares (about $3.53K)Invesco S&P 500 Equal Weight ETF 15,768 shares (about $2.76K)Direxion NASDAQ-100 Equal Weighted Index Shares 15,418 shares (about $1.38K)Amazon.com 4,395 shares (about $964.21)JPMorgan Chase & Co. 1,754 shares (about $420.47) Sector Allocation Over TimeMap of 500 Largest Holdings ofFrisch Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$20,945$260 ▼-1.2%83,6416.3%Computer and TechnologyVTVVanguard Value ETF$18,776$3,528 ▼-15.8%110,9055.7%ETFRSPInvesco S&P 500 Equal Weight ETF$18,702$2,763 ▼-12.9%106,7315.7%ETFJPSTJPMorgan Ultra-Short Income ETF$17,325$912 ▲5.6%342,5615.2%ETFGOOGLAlphabet$16,019$127 ▼-0.8%84,6224.8%Computer and TechnologyQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$15,620$1,384 ▼-8.1%173,9974.7%ETFVOVanguard Mid-Cap ETF$14,982$106 ▼-0.7%56,7224.5%ETFBRK.BBerkshire Hathaway$13,957$82 ▼-0.6%30,7924.2%FinanceXLFFinancial Select Sector SPDR Fund$12,862$263 ▼-2.0%266,1363.9%ETFJPMJPMorgan Chase & Co.$11,376$420 ▼-3.6%47,4553.4%FinanceFMBFirst Trust Managed Municipal ETF$10,478$37 ▲0.4%205,4143.2%ManufacturingXLVHealth Care Select Sector SPDR Fund$9,991$60 ▼-0.6%72,6273.0%ETFIJRiShares Core S&P Small-Cap ETF$9,532$25 ▲0.3%82,7302.9%ETFMSFTMicrosoft$9,510$112 ▼-1.2%22,5632.9%Computer and TechnologyVTVanguard Total World Stock ETF$9,438$124 ▲1.3%80,3332.9%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$8,187$71 ▼-0.9%65,5132.5%ManufacturingJNJJohnson & Johnson$6,791$114 ▼-1.7%46,9542.1%MedicalAMZNAmazon.com$5,608$964 ▼-14.7%25,5621.7%Retail/WholesaleXOPSPDR S&P Oil & Gas Exploration & Production ETF$5,581$58 ▼-1.0%42,1641.7%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$5,484$74 ▼-1.3%86,4281.7%ManufacturingURAGlobal X Uranium ETF$4,943$4,943 ▲New Holding179,5981.5%ETFVOOVanguard S&P 500 ETF$4,341$11 ▼-0.3%8,0571.3%ETFNVDANVIDIA$3,781$94 ▲2.6%28,1531.1%Computer and TechnologyQQQInvesco QQQ$3,429$10 ▲0.3%6,7081.0%FinancePOCTInnovator U.S. Equity Power Buffer ETF - October$3,216$30 ▼-0.9%81,2791.0%ETFHDViShares Core High Dividend ETF$2,895$10 ▲0.3%25,7860.9%ETFHDHome Depot$2,691$53 ▲2.0%6,9170.8%Retail/WholesaleMETAMeta Platforms$2,672$90 ▼-3.2%4,5630.8%Computer and TechnologyGOOGAlphabet$2,448$25 ▲1.0%12,8550.7%Computer and TechnologyDISWalt Disney$2,313$27 ▼-1.2%20,7770.7%Consumer DiscretionaryUNHUnitedHealth Group$2,079$7 ▲0.3%4,1100.6%MedicalVOTVanguard Mid-Cap Growth ETF$1,790$8 ▼-0.5%7,0550.5%ETFSPYSPDR S&P 500 ETF Trust$1,687$5 ▼-0.3%2,8700.5%FinanceLLYEli Lilly and Company$1,592$6 ▲0.4%2,0620.5%MedicalVZVerizon Communications$1,506$109 ▲7.8%37,6650.5%Computer and TechnologyGSThe Goldman Sachs Group$1,502$5 ▼-0.3%2,6220.5%FinanceVTIVanguard Total Stock Market ETF$1,446$2 ▲0.1%4,9900.4%ETFABBVAbbVie$1,408$34 ▲2.5%7,9230.4%MedicalTSLATesla$1,297$128 ▲10.9%3,2110.4%Auto/Tires/TrucksMDYSPDR S&P MidCap 400 ETF Trust$1,191$26 ▼-2.1%2,0840.4%ETFEDConsolidated Edison$1,173$81 ▼-6.5%13,1480.4%UtilitiesSCHWCharles Schwab$1,127$87 ▼-7.1%15,2240.3%FinanceXOMExxon Mobil$1,125$20 ▼-1.7%10,4570.3%Oils/EnergyFLOTiShares Floating Rate Bond ETF$1,121$608 ▲118.6%22,0250.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,031$20 ▼-1.9%26,8580.3%ETFEPDEnterprise Products Partners$1,017$25 ▲2.5%32,4420.3%Oils/EnergyMCDMcDonald's$1,006$12 ▲1.2%3,4720.3%Retail/WholesalePMAYInnovator U.S. Equity Power Buffer ETF - May$998$8 ▼-0.8%27,7820.3%ETFMRKMerck & Co., Inc.$899$4 ▲0.5%8,9670.3%MedicalINTCIntel$895$49 ▼-5.1%44,6340.3%Computer and TechnologyPFEPfizer$825$85 ▼-9.4%31,1130.2%MedicalIVViShares Core S&P 500 ETF$7730.0%1,3130.2%ETFPGProcter & Gamble$741$5 ▼-0.6%4,4220.2%Consumer StaplesVVisa$719$1 ▲0.1%2,2740.2%Business ServicesORCLOracle$691$1 ▲0.1%4,1490.2%Computer and TechnologyELVElevance Health$685$3 ▲0.4%1,8560.2%MedicalVIGVanguard Dividend Appreciation ETF$678$5 ▲0.8%3,4630.2%ETFBACBank of America$668$2 ▲0.3%15,1970.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$643$2 ▲0.3%5,8310.2%ETFXLKTechnology Select Sector SPDR Fund$609$7 ▲1.1%2,6200.2%ETFCOSTCostco Wholesale$603$6 ▼-1.1%6580.2%Retail/WholesaleMSTRMicroStrategy$5790.0%2,0000.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$558$0 ▲0.0%4,3720.2%ETFNEENextEra Energy$556$0 ▲0.1%7,7530.2%UtilitiesEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$539$0 ▲0.0%6,0390.2%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$536$40 ▼-7.0%13,9190.2%ETFHIGThe Hartford Financial Services Group$536$2 ▲0.4%4,8750.2%FinanceCATCaterpillar$532$25 ▼-4.4%1,4650.2%Industrial ProductsFIVGDefiance Next Gen Connectivity ETF$519$15 ▼-2.7%10,8840.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$513$3 ▼-0.5%10,0280.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$504$89 ▼-15.0%6,6190.2%ManufacturingBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$4960.0%15,5180.2%ManufacturingRTXRTX$489$2 ▲0.3%4,2280.1%AerospacePMPhilip Morris International$489$102 ▲26.3%4,0650.1%Consumer StaplesCSCOCisco Systems$468$1 ▲0.3%7,9110.1%Computer and TechnologyMSMorgan Stanley$464$17 ▼-3.6%3,6920.1%FinanceNFLXNetflix$4520.0%5070.1%Consumer DiscretionaryPAPRInnovator U.S. Equity Power Buffer ETF - April$4420.0%12,0530.1%ETFPEPPepsiCo$438$50 ▲12.8%2,8560.1%Consumer StaplesXLYConsumer Discretionary Select Sector SPDR Fund$428$7 ▼-1.7%1,9060.1%FinanceBNBrookfield$4280.0%7,4580.1%FinanceCVXChevron$422$92 ▲28.1%2,9110.1%Oils/EnergyEFAiShares MSCI EAFE ETF$409$3 ▲0.7%5,4070.1%FinanceAVGOBroadcom$408$0 ▲0.1%1,7610.1%Computer and TechnologyKOCoca-Cola$373$9 ▼-2.3%5,9950.1%Consumer StaplesSPLGSPDR Portfolio S&P 500 ETF$360$4 ▼-1.2%5,2270.1%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$3570.0%8,8910.1%TransportationPJULInnovator U.S. Equity Power Buffer ETF - July$3480.0%8,4560.1%ETFMSIMotorola Solutions$3480.0%7520.1%Computer and TechnologyCRMSalesforce$340$0 ▲0.1%1,0180.1%Computer and TechnologyCSXCSX$336$0 ▲0.1%10,3980.1%TransportationVGTVanguard Information Technology ETF$331$16 ▲4.9%5320.1%ETFWMTWalmart$3290.0%3,6380.1%Retail/WholesaleABTAbbott Laboratories$324$43 ▲15.4%2,8690.1%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$3190.0%2,4800.1%ETFIBMInternational Business Machines$311$9 ▼-2.9%1,4140.1%Computer and TechnologyMAMastercard$310$5 ▼-1.7%5880.1%Business ServicesAMGNAmgen$287$2 ▲0.6%1,1000.1%MedicalVEAVanguard FTSE Developed Markets ETF$280$2 ▼-0.8%5,8450.1%ETFGEGeneral Electric$279$13 ▼-4.6%1,6720.1%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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