Prism Advisors, Inc. Top Holdings and 13F Report (2025) About Prism Advisors, Inc.Investment ActivityPrism Advisors, Inc. has $333.68 million in total holdings as of December 31, 2024.Prism Advisors, Inc. owns shares of 60 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.85% of the portfolio was purchased this quarter.About 5.53% of the portfolio was sold this quarter.This quarter, Prism Advisors, Inc. has purchased 67 new stocks and bought additional shares in 16 stocks.Prism Advisors, Inc. sold shares of 26 stocks and completely divested from 10 stocks this quarter.Largest Holdings WisdomTree International Hedged Quality Dividend Growth Fund $24,587,111Columbia EM Core ex-China ETF $22,969,807WisdomTree U.S. Value Fund $22,373,279Invesco S&P MidCap 400 Revenue ETF $21,763,660SPDR Portfolio S&P 500 Value ETF $19,408,295 Largest New Holdings this Quarter Invesco WilderHill Clean Energy ETF $207,043 HoldingXerox $102,602 HoldingB&G Foods $81,991 Holding Largest Purchases this Quarter Invesco S&P MidCap 400 Revenue ETF 35,080 shares (about $4.08M)iShares S&P 500 Value ETF 14,309 shares (about $2.73M)Dimensional International Value ETF 46,298 shares (about $1.64M)WisdomTree U.S. Value Fund 14,866 shares (about $1.24M)Invesco Water Resources ETF 18,054 shares (about $1.19M) Largest Sales this Quarter Fidelity Value Factor ETF 67,212 shares (about $4.14M)ProShares S&P 500 Aristocrats ETF 24,396 shares (about $2.43M)iShares Core Dividend Growth ETF 25,908 shares (about $1.59M)Invesco S&P Global Water Index ETF 24,729 shares (about $1.34M)iShares MSCI EAFE ETF 14,204 shares (about $1.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrism Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIHDGWisdomTree International Hedged Quality Dividend Growth Fund$24,587,111$742,424 ▼-2.9%565,6117.4%FinanceXCEMColumbia EM Core ex-China ETF$22,969,807$425,500 ▲1.9%776,0076.9%ETFWTVWisdomTree U.S. Value Fund$22,373,279$1,242,500 ▲5.9%267,6876.7%FinanceRWKInvesco S&P MidCap 400 Revenue ETF$21,763,660$4,077,359 ▲23.1%187,2466.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$19,408,295$137,873 ▲0.7%379,5135.8%ETFDFIVDimensional International Value ETF$19,106,832$1,642,653 ▲9.4%538,5245.7%ETFIVEiShares S&P 500 Value ETF$16,879,328$2,731,302 ▲19.3%88,4295.1%ETFJPSTJPMorgan Ultra-Short Income ETF$13,957,925$232,710 ▲1.7%277,1074.2%ETFLMBSFirst Trust Low Duration Opportunities ETF$13,894,725$275,229 ▲2.0%285,4884.2%ManufacturingPHOInvesco Water Resources ETF$13,575,898$1,187,773 ▲9.6%206,3524.1%ETFRSPInvesco S&P 500 Equal Weight ETF$11,754,253$274,585 ▼-2.3%67,0793.5%ETFIWDiShares Russell 1000 Value ETF$11,241,109$56,650 ▼-0.5%60,7203.4%ETFJQUAJPMorgan US Quality Factor ETF$10,992,578$359,026 ▼-3.2%191,9433.3%ETFSPYSPDR S&P 500 ETF Trust$10,689,397$331,736 ▼-3.0%18,2383.2%FinanceCNYAiShares MSCI China A ETF$10,134,173$855,554 ▼-7.8%363,2323.0%ETFNOBLProShares S&P 500 Aristocrats ETF$8,855,570$2,428,622 ▼-21.5%88,9562.7%ETFQQQInvesco QQQ$8,194,644$606,840 ▼-6.9%16,0292.5%FinanceBUFQFT Vest Laddered Nasdaq Buffer ETF$6,505,664$130,560 ▲2.0%206,9891.9%ETFVTVVanguard Value ETF$6,311,165$19,808 ▼-0.3%37,2781.9%ETFQQQMInvesco NASDAQ 100 ETF$5,950,685$714,899 ▼-10.7%28,2761.8%ETFFVALFidelity Value Factor ETF$5,697,039$4,135,091 ▼-42.1%92,6001.7%ETFEFAiShares MSCI EAFE ETF$4,993,428$1,073,979 ▼-17.7%66,0411.5%FinanceFIWFirst Trust Water ETF$4,045,160$26,839 ▼-0.7%39,6391.2%ETFIEFAiShares Core MSCI EAFE ETF$3,969,950$18,906 ▲0.5%56,4871.2%ETFCGWInvesco S&P Global Water Index ETF$3,875,424$1,340,317 ▼-25.7%71,5021.2%ETFEEMiShares MSCI Emerging Markets ETF$3,684,574$42 ▼0.0%88,1051.1%FinanceDGROiShares Core Dividend Growth ETF$3,387,011$1,589,197 ▼-31.9%55,2171.0%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$2,151,7050.0%30,4300.6%ETFPWBInvesco Large Cap Growth ETF$2,117,267$55,345 ▼-2.5%20,8110.6%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$1,664,850$99,216 ▲6.3%50,9440.5%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,493,348$98,705 ▼-6.2%25,2510.4%ManufacturingCOLUMBIA U.S. EQUITY INCOME ETF$1,485,373$7,628 ▼-0.5%33,4950.4%ETFAAPLApple$1,431,995$46,080 ▼-3.1%5,7180.4%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$1,222,1880.0%13,2000.4%ManufacturingIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,124,1350.0%44,7150.3%ETFVGKVanguard FTSE Europe ETF$1,101,966$7,426 ▼-0.7%17,3620.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$973,683$121,849 ▲14.3%10,5320.3%ETFNUDMNuShares ESG International Developed Markets Equity ETF$908,984$64,960 ▲7.7%30,2390.3%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$908,0310.0%35,6650.3%ETFDSIiShares MSCI KLD 400 Social ETF$673,297$42,887 ▼-6.0%6,1070.2%ETFQQMGInvesco ESG NASDAQ 100 ETF$664,833$941 ▲0.1%19,0770.2%ETFNULGNuveen ESG Large-Cap Growth ETF$661,998$3,262 ▼-0.5%7,7120.2%ETFCVSBCalvert Ultra-Short Investment Grade ETF$634,979$72,457 ▲12.9%12,5230.2%ETFMAMastercard$579,2270.0%1,1000.2%Business ServicesGOOGLAlphabet$545,3730.0%2,8810.2%Computer and TechnologyMSFTMicrosoft$542,282$422 ▼-0.1%1,2860.2%Computer and TechnologyFXIiShares China Large-Cap ETF$534,7390.0%17,5670.2%ETFGLDSPDR Gold Shares$501,4510.0%2,0710.2%FinanceIVViShares Core S&P 500 ETF$466,8230.0%7930.1%ETFBRK.BBerkshire Hathaway$419,2840.0%9250.1%FinanceVVisa$411,4840.0%1,3020.1%Business ServicesNVDANVIDIA$289,798$806 ▼-0.3%2,1580.1%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$271,923$53,117 ▼-16.3%2,7030.1%ETFTJXTJX Companies$241,6200.0%2,0000.1%Retail/WholesaleMCDMcDonald's$209,5900.0%7230.1%Retail/WholesalePBWInvesco WilderHill Clean Energy ETF$207,043$207,043 ▲New Holding10,3470.1%ETFPGProcter & Gamble$202,6890.0%1,2090.1%Consumer StaplesXRXXerox$102,602$102,602 ▲New Holding12,1710.0%Industrial ProductsBGSB&G Foods$81,991$81,991 ▲New Holding11,9000.0%Consumer StaplesWWWW International$53,3400.0%42,0000.0%Consumer DiscretionaryFNDXSchwab Fundamental U.S. Large Company Index ETF$0$708,343 ▼-100.0%00.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$0$525,802 ▼-100.0%00.0%ETFAMGNAmgen$0$443,361 ▼-100.0%00.0%MedicalIIPRInnovative Industrial Properties$0$358,440 ▼-100.0%00.0%FinanceBBINJPMorgan BetaBuilders International Equity ETF$0$332,693 ▼-100.0%00.0%ETFLLoews$0$326,239 ▼-100.0%00.0%FinanceTE CONNECTIVITY PLC ORD SHS$0$238,262 ▼-100.0%00.0%StockXLUUtilities Select Sector SPDR Fund$0$229,981 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$222,371 ▼-100.0%00.0%MedicalIBBiShares Biotechnology ETF$0$205,587 ▼-100.0%00.0%FinanceShowing 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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