Fischer Financial Services, Inc. Top Holdings and 13F Report (2025) About Fischer Financial Services, Inc.Investment ActivityFischer Financial Services, Inc. has $371.42 million in total holdings as of September 30, 2025.Fischer Financial Services, Inc. owns shares of 64 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.50% of the portfolio was purchased this quarter.About 2.98% of the portfolio was sold this quarter.This quarter, Fischer Financial Services, Inc. has purchased 61 new stocks and bought additional shares in 14 stocks.Fischer Financial Services, Inc. sold shares of 38 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $32,052,837Apple $31,845,598iShares Russell Top 200 Growth ETF $22,793,392NVIDIA $19,895,458Microsoft $19,240,383 Largest New Holdings this Quarter 38141G104 - The Goldman Sachs Group $2,709,292 Holding69608A108 - PALANTIR TECHNOLOGIES INC $1,909,728 Holding032095101 - Amphenol $1,358,753 Holding30303M102 - Meta Platforms $1,321,219 Holding922908736 - Vanguard Growth ETF $217,743 Holding Largest Purchases this Quarter Walmart 39,205 shares (about $4.04M)The Goldman Sachs Group 3,402 shares (about $2.71M)PALANTIR TECHNOLOGIES INC 10,469 shares (about $1.91M)Amphenol 10,980 shares (about $1.36M)Meta Platforms 1,799 shares (about $1.32M) Largest Sales this Quarter Fidelity MSCI Information Technology Index ETF 9,404 shares (about $2.09M)Alphabet 5,129 shares (about $1.25M)Vanguard Information Technology ETF 1,224 shares (about $913.88K)Apple 2,637 shares (about $671.45K)Chevron 4,001 shares (about $621.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFischer Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCSHVanguard Short-Term Corporate Bond ETF$32,052,837$391,181 ▲1.2%401,0088.6%ETFAAPLApple$31,845,598$671,449 ▼-2.1%125,0688.6%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$22,793,392$11,769 ▼-0.1%83,2826.1%ETFNVDANVIDIA$19,895,458$67,356 ▼-0.3%106,6325.4%Computer and TechnologyMSFTMicrosoft$19,240,383$121,207 ▼-0.6%37,1455.2%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$19,092,606$2,089,285 ▼-9.9%85,9375.1%ETFQQQInvesco QQQ$17,377,742$46,829 ▲0.3%28,9454.7%FinanceGOOGLAlphabet$14,466,987$1,246,848 ▼-7.9%59,5113.9%Computer and TechnologyFDISFidelity MSCI Consumer Discretionary Index ETF$14,414,626$115,112 ▼-0.8%140,1243.9%ETFTIPiShares TIPS Bond ETF$11,967,975$176,840 ▲1.5%107,6063.2%ETFFNCLFidelity MSCI Financials Index ETF$11,162,023$154,205 ▼-1.4%146,2163.0%ETFFHLCFidelity MSCI Health Care Index ETF$11,153,947$31,028 ▼-0.3%166,8013.0%ETFAVGOBroadcom$8,419,933$160,666 ▼-1.9%25,5222.3%Computer and TechnologyMAMastercard$8,260,808$163,828 ▼-1.9%14,5222.2%Business ServicesFCOMFidelity MSCI Communication Services Index ETF$7,436,658$118,946 ▼-1.6%104,7862.0%ETFAMZNAmazon.com$7,356,480$110,005 ▲1.5%33,5042.0%Retail/WholesaleFSTAFidelity MSCI Consumer Staples Index ETF$7,210,700$20,783 ▼-0.3%144,6771.9%ETFCOSTCostco Wholesale$7,044,721$69,411 ▲1.0%7,6121.9%Retail/WholesaleVGTVanguard Information Technology ETF$6,315,023$913,879 ▼-12.6%8,4581.7%ETFJPMJPMorgan Chase & Co.$5,997,494$8,201 ▲0.1%19,0151.6%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$5,909,023$60,984 ▲1.0%57,1681.6%ETFBRK.BBerkshire Hathaway$5,733,239$26,645 ▲0.5%11,4041.5%FinancePHParker-Hannifin$4,941,292$281,298 ▼-5.4%6,5171.3%IndustrialsFIDUFidelity MSCI Industrials Index ETF$4,700,130$163,144 ▼-3.4%57,3601.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,488,168$292,554 ▲7.0%191,2301.2%ETFWMTWalmart$4,462,845$4,040,502 ▲956.7%43,3031.2%Retail/WholesaleVUSBVanguard Ultra-Short Bond ETF$4,097,840$66,243 ▲1.6%81,9651.1%ETFHDHome Depot$3,539,243$2,836 ▼-0.1%8,7351.0%Retail/WholesaleVHTVanguard Health Care ETF$3,180,010$62,302 ▼-1.9%12,2500.9%ETFIBBiShares Biotechnology ETF$2,955,190$65,831 ▼-2.2%20,4700.8%FinanceNFLXNetflix$2,805,487$69,538 ▼-2.4%2,3400.8%Consumer DiscretionaryUNHUnitedHealth Group$2,727,483$81,856 ▼-2.9%7,8970.7%MedicalGSThe Goldman Sachs Group$2,709,292$2,709,292 ▲New Holding3,4020.7%FinanceVCRVanguard Consumer Discretionary ETF$2,668,910$200,059 ▼-7.0%6,7370.7%ETFADBEAdobe$2,328,500$71,608 ▼-3.0%6,6010.6%Computer and TechnologyVISVanguard Industrials ETF$1,998,800$153,480 ▼-7.1%6,7460.5%ETFVDCVanguard Consumer Staples ETF$1,975,931$65,188 ▼-3.2%9,2450.5%ETFPALANTIR TECHNOLOGIES INC$1,909,728$1,909,728 ▲New Holding10,4690.5%CL ASYKStryker$1,877,873$19,222 ▼-1.0%5,0800.5%MedicalAONAON$1,849,711$44,932 ▼-2.4%5,1870.5%FinanceLLYEli Lilly and Company$1,777,867$16,024 ▼-0.9%2,3300.5%MedicalSCHPSchwab U.S. TIPS ETF$1,536,420$1,213 ▼-0.1%57,0100.4%ETFBRK.ABerkshire Hathaway$1,508,4000.0%20.4%FinanceVTWOVanguard Russell 2000 ETF$1,439,522$103,787 ▲7.8%14,7160.4%ETFTSLATesla$1,385,602$222,337 ▼-13.8%3,1160.4%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$1,368,1410.0%4,1690.4%ETFAPHAmphenol$1,358,753$1,358,753 ▲New Holding10,9800.4%Computer and TechnologyVFHVanguard Financials ETF$1,329,199$139,377 ▼-9.5%10,1280.4%ETFMETAMeta Platforms$1,321,219$1,321,219 ▲New Holding1,7990.4%Computer and TechnologyAMATApplied Materials$1,282,946$7,780 ▼-0.6%6,2660.3%Computer and TechnologyGOOGAlphabet$890,261$107,659 ▼-10.8%3,6550.2%Computer and TechnologyXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$882,673$78,277 ▲9.7%23,2630.2%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$796,157$1,772 ▲0.2%15,7250.2%ManufacturingNTESNetEase$759,9500.0%5,0000.2%Computer and TechnologyAMDAdvanced Micro Devices$525,8180.0%3,2500.1%Computer and TechnologyXOMExxon Mobil$431,788$28,974 ▼-6.3%3,8300.1%EnergyABBVAbbVie$393,6180.0%1,7000.1%MedicalIVViShares Core S&P 500 ETF$392,2100.0%5860.1%ETFVDEVanguard Energy ETF$374,811$101,317 ▼-21.3%2,9780.1%ETFCVXChevron$366,201$621,361 ▼-62.9%2,3580.1%EnergyFENYFidelity MSCI Energy Index ETF$266,083$28,354 ▼-9.6%10,7640.1%ETFBRBroadridge Financial Solutions$238,1700.0%1,0000.1%Computer and TechnologyVUGVanguard Growth ETF$217,743$217,743 ▲New Holding4540.1%ETFSBUXStarbucks$214,063$565,194 ▼-72.5%2,5300.1%Retail/WholesaleCNICanadian National Railway$0$1,067,108 ▼-100.0%00.0%TransportationDHRDanaher$0$1,009,125 ▼-100.0%00.0%MedicalShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
