Frisch Financial Group, Inc. Top Holdings and 13F Report (2025) About Frisch Financial Group, Inc.Investment ActivityFrisch Financial Group, Inc. has $356.42 thousand in total holdings as of March 31, 2025.Frisch Financial Group, Inc. owns shares of 128 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 15.24% of the portfolio was purchased this quarter.About 6.35% of the portfolio was sold this quarter.This quarter, Frisch Financial Group, Inc. has purchased 129 new stocks and bought additional shares in 62 stocks.Frisch Financial Group, Inc. sold shares of 52 stocks and completely divested from 9 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $27,845Direxion NASDAQ-100 Equal Weighted Index Shares $20,972Vanguard Value ETF $19,721iShares iBonds Dec 2031 Term Corporate ETF $16,431Apple $16,309 Largest New Holdings this Quarter 46436E486 - iShares iBonds Dec 2031 Term Corporate ETF $16,431 Holding464288687 - iShares Preferred and Income Securities ETF $8,744 Holding33739E108 - First Trust Preferred Securities and Income ETF $8,618 Holding45782C540 - Innovator U.S. Equity Power Buffer ETF - December $1,480 Holding907818108 - Union Pacific $387 Holding Largest Purchases this Quarter iShares iBonds Dec 2031 Term Corporate ETF 791,867 shares (about $16.43K)Invesco S&P 500 Equal Weight ETF 54,008 shares (about $9.36K)iShares Preferred and Income Securities ETF 284,554 shares (about $8.74K)First Trust Preferred Securities and Income ETF 489,917 shares (about $8.62K)Direxion NASDAQ-100 Equal Weighted Index Shares 66,538 shares (about $5.80K) Largest Sales this Quarter Berkshire Hathaway 8,023 shares (about $4.27K)JPMorgan Ultra-Short Income ETF 45,043 shares (about $2.28K)Apple 10,218 shares (about $2.27K)JPMorgan Chase & Co. 8,098 shares (about $1.99K)Innovator U.S. Equity Power Buffer ETF - October 44,782 shares (about $1.74K) 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 PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$27,845$9,356 ▲50.6%160,7397.8%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$20,972$5,801 ▲38.2%240,5355.9%ETFVTVVanguard Value ETF$19,721$563 ▲2.9%114,1645.5%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$16,431$16,431 ▲New Holding791,8674.6%ETFAAPLApple$16,309$2,270 ▼-12.2%73,4234.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$15,063$2,280 ▼-13.1%297,5184.2%ETFVOVanguard Mid-Cap ETF$14,597$72 ▼-0.5%56,4444.1%ETFGOOGLAlphabet$13,337$251 ▲1.9%86,2443.7%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$13,057$200 ▼-1.5%262,1273.7%ETFBRK.BBerkshire Hathaway$12,126$4,273 ▼-26.1%22,7693.4%FinanceXLVHealth Care Select Sector SPDR Fund$10,579$26 ▼-0.2%72,4513.0%ETFFMBFirst Trust Managed Municipal ETF$10,372$14 ▲0.1%205,6962.9%ManufacturingJPMJPMorgan Chase & Co.$9,654$1,986 ▼-17.1%39,3572.7%FinanceVTVanguard Total World Stock ETF$9,607$293 ▲3.1%82,8572.7%ETFPFFiShares Preferred and Income Securities ETF$8,744$8,744 ▲New Holding284,5542.5%ETFIJRiShares Core S&P Small-Cap ETF$8,648$3 ▼0.0%82,7042.4%ETFFPEFirst Trust Preferred Securities and Income ETF$8,618$8,618 ▲New Holding489,9172.4%ETFMSFTMicrosoft$8,432$38 ▼-0.4%22,4622.4%Computer and TechnologyQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$7,858$64 ▼-0.8%64,9822.2%ManufacturingJNJJohnson & Johnson$7,738$49 ▼-0.6%46,6592.2%MedicalXOPSPDR S&P Oil & Gas Exploration & Production ETF$5,544$10 ▼-0.2%42,0901.6%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$5,407$38 ▼-0.7%85,8271.5%ManufacturingAMZNAmazon.com$4,563$300 ▼-6.2%23,9851.3%Retail/WholesaleVOOVanguard S&P 500 ETF$4,146$6 ▲0.1%8,0681.2%ETFNVDANVIDIA$3,140$89 ▲2.9%28,9710.9%Computer and TechnologyHDViShares Core High Dividend ETF$3,116$8 ▼-0.2%25,7240.9%ETFQQQInvesco QQQ$3,070$81 ▼-2.6%6,5360.9%FinanceMETAMeta Platforms$2,610$20 ▼-0.7%4,5290.7%Computer and TechnologyHDHome Depot$2,466$70 ▼-2.7%6,7270.7%Retail/WholesaleUNHUnitedHealth Group$2,160$8 ▲0.4%4,1250.6%MedicalGOOGAlphabet$2,071$63 ▲3.1%13,2560.6%Computer and TechnologyDISWalt Disney$2,043$8 ▼-0.4%20,6970.6%Consumer DiscretionaryLLYEli Lilly and Company$1,740$36 ▲2.1%2,1060.5%MedicalVZVerizon Communications$1,642$66 ▼-3.9%36,2000.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,612$2 ▲0.1%2,8730.5%FinanceABBVAbbVie$1,601$59 ▼-3.6%7,6410.4%MedicalEDConsolidated Edison$1,567$113 ▲7.8%14,1710.4%UtilitiesVOTVanguard Mid-Cap Growth ETF$1,540$186 ▼-10.8%6,2960.4%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$1,480$1,480 ▲New Holding39,3510.4%ETFGSThe Goldman Sachs Group$1,437$5 ▲0.3%2,6310.4%FinancePOCTInnovator U.S. Equity Power Buffer ETF - October$1,418$1,740 ▼-55.1%36,4970.4%ETFXOMExxon Mobil$1,401$157 ▲12.6%11,7770.4%EnergyVTIVanguard Total Stock Market ETF$1,337$35 ▼-2.5%4,8640.4%ETFSCHWCharles Schwab$1,179$13 ▼-1.1%15,0630.3%FinanceFLOTiShares Floating Rate Bond ETF$1,122$2 ▼-0.2%21,9880.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,118$3 ▲0.3%2,0900.3%ETFEPDEnterprise Products Partners$1,087$20 ▼-1.8%31,8420.3%EnergyMCDMcDonald's$1,077$7 ▼-0.7%3,4480.3%Retail/WholesaleINTCIntel$1,076$63 ▲6.2%47,3960.3%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$1,049$8 ▼-0.8%26,6550.3%ETFPFEPfizer$908$119 ▲15.1%35,8180.3%MedicalTSLATesla$866$34 ▲4.1%3,3430.2%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$835$97 ▲13.2%1,4860.2%ETFVVisa$819$22 ▲2.8%2,3370.2%Business ServicesMRKMerck & Co., Inc.$819$7 ▲0.9%9,0440.2%MedicalELVElevance Health$810$3 ▲0.4%1,8630.2%MedicalPGProcter & Gamble$793$40 ▲5.3%4,6550.2%Consumer StaplesRTXRTX$702$142 ▲25.3%5,2980.2%AerospaceVIGVanguard Dividend Appreciation ETF$673$2 ▲0.2%3,4710.2%ETFCOSTCostco Wholesale$632$9 ▲1.5%6680.2%Retail/WholesaleBACBank of America$607$28 ▼-4.3%14,5360.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$599$2 ▲0.3%5,8470.2%ETFNEENextEra Energy$593$43 ▲7.8%8,3590.2%UtilitiesVYMVanguard High Dividend Yield ETF$589$25 ▲4.5%4,5690.2%ETFCVXChevron$589$102 ▲21.0%3,5220.2%EnergyORCLOracle$580$0 ▼-0.1%4,1460.2%Computer and TechnologyMSTRStrategy$5770.0%2,0000.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$552$11 ▲2.0%2,6730.2%ETFHIGThe Hartford Financial Services Group$549$57 ▼-9.4%4,4160.2%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$547$0 ▼0.0%6,0370.2%ETFCATCaterpillar$541$58 ▲11.9%1,6400.2%IndustrialsESGDiShares ESG Aware MSCI EAFE ETF$536$5 ▼-0.9%6,5590.2%ManufacturingPMPhilip Morris International$528$123 ▼-18.8%3,2990.1%Consumer StaplesPMARInnovator U.S. Equity Power Buffer ETF - March$505$150 ▲42.4%12,6570.1%TransportationCSCOCisco Systems$493$4 ▲0.9%7,9820.1%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$484$28 ▼-5.5%9,4800.1%ETFNFLXNetflix$460$13 ▼-2.8%4930.1%Consumer DiscretionaryBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$449$8 ▲1.8%15,7930.1%ManufacturingKOCoca-Cola$443$11 ▲2.5%6,1450.1%Consumer StaplesEFAiShares MSCI EAFE ETF$4420.0%5,4070.1%FinanceMSMorgan Stanley$436$6 ▲1.3%3,7400.1%FinancePEPPepsiCo$424$5 ▼-1.1%2,8260.1%Consumer StaplesCSXCSX$412$106 ▲34.8%14,0150.1%TransportationFIVGDefiance Next Gen Connectivity ETF$400$63 ▼-13.6%9,4040.1%ETFBNBrookfield$3910.0%7,4580.1%FinanceUNPUnion Pacific$387$387 ▲New Holding1,6390.1%TransportationXLYConsumer Discretionary Select Sector SPDR Fund$374$3 ▼-0.7%1,8930.1%FinanceAMGNAmgen$351$8 ▲2.3%1,1250.1%MedicalMAMastercard$349$26 ▲8.2%6360.1%Business ServicesSPLGSPDR Portfolio S&P 500 ETF$345$1 ▲0.2%5,2400.1%ETFIBMInternational Business Machines$345$6 ▼-1.8%1,3880.1%Computer and TechnologyWMTWalmart$342$22 ▲6.8%3,8840.1%Retail/WholesaleGEGE Aerospace$336$0 ▲0.1%1,6730.1%IndustrialsABTAbbott Laboratories$334$47 ▼-12.3%2,5170.1%MedicalMSIMotorola Solutions$3300.0%7520.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$3030.0%2,4800.1%ETFAVGOBroadcom$295$0 ▲0.1%1,7630.1%Computer and TechnologyMOAltria Group$293$22 ▲8.2%4,8070.1%Consumer StaplesSBUXStarbucks$292$2 ▲0.7%2,9800.1%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$291$7 ▲2.6%10,4080.1%ETFShowing 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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