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Paller Financial Services Inc Top Holdings and 13F Report (2026)

About Paller Financial Services Inc

Investment Activity

  • Paller Financial Services Inc has $133.76 million in total holdings as of June 30, 2026.
  • Paller Financial Services Inc owns shares of 44 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 15.85% of the portfolio was purchased this quarter.
  • About 15.05% of the portfolio was sold this quarter.
  • This quarter, Paller Financial Services Inc has purchased 43 new stocks and bought additional shares in 11 stocks.
  • Paller Financial Services Inc sold shares of 25 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

00214Q203 - ARK Autonomous Technology & Robotics ETF
$4,479,217 Holding
92189H805 - VanEck Rare Earth and Strategic Metals ETF
$2,192,676 Holding
464288687 - iShares Preferred and Income Securities ETF
$1,728,783 Holding
92189F411 - VanEck BDC Income ETF
$1,654,313 Holding
902653104 - United Dominion Realty Trust
$1,017,002 Holding

Largest Purchases this Quarter

iShares Core High Dividend ETF
186,753 shares (about $5.12M)
ARK Autonomous Technology & Robotics ETF
33,877 shares (about $4.48M)
VanEck Rare Earth and Strategic Metals ETF
24,776 shares (about $2.19M)
Global X Aging Population ETF
53,711 shares (about $1.93M)
iShares Preferred and Income Securities ETF
56,700 shares (about $1.73M)

Largest Sales this Quarter

SPDR S&P MidCap 400 ETF Trust
2,719 shares (about $1.91M)
Invesco QQQ
2,579 shares (about $1.90M)
VanEck Morningstar Wide Moat ETF
9,934 shares (about $1.03M)
ExxonMobil
6,022 shares (about $823.33K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPaller Financial Services Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco Dorsey Wright Technology Momentum ETF stock logo
PTF
Invesco Dorsey Wright Technology Momentum ETF
$9,033,400$1,130,964 â–¼-11.1%66,2716.8%ETF
ETF SER SOLUTIONS
$9,023,362$768,030 â–¼-7.8%54,5616.7%DEFIA QUANT ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$6,341,560$1,032,739 â–¼-14.0%61,0004.7%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$6,325,488$5,118,900 â–²424.2%230,7734.7%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,923,293$505,786 â–¼-7.9%26,9944.4%ETF
Royce Small-Cap Trust, Inc. stock logo
RVT
Royce Small-Cap Trust
$5,604,020$100,939 â–¼-1.8%303,4124.2%Finance
Invesco Dorsey Wright Industrials Momentum ETF stock logo
PRN
Invesco Dorsey Wright Industrials Momentum ETF
$4,938,614$78,213 â–¼-1.6%18,9433.7%ETF
Amplify Natural Resources Dividend Income ETF stock logo
NDIV
Amplify Natural Resources Dividend Income ETF
$4,485,675$213,690 â–¼-4.5%140,2653.4%ETF
ARK Autonomous Technology & Robotics ETF stock logo
ARKQ
ARK Autonomous Technology & Robotics ETF
$4,479,217$4,479,217 â–²New Holding33,8773.3%ETF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock logo
HDEF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
$4,374,672$389,890 â–¼-8.2%136,1133.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$4,186,280$1,912,382 â–¼-31.4%5,9523.1%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$4,176,136$12,591 â–²0.3%24,5453.1%ETF
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$4,038,221$503,431 â–¼-11.1%32,9923.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,901,607$1,899,253 â–¼-32.7%5,2982.9%Finance
First Trust Small Cap Growth AlphaDEX Fund stock logo
FYC
First Trust Small Cap Growth AlphaDEX Fund
$3,853,818$194,703 â–¼-4.8%30,2642.9%ETF
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$3,848,623$28,183 â–¼-0.7%33,1842.9%ETF
FIRST TR EXCHNG TRADED FD VI
$3,782,732$147,638 â–¼-3.8%173,2022.8%FT ENER INCO ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$3,325,491$210,464 â–¼-6.0%51,5582.5%ETF
Hoya Capital High Dividend Yield ETF stock logo
RIET
Hoya Capital High Dividend Yield ETF
$3,312,046$438,692 â–²15.3%339,6972.5%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$3,207,794$228,726 â–¼-6.7%27,9232.4%Manufacturing
Global X Aging Population ETF stock logo
AGNG
Global X Aging Population ETF
$3,094,018$1,934,450 â–²166.8%85,9072.3%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$3,046,487$507,472 â–²20.0%27,6152.3%ETF
ARK ETF TR
$2,820,838$54,336 â–²2.0%71,4862.1%BLOC FIN INN ETF
EOD
Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund
$2,818,039$272,503 â–¼-8.8%431,5532.1%Financial Services
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$2,686,772$1,558,956 â–²138.2%52,8582.0%ETF
VPN
Global X Data Center & Digital Infrastructure ETF
$2,543,184$179,062 â–¼-6.6%83,7401.9%Manufacturing
VanEck Rare Earth and Strategic Metals ETF stock logo
REMX
VanEck Rare Earth and Strategic Metals ETF
$2,192,676$2,192,676 â–²New Holding24,7761.6%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$2,060,493$343,155 â–¼-14.3%32,9891.5%ETF
RSPC
Invesco S&P 500 Equal Weight Communication Services ETF
$2,003,699$348,129 â–¼-14.8%56,7621.5%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,728,783$1,728,783 â–²New Holding56,7001.3%ETF
VanEck BDC Income ETF stock logo
BIZD
VanEck BDC Income ETF
$1,654,313$1,654,313 â–²New Holding130,6721.2%ETF
BlackRock Corporate High Yield Fund, Inc. stock logo
HYT
BlackRock Corporate High Yield Fund
$1,386,669$116,373 â–²9.2%161,9941.0%Financial Services
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$1,269,893$54,591 â–²4.5%43,4300.9%Manufacturing
United Dominion Realty Trust, Inc. stock logo
UDR
United Dominion Realty Trust
$1,017,002$1,017,002 â–²New Holding25,4760.8%Finance
iShares Investment Grade Systematic Bond ETF stock logo
IGEB
iShares Investment Grade Systematic Bond ETF
$1,003,923$35,186 â–²3.6%22,2550.8%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$1,000,744$58,378 â–¼-5.5%55,9700.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$852,811$5,227 â–¼-0.6%1,1420.6%Finance
Apple Inc. stock logo
AAPL
Apple
$525,478$14,179 â–²2.8%1,8160.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$503,142$13,073 â–¼-2.5%1,4240.4%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$333,050$823,328 â–¼-71.2%2,4360.2%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$285,128$285,128 â–²New Holding1,4250.2%Computer and Technology
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$267,146$2,147 â–¼-0.8%2,1150.2%Business Services
Prologis, Inc. stock logo
PLD
Prologis
$261,3220.0%1,9290.2%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$243,7080.0%8040.2%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$0$3,428,911 â–¼-100.0%00.0%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$0$2,121,716 â–¼-100.0%00.0%ETF
ProShares Pet Care ETF stock logo
PAWZ
ProShares Pet Care ETF
$0$1,885,964 â–¼-100.0%00.0%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$0$920,026 â–¼-100.0%00.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$389,412 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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