Free Trial

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

About Paller Financial Services Inc

Investment Activity

  • Paller Financial Services Inc has $120.90 million in total holdings as of March 31, 2026.
  • Paller Financial Services Inc owns shares of 43 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 1.89% of the portfolio was purchased this quarter.
  • About 7.12% of the portfolio was sold this quarter.
  • This quarter, Paller Financial Services Inc has purchased 45 new stocks and bought additional shares in 8 stocks.
  • Paller Financial Services Inc sold shares of 28 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

46284V101 - Iron Mountain
$217,762 Holding

Largest Purchases this Quarter

iShares Russell Mid-Cap ETF
17,753 shares (about $1.73M)
Iron Mountain
2,132 shares (about $217.76K)
Global X Aging Population ETF
4,166 shares (about $148.31K)
Hoya Capital High Dividend Yield ETF
10,079 shares (about $90.61K)
iShares Core High Dividend ETF
548 shares (about $74.37K)

Largest Sales this Quarter

Invesco QQQ
1,001 shares (about $577.77K)
SPDR S&P MidCap 400 ETF Trust
512 shares (about $315.78K)
Invesco Dorsey Wright Technology Momentum ETF
3,203 shares (about $276.50K)
iShares MSCI USA Quality Factor ETF
988 shares (about $189.51K)
iShares Silver Trust
2,580 shares (about $175.80K)

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
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$6,859,318$129,675 -1.9%70,9345.7%ETF
Invesco Dorsey Wright Technology Momentum ETF stock logo
PTF
Invesco Dorsey Wright Technology Momentum ETF
$6,437,083$276,499 -4.1%74,5685.3%ETF
ETF SER SOLUTIONS
$6,352,712$153,761 -2.4%59,2055.3%DEFIANCE QUANTUM
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$5,974,394$74,375 1.3%44,0204.9%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,619,841$189,508 -3.3%29,2994.6%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$5,347,926$315,781 -5.6%8,6714.4%ETF
Amplify Natural Resources Dividend Income ETF stock logo
NDIV
Amplify Natural Resources Dividend Income ETF
$5,271,826$46,997 -0.9%146,9474.4%ETF
Royce Small-Cap Trust, Inc. stock logo
RVT
Royce Small-Cap Trust
$5,127,358$137,332 -2.6%308,8774.2%Finance
Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock logo
HDEF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
$4,804,588$86,146 -1.8%148,2444.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,546,572$577,773 -11.3%7,8773.8%Finance
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$4,452,076$3,330 0.1%33,4273.7%ETF
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$4,073,016$126,345 -3.0%37,1053.4%ETF
FIRST TR EXCHNG TRADED FD VI
$4,047,345$2,699 -0.1%179,9623.3%FT ENERGY INCOME
Invesco Dorsey Wright Industrials Momentum ETF stock logo
PRN
Invesco Dorsey Wright Industrials Momentum ETF
$3,743,370$144,731 -3.7%19,2433.1%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$3,548,814$76,426 -2.1%24,4712.9%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$3,428,911$168,912 -4.7%59,9462.8%ETF
First Trust Small Cap Growth AlphaDEX Fund stock logo
FYC
First Trust Small Cap Growth AlphaDEX Fund
$3,083,285$74,675 -2.4%31,7932.6%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$2,801,745$120,634 -4.1%29,9142.3%Manufacturing
EOD
Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund
$2,759,246$91,181 -3.2%473,2842.3%Financial Services
ARK ETF TR
$2,664,843$10,225 -0.4%70,1092.2%BLOCKCHAIN & FIN
Hoya Capital High Dividend Yield ETF stock logo
RIET
Hoya Capital High Dividend Yield ETF
$2,649,380$90,610 3.5%294,7032.2%ETF
RSPC
Invesco S&P 500 Equal Weight Communication Services ETF
$2,491,878$100,275 -3.9%66,6242.1%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$2,481,198$17,244 -0.7%54,8212.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,237,748$1,726,124 337.4%23,0151.9%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$2,162,360$66,585 -3.0%38,4831.8%ETF
VPN
Global X Data Center & Digital Infrastructure ETF
$2,147,679$9,105 0.4%89,6361.8%Manufacturing
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$2,121,716$99,463 -4.5%9,0661.8%ETF
ProShares Pet Care ETF stock logo
PAWZ
ProShares Pet Care ETF
$1,885,964$12,579 -0.7%36,7341.6%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,434,9840.0%8,4581.2%Energy
BlackRock Corporate High Yield Fund, Inc. stock logo
HYT
BlackRock Corporate High Yield Fund
$1,264,359$60,364 -4.6%148,3991.0%Financial Services
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$1,193,689$50,260 -4.0%41,5631.0%Manufacturing
Global X Aging Population ETF stock logo
AGNG
Global X Aging Population ETF
$1,146,178$148,310 14.9%32,1960.9%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$1,108,7340.0%22,1880.9%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$1,051,421$19,259 -1.8%59,2350.9%ETF
iShares Investment Grade Systematic Bond ETF stock logo
IGEB
iShares Investment Grade Systematic Bond ETF
$967,664$143,291 -12.9%21,4750.8%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$920,026$175,801 -16.0%13,5020.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$747,2410.0%1,1490.6%Finance
Apple Inc. stock logo
AAPL
Apple
$448,4470.0%1,7670.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$419,102$861 0.2%1,4610.3%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$389,412$9,466 2.5%9050.3%Finance
Prologis, Inc. stock logo
PLD
Prologis
$254,9750.0%1,9290.2%Finance
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$217,762$217,762 New Holding2,1320.2%Business Services
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$210,5840.0%8040.2%ETF
ALPS Sector Dividend Dogs ETF stock logo
SDOG
ALPS Sector Dividend Dogs ETF
$0$2,649,493 -100.0%00.0%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$0$2,260,392 -100.0%00.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$223,800 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data