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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 $130.30 million in total holdings as of June 30, 2026.
  • Paller Financial Services Inc owns shares of 45 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 6.54% of the portfolio was purchased this quarter.
  • About 3.86% of the portfolio was sold this quarter.
  • This quarter, Paller Financial Services Inc has purchased 44 new stocks and bought additional shares in 26 stocks.
  • Paller Financial Services Inc sold shares of 13 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

46434V621 - iShares Core Dividend Growth ETF
$772,144 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$340,310 Holding
72200U100 - PIMCO Corporate & Income Strategy Fund
$255,329 Holding

Largest Purchases this Quarter

iShares Core Dividend Growth ETF
10,242 shares (about $772.14K)
VanEck BDC Income ETF
45,430 shares (about $585.59K)
iShares Russell Mid-Cap ETF
4,480 shares (about $478.06K)

Largest Sales this Quarter

Invesco QQQ
2,022 shares (about $1.50M)
United Dominion Realty Trust
13,006 shares (about $436.35K)
SPDR S&P MidCap 400 ETF Trust
356 shares (about $233.79K)
Materials Select Sector SPDR Fund
4,073 shares (about $198.36K)

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
ETF SER SOLUTIONS
$8,425,978$153,439 ▲1.9%55,5736.5%DEFIA QUANT ETF
Invesco Dorsey Wright Technology Momentum ETF stock logo
PTF
Invesco Dorsey Wright Technology Momentum ETF
$7,488,910$272,661 ▲3.8%68,7755.7%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$6,669,355$216,942 ▲3.4%238,5325.1%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$6,555,711$107,401 ▲1.7%62,0165.0%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$6,101,821$102,675 ▲1.7%27,4564.7%ETF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF stock logo
HDEF
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
$5,934,090$1,530,834 ▲34.8%183,4344.6%ETF
Royce Small-Cap Trust, Inc. stock logo
RVT
Royce Small-Cap Trust
$5,506,661$309,214 ▲5.9%321,4634.2%Finance
Amplify Natural Resources Dividend Income ETF stock logo
NDIV
Amplify Natural Resources Dividend Income ETF
$4,755,622$147,987 ▲3.2%144,7703.6%ETF
ARK Autonomous Technology & Robotics ETF stock logo
ARKQ
ARK Autonomous Technology & Robotics ETF
$4,538,630$431,044 ▲10.5%37,4323.5%ETF
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$4,458,495$145,121 ▲3.4%34,1023.4%ETF
Invesco Dorsey Wright Industrials Momentum ETF stock logo
PRN
Invesco Dorsey Wright Industrials Momentum ETF
$3,848,973$101,294 ▲2.7%19,4553.0%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$3,763,755$161,721 ▲4.5%25,6472.9%ETF
First Trust Small Cap Growth AlphaDEX Fund stock logo
FYC
First Trust Small Cap Growth AlphaDEX Fund
$3,756,088$266,043 ▲7.6%32,5712.9%ETF
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$3,682,814$249,645 ▲7.3%35,5972.8%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,674,949$233,789 ▼-6.0%5,5962.8%ETF
FIRST TR EXCHNG TRADED FD VI
$3,664,414$23,057 ▼-0.6%172,1192.8%FT ENER INCO ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$3,424,857$478,061 ▲16.2%32,0952.6%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$3,394,951$659 ▼0.0%51,5482.6%ETF
Hoya Capital High Dividend Yield ETF stock logo
RIET
Hoya Capital High Dividend Yield ETF
$3,327,272$429,656 ▲14.8%390,0672.6%ETF
ARK ETF TR
$3,323,189$68,432 ▲2.1%72,9892.6%BLOC FIN INN ETF
Global X Aging Population ETF stock logo
AGNG
Global X Aging Population ETF
$3,232,522$87,355 ▲2.8%88,2932.5%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$3,023,689$126,584 ▼-4.0%26,8012.3%ETF
EOD
Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund
$2,904,282$142,342 ▲5.2%453,7942.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,423,487$1,495,815 ▼-38.2%3,2761.9%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$2,375,830$198,355 ▼-7.7%48,7851.8%ETF
VPN
Global X Data Center & Digital Infrastructure ETF
$2,326,929$54,226 ▲2.4%85,7381.8%ETF
VanEck BDC Income ETF stock logo
BIZD
VanEck BDC Income ETF
$2,269,955$585,593 ▲34.8%176,1021.7%ETF
RSPC
Invesco S&P 500 Equal Weight Communication Services ETF
$1,982,929$8,385 ▼-0.4%56,5231.5%ETF
VanEck Rare Earth and Strategic Metals ETF stock logo
REMX
VanEck Rare Earth and Strategic Metals ETF
$1,970,661$378,556 ▲23.8%30,6671.5%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$1,927,110$72,683 ▼-3.6%31,7901.5%ETF
BlackRock Corporate High Yield Fund, Inc. stock logo
HYT
BlackRock Corporate High Yield Fund
$1,331,945$61,912 ▲4.9%169,8911.0%Finance
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$1,242,968$35,180 ▲2.9%44,6951.0%ETF
iShares Investment Grade Systematic Bond ETF stock logo
IGEB
iShares Investment Grade Systematic Bond ETF
$1,018,616$66,325 ▲7.0%23,8050.8%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$967,332$13,043 ▲1.4%56,7350.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$870,9230.0%1,1420.7%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$772,144$772,144 ▲New Holding10,2420.6%ETF
Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock logo
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
$555,731$555,731 ▲New Holding10,7450.4%ETF
Apple Inc. stock logo
AAPL
Apple
$544,155$60,610 ▼-10.0%1,6340.4%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$481,466$3,748 ▼-0.8%1,4130.4%Communication Services
United Dominion Realty Trust, Inc. stock logo
UDR
United Dominion Realty Trust
$418,369$436,352 ▼-51.1%12,4700.3%Real Estate
EXXONMOBIL HOLDINGS CORP
$340,310$340,310 ▲New Holding2,0910.3%COM SHS
NVIDIA Corporation stock logo
NVDA
NVIDIA
$293,697$31,745 ▼-9.8%1,2860.2%Technology
PIMCO Corporate & Income Strategy Fund stock logo
PCN
PIMCO Corporate & Income Strategy Fund
$255,329$255,329 ▲New Holding23,9300.2%Finance
Prologis, Inc. stock logo
PLD
Prologis
$250,4610.0%1,9290.2%Real Estate
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$224,747$3,983 ▼-1.7%7900.2%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$0$1,728,783 ▼-100.0%00.0%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$333,050 ▼-100.0%00.0%Energy
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$0$267,146 ▼-100.0%00.0%Real Estate

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