Prism Advisors, Inc. Top Holdings and 13F Report (2025) About Prism Advisors, Inc.Investment ActivityPrism Advisors, Inc. has $325.09 million in total holdings as of March 31, 2025.Prism Advisors, Inc. owns shares of 62 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.18% of the portfolio was purchased this quarter.About 12.58% of the portfolio was sold this quarter.This quarter, Prism Advisors, Inc. has purchased 60 new stocks and bought additional shares in 10 stocks.Prism Advisors, Inc. sold shares of 33 stocks and completely divested from 1 stock this quarter.Largest Holdings WisdomTree International Hedged Quality Dividend Growth Fund $24,107,789Columbia EM Core ex-China ETF $23,440,129Vanguard Value ETF $21,931,070WisdomTree U.S. Value Fund $20,811,442Dimensional International Value ETF $20,740,831 Largest New Holdings this Quarter 46641Q167 - JPMorgan Active Value ETF $14,816,384 Holding532457108 - Eli Lilly and Company $207,303 Holding17275R102 - Cisco Systems $200,187 Holding Largest Purchases this Quarter Vanguard Value ETF 89,682 shares (about $15.49M)JPMorgan Active Value ETF 233,182 shares (about $14.82M)iShares Russell 1000 Value ETF 7,670 shares (about $1.44M)Columbia EM Core ex-China ETF 17,632 shares (about $520.76K)Eli Lilly and Company 251 shares (about $207.30K) Largest Sales this Quarter iShares S&P 500 Value ETF 87,009 shares (about $16.58M)SPDR Portfolio S&P 500 Value ETF 316,621 shares (about $16.17M)WisdomTree U.S. Value Fund 14,414 shares (about $1.18M)Fidelity Value Factor ETF 11,070 shares (about $659.66K)Invesco Water Resources ETF 8,810 shares (about $568.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrism Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIHDGWisdomTree International Hedged Quality Dividend Growth Fund$24,107,789$439,729 ▼-1.8%555,4797.4%FinanceXCEMColumbia EM Core ex-China ETF$23,440,129$520,761 ▲2.3%793,6397.2%ETFVTVVanguard Value ETF$21,931,070$15,491,668 ▲240.6%126,9606.7%ETFWTVWisdomTree U.S. Value Fund$20,811,442$1,184,398 ▼-5.4%253,2736.4%FinanceDFIVDimensional International Value ETF$20,740,831$455,474 ▼-2.1%526,9526.4%ETFRWKInvesco S&P MidCap 400 Revenue ETF$19,770,414$429,686 ▼-2.1%183,2636.1%ETFJAVAJPMorgan Active Value ETF$14,816,384$14,816,384 ▲New Holding233,1824.6%ETFJPSTJPMorgan Ultra-Short Income ETF$14,008,810$21,163 ▼-0.2%276,6894.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$14,000,366$34,265 ▼-0.2%284,7914.3%ManufacturingIWDiShares Russell 1000 Value ETF$12,868,278$1,443,189 ▲12.6%68,3904.0%ETFPHOInvesco Water Resources ETF$12,745,410$568,421 ▼-4.3%197,5423.9%ETFRSPInvesco S&P 500 Equal Weight ETF$11,178,705$441,390 ▼-3.8%64,5313.4%ETFJQUAJPMorgan U.S. Quality Factor ETF$10,628,052$210,972 ▼-1.9%188,2073.3%ETFCNYAiShares MSCI China A ETF$10,009,905$171,488 ▼-1.7%357,1143.1%ETFSPYSPDR S&P 500 ETF Trust$9,822,218$380,403 ▼-3.7%17,5583.0%FinanceNOBLProShares S&P 500 Aristocrats ETF$8,675,389$414,136 ▼-4.6%84,9032.7%ETFQQQInvesco QQQ$7,155,377$361,075 ▼-4.8%15,2592.2%FinanceBUFQFT Vest Laddered Nasdaq Buffer ETF$5,943,961$236,730 ▼-3.8%199,0611.8%ETFQQQMInvesco NASDAQ 100 ETF$5,256,128$201,706 ▼-3.7%27,2311.6%ETFEFAiShares MSCI EAFE ETF$5,231,202$166,405 ▼-3.1%64,0051.6%FinanceFVALFidelity Value Factor ETF$4,858,373$659,661 ▼-12.0%81,5301.5%ETFIEFAiShares Core MSCI EAFE ETF$4,184,703$88,587 ▼-2.1%55,3161.3%ETFFIWFirst Trust Water ETF$3,926,683$65,361 ▼-1.6%38,9901.2%ETFEEMiShares MSCI Emerging Markets ETF$3,850,2120.0%88,1051.2%FinanceCGWInvesco S&P Global Water Index ETF$3,704,960$277,003 ▼-7.0%66,5281.1%ETFDGROiShares Core Dividend Growth ETF$3,212,684$198,623 ▼-5.8%52,0021.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,211,894$16,169,832 ▼-83.4%62,8921.0%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$2,371,1060.0%30,4300.7%ETFPWBInvesco Large Cap Growth ETF$1,998,6880.0%20,8110.6%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$1,628,425$157,280 ▼-8.8%46,4570.5%ETFCOLUMBIA U.S. EQUITY INCOME ETF$1,594,690$61,959 ▲4.0%34,8490.5%ETFAAPLApple$1,359,086$88,858 ▲7.0%6,1180.4%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$1,309,485$168,713 ▼-11.4%22,3690.4%ManufacturingVGKVanguard FTSE Europe ETF$1,218,9860.0%17,3620.4%ETFIUSViShares Core S&P U.S. Value ETF$1,218,2280.0%13,2000.4%ManufacturingIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,130,3950.0%44,7150.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$975,158$29,279 ▼-2.9%10,2250.3%ETFNUDMNuveen ESG International Developed Markets Equity ETF$911,961$51,151 ▼-5.3%28,6330.3%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$911,5970.0%35,6650.3%ETFFXIiShares China Large-Cap ETF$629,6010.0%17,5670.2%ETFCVSBCalvert Ultra-Short Investment Grade ETF$611,713$22,013 ▼-3.5%12,0880.2%ETFMAMastercard$602,9320.0%1,1000.2%Business ServicesGLDSPDR Gold Shares$596,7380.0%2,0710.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$550,659$74,759 ▼-12.0%5,3770.2%ETFMSFTMicrosoft$537,015$54,077 ▲11.2%1,4300.2%Computer and TechnologyQQMGInvesco ESG NASDAQ 100 ETF$529,804$76,463 ▼-12.6%16,6710.2%ETFNULGNuveen ESG Large-Cap Growth ETF$528,624$75,070 ▼-12.4%6,7530.2%ETFBRK.BBerkshire Hathaway$492,6370.0%9250.2%FinanceVVisa$456,2990.0%1,3020.1%Business ServicesGOOGLAlphabet$445,5180.0%2,8810.1%Computer and TechnologyNVDANVIDIA$410,176$176,254 ▲75.3%3,7840.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$270,624$16,582,200 ▼-98.4%1,4200.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$263,126$16,555 ▼-5.9%2,5430.1%ETFTJXTJX Companies$243,6000.0%2,0000.1%Retail/WholesaleMCDMcDonald's$241,150$15,306 ▲6.8%7720.1%Retail/WholesalePGProcter & Gamble$220,694$14,656 ▲7.1%1,2950.1%Consumer StaplesLLYEli Lilly and Company$207,303$207,303 ▲New Holding2510.1%MedicalCSCOCisco Systems$200,187$200,187 ▲New Holding3,2440.1%Computer and TechnologyPBWInvesco WilderHill Clean Energy ETF$162,279$582 ▼-0.4%10,3100.0%ETFBGSB&G Foods$81,7530.0%11,9000.0%Consumer StaplesXRXXerox$68,446$9,660 ▲16.4%14,1710.0%IndustrialsWWWW International$21,9490.0%42,0000.0%Consumer DiscretionaryIVViShares Core S&P 500 ETF$0$466,823 ▼-100.0%00.0%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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