Prism Advisors, Inc. Top Holdings and 13F Report (2025) About Prism Advisors, Inc.Investment ActivityPrism Advisors, Inc. has $351.15 million in total holdings as of June 30, 2025.Prism Advisors, Inc. owns shares of 71 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 13.47% of the portfolio was purchased this quarter.About 12.12% of the portfolio was sold this quarter.This quarter, Prism Advisors, Inc. has purchased 62 new stocks and bought additional shares in 11 stocks.Prism Advisors, Inc. sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings WisdomTree International Hedged Quality Dividend Growth Fund $21,370,054Vanguard Value ETF $19,453,949Columbia EM Core ex-China ETF $18,904,548Dimensional International Value ETF $18,872,825WisdomTree U.S. Value Fund $17,507,232 Largest New Holdings this Quarter 25434V534 - DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF $8,320,050 Holding78464A839 - SPDR S&P 400 Mid Cap Value ETF $6,874,984 Holding922908512 - Vanguard Mid-Cap Value ETF $5,291,501 Holding46641Q324 - JPMorgan International Growth ETF $4,883,990 Holding33734H106 - First Trust Value Line Dividend Index Fund $4,242,656 Holding Largest Purchases this Quarter DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF 152,469 shares (about $8.32M)SPDR S&P 400 Mid Cap Value ETF 86,554 shares (about $6.87M)Vanguard Mid-Cap Value ETF 32,175 shares (about $5.29M)JPMorgan International Growth ETF 68,298 shares (about $4.88M)First Trust Value Line Dividend Index Fund 94,914 shares (about $4.24M) Largest Sales this Quarter Columbia EM Core ex-China ETF 240,551 shares (about $8.22M)Invesco S&P MidCap 400 Revenue ETF 46,861 shares (about $5.48M)WisdomTree U.S. Value Fund 50,643 shares (about $4.38M)Dimensional International Value ETF 86,307 shares (about $3.70M)WisdomTree International Hedged Quality Dividend Growth Fund 81,116 shares (about $3.65M) 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$21,370,054$3,654,276 ▼-14.6%474,3636.1%FinanceVTVVanguard Value ETF$19,453,949$2,984,962 ▼-13.3%110,0715.5%ETFXCEMColumbia EM Core ex-China ETF$18,904,548$8,222,033 ▼-30.3%553,0885.4%ETFDFIVDimensional International Value ETF$18,872,825$3,696,529 ▼-16.4%440,6455.4%ETFWTVWisdomTree U.S. Value Fund$17,507,232$4,375,555 ▼-20.0%202,6305.0%FinanceRWKInvesco S&P MidCap 400 Revenue ETF$15,944,031$5,477,583 ▼-25.6%136,4024.5%ETFIWDiShares Russell 1000 Value ETF$14,669,043$1,385,638 ▲10.4%75,5244.2%ETFJAVAJPMorgan Active Value ETF$14,515,455$757,966 ▼-5.0%221,6104.1%ETFJPSTJPMorgan Ultra-Short Income ETF$13,454,755$567,870 ▼-4.0%265,4843.8%ETFLMBSFirst Trust Low Duration Opportunities ETF$12,966,415$1,062,390 ▼-7.6%263,2243.7%ManufacturingPHOInvesco Water Resources ETF$11,396,588$2,413,573 ▼-17.5%163,0183.2%ETFJQUAJPMorgan U.S. Quality Factor ETF$10,937,343$364,504 ▼-3.2%182,1373.1%ETFSPYSPDR S&P 500 ETF Trust$10,818,431$30,276 ▼-0.3%17,5093.1%FinanceEFAiShares MSCI EAFE ETF$8,938,194$3,216,731 ▲56.2%99,9902.5%FinanceQQQInvesco QQQ$8,906,600$488,773 ▲5.8%16,1452.5%FinanceNOBLProShares S&P 500 Aristocrats ETF$8,477,832$71,900 ▼-0.8%84,1892.4%ETFDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF$8,320,050$8,320,050 ▲New Holding152,4692.4%ETFCNYAiShares MSCI China A ETF$8,318,378$1,934,365 ▼-18.9%289,7382.4%ETFRSPInvesco S&P 500 Equal Weight ETF$8,300,292$3,427,635 ▼-29.2%45,6712.4%ETFFIWFirst Trust Water ETF$6,912,880$2,702,740 ▲64.2%64,0202.0%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$6,874,984$6,874,984 ▲New Holding86,5542.0%ETFQQQMInvesco NASDAQ 100 ETF$5,974,838$209,388 ▼-3.4%26,3091.7%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$5,598,549$1,010,276 ▼-15.3%168,6311.6%ETFVOEVanguard Mid-Cap Value ETF$5,291,501$5,291,501 ▲New Holding32,1751.5%ETFFVALFidelity Value Factor ETF$5,207,3830.0%81,5301.5%ETFJIGJPMorgan International Growth ETF$4,883,990$4,883,990 ▲New Holding68,2981.4%ETFIEFAiShares Core MSCI EAFE ETF$4,618,833$1,002 ▲0.0%55,3281.3%ETFEEMiShares MSCI Emerging Markets ETF$4,250,2110.0%88,1051.2%FinanceFVDFirst Trust Value Line Dividend Index Fund$4,242,656$4,242,656 ▲New Holding94,9141.2%ETFCGWInvesco S&P Global Water Index ETF$4,158,0180.0%66,5281.2%ETFBUFRFT Vest Laddered Buffer ETF$3,860,743$3,860,743 ▲New Holding121,4071.1%ETFDGROiShares Core Dividend Growth ETF$3,325,096$64 ▲0.0%52,0030.9%ETFPWBInvesco Large Cap Growth ETF$3,161,250$717,206 ▲29.3%26,9180.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,953,232$338,535 ▼-10.3%56,4240.8%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$2,557,9460.0%30,4300.7%ETFGXCSPDR S&P China ETF$2,255,813$2,255,813 ▲New Holding25,7660.6%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,474,333$70,896 ▲5.1%23,4990.4%ManufacturingCOLUMBIA U.S. EQUITY INCOME ETF$1,378,179$191,420 ▼-12.2%30,5990.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,357,923$378,675 ▲38.7%14,1790.4%ETFVGKVanguard FTSE Europe ETF$1,345,5550.0%17,3620.4%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$1,258,270$1,258,270 ▲New Holding12,7990.4%ETFIUSViShares Core S&P U.S. Value ETF$1,249,1160.0%13,2000.4%ManufacturingAAPLApple$1,204,448$50,886 ▼-4.1%5,8700.3%Computer and TechnologyFRDMFreedom 100 Emerging Markets ETF$1,144,815$732,048 ▼-39.0%28,3370.3%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,133,5250.0%44,7150.3%ETFNUDMNuveen ESG International Developed Markets Equity ETF$1,009,903$6,282 ▼-0.6%28,4560.3%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$913,8440.0%35,6650.3%ETFMSFTMicrosoft$711,5710.0%1,4300.2%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$708,703$708,703 ▲New Holding18,0930.2%ManufacturingFXIiShares China Large-Cap ETF$645,7630.0%17,5670.2%ETFGLDSPDR Gold Shares$631,3030.0%2,0710.2%FinanceMAMastercard$618,1340.0%1,1000.2%Business ServicesNVDANVIDIA$615,625$17,698 ▲3.0%3,8960.2%Computer and TechnologyCVSBCalvert Ultra-Short Investment Grade ETF$587,048$25,330 ▼-4.1%11,5880.2%ETFGOOGLAlphabet$507,7190.0%2,8810.1%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$496,468$128,125 ▼-20.5%4,2740.1%ETFNULGNuveen ESG Large-Cap Growth ETF$487,601$146,844 ▼-23.1%5,1900.1%ETFQQMGInvesco ESG NASDAQ 100 ETF$484,791$145,872 ▼-23.1%12,8150.1%ETFVVisa$462,2750.0%1,3020.1%Business ServicesBRK.BBerkshire Hathaway$449,3370.0%9250.1%FinanceTJXTJX Companies$246,9800.0%2,0000.1%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$234,637$27,066 ▼-10.3%2,2800.1%ETFNUDVNuveen ESG Dividend ETF$233,455$233,455 ▲New Holding8,2330.1%ETFMCDMcDonald's$225,5550.0%7720.1%Retail/WholesaleCSCOCisco Systems$225,0690.0%3,2440.1%Computer and TechnologyAMZNAmazon.com$218,732$218,732 ▲New Holding9970.1%Retail/WholesalePBWInvesco WilderHill Clean Energy ETF$211,909$6,534 ▲3.2%10,6380.1%ETFPGProcter & Gamble$206,3190.0%1,2950.1%Consumer StaplesVNMVanEck Vietnam ETF$150,604$150,604 ▲New Holding10,9530.0%ETFXRXXerox$74,6810.0%14,1710.0%IndustrialsBGSB&G Foods$50,3370.0%11,9000.0%Consumer StaplesIVEiShares S&P 500 Value ETF$0$270,624 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$207,303 ▼-100.0%00.0%MedicalWWWW International$0$21,949 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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