Frisch Financial Group, Inc. Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$429.8M

Holdings

157

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (157 positions)

StockValue
JPSTJ P MORGAN EXCHANGE TRADED F
$30.0M
RSPINVESCO EXCHANGE TRADED FD T
$29.8M
VTVVANGUARD INDEX FDS
$26.7M
BINCBLACKROCK ETF TRUST II
$24.6M
GOOGLALPHABET INC
$20.7M
AAPLAPPLE INC
$18.4M
QQQEDIREXION SHS ETF TR
$18.3M
FMBFIRST TR EXCH TRADED FD III
$14.6M
XLFSELECT SECTOR SPDR TR
$14.5M
MSFTMICROSOFT CORP
$12.2M
JPMJPMORGAN CHASE & CO.
$12.1M
VTVANGUARD INTL EQUITY INDEX F
$11.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$11.7M
VOVANGUARD INDEX FDS
$10.8M
XLVSELECT SECTOR SPDR TR
$9.9M
PFFISHARES TR
$9.2M
JNJJOHNSON & JOHNSON
$8.3M
QQEWFIRST TR EXCHANGE-TRADED FD
$7.5M
CIBRFIRST TR EXCHANGE TRADED FD
$6.9M
NVDANVIDIA CORPORATION
$6.1M
VOOVANGUARD INDEX FDS
$5.7M
AMZNAMAZON COM INC
$5.4M
METAMETA PLATFORMS INC
$4.5M
NDQINVESCO QQQ TR
$4.2M
IBDUISHARES TR
$4.0M
PSEPINNOVATOR ETFS TRUST
$3.9M
GOOGALPHABET INC
$3.2M
DYNFBLACKROCK ETF TRUST
$3.1M
XOPSPDR SERIES TRUST
$2.9M
HDHOME DEPOT INC
$2.8M
HDVISHARES TR
$2.6M
QUALISHARES TR
$2.4M
XLESELECT SECTOR SPDR TR
$2.4M
DISDISNEY WALT CO
$2.2M
SPYSPDR S&P 500 ETF TR
$2.0M
GSGOLDMAN SACHS GROUP INC
$2.0M
LLYELI LILLY & CO
$1.9M
ABBVABBVIE INC
$1.8M
VOTVANGUARD INDEX FDS
$1.7M
BACVERIZON COMMUNICATIONS INC
$1.7M
IVVISHARES TR
$1.7M
VVISA INC
$1.5M
UNHUNITEDHEALTH GROUP INC
$1.5M
VTIVANGUARD INDEX FDS
$1.4M
SCHWSCHWAB CHARLES CORP
$1.4M
EDCONSOLIDATED EDISON INC
$1.4M
SPTISPDR SERIES TRUST
$1.4M
XOMEXXON MOBIL CORP
$1.3M
SPEMSPDR INDEX SHS FDS
$1.2M
MDYSPDR S&P MIDCAP 400 ETF TR
$1.2M
XLKSELECT SECTOR SPDR TR
$1.2M
TSLATESLA INC
$1.2M
MCDMCDONALDS CORP
$1.2M
FLOTISHARES TR
$1.1M
IBMINTERNATIONAL BUSINESS MACHS
$1.1M
SPYVSPDR SERIES TRUST
$1.1M
IUSBISHARES TR
$1.1M
PFEPFIZER INC
$1.0M
EPDENTERPRISE PRODS PARTNERS L
$995K
COSTCOSTCO WHSL CORP NEW
$981K
IBDYISHARES TR
$863K
INTCINTEL CORP
$847K
THROBLACKROCK ETF TRUST
$834K
RTXRTX CORPORATION
$814K
BAIBLACKROCK ETF TRUST
$811K
MRKMERCK & CO INC
$809K
CATCATERPILLAR INC
$778K
BACBANK AMERICA CORP
$765K
IVWISHARES TR
$764K
VIGVANGUARD SPECIALIZED FUNDS
$755K
PGPROCTER AND GAMBLE CO
$742K
DSIISHARES TR
$739K
ORCLORACLE CORP
$734K
BBARRICK MNG CORP
$726K
WMTWALMART INC
$689K
NEENEXTERA ENERGY INC
$671K
MIGASTRATEGY INC
$644K
CSCOCISCO SYS INC
$631K
AVGOBROADCOM INC
$622K
VYMVANGUARD WHITEHALL FDS
$618K
CVXCHEVRON CORP NEW
$608K
ELVELEVANCE HEALTH INC FORMERLY
$607K
DWDMORGAN STANLEY
$602K
EFAISHARES TR
$602K
HIGHARTFORD INSURANCE GROUP INC
$596K
SIXGETF SER SOLUTIONS
$580K
ESGDISHARES TR
$579K
EMBISHARES TR
$574K
BOTZGLOBAL X FDS
$560K
4I1PHILIP MORRIS INTL INC
$537K
NFLXNETFLIX INC
$522K
TAT&T INC
$518K
GEGE AEROSPACE
$504K
CSXCSX CORP
$498K
BNBROOKFIELD CORP
$479K
XLYSELECT SECTOR SPDR TR
$456K
ISEPINNOVATOR ETFS TRUST
$451K
PEPPEPSICO INC
$441K
SPYMSPDR SERIES TRUST
$427K
UNPUNION PAC CORP
$421K
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