Frisch Financial Group, Inc. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$330.4M
Holdings
129
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWMISHARES TR | 1,256 | $278K | 0.08% | |
| 102 | SCHDSCHWAB STRATEGIC TR | 10,141 | $277K | 0.08% | |
| 103 | PANWPALO ALTO NETWORKS INC | 1,506 | $274K | 0.08% | |
| 104 | CMCSACOMCAST CORP NEW | 7,298 | $274K | 0.08% | |
| 105 | SBUXSTARBUCKS CORP | 2,959 | $270K | 0.08% | |
| 106 | EEMISHARES TR | 6,397 | $268K | 0.08% | |
| 107 | IWVISHARES TR | 783 | $262K | 0.08% | |
| 108 | RDVYFIRST TR EXCHANGE-TRADED FD | 4,419 | $261K | 0.08% | |
| 109 | ABXBARRICK GOLD CORP | 16,610 | $257K | 0.08% | |
| 110 | WMWASTE MGMT INC DEL | 1,198 | $242K | 0.07% | |
| 111 | HONHONEYWELL INTL INC | 1,051 | $237K | 0.07% | |
| 112 | YUMYUM BRANDS INC | 1,768 | $237K | 0.07% | |
| 113 | BNDXVANGUARD CHARLOTTE FDS | 4,790 | $235K | 0.07% | |
| 114 | NKENIKE INC | 3,047 | $232K | 0.07% | |
| 115 | MOALTRIA GROUP INC | 4,441 | $232K | 0.07% | |
| 116 | BMYBRISTOL-MYERS SQUIBB CO | 4,105 | $232K | 0.07% | |
| 117 | MDLZMONDELEZ INTL INC | 3,785 | $228K | 0.07% | |
| 118 | VUGVANGUARD INDEX FDS | 550 | $226K | 0.07% | |
| 119 | PLTRPALANTIR TECHNOLOGIES INC | 2,843 | $215K | 0.07% | |
| 120 | KMBKIMBERLY-CLARK CORP | 1,618 | $214K | 0.06% | |
| 121 | TRVCCITIGROUP INC | 3,033 | $214K | 0.06% | |
| 122 | IWRISHARES TR | 2,419 | $214K | 0.06% | |
| 123 | CRWDCROWDSTRIKE HLDGS INC | 608 | $208K | 0.06% | |
| 124 | ACNACCENTURE PLC IRELAND | 589 | $207K | 0.06% | |
| 125 | ULUNILEVER PLC | 3,648 | $207K | 0.06% | |
| 126 | NRKNUVEEN NEW YORK AMT QLT MUNI | 19,274 | $202K | 0.06% | |
| 127 | TAT&T INC | 8,777 | $200K | 0.06% | |
| 128 | ACREARES COML REAL ESTATE CORP | 16,911 | $104K | 0.03% | |
| 129 | GONGERON CORP | 10,325 | $37K | 0.01% |
PreviousPage 2 of 2