Frisch Financial Group, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$356.4M
Holdings
128
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VGTVANGUARD WORLD FD | 516 | $280K | 0.08% | |
| 102 | YUMYUM BRANDS INC | 1,775 | $279K | 0.08% | |
| 103 | CRMSALESFORCE INC | 1,020 | $274K | 0.08% | |
| 104 | WMWASTE MGMT INC DEL | 1,167 | $270K | 0.08% | |
| 105 | CMCSACOMCAST CORP NEW | 7,250 | $268K | 0.08% | |
| 106 | MDLZMONDELEZ INTL INC | 3,855 | $263K | 0.07% | |
| 107 | PANWPALO ALTO NETWORKS INC | 1,522 | $260K | 0.07% | |
| 108 | RDVYFIRST TR EXCHANGE TRADED FD | 4,431 | $259K | 0.07% | |
| 109 | IWMISHARES TR | 1,288 | $257K | 0.07% | |
| 110 | BMYBRISTOL-MYERS SQUIBB CO | 4,158 | $254K | 0.07% | |
| 111 | IWVISHARES TR | 783 | $249K | 0.07% | |
| 112 | TAT&T INC | 8,766 | $248K | 0.07% | |
| 113 | EEMISHARES TR | 5,671 | $248K | 0.07% | |
| 114 | KMBKIMBERLY-CLARK CORP | 1,723 | $247K | 0.07% | |
| 115 | BNDXVANGUARD CHARLOTTE FDS | 4,787 | $234K | 0.07% | |
| 116 | DUKDUKE ENERGY CORP NEW | 1,872 | $228K | 0.06% | |
| 117 | CLCOLGATE PALMOLIVE CO | 2,423 | $227K | 0.06% | |
| 118 | HONHONEYWELL INTL INC | 1,057 | $224K | 0.06% | |
| 119 | ULUNILEVER PLC | 3,685 | $219K | 0.06% | |
| 120 | VEAVANGUARD TAX-MANAGED FDS | 4,295 | $218K | 0.06% | |
| 121 | XLFISELECT SECTOR SPDR TR | 2,571 | $210K | 0.06% | |
| 122 | NKENIKE INC | 3,274 | $209K | 0.06% | |
| 123 | IWRISHARES TR | 2,425 | $206K | 0.06% | |
| 124 | PLTRPALANTIR TECHNOLOGIES INC | 2,418 | $204K | 0.06% | |
| 125 | VUGVANGUARD INDEX FDS | 548 | $203K | 0.06% | |
| 126 | NRKNUVEEN NEW YORK AMT QLT MUNI | 18,709 | $194K | 0.05% | |
| 127 | ACREARES COML REAL ESTATE CORP | 17,637 | $84K | 0.02% | |
| 128 | GONGERON CORP | 19,025 | $30K | 0.01% |
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