Frisch Financial Group, Inc. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$408.7M

Holdings

144

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
101
SPYMSPDR SERIES TRUST
4,650$338K0.08%
102
ITOTISHARES TR
2,480$335K0.08%
103
PLTRPALANTIR TECHNOLOGIES INC
2,448$334K0.08%
104
WMWASTE MGMT INC DEL
1,407$322K0.08%
105
MSIMOTOROLA SOLUTIONS INC
752$317K0.08%
106
AMGNAMGEN INC
1,126$314K0.08%
107
MPLXMPLX LP
6,098$314K0.08%
108
SCHDSCHWAB STRATEGIC TR
11,576$307K0.08%
109
PANWPALO ALTO NETWORKS INC
1,406$288K0.07%
110
CRMSALESFORCE INC
1,021$279K0.07%
111
RDVYFIRST TR EXCHANGE TRADED FD
4,438$278K0.07%
112
SBUXSTARBUCKS CORP
3,019$277K0.07%
113
EEMISHARES TR
5,719$276K0.07%
114
MOALTRIA GROUP INC
4,616$275K0.07%
115
IWVISHARES TR
783$275K0.07%
116
IWMISHARES TR
1,259$272K0.07%
117
CMCSACOMCAST CORP NEW
7,533$269K0.07%
118
MDLZMONDELEZ INTL INC
3,922$266K0.07%
119
NGGNATIONAL GRID PLC
3,550$264K0.06%
120
CRSPCRISPR THERAPEUTICS AG
5,359$261K0.06%
121
AMDADVANCED MICRO DEVICES INC
1,835$260K0.06%
122
YUMYUM BRANDS INC
1,745$259K0.06%
123
HONHONEYWELL INTL INC
1,099$256K0.06%
124
STXSEAGATE TECHNOLOGY HLDNGS PL
1,696$246K0.06%
125
VEAVANGUARD TAX-MANAGED FDS
4,295$245K0.06%
126
EMREMERSON ELEC CO
1,824$243K0.06%
127
VUGVANGUARD INDEX FDS
548$240K0.06%
128
PSXPHILLIPS 66
1,989$237K0.06%
129
BNDXVANGUARD CHARLOTTE FDS
4,787$237K0.06%
130
TRVCCITIGROUP INC
2,757$235K0.06%
131
GEVGE VERNOVA INC
437$231K0.06%
132
NKENIKE INC
3,231$231K0.06%
133
OSKOSHKOSH CORP
2,000$227K0.06%
134
CEGCONSTELLATION ENERGY CORP
701$226K0.06%
135
IWRISHARES TR
2,431$224K0.05%
136
XLFISELECT SECTOR SPDR TR
2,689$218K0.05%
137
COINCOINBASE GLOBAL INC
619$217K0.05%
138
ULUNILEVER PLC
3,385$207K0.05%
139
CLCOLGATE PALMOLIVE CO
2,253$205K0.05%
140
WINNHARBOR ETF TRUST
6,890$201K0.05%
141
NRKNUVEEN NEW YORK AMT QLT MUNI
15,924$159K0.04%
142
ACREARES COML REAL ESTATE CORP
18,329$90K0.02%
143
GONGERON CORP
19,025$27K0.01%
144
RVPRETRACTABLE TECHNOLOGIES INC
27,000$17K0.00%
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