$158 Million is the total value of Prism Advisors, Inc.'s 53 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMM | Exit | 3M CO | $0 | – | -1,000 | -100.0% | -0.12% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -786 | -100.0% | -0.13% | – |
| BSCI | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -12,559 | -100.0% | -0.15% | – |
| IBMK | Exit | ISHARES TRibonds dec2022 | $0 | – | -13,424 | -100.0% | -0.20% | – |
| ATGE | Exit | ADTALEM GLOBAL ED INC | $0 | – | -24,661 | -100.0% | -0.68% | – |
| GXC | Exit | SPDR INDEX SHS FDSs&p china etf | $0 | – | -63,934 | -100.0% | -3.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 9.8% |
| SPDR S&P 500 ETF TRUST | 27 | Q2 2024 | 14.6% |
| ISHARES TR | 27 | Q2 2024 | 8.5% |
| ISHARES TR | 27 | Q2 2024 | 9.8% |
| VANGUARD VALUE ETF | 27 | Q2 2024 | 5.2% |
| ISHARES TR | 27 | Q2 2024 | 0.4% |
| APPLE INC COM | 27 | Q2 2024 | 0.6% |
| ISHARES TR | 27 | Q2 2024 | 0.7% |
| ISHARES TR | 27 | Q2 2024 | 0.4% |
| ISHARES TR | 27 | Q2 2024 | 0.4% |
View Prism Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-25 |
View Prism Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.