$297 Million is the total value of Prism Advisors, Inc.'s 52 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOGL | New | ALPHABET INCcap stk cl a | $240,118 | – | 2,006 | +100.0% | 0.08% | – |
PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $207,942 | – | 5,183 | +100.0% | 0.07% | – |
IBB | New | ISHARES TRishares biotech | $204,152 | – | 1,608 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.