$300 Million is the total value of Frisch Financial Group, Inc.'s 146 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 11.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $17,134,000 | +0.4% | 121,090 | -2.8% | 5.71% | +6.3% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $14,057,000 | +0.3% | 247,573 | +1.2% | 4.68% | +6.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $13,593,000 | +1.4% | 57,414 | +1.6% | 4.53% | +7.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $13,533,000 | +8.8% | 5,062 | -0.6% | 4.51% | +15.2% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $13,351,000 | +3.0% | 355,734 | +0.7% | 4.45% | +9.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $10,159,000 | -2.2% | 37,219 | -0.4% | 3.38% | +3.5% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $9,175,000 | +7.6% | 180,474 | +7.6% | 3.06% | +13.9% |
| TBT | Sell | PROSHARES TR | $8,827,000 | -2.7% | 481,028 | -0.1% | 2.94% | +3.0% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $8,777,000 | +1.9% | 49,980 | +0.6% | 2.92% | +7.8% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $8,706,000 | -6.3% | 171,636 | -6.3% | 2.90% | -0.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $8,508,000 | +2.8% | 38,905 | +5.9% | 2.84% | +8.8% |
| MSFT | Buy | MICROSOFT CORP | $8,404,000 | +4.6% | 29,807 | +0.5% | 2.80% | +10.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $8,133,000 | +2.2% | 63,885 | +1.1% | 2.71% | +8.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $7,850,000 | +5.1% | 47,953 | -0.2% | 2.62% | +11.2% |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $7,774,000 | -3.0% | 686,721 | -1.2% | 2.59% | +2.7% |
| VOO | Sell | VANGUARD INDEX FDS | $7,167,000 | -2.2% | 18,171 | -2.4% | 2.39% | +3.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $6,135,000 | -5.5% | 37,989 | -3.5% | 2.04% | +0.0% |
| AMZN | Sell | AMAZON COM INC | $6,130,000 | -5.2% | 1,866 | -0.7% | 2.04% | +0.3% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $5,920,000 | +1.5% | 232,987 | +2.9% | 1.97% | +7.5% |
| T | Buy | AT&T INC | $5,890,000 | -5.0% | 218,056 | +1.2% | 1.96% | +0.6% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $5,608,000 | +1.0% | 50,407 | +1.8% | 1.87% | +6.9% |
| NRK | Buy | NUVEEN NEW YORK AMT QLT MUNI | $4,996,000 | -1.8% | 361,288 | +0.8% | 1.66% | +4.0% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $4,638,000 | -6.9% | 214,256 | +0.9% | 1.54% | -1.5% |
| PJAN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $4,194,000 | -1.9% | 128,431 | -2.6% | 1.40% | +3.8% |
| USMV | Sell | ISHARES TRmsci usa min vol | $4,165,000 | -3.6% | 56,677 | -3.5% | 1.39% | +2.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,672,000 | +7.3% | 1,378 | +1.0% | 1.22% | +13.6% |
| HDV | Sell | ISHARES TRcore high dv etf | $3,454,000 | -3.4% | 36,647 | -1.0% | 1.15% | +2.2% |
| DIS | Sell | DISNEY WALT CO | $3,360,000 | -6.7% | 19,867 | -3.0% | 1.12% | -1.2% |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $3,303,000 | -29.3% | 229,513 | +1.1% | 1.10% | -25.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $3,091,000 | -8.4% | 72,661 | -2.1% | 1.03% | -3.1% |
| TSLA | Buy | TESLA INC | $3,035,000 | +16.9% | 3,914 | +2.5% | 1.01% | +23.7% |
| NVDA | Buy | NVIDIA CORPORATION | $2,445,000 | +6.4% | 11,802 | +310.9% | 0.82% | +12.6% |
| HD | Buy | HOME DEPOT INC | $2,352,000 | +3.4% | 7,164 | +0.4% | 0.78% | +9.5% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $2,056,000 | +0.8% | 26,235 | +1.7% | 0.68% | +6.7% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,932,000 | +46.7% | 14,266 | +48.9% | 0.64% | +55.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,900,000 | -2.2% | 4,861 | +0.2% | 0.63% | +3.6% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,898,000 | -1.1% | 26,063 | -1.1% | 0.63% | +4.5% |
| FB | Sell | FACEBOOK INCcl a | $1,760,000 | -2.5% | 5,186 | -0.1% | 0.59% | +3.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,672,000 | -1.4% | 4,670 | -2.4% | 0.56% | +4.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,572,000 | +22.8% | 31,426 | +33.3% | 0.52% | +30.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,521,000 | -2.8% | 28,171 | +0.9% | 0.51% | +2.8% |
| PFE | Sell | PFIZER INC | $1,468,000 | +7.2% | 34,143 | -2.3% | 0.49% | +13.5% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $1,419,000 | +121.7% | 22,423 | +130.2% | 0.47% | +134.2% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,172,000 | +1.6% | 11,503 | +3.2% | 0.39% | +7.7% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $1,168,000 | +4.9% | 31,949 | +0.3% | 0.39% | +11.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $987,000 | -5.6% | 2,612 | -5.1% | 0.33% | 0.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $955,000 | +0.4% | 1,658 | +2.1% | 0.32% | +6.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $936,000 | -18.0% | 18,575 | -10.3% | 0.31% | -13.3% |
| ABBV | Buy | ABBVIE INC | $910,000 | -3.5% | 8,434 | +0.7% | 0.30% | +2.0% |
| ANTM | Buy | ANTHEM INC | $892,000 | -2.2% | 2,394 | +0.3% | 0.30% | +3.5% |
| INTC | Sell | INTEL CORP | $892,000 | -6.5% | 16,744 | -1.4% | 0.30% | -1.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $889,000 | -4.7% | 1,849 | -2.6% | 0.30% | +0.7% |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $853,000 | -4.2% | 23,488 | +0.4% | 0.28% | +1.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $819,000 | -21.9% | 1,909 | -22.2% | 0.27% | -17.3% |
| MCD | Sell | MCDONALDS CORP | $788,000 | -4.1% | 3,265 | -8.2% | 0.26% | +1.5% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $783,000 | +0.5% | 4,366 | +0.1% | 0.26% | +6.5% |
| EFA | ISHARES TRmsci eafe etf | $700,000 | -1.0% | 8,968 | 0.0% | 0.23% | +4.5% | |
| LLY | Buy | LILLY ELI & CO | $683,000 | +0.9% | 2,955 | +0.2% | 0.23% | +7.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $685,000 | -10.3% | 31,652 | 0.0% | 0.23% | -5.4% | |
| XOM | Sell | EXXON MOBIL CORP | $678,000 | -9.8% | 11,530 | -3.3% | 0.23% | -4.6% |
| SHOP | Buy | SHOPIFY INCcl a | $674,000 | +8.4% | 497 | +16.7% | 0.22% | +14.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $667,000 | +2.0% | 4,772 | -1.6% | 0.22% | +7.8% |
| MRK | Sell | MERCK & CO INC | $656,000 | -7.0% | 8,740 | -3.7% | 0.22% | -1.4% |
| KAPR | Buy | INNOVATOR ETFS TRus sml cp pwr et | $658,000 | +13.8% | 24,179 | +15.7% | 0.22% | +20.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $631,000 | -0.5% | 4,111 | +0.4% | 0.21% | +5.0% |
| NEE | Sell | NEXTERA ENERGY INC | $594,000 | -5.1% | 7,567 | -11.5% | 0.20% | +0.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $572,000 | -13.5% | 9,675 | -2.1% | 0.19% | -8.2% |
| PM | Sell | PHILIP MORRIS INTL INC | $569,000 | -4.4% | 5,990 | -0.2% | 0.19% | +1.6% |
| BAC | Sell | BK OF AMERICA CORP | $562,000 | -3.9% | 13,243 | -6.6% | 0.19% | +1.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $536,000 | -7.4% | 1,245 | -7.6% | 0.18% | -1.6% |
| NJAN | INNOVATOR ETFS TRgrwt100 pwr bf | $519,000 | +1.2% | 12,625 | 0.0% | 0.17% | +6.8% | |
| MS | Sell | MORGAN STANLEY | $506,000 | +5.6% | 5,202 | -0.4% | 0.17% | +11.9% |
| ESGE | Buy | ISHARES INCesg awr msci em | $497,000 | +5.3% | 11,993 | +14.7% | 0.17% | +11.4% |
| NKE | Buy | NIKE INCcl b | $486,000 | -6.0% | 3,349 | +0.1% | 0.16% | -0.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $475,000 | +1.5% | 12,168 | +2.8% | 0.16% | +7.5% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $468,000 | +0.9% | 5,622 | +0.3% | 0.16% | +6.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $467,000 | +1.3% | 3,130 | +0.2% | 0.16% | +7.6% |
| NFLX | Buy | NETFLIX INC | $452,000 | +22.2% | 741 | +5.7% | 0.15% | +29.1% |
| PEP | Sell | PEPSICO INC | $434,000 | -12.7% | 2,887 | -14.0% | 0.14% | -7.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $434,000 | -2.0% | 5,050 | -2.8% | 0.14% | +4.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $431,000 | -4.4% | 1,971 | +0.2% | 0.14% | +1.4% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $433,000 | -10.4% | 7,736 | -8.7% | 0.14% | -5.3% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $427,000 | -0.5% | 5,701 | +0.4% | 0.14% | +5.2% |
| V | Sell | VISA INC | $425,000 | -16.3% | 1,908 | -12.0% | 0.14% | -11.2% |
| PSEP | Buy | INNOVATOR ETFS TRus eqty pwr buf | $424,000 | +17.1% | 14,595 | +18.9% | 0.14% | +23.7% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $423,000 | +2.2% | 1,722 | +4.6% | 0.14% | +8.5% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $416,000 | -1.4% | 8,235 | -1.7% | 0.14% | +4.5% |
| MRNA | New | MODERNA INC | $408,000 | – | 1,060 | +100.0% | 0.14% | – |
| HEDJ | WISDOMTREE TReurope hedged eq | $392,000 | 0.0% | 5,153 | 0.0% | 0.13% | +6.5% | |
| BLK | Buy | BLACKROCK INC | $393,000 | +8.6% | 468 | +13.3% | 0.13% | +14.9% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $391,000 | +3.7% | 7,315 | -1.0% | 0.13% | +9.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $384,000 | -7.7% | 1,729 | -7.4% | 0.13% | -2.3% |
| ZS | Buy | ZSCALER INC | $368,000 | +21.9% | 1,405 | +0.4% | 0.12% | +29.5% |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $367,000 | – | 6,124 | +100.0% | 0.12% | – |
| BOND | Buy | PIMCO ETF TRactive bd etf | $360,000 | +5.0% | 3,259 | +5.5% | 0.12% | +11.1% |
| PMAR | INNOVATOR ETFS TRus eqty pwr buf | $349,000 | +0.6% | 11,360 | 0.0% | 0.12% | +6.4% | |
| CRM | Sell | SALESFORCE COM INC | $345,000 | -23.8% | 1,272 | -31.5% | 0.12% | -19.6% |
| JD | JD.COM INCspon adr cl a | $343,000 | -9.3% | 4,742 | 0.0% | 0.11% | -4.2% | |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $342,000 | -2.6% | 6,570 | +0.8% | 0.11% | +2.7% |
| KO | Sell | COCA COLA CO | $338,000 | -7.9% | 6,441 | -5.1% | 0.11% | -2.6% |
| SRE | Buy | SEMPRA | $339,000 | -3.7% | 2,682 | +0.8% | 0.11% | +1.8% |
| MELI | Buy | MERCADOLIBRE INC | $329,000 | +15.4% | 196 | +7.1% | 0.11% | +22.2% |
| CSX | Buy | CSX CORP | $331,000 | -7.3% | 11,144 | +0.1% | 0.11% | -1.8% |
| ORCL | Buy | ORACLE CORP | $329,000 | +12.3% | 3,775 | +0.3% | 0.11% | +19.6% |
| MO | Buy | ALTRIA GROUP INC | $331,000 | -1.8% | 7,270 | +3.0% | 0.11% | +3.8% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $330,000 | -4.1% | 3,369 | +0.3% | 0.11% | +1.9% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $324,000 | -9.0% | 4,707 | -7.4% | 0.11% | -3.6% |
| ILMN | ILLUMINA INC | $322,000 | -14.4% | 794 | 0.0% | 0.11% | -9.3% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $317,000 | +1.3% | 1,093 | +0.1% | 0.11% | +7.1% |
| WM | Buy | WASTE MGMT INC DEL | $314,000 | +15.0% | 2,105 | +8.1% | 0.10% | +22.1% |
| PDEC | INNOVATOR ETFS TRus eqty pwr buf | $312,000 | +0.6% | 10,162 | 0.0% | 0.10% | +6.1% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $303,000 | -1.0% | 3,870 | +0.2% | 0.10% | +5.2% |
| ED | Sell | CONSOLIDATED EDISON INC | $301,000 | -0.3% | 4,152 | -1.4% | 0.10% | +5.3% |
| UL | Sell | UNILEVER PLCspon adr new | $301,000 | -8.2% | 5,559 | -0.9% | 0.10% | -2.9% |
| COST | New | COSTCO WHSL CORP NEW | $272,000 | – | 605 | +100.0% | 0.09% | – |
| IWN | Buy | ISHARES TRrus 2000 val etf | $273,000 | -2.8% | 1,701 | +0.3% | 0.09% | +3.4% |
| TXT | Buy | TEXTRON INC | $271,000 | +1.5% | 3,882 | +0.0% | 0.09% | +7.1% |
| AMGN | Sell | AMGEN INC | $271,000 | -19.6% | 1,276 | -7.6% | 0.09% | -15.1% |
| SBUX | Sell | STARBUCKS CORP | $268,000 | -11.3% | 2,431 | -10.0% | 0.09% | -6.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $265,000 | -4.7% | 763 | +0.1% | 0.09% | 0.0% |
| HON | Sell | HONEYWELL INTL INC | $263,000 | -17.3% | 1,238 | -14.7% | 0.09% | -12.0% |
| CSCO | Buy | CISCO SYS INC | $264,000 | +3.1% | 4,859 | +0.5% | 0.09% | +8.6% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $262,000 | – | 10,897 | +100.0% | 0.09% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $257,000 | -12.0% | 1,412 | +0.4% | 0.09% | -6.5% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $258,000 | -3.7% | 2,781 | -6.2% | 0.09% | +2.4% |
| CAT | Sell | CATERPILLAR INC | $257,000 | -13.5% | 1,337 | -2.1% | 0.09% | -8.5% |
| VGT | VANGUARD WORLD FDSinf tech etf | $256,000 | +0.8% | 638 | 0.0% | 0.08% | +6.2% | |
| ABT | Sell | ABBOTT LABS | $252,000 | -6.7% | 2,135 | -8.3% | 0.08% | -1.2% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $249,000 | -0.8% | 2,535 | -0.2% | 0.08% | +5.1% |
| CVX | Buy | CHEVRON CORP NEW | $249,000 | +2.5% | 2,450 | +5.6% | 0.08% | +7.8% |
| IJAN | INNOVATOR ETFS TRintrnl dev jan | $250,000 | 0.0% | 9,375 | 0.0% | 0.08% | +5.1% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $246,000 | +13.4% | 431 | 0.0% | 0.08% | +20.6% | |
| BX | New | BLACKSTONE INC | $235,000 | – | 2,017 | +100.0% | 0.08% | – |
| MSTR | MICROSTRATEGY INCcl a new | $228,000 | -13.0% | 394 | 0.0% | 0.08% | -7.3% | |
| TD | Buy | TORONTO DOMINION BK ONT | $219,000 | +7.9% | 3,307 | +13.9% | 0.07% | +14.1% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $216,000 | +0.5% | 3,558 | +0.2% | 0.07% | +5.9% |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $216,000 | – | 119 | +100.0% | 0.07% | – |
| GIS | Sell | GENERAL MLS INC | $213,000 | -18.7% | 3,558 | -17.1% | 0.07% | -13.4% |
| NOCT | Sell | INNOVATOR ETFS TRgrwt100 pwr buf | $211,000 | +0.5% | 5,411 | -0.9% | 0.07% | +6.1% |
| EES | Buy | WISDOMTREE TRus smallcap fund | $211,000 | -1.9% | 4,371 | +0.3% | 0.07% | +2.9% |
| FE | Buy | FIRSTENERGY CORP | $206,000 | -4.6% | 5,787 | +0.1% | 0.07% | +1.5% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $206,000 | -3.3% | 2,542 | +0.8% | 0.07% | +3.0% |
| PYPL | PAYPAL HLDGS INC | $204,000 | -10.5% | 783 | 0.0% | 0.07% | -5.6% | |
| ALE | ALLETE INC | $204,000 | -14.6% | 3,422 | 0.0% | 0.07% | -9.3% | |
| APYX | APYX MEDICAL CORPORATION | $175,000 | +33.6% | 12,658 | 0.0% | 0.06% | +41.5% | |
| BRCN | Buy | BURCON NUTRASCIENCE CORP | $64,000 | -32.6% | 41,256 | +21.3% | 0.02% | -30.0% |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,400 | -100.0% | -0.06% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -1,250 | -100.0% | -0.06% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -687 | -100.0% | -0.06% | – |
| QRVO | Exit | QORVO INC | $0 | – | -1,081 | -100.0% | -0.07% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -1,592 | -100.0% | -0.07% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -2,661 | -100.0% | -0.07% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -3,548 | -100.0% | -0.07% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,475 | -100.0% | -0.07% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -353 | -100.0% | -0.07% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -86,364 | -100.0% | -1.90% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -49,124 | -100.0% | -3.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCH TRADED FD III | 20 | Q3 2023 | 9.4% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 6.5% |
| ALPHABET INC | 20 | Q3 2023 | 6.1% |
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 20 | Q3 2023 | 4.7% |
| JPMORGAN CHASE & CO | 20 | Q3 2023 | 3.1% |
| FIRST TR NAS100 EQ WEIGHTED | 20 | Q3 2023 | 5.0% |
| ISHARES TR | 20 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 4.1% |
View Frisch Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
| 13F-HR/A | 2021-11-16 |
View Frisch Financial Group, 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.