$267 Thousand is the total value of Frisch Financial Group, Inc.'s 132 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $1,675 | -99.9% | 5,000 | 0.0% | 0.63% | -2.9% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $763 | -99.9% | 31,652 | 0.0% | 0.29% | -10.3% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $225 | -99.9% | 2,995 | 0.0% | 0.08% | -10.6% | |
| APYX | APYX MEDICAL CORPORATION | $24 | -99.9% | 10,431 | 0.0% | 0.01% | -55.0% | |
| SIEN | SIENTRA INC | $9 | -100.0% | 42,000 | 0.0% | 0.00% | -72.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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 | 2024-05-15 |
| 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 |
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.