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  Name: Frisch Financial Group Inc.
  City: MELVILLE
  State: NY
  Zip: 11747
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $330,136,000
  Total Value Change : $29,136,000
  Securities Held Change : 4
   
All Securities Held : 136
  New Positions : 12
  Closed Positions : 9
  Increased Positions : 58
  Unchanged Positions : 14
  Decreased Positions : 52

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 53 New $69.79 $688,000 10,177 0.21% 688,000 10,177 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 72 New $88.04 $467,000 5,123 0.14% 467,000 5,123 0.053    Closed - End Fund - E...
   (PAPR)1 Year Chart         PAPR Innovator S&p 500 Power Buf... 77 New $0.00 $438,000 12,640 0.13% 438,000 12,640 0.008    N/A
   (VIOO)1 Year Chart         VIOO Vanguard S&P Small-Cap 600 Etf 78 New $107.21 $438,000 4,459 0.13% 438,000 4,459 0    N/A
   (TDG)1 Year Chart         TDG Transdigm Group Inc 81 New $1,329.63 $405,000 317 0.12% 405,000 317 0.001    Aerospace/Defense Pro...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 84 New $485.94 $394,000 882 0.12% 394,000 882 0    Publishing
   (ROP)1 Year Chart         ROP Roper Industries Inc 85 New $547.23 $354,000 628 0.11% 354,000 628 0.001    Diversified Machinery
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 88 New $1,162.21 $353,000 334 0.11% 353,000 334 0    Auto Parts Stores
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 113 New $60.01 $243,000 7,078 0.07% 243,000 7,078 0.001    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 130 New $0.00 $206,000 1,207 0.06% 206,000 1,207 0    N/A
   (WINN)1 Year Chart         WINN Harbor Long Term Growers Etf 132 New $0.00 $205,000 8,099 0.06% 205,000 8,099 0.031    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 135 New $22.91 $52,000 18,363 0.02% 52,000 18,363 0.001    Closed - End Fund - Debt

      12 Records Found
  1    
Page 1 of 1
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