Prism Advisors, Inc. Portfolio Holdings
Prism Advisors, Inc.
- $332 Million
- Q4 2024
Prism Advisors, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $332 Million distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr with a value of $24.6M, Columbia ETF Tr Ii with a value of $23M, Wisdomtree Tr Wisdomtree U.S. with a value of $22.4M, Invesco Exchange Traded Fd Tr with a value of $21.8M, and Spdr Portfolio S&P 500 Value E with a value of $19.4M.
Examining the 13F form we can see an decrease of $15.7M in the current position value, from $347M to 332M.
Below you can find more details about Prism Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$332 Million
ETFs: $326 Million
Technology: $2.36 Million
Financial Services: $1.41 Million
Communication Services: $545,000
Consumer Cyclical: $503,000
Consumer Defensive: $283,000