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CIK: 0002064001
Total reported value
$398.1M
$398.1M
64 檔
26.7%
According to the latest 13F quarterly dataset, Fischer Financial Services, Inc. managed an equity portfolio of $398.1M at the end of Q4 2024, spanning 64 distinct U.S. exchange-listed positions.
During Q4 2024, Fischer Financial Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.02% | +7.30% | — | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.36% | -2.60% | — | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.68% | -0.87% | — | |
| 4 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 5.50% | +0.17% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | -1.16% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.66% | -0.73% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.53% | +4.71% | — | |
| 8 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 4.30% | -0.70% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.82% | -0.70% | — | |
| 10 | FHLC | Fidelity Msci Health Care | ETF-Other | 3.40% | -0.68% | — | |
| 11 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 3.32% | -0.56% | — | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.95% | -0.99% | — | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 2.51% | -0.55% | — | |
| 14 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 2.27% | -0.59% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +1.75% | — | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.18% | -0.78% | — | |
| 17 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.96% | -0.59% | — | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.92% | -0.38% | — | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.89% | -0.25% | — | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.68% | -0.49% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | +1.30% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.25% | — | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.40% | -0.12% | — | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.39% | -0.30% | — | |
| 25 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.31% | -0.22% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.30% | — | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.02% | — | — | |
| 28 | VHT | Vanguard Health Care ETF | ETF-Other | 1.00% | -0.27% | — | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.89% | -0.18% | — | |
| 30 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.88% | -0.18% | — | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | -0.32% | — | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.65% | -0.36% | — | |
| 33 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.65% | -0.23% | — | |
| 34 | AON | Aon plc | Stock-Financials | 0.63% | — | — | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.61% | -0.16% | — | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.04% | — | |
| 37 | VIS | Vanguard Industrials ETF | ETF-Other | 0.59% | -0.10% | — | |
| 38 | VFH | Vanguard Financials ETF | ETF-Other | 0.44% | -0.15% | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.05% | — | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.43% | — | — | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | — | — | |
| 42 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.43% | — | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.04% | — | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.38% | -0.05% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | -0.07% | — | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | — | — | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | +1.09% | NEW | |
| 48 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.32% | -0.37% | — | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.24% | -0.14% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | — | — |
According to official SEC Form 13F filings, Fischer Financial Services, Inc. reported a total U.S. public equity portfolio value of $398.1M across 64 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VCSH, IWY) accounted for 26.7% of total reported equity market value during Q4 2024.
During Q4 2024, Fischer Financial Services, Inc.'s top holdings by market value included AAPL (10.0%)、VCSH (7.4%)、IWY (5.7%). The largest single position, AAPL, represented 10.0% of total portfolio value.
In Q4 2024, Fischer Financial Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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