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CIK: 0002064001
Total reported value
$398.1M
$398.1M
63 檔
25.9%
As reported in its official Q1 2025 Form 13F filing, Fischer Financial Services, Inc.'s tracked investment portfolio stood at $398.1M with 63 total positions.
In Q1 2025, Fischer Financial Services, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.20% | -2.60% | +20.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.11% | +7.30% | +0.26% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.44% | -0.87% | +4.43% | |
| 4 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 4.94% | +0.17% | +0.69% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | -1.16% | +1.95% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.35% | +4.71% | +2.38% | |
| 7 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 3.83% | -0.70% | +0.26% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.73% | -0.73% | -2.99% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.69% | -0.99% | +17.47% | |
| 10 | FHLC | Fidelity Msci Health Care | ETF-Other | 3.65% | -0.68% | +0.45% | |
| 11 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 3.39% | -0.56% | -1.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.22% | -0.70% | +0.67% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 2.63% | -0.55% | -1.40% | |
| 14 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 2.39% | -0.59% | -0.25% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.30% | -0.78% | +0.16% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +1.75% | +0.78% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | +1.30% | +2.54% | |
| 18 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.93% | -0.59% | +0.22% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.88% | -0.49% | +6.52% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.71% | -0.38% | -0.14% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | -0.25% | +0.92% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.43% | -0.12% | -3.45% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | -0.25% | +1.01% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.35% | -0.30% | -0.23% | |
| 25 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.30% | -0.22% | -0.25% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.20% | -0.36% | +76.86% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.11% | -0.37% | +237.94% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-Other | 1.06% | -0.27% | -0.68% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.30% | +0.47% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.90% | — | +0.11% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.89% | -0.18% | +0.58% | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.77% | -0.18% | -2.13% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.32% | +1.36% | |
| 34 | AON | Aon plc | Stock-Financials | 0.70% | — | -2.70% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.69% | -0.23% | +0.10% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.04% | -3.79% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.63% | -0.16% | -2.30% | |
| 38 | VIS | Vanguard Industrials ETF | ETF-Other | 0.58% | -0.10% | -0.81% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.51% | — | — | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.47% | -0.14% | +78.62% | |
| 41 | VFH | Vanguard Financials ETF | ETF-Other | 0.45% | -0.15% | -0.43% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.04% | -20.69% | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.38% | — | -2.87% | |
| 44 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.36% | — | -12.99% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.07% | +2.50% | |
| 46 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.35% | -0.05% | — | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.33% | — | -14.44% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.31% | +1.09% | NEW | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.05% | +5.85% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.24% | -0.07% | +20.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +1.8% | +20.77% | Add |
| 2 | VUSB | Vanguard Ultra Short Bond Et | +0.8% | +237.94% | Add |
| 3 | TIP | Ishares Tips Bond ETF | +0.7% | +17.47% | Add |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | +0.6% | +76.86% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +2.54% | Add |
| 6 | FHLC | Fidelity Msci Health Care | +0.3% | +0.45% | Add |
| 7 | SCHP | Schwab U.s. Tips ETF | +0.2% | +78.62% | Add |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +6.52% | Add |
| 9 | FSTA | Fidelity Msci Cons Stap Indx | +0.1% | -0.25% | Trim |
| 10 | COST | Costco Wholesale CORP | +0.1% | +0.16% | Add |
| 11 | MA | Mastercard Inc - A | +0.1% | -1.40% | Trim |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +0.92% | Add |
| 14 | AON | Aon plc | +0.1% | -2.70% | Trim |
| 15 | NFLX | Netflix Inc | +0.1% | +1.36% | Add |
| 16 | VHT | Vanguard Health Care ETF | +0.1% | -0.68% | Trim |
| 17 | VTIP | Vanguard Short-term Tips | +0.1% | +20.35% | Add |
| 18 | VDC | Vanguard Consumer Staple ETF | 0% | +0.10% | Add |
| 19 | NTES | Netease Inc-adr | 0% | — | Unchanged |
| 20 | LLY | Eli Lilly & Co | 0% | -3.79% | Trim |
| 21 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 22 | IBB | Ishares Biotechnology ETF | — | +0.58% | Add |
| 23 | FIDU | Fidelity Msci Indust Indx | 0% | -0.25% | Trim |
| 24 | VIS | Vanguard Industrials ETF | 0% | -0.81% | Trim |
| 25 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 26 | CVX | Chevron CORP | 0% | -20.69% | Trim |
| 27 | SBUX | Starbucks CORP | 0% | -14.44% | Trim |
| 28 | FCOM | Fidelity Msci Comm Serv Indx | 0% | +0.22% | Add |
| 29 | VTWO | Vanguard Russell 2000 ETF | 0% | — | Unchanged |
| 30 | AMAT | Applied Materials Inc | 0% | -0.21% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +4.22% | Add |
| 32 | PH | Parker Hannifin CORP | 0% | -0.23% | Trim |
| 33 | HD | Home Depot Inc | 0% | +0.47% | Add |
| 34 | DHR | Danaher CORP | -0.1% | -2.87% | Trim |
| 35 | CNI | Canadian Natl Railway Co | -0.1% | -12.99% | Trim |
| 36 | VCR | Vanguard Consumer Discre ETF | -0.1% | -2.13% | Trim |
| 37 | ADBE | Adobe Inc | -0.1% | +0.11% | Add |
| 38 | TSLA | Tesla Inc | -0.1% | +5.85% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +2.38% | Add |
| 40 | VGT | Vanguard Info Tech ETF | -0.2% | -0.14% | Trim |
| 41 | IWY | Ishares Russell Top 200 Grow | -0.2% | +4.43% | Add |
| 42 | AMZN | Amazon.com Inc | -0.2% | +0.78% | Add |
| 43 | MSFT | Microsoft CORP | -0.4% | +1.95% | Add |
| 44 | FDIS | Fidelity Msci Cons Discr Ind | -0.5% | +0.26% | Add |
| 45 | AVGO | Broadcom Inc | -0.5% | +1.01% | Add |
| 46 | FTEC | Fidelity Msci Info Tech Indx | -0.6% | +0.69% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.6% | +0.67% | Add |
| 48 | AAPL | Apple Inc | -0.9% | +0.26% | Add |
| 49 | NVDA | Nvidia CORP | -0.9% | -2.99% | Trim |
| 50 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Fischer Financial Services, Inc. reported a total U.S. public equity portfolio value of $398.1M across 63 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCSH, AAPL, IWY) accounted for 25.9% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
PYPL
前期市值: $251.6K
During Q1 2025, Fischer Financial Services, Inc.'s top holdings by market value included VCSH (9.2%)、AAPL (9.1%)、IWY (5.4%). The largest single position, VCSH, represented 9.2% of total portfolio value.
In Q1 2025, Fischer Financial Services, Inc. made 45 total portfolio adjustments, initiating 0 new buys, adding to 28 positions, trimming 16 holdings, and fully liquidating 1 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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