13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001717027
Total reported value
$411.6M
$411.6M
62 檔
27.0%
During the Q1 2025 filing period, Prism Advisors, Inc. (CIK: 0001717027) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $411.6M across 62 reported positions.
In Q1 2025, Prism Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IHDG | Wisdomtree International Hed | ETF-Other | 7.42% | -0.02% | -1.79% | |
| 2 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 7.21% | -0.10% | +2.27% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 6.75% | -0.04% | +240.58% | |
| 4 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 6.40% | -0.10% | -5.38% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 6.38% | -0.97% | -2.15% | |
| 6 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 6.08% | +0.01% | -2.13% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.56% | — | — | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.31% | -0.11% | EXIT | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.31% | -0.31% | -0.24% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.96% | +0.09% | +12.63% | |
| 11 | PHO | Invesco Water Resources ETF | ETF-Other | 3.92% | -0.32% | -4.27% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.44% | +0.06% | -3.80% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.27% | +0.23% | -1.95% | |
| 14 | CNYA | Ishares Msci China A ETF | ETF-Emerging Markets | 3.08% | — | -1.68% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.02% | +0.03% | -3.73% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.67% | -0.06% | -4.56% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.20% | +0.15% | -4.80% | |
| 18 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.83% | -0.03% | -3.83% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.62% | +0.08% | -3.70% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.61% | -0.13% | -3.08% | |
| 21 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.49% | +0.01% | -11.95% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.29% | -0.05% | -2.07% | |
| 23 | FIW | First Trust Water ETF | ETF-Other | 1.21% | -0.08% | -1.64% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.18% | — | — | |
| 25 | CGW | Invesco S&p Global Water Ind | ETF-Other | 1.14% | -0.02% | -6.96% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.99% | — | -5.82% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.99% | -0.15% | -83.43% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.73% | -0.09% | — | |
| 29 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.08% | — | |
| 30 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.50% | +0.05% | -8.81% | |
| 31 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.49% | -0.02% | +4.04% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.42% | — | +7.00% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.40% | +0.04% | -11.41% | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.37% | -0.01% | — | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.37% | — | — | |
| 36 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.35% | -0.02% | — | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.30% | -0.03% | -2.91% | |
| 38 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.28% | -0.01% | -5.31% | |
| 39 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.28% | -0.02% | — | |
| 40 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.19% | -0.04% | — | |
| 41 | CVSB | Calvert Ult-shrt Inv Grd ETF | ETF-Other | 0.19% | -0.01% | -3.47% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | — | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.04% | — | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.17% | +0.01% | -11.95% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | — | +11.20% | |
| 46 | QQMG | Invesco Esg Nasdaq 100 | ETF-Tech | 0.16% | +0.03% | -12.61% | |
| 47 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.16% | +0.02% | -12.44% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.01% | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.06% | NEW |
According to official SEC Form 13F filings, Prism Advisors, Inc. reported a total U.S. public equity portfolio value of $411.6M across 62 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 IHDG, XCEM, VTV) accounted for 27.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IHDG
市值: $24.1M
During Q1 2025, Prism Advisors, Inc.'s top holdings by market value included IHDG (7.4%)、XCEM (7.2%)、VTV (6.8%). The largest single position, IHDG, represented 7.4% of total portfolio value.
In Q1 2025, Prism Advisors, Inc. made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.