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CIK: 0001717027
Total reported value
$411.6M
$411.6M
71 檔
23.4%
As reported in its official Q2 2025 Form 13F filing, Prism Advisors, Inc.'s tracked investment portfolio stood at $411.6M with 71 total positions.
Prism Advisors, Inc. executed strategic sector rebalancing during Q2 2025, establishing 12 new positions while fully exiting 2 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including IHDG, VTV, XCEM) accounted for 23.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IHDG | Wisdomtree International Hed | ETF-Other | 6.09% | -0.02% | -14.60% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.54% | -0.04% | -13.30% | |
| 3 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 5.38% | -0.10% | -30.31% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 5.37% | -0.97% | -16.38% | |
| 5 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 4.99% | -0.10% | -20.00% | |
| 6 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 4.54% | +0.01% | -25.57% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.18% | +0.09% | +10.43% | |
| 8 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 4.13% | — | -4.96% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.83% | -0.11% | EXIT | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.69% | -0.31% | -7.57% | |
| 11 | PHO | Invesco Water Resources ETF | ETF-Other | 3.25% | -0.32% | -17.48% | |
| 12 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.11% | +0.23% | -3.23% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.08% | +0.03% | -0.28% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.55% | -0.13% | +56.22% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.54% | +0.15% | +5.81% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.41% | -0.06% | -0.84% | |
| 17 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 2.37% | +0.29% | — | |
| 18 | CNYA | Ishares Msci China A ETF | ETF-Emerging Markets | 2.37% | — | -18.87% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.36% | +0.06% | -29.23% | |
| 20 | FIW | First Trust Water ETF | ETF-Other | 1.97% | -0.08% | +64.20% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.96% | — | — | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.70% | +0.08% | -3.39% | |
| 23 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.59% | -0.03% | -15.29% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.51% | -0.08% | — | |
| 25 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.48% | +0.01% | — | |
| 26 | JIG | Jpmorgan International Growt | ETF-Other | 1.39% | -0.03% | — | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.32% | -0.05% | +0.02% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.21% | — | — | |
| 29 | FVD | First Trust Value Line Dvd | ETF-Other | 1.21% | -0.04% | — | |
| 30 | CGW | Invesco S&p Global Water Ind | ETF-Other | 1.18% | -0.02% | — | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.10% | -0.02% | — | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.95% | — | +0.00% | |
| 33 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.90% | +0.08% | +29.35% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.15% | -10.28% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.73% | -0.09% | — | |
| 36 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.64% | -0.41% | — | |
| 37 | RDVY | First Trust Rising Dividend | ETF-Other | 0.42% | +0.04% | +5.05% | |
| 38 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.39% | -0.02% | -12.20% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.39% | -0.03% | +38.67% | |
| 40 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.38% | -0.01% | — | |
| 41 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.36% | +0.01% | — | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.36% | — | — | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.34% | — | -4.05% | |
| 44 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.33% | +0.05% | -39.00% | |
| 45 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.32% | -0.02% | — | |
| 46 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.29% | -0.01% | -0.62% | |
| 47 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.26% | -0.02% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | — | — | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.20% | +0.02% | — | |
| 50 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.18% | -0.04% | — |
According to official SEC Form 13F filings, Prism Advisors, Inc. reported a total U.S. public equity portfolio value of $411.6M across 71 disclosed positions in Q2 2025.
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Top New Position Initiated
DEXC
市值: $8.3M
Top Position Liquidated / Trimmed
IVE
前期市值: $270.6K
During Q2 2025, Prism Advisors, Inc.'s top holdings by market value included IHDG (6.1%)、VTV (5.5%)、XCEM (5.4%). The largest single position, IHDG, represented 6.1% of total portfolio value.
In Q2 2025, Prism Advisors, Inc. made 44 total portfolio adjustments, initiating 12 new buys, adding to 9 positions, trimming 21 holdings, and fully liquidating 2 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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