Personal Resources Investment & Strategic Management
Latest statistics and disclosures from Prism Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IHDG, FVAL, DGRO, EFA, XCEM, and represent 37.08% of Prism Advisors's stock portfolio.
- Added to shares of these 10 stocks: RSP (+$13M), CNYA, IHDG, XCEM, LMBS, EFA, JPST, CGW, FVAL, DGRO.
- Started 4 new stock positions in PBW, TJX, ADMA, RSP.
- Reduced shares in these 10 stocks: QUAL (-$13M), , IWP, JPLD, QQQ, QQQM, ICSH, JQUA, SPY, CGXU.
- Sold out of its positions in CGXU, FVD, GEM, IWP, QUAL, ICSH, JVAL, JPLD, GXC, WTV.
- Prism Advisors was a net buyer of stock by $3.1M.
- Prism Advisors has $333M in assets under management (AUM), dropping by 7.27%.
- Central Index Key (CIK): 0001717027
Tip: Access up to 7 years of quarterly data
Positions held by Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Prism Advisors
Prism Advisors holds 59 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Prism Advisors
SEC 13F filings are viewable for Prism Advisors going back to 2017
- Prism Advisors 2024 Q1 filed April 5, 2024
- Prism Advisors 2023 Q4 filed Feb. 1, 2024
- Prism Advisors 2023 Q3 filed Nov. 9, 2023
- Prism Advisors 2023 Q2 filed Aug. 10, 2023
- Prism Advisors 2023 Q1 filed May 15, 2023
- Prism Advisors 2022 Q4 filed Jan. 31, 2023
- Prism Advisors 2022 Q3 filed Oct. 12, 2022
- Prism Advisors 2022 Q2 filed July 11, 2022
- Prism Advisors 2022 Q1 filed April 25, 2022
- Prism Advisors 2021 Q4 filed Feb. 11, 2022
- Prism Advisors 2021 Q3 filed Oct. 26, 2021
- Prism Advisors 2021 Q2 filed July 14, 2021
- Prism Advisors 2021 Q1 filed April 15, 2021
- Prism Advisors 2020 Q4 filed Feb. 11, 2021
- Personal Resources Investment & Strategic Management 2020 Q3 filed Oct. 16, 2020
- Personal Resources Investment & Strategic Management 2020 Q2 filed July 20, 2020