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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 RSP, TJX, ADMA, PBW.
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

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Positions held by Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prism Advisors

Prism Advisors holds 59 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	7.9	$26M	+9%	573k	45.94	View chart
Fidelity Value Factor Etf Etf (FVAL)	7.7	$26M		448k	57.05	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	7.3	$24M		417k	58.06	View chart
Ishares Msci Eafe Etf Etf (EFA)	7.2	$24M	+7%	301k	79.86	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	7.0	$23M	+10%	751k	31.10	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	5.9	$20M		390k	50.10	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	4.7	$16M	-2%	154k	101.41	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	4.5	$15M	+10%	269k	55.53	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	4.0	$13M	NEW	79k	169.37	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	3.8	$13M	-9%	70k	182.69	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	3.7	$13M	+13%	247k	50.45	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	3.6	$12M	+17%	252k	48.25	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	3.6	$12M	+2%	177k	67.39	View chart
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)	3.6	$12M	-6%	225k	52.87	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	3.4	$11M		63k	179.11	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	3.2	$11M	-5%	21k	523.07	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.9	$9.6M	-12%	22k	444.00	View chart
Ishares Msci China A Etf Etf (CNYA)	2.7	$9.0M	+59%	349k	25.95	View chart
Vanguard Value Etf Etf (VTV)	1.9	$6.2M	-2%	38k	162.86	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.3	$4.3M		57k	74.22	View chart
First Trust Water Etf Etf (FIW)	1.2	$4.1M		40k	102.10	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.1	$3.6M		88k	41.08	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.7	$2.2M		25k	89.29	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.7	$2.2M		31k	70.88	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.5	$1.6M	+4%	47k	33.73	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.4	$1.4M	+3%	25k	56.17	View chart
Columbia U.s. Esg Equity Income Etf Etf (ESGS)	0.4	$1.3M	+3%	30k	44.53	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.4	$1.2M		13k	90.44	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.4	$1.2M		17k	67.34	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.3	$1.1M		45k	25.17	View chart
Apple Stock (AAPL)	0.3	$1.1M	+12%	6.1k	171.48	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.3	$904k		36k	25.35	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$802k	-11%	4.3k	186.81	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.2	$766k	+8%	25k	31.07	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$726k		1.4k	525.73	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.2	$669k		6.6k	100.81	View chart
Invesco Water Resources Etf Etf (PHO)	0.2	$622k	+4%	9.3k	66.57	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$592k	+10%	6.3k	94.66	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.2	$561k	-2%	7.4k	76.28	View chart
Microsoft Corp Stock (MSFT)	0.2	$541k		1.3k	420.56	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$530k		1.1k	481.57	View chart
Invesco Esg Nasdaq 100 Etf Etf (QQMG)	0.2	$509k	-3%	17k	30.49	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$497k	-27%	6.5k	75.98	View chart
Ishares China Large-cap Etf Etf (FXI)	0.1	$452k	-3%	19k	24.07	View chart
Calvert Ultra-short Investment Grade Etf Etf (CVSB)	0.1	$426k	+11%	8.5k	50.36	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$424k		2.8k	150.93	View chart
Spdr Gold Shares Etf (GLD)	0.1	$421k		2.0k	205.72	View chart
Nvidia Corporation Stock (NVDA)	0.1	$415k	-18%	459.00	903.17	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$402k		2.1k	187.35	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$389k		925.00	420.52	View chart
Visa Inc Com Cl A Stock (V)	0.1	$363k		1.3k	279.08	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$360k	+6%	6.9k	52.16	View chart
Innovative Indl Pptys Reit (IIPR)	0.1	$359k	+2%	3.5k	103.54	View chart
Mcdonalds Corp Stock (MCD)	0.1	$253k		898.00	281.95	View chart
Invesco Wilderhill Clean Energy Etf Etf (PBW)	0.1	$216k	NEW	9.4k	23.05	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$208k		1.5k	137.22	View chart
Tjx Cos Stock (TJX)	0.1	$203k	NEW	2.0k	101.42	View chart
Adma Biologics Stock (ADMA)	0.0	$128k	NEW	19k	6.60	View chart
Pitney Bowes Stock (PBI)	0.0	$107k		25k	4.33	View chart

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

View all past filings

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