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Fischer Financial Services

Latest statistics and disclosures from Fischer Financial Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002064001

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Positions held by Fischer Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Fischer Financial Services

Fischer Financial Services holds 64 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	10.0	$32M	127k	250.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	7.4	$23M	300k	78.01	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	5.7	$18M	77k	235.25	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	5.5	$18M	95k	184.88	View chart
Microsoft Corporation (MSFT)	4.9	$16M	37k	421.51	View chart
NVIDIA Corporation (NVDA)	4.7	$15M	110k	134.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$14M	28k	511.23	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	4.3	$14M	140k	97.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.8	$12M	64k	189.30	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	3.4	$11M	165k	65.35	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	3.3	$11M	153k	68.68	View chart
Ishares Tr Tips Bd Etf (TIP)	2.9	$9.4M	88k	106.55	View chart
Mastercard Incorporated Cl A (MA)	2.5	$8.0M	15k	526.62	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	2.3	$7.2M	145k	49.43	View chart
Amazon (AMZN)	2.2	$7.1M	32k	219.39	View chart
Costco Wholesale Corporation (COST)	2.2	$6.9M	7.5k	916.03	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	2.0	$6.2M	106k	58.70	View chart
Vanguard World Inf Tech Etf (VGT)	1.9	$6.1M	9.8k	621.78	View chart
Broadcom (AVGO)	1.9	$6.0M	26k	231.84	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.7	$5.3M	53k	100.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$5.0M	11k	453.28	View chart
JPMorgan Chase & Co. (JPM)	1.4	$4.6M	19k	239.71	View chart
UnitedHealth (UNH)	1.4	$4.5M	8.8k	505.91	View chart
Parker-Hannifin Corporation (PH)	1.4	$4.4M	6.9k	636.10	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	1.3	$4.2M	59k	70.31	View chart
Home Depot (HD)	1.1	$3.5M	8.9k	389.04	View chart
Adobe Systems Incorporated (ADBE)	1.0	$3.2M	7.3k	444.66	View chart
Vanguard World Health Car Etf (VHT)	1.0	$3.2M	13k	253.68	View chart
Ishares Tr Ishares Biotech (IBB)	0.9	$2.8M	22k	132.21	View chart
Vanguard World Consum Dis Etf (VCR)	0.9	$2.8M	7.5k	375.39	View chart
Netflix (NFLX)	0.7	$2.2M	2.4k	891.20	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$2.1M	91k	22.70	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$2.1M	9.7k	211.38	View chart
Aon Shs Cl A (AON)	0.6	$2.0M	5.6k	359.18	View chart
Stryker Corporation (SYK)	0.6	$1.9M	5.3k	359.97	View chart
Eli Lilly & Co. (LLY)	0.6	$1.9M	2.5k	772.00	View chart
Vanguard World Industrial Etf (VIS)	0.6	$1.9M	7.3k	254.38	View chart
Vanguard World Financials Etf (VFH)	0.4	$1.4M	12k	118.07	View chart
Tesla Motors (TSLA)	0.4	$1.4M	3.4k	403.80	View chart
Danaher Corporation (DHR)	0.4	$1.4M	5.9k	229.53	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.4M	2.00	680920.00	View chart
Canadian Natl Ry (CNI)	0.4	$1.4M	13k	101.51	View chart
Chevron Corporation (CVX)	0.4	$1.3M	9.3k	144.83	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.4	$1.2M	14k	89.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M	4.0k	289.81	View chart
Starbucks Corporation (SBUX)	0.3	$1.1M	12k	91.25	View chart
Applied Materials (AMAT)	0.3	$1.1M	6.6k	162.63	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$1.0M	21k	49.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$777k	30k	25.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$753k	4.0k	190.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$595k	12k	48.42	View chart
Vanguard World Energy Etf (VDE)	0.2	$544k	4.5k	121.31	View chart
Exxon Mobil Corporation (XOM)	0.2	$520k	4.8k	107.56	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$518k	17k	30.48	View chart
Netease Sponsored Ads (NTES)	0.1	$446k	5.0k	89.21	View chart
Wal-Mart Stores (WMT)	0.1	$397k	4.4k	90.36	View chart
Advanced Micro Devices (AMD)	0.1	$393k	3.3k	120.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$360k	611.00	588.68	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$310k	13k	23.84	View chart
Abbvie (ABBV)	0.1	$302k	1.7k	177.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$264k	2.6k	101.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$263k	1.4k	190.88	View chart
Paypal Holdings (PYPL)	0.1	$252k	2.9k	85.36	View chart
Broadridge Financial Solutions (BR)	0.1	$226k	1.0k	226.09	View chart

Past Filings by Fischer Financial Services

SEC 13F filings are viewable for Fischer Financial Services going back to 2024

Fischer Financial Services 2024 Q4 filed April 11, 2025

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