Fischer Investment Strategies
Latest statistics and disclosures from Fischer Investment Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RFV, BLV, DUHP, QQQ, BIV, and represent 52.64% of Fischer Investment Strategies's stock portfolio.
- Added to shares of these 10 stocks: DUHP (+$12M), SPHB (+$9.0M), QQQ (+$7.2M), DFIV (+$6.5M), XLK (+$6.2M), DIHP, DISV, DFEV, BLV, RFV.
- Started 8 new stock positions in QUAL, XLK, XLG, DISV, SPHB, IOO, DFAT, DFEV.
- Reduced shares in these 10 stocks: VTV (-$8.8M), SPHD (-$5.2M), BSV, VHT, DEHP, , DFAE, FEMS, , .
- Sold out of its positions in DFAE, DEHP, DFIS, XOM, FVAL, FRI, FEMS, FTGC, SPHD, GMF. SPYD, SCHD, XLE, VT, VDC.
- Fischer Investment Strategies was a net buyer of stock by $26M.
- Fischer Investment Strategies has $132M in assets under management (AUM), dropping by 34.26%.
- Central Index Key (CIK): 0001977444
Tip: Access up to 7 years of quarterly data
Positions held by Fischer Investment Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Fischer Investment Strategies
Fischer Investment Strategies holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Fischer Investment Strategies
SEC 13F filings are viewable for Fischer Investment Strategies going back to 2023
- Fischer Investment Strategies 2023 Q4 filed Feb. 12, 2024
- Fischer Investment Strategies 2023 Q3 filed Nov. 9, 2023