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Paller Financial Services

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

Top 5 stock holdings are MOAT, PTF, QTUM, HDV, QUAL, and represent 25.84% of Paller Financial Services's stock portfolio.
Added to shares of these 9 stocks: IWR, IRM, AGNG, RIET, HDV, GLD, DTCR, NLR, GOOG.
Started 1 new stock position in IRM.
Reduced shares in these 10 stocks: , IGV, QQQ, MDY, PTF, NVDA, QUAL, SLV, IFRA, QTUM.
Sold out of its positions in SDOG, IGV, NVDA.
Paller Financial Services was a net seller of stock by $-6.3M.
Paller Financial Services has $121M in assets under management (AUM), dropping by -3.08%.
Central Index Key (CIK): 0002095931

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Portfolio Holdings for Paller Financial Services

Paller Financial Services holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.7	$6.9M		71k	96.70	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	5.3	$6.4M	-4%	75k	86.33	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	5.3	$6.4M	-2%	59k	107.30	View chart
Ishares Tr Core High Dv Etf (HDV)	4.9	$6.0M		44k	135.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.6	$5.6M	-3%	29k	191.81	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	4.4	$5.3M	-5%	8.7k	616.76	View chart
Amplify Etf Tr Energy & Natural (NDIV)	4.4	$5.3M		147k	35.88	View chart
Royce Value Trust (RVT)	4.2	$5.1M	-2%	309k	16.60	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	4.0	$4.8M		148k	32.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$4.5M	-11%	7.9k	577.20	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	3.7	$4.5M		33k	133.19	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	3.4	$4.1M	-3%	37k	109.77	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	3.3	$4.0M		180k	22.49	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	3.1	$3.7M	-3%	19k	194.53	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.9	$3.5M	-2%	25k	145.02	View chart
Ishares Tr Us Infrastruc (IFRA)	2.8	$3.4M	-4%	60k	57.20	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	2.6	$3.1M	-2%	32k	96.98	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.3	$2.8M	-4%	30k	93.66	View chart
Wells Fargo Adv Global Dividend Opport (EOD)	2.3	$2.8M	-3%	473k	5.83	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	2.2	$2.7M		70k	38.01	View chart
Etf Ser Solutions Hoya Capt Hi Div (RIET)	2.2	$2.6M	+3%	295k	8.99	View chart
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC)	2.1	$2.5M	-3%	67k	37.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	2.1	$2.5M		55k	45.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.9	$2.2M	+337%	23k	97.23	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	1.8	$2.2M	-2%	39k	56.19	View chart
Global X Fds Data Ctr & Digit (DTCR)	1.8	$2.1M		90k	23.96	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.8	$2.1M	-4%	9.1k	234.03	View chart
Proshares Tr Pet Care Etf (PAWZ)	1.6	$1.9M		37k	51.34	View chart
Exxon Mobil Corporation (XOM)	1.2	$1.4M		8.5k	169.66	View chart
BlackRock Corporate High Yield Fund VI (HYT)	1.0	$1.3M	-4%	148k	8.52	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.0	$1.2M	-4%	42k	28.72	View chart
Global X Fds Aging Population (AGNG)	0.9	$1.1M	+14%	32k	35.60	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.9	$1.1M		22k	49.97	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.9	$1.1M		59k	17.75	View chart
Ishares Tr Investment Grade (IGEB)	0.8	$968k	-12%	22k	45.06	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$920k	-16%	14k	68.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$747k		1.1k	650.34	View chart
Apple (AAPL)	0.4	$448k		1.8k	253.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$419k		1.5k	286.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$389k	+2%	905.00	430.29	View chart
Prologis (PLD)	0.2	$255k		1.9k	132.18	View chart
Iron Mountain (IRM)	0.2	$218k	NEW	2.1k	102.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$211k		804.00	261.92	View chart

Past Filings by Paller Financial Services

SEC 13F filings are viewable for Paller Financial Services going back to 2025

Paller Financial Services 2026 Q1 filed April 28, 2026
Paller Financial Services 2025 Q4 filed Jan. 15, 2026

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