Notify me when Prism Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 76 | $375,128,263 | +$46,686,087 | -$49,398,458 | -$2,712,371 | USEW, DFIV, VTV, WCMI, DFAT | 13F-HR | 23 Jan 2026, 14:27 |
| Q3 2025 | 75 | $370,104,450 | +$49,849,757 | -$50,473,445 | -$623,688 | VTV, DFIV, WCMI, XCEM, WTV | 13F-HR | 14 Oct 2025, 14:19 |
| Q2 2025 | 71 | $351,154,465 | +$47,285,458 | -$42,553,365 | +$4,732,093 | IHDG, VTV, XCEM, DFIV, WTV | 13F-HR | 08 Jul 2025, 13:47 |
| Q1 2025 | 62 | $325,092,001 | +$33,100,262 | -$40,897,396 | -$7,797,134 | IHDG, XCEM, VTV, WTV, DFIV | 13F-HR | 01 May 2025, 12:10 |
| Q4 2024 | 60 | $333,678,575 | +$12,853,425 | -$18,462,365 | -$5,608,940 | IHDG, XCEM, WTV, RWK, SPYV | 13F-HR | 22 Jan 2025, 13:03 |
| Q3 2024 | 67 | $349,637,307 | +$63,399,943 | -$64,038,273 | -$638,330 | IHDG, XCEM, WTV, SPYV, DFIV | 13F-HR | 15 Oct 2024, 15:41 |
| Q2 2024 | 64 | $329,550,011 | +$49,764,097 | -$52,746,598 | -$2,982,501 | IHDG, FVAL, XCEM, SPYV, BBIN | 13F-HR | 10 Jul 2024, 13:24 |
| Q1 2024 | 59 | $333,040,149 | +$30,048,101 | -$26,839,239 | +$3,208,862 | IHDG, FVAL, DGRO, EFA, XCEM | 13F-HR | 05 Apr 2024, 14:41 |
| Q4 2023 | 65 | $310,436,097 | +$10,491,530 | -$11,324,181 | -$832,651 | FVAL, DGRO, IHDG, EFA, XCEM | 13F-HR | 01 Feb 2024, 11:07 |
| Q3 2023 | 58 | $284,958,104 | +$108,808,974 | -$108,883,087 | -$74,113 | FVAL, DGRO, EFA, IHDG, XCEM | 13F-HR | 09 Nov 2023, 10:43 |
| Q2 2023 | 52 | $297,423,603 | +$4,117,983 | -$5,080,496 | -$962,513 | NOBL, FVD, DGRO, GEM, EFA | 13F-HR | 10 Aug 2023, 10:21 |
| Q1 2023 | 51 | $288,211,381 | +$3,900,320 | -$3,248,113 | +$652,207 | NOBL, FVD, EFA, DGRO, CGXU | 13F-HR | 15 May 2023, 13:53 |
| Q4 2022 | 46 | $272,704,888 | +$30,788,494 | -$28,228,522 | +$2,559,972 | NOBL, FVD, DGRO, EFA, GEM | 13F-HR | 30 Jan 2023, 20:14 |
| Q3 2022 | 53 | $248,037,000 | +$24,385,726 | -$21,510,491 | +$2,875,235 | FVD, DGRO, NOBL, CGXU, GEM | 13F-HR | 11 Oct 2022, 19:54 |
| Q2 2022 | 50 | $263,789,000 | +$26,730,268 | -$25,774,465 | +$955,803 | FVD, NOBL, DGRO, GEM, EFA | 13F-HR | 08 Jul 2022, 18:03 |
| Q1 2022 | 54 | $298,560,000 | +$12,140,594 | -$1,991,843 | +$10,148,751 | FVD, DGRO, NOBL, EFAV, GEM | 13F-HR | 22 Apr 2022, 20:01 |
| Q4 2021 | 55 | $305,862,000 | +$12,384,797 | -$4,461,974 | +$7,922,823 | DGRO, NOBL, FVD, EFAV, GEM | 13F-HR | 11 Feb 2022, 16:49 |
| Q3 2021 | 52 | $280,582,000 | +$7,919,383 | -$10,353,214 | -$2,433,831 | DGRO, FVD, NOBL, GEM, EFAV | 13F-HR | 26 Oct 2021, 11:55 |
| Q2 2021 | 55 | $287,615,000 | +$12,848,498 | -$16,151,978 | -$3,303,480 | DGRO, NOBL, FVD, GEM, EFA | 13F-HR | 13 Jul 2021, 20:43 |
| Q1 2021 | 51 | $276,765,000 | +$20,266,923 | -$19,922,921 | +$344,002 | DGRO, NOBL, FVD, GEM, EFA | 13F-HR | 14 Apr 2021, 21:19 |
| Q4 2020 | 53 | $264,542,000 | +$10,479,465 | -$8,733,685 | +$1,745,780 | GEM, DGRO, NOBL, FVD, EFA | 13F-HR | 10 Feb 2021, 21:02 |
| Q3 2020 | 47 | $237,240,000 | +$17,835,963 | -$19,176,104 | -$1,340,141 | QQQ, NOBL, DGRO, GEM, FVD | 13F-HR | 15 Oct 2020, 17:59 |
| Q2 2020 | 48 | $223,580,000 | +$101,333,828 | -$52,318,703 | +$49,015,125 | QQQ, NOBL, FVD, EFAV, DGRO | 13F-HR | 17 Jul 2020, 20:14 |
| Q1 2020 | 58 | $155,055,000 | +$28,565,264 | -$28,660,578 | -$95,314 | QQQ, EFA, SPY, CGW, IWD | 13F-HR | 14 Apr 2020, 16:26 |
| Q4 2019 | 64 | $197,582,000 | +$14,280,600 | -$8,760,424 | +$5,520,176 | QQQ, EFA, CGW, PWB, SPY | 13F-HR | 23 Jan 2020, 17:03 |
| Q3 2019 | 59 | $178,664,000 | +$12,122,912 | -$8,995,600 | +$3,127,312 | QQQ, EFA, CGW, PWB, SPY | 13F-HR | 30 Oct 2019, 09:28 |
| Q2 2019 | 58 | $175,719,000 | +$9,643,088 | -$9,578,877 | +$64,211 | QQQ, EFA, CGW, PWB, SPY | 13F-HR | 06 Aug 2019, 12:59 |
| Q1 2019 | 56 | $174,206,000 | +$7,010,707 | -$9,277,499 | -$2,266,792 | QQQ, EFA, IWD, CGW, SPY | 13F-HR | 03 May 2019, 18:08 |
| Q4 2018 | 53 | $157,522,000 | +$13,137,379 | -$11,694,655 | +$1,442,724 | QQQ, EFA, IWD, SPY, CGW | 13F-HR | 22 Jan 2019, 17:29 |
| Q3 2018 | 54 | $171,931,000 | +$21,678,712 | -$32,030,500 | -$10,351,788 | QQQ, EFA, IWD, SPY, CGW | 13F-HR | 25 Oct 2018, 18:53 |
| Q2 2018 | 56 | $187,973,000 | +$54,754,599 | -$43,113,577 | +$11,641,022 | QQQ, SPY, EFA, EEM, IWD | 13F-HR | 13 Jul 2018, 14:07 |
| Q1 2018 | 53 | $177,403,000 | +$15,619,607 | -$20,443,896 | -$4,824,289 | QQQ, SPY, EFA, EEM, IWD | Restatement | 05 Jun 2018, 13:46 |
| Q4 2017 | 53 | $181,360,000 | $0 | $0 | $0 | QQQ, SPY, EEM, EFA, IWD | 13F-HR | 12 Feb 2018, 17:14 |