Prism Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Studio City, CA
CIK
0001717027
Alternate names
Personal Resources Investment & Strategic Management, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 65 310,463 FVAL, DGRO, IHDG, EFA 13F-HR 2/1/2024 000171702724000008
Q3 2023 58 285,531 FVAL, DGRO, EFA, IHDG 13F-HR 11/9/2023 000171702723000004
Q2 2023 52 297,423 NOBL, FVD, DGRO, GEM 13F-HR 8/10/2023 000117266123002861
Q1 2023 51 288,211 NOBL, FVD, EFA, DGRO 13F-HR 5/15/2023 000117266123002254
Q4 2022 48 272,903 NOBL, FVD, DGRO, EFA 13F-HR 1/30/2023 000108514623000468
Q3 2022 53 248,037 FVD, DGRO, NOBL, CGXU 13F-HR 10/11/2022 000108514622003330
Q2 2022 50 263,789 FVD, NOBL, DGRO, GEM 13F-HR 7/11/2022 000108514622002318
Q1 2022 54 298,560 FVD, DGRO, NOBL, EFAV 13F-HR 4/25/2022 000108514622001525
Q4 2021 55 305,862 DGRO, NOBL, FVD, EFAV 13F-HR 2/11/2022 000108514622000888
Q3 2021 52 280,582 DGRO, FVD, NOBL, GEM 13F-HR 10/26/2021 000108514621002894
Q2 2021 55 287,615 DGRO, NOBL, FVD, GEM 13F-HR 7/13/2021 000108514621001960
Q1 2021 51 276,765 DGRO, NOBL, FVD, GEM 13F-HR 4/14/2021 000108514621001198
Q4 2020 53 264,542 GEM, DGRO, NOBL, FVD 13F-HR 2/11/2021 000108514621000610
Q3 2020 47 237,240 QQQ, NOBL, DGRO, GEM 13F-HR 10/16/2020 000108514620002533
Q2 2020 48 223,580 QQQ, NOBL, FVD, EFAV 13F-HR 7/20/2020 000108514620001823
Q1 2020 58 155,055 QQQ, EFA, SPY, CGW 13F-HR 4/14/2020 000108514620001110
Q4 2019 64 197,582 QQQ, EFA, CGW, PWB 13F-HR 1/23/2020 000108514620000269
Q3 2019 59 178,664 QQQ, EFA, CGW, PWB 13F-HR 10/30/2019 000108514619002662
Q2 2019 58 175,719 QQQ, EFA, CGW, PWB 13F-HR 8/6/2019 000108514619002105
Q1 2019 56 174,206 QQQ, EFA, IWD, CGW 13F-HR 5/6/2019 000108514619001361
Q4 2018 53 157,522 QQQ, EFA, IWD, SPY 13F-HR 1/22/2019 000108514619000213
Q3 2018 54 171,931 QQQ, EFA, IWD, SPY 13F-HR 10/26/2018 000108514618002403
Q2 2018 56 187,973 QQQ, SPY, EFA, EEM 13F-HR 7/13/2018 000108514618001688
Q1 2018 53 177,403 QQQ, SPY, EFA, EEM RESTATEMENT 6/5/2018 000108514618001578
Q4 2017 53 181,360 QQQ, SPY, EEM, EFA 13F-HR 2/12/2018 000108514618000585
Additional filings from Prism Advisors, Inc. that have since been restated