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Prism Advisors, Inc.

13F
Prism Advisors, Inc.
Last update 2025-07-08 71 Stocks (12 new)
Value $351.00 Mil Turnover 13 %
Countries:
Prism Advisors, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
474,363
21,370.0
-14.60%
6.090
-1.08%
0.850
+19.54%
+5.99%
2,526.0
 
VTV
Vanguard Value ETF
110,071
19,454.0
-13.30%
5.540
-0.90%
0.010
+16.54%
+6.40%
132,187.2
 
XCEM
Columbia EM Core ex-China ETF
553,088
18,904.5
-30.31%
5.380
-2.19%
-
+28.79%
+16.08%
1,120.1
 
DFIV
Dimensional International Value ETF
440,645
18,872.8
-16.38%
5.370
-1.04%
0.160
+26.37%
+23.93%
12,178.6
 
QSY
WISDOMTREE U.S. VALUE FUND
202,630
17,507.2
-20.00%
4.990
-1.28%
-
+12.00%
+5.68%
0
 
RWK
Invesco S&P MidCap 400 Revenue ETF
136,402
15,944.0
-25.57%
4.540
-1.55%
1.960
+28.53%
+5.20%
845.8
 
IWD
iShares Russell 1000 Value ETF
75,524
14,669.0
+10.43%
4.180
+0.39%
0.020
+17.84%
+6.64%
64,068.1
 
JAVA
JPMorgan Active Value ETF
221,610
14,515.5
-4.96%
4.130
-0.23%
0.390
+16.95%
+5.29%
3,716.6
 
JPST
JPMorgan Ultra-Short Income ETF
265,484
13,454.8
-4.05%
3.830
-0.17%
0.040
+1.27%
+2.52%
31,750.6
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
263,224
12,966.4
-7.57%
3.690
-0.33%
0.250
+1.63%
+3.09%
5,095.8
 

Prism Advisors, Inc.'s Historical Top Holdings Breakdowns

Prism Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DEXC
Dimensional Emerging Markets ex China Core Equity ETF
Dimensional Emerging Markets ex China Core Equity ETF
2025-06-30
New Buy
New Buy
+2.37%
43.06 ($50.25) 54.57
$54.70
8.87%
New holding
152,469
152,469
XCEM
Columbia EM Core ex-China ETF
2025-06-30
Reduce
Reduce
-2.19%
26.68 ($31.2) 34.18
$34.36
10.13%
Reduce -30.31%
553,088
-240,551
MDYV
SPDR S&P 400 Mid Cap Value ETF
2025-06-30
New Buy
New Buy
+1.96%
66.87 ($75.74) 79.47
$81.84
8.05%
New holding
86,554
86,554
RWK
Invesco S&P MidCap 400 Revenue ETF
2025-06-30
Reduce
Reduce
-1.55%
94.8 ($109.43) 117.22
$121.35
10.89%
Reduce -25.57%
136,402
-46,861
VOE
Vanguard Mid-Cap Value ETF
2025-06-30
New Buy
New Buy
+1.51%
141.87 ($158.37) 164.49
$166.39
5.06%
New holding
32,175
32,175
JIG
JPMorgan International Growth ETF
2025-06-30
New Buy
New Buy
+1.39%
56.78 ($66.6) 71.51
$70.77
6.25%
New holding
68,298
68,298
QSY
WISDOMTREE U.S. VALUE FUND
2025-06-30
Reduce
Reduce
-1.28%
72.32 ($81.64) 86.4
$63.37
-22.38%
Reduce -20%
202,630
-50,643
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
2025-06-30
New Buy
New Buy
+1.21%
40.62 ($43.99) 45.12
$45.18
2.71%
New holding
94,914
94,914
BUFR
FT Vest Laddered Buffer ETF
2025-06-30
New Buy
New Buy
+1.10%
27.3 ($30.09) 31.8
$31.87
5.92%
New holding
121,407
121,407
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
2025-06-30
Reduce
Reduce
-1.08%
38.54 ($43.78) 46
$45.39
3.68%
Reduce -14.6%
474,363
-81,116

Prism Advisors, Inc. Total Holding History ($B)

To

Prism Advisors, Inc.'s Asset Allocation

To

Prism Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Prism Advisors, Inc.'s Hypothetical Growth since 2025-06-30

Prism Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Prism Advisors, Inc.'s Holdings Heat Map

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Prism Advisors, Inc.'s Holdings Bubble Chart

Prism Advisors, Inc. News

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