Prism Advisors, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 10, 2024
Value $
$330M
Signature - Title
Stacey Snow - CCO
Location
4361 Tujunga Avenue, Suite A, Studio City, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 64 $330M +$49.8M -$52.7M -$2.98M IHDG, FVAL, XCEM, SPYV, BBIN 13F-HR 7/10/2024, 01:24 PM
Q1 2024 59 $333M +$30M -$26.8M +$3.21M IHDG, FVAL, DGRO, EFA, XCEM 13F-HR 4/5/2024, 02:41 PM
Q4 2023 64 $310M +$10.5M -$13.3M -$2.8M FVAL, DGRO, IHDG, EFA, XCEM 13F-HR 2/1/2024, 11:07 AM
Q3 2023 64 $284M +$109M -$109M +$179K FVAL, DGRO, EFA, IHDG, XCEM 13F-HR 11/9/2023, 10:43 AM
Q2 2023 52 $297M +$4.12M -$4.8M -$678K NOBL, FVD, DGRO, GEM, EFA 13F-HR 8/10/2023, 10:21 AM
Q1 2023 51 $288M +$3.9M -$3.05M +$855K NOBL, FVD, EFA, DGRO, CGXU 13F-HR 5/15/2023, 01:53 PM
Q4 2022 48 $273M +$31M -$13.8M +$17.2M NOBL, FVD, DGRO, EFA, GEM 13F-HR 1/30/2023, 07:14 PM
Q3 2022 53 $248M +$24.4M -$19.8M +$4.61M FVD, DGRO, NOBL, CGXU, GEM 13F-HR 10/11/2022, 07:54 PM
Q2 2022 50 $264M +$26.7M -$24M +$2.77M FVD, NOBL, DGRO, GEM, EFA 13F-HR 7/8/2022, 06:03 PM
Q1 2022 54 $299M +$12.1M -$1.55M +$10.6M FVD, DGRO, NOBL, EFAV, GEM 13F-HR 4/22/2022, 08:01 PM
Q4 2021 55 $306M +$12.4M -$3.91M +$8.47M DGRO, NOBL, FVD, EFAV, GEM 13F-HR 2/11/2022, 03:49 PM
Q3 2021 52 $281M +$7.92M -$10.4M -$2.43M DGRO, FVD, NOBL, GEM, EFAV 13F-HR 10/26/2021, 11:55 AM
Q2 2021 55 $288M +$12.8M -$16.2M -$3.3M DGRO, NOBL, FVD, GEM, EFA 13F-HR 7/13/2021, 08:43 PM
Q1 2021 51 $277M +$20.3M -$19.9M +$344K DGRO, NOBL, FVD, GEM, EFA 13F-HR 4/14/2021, 09:19 PM
Q4 2020 53 $265M +$10.5M -$8.73M +$1.75M GEM, DGRO, NOBL, FVD, EFA 13F-HR 2/10/2021, 08:02 PM
Q3 2020 47 $237M +$17.8M -$18M -$186K QQQ, NOBL, DGRO, GEM, FVD 13F-HR 10/15/2020, 05:59 PM
Q2 2020 48 $224M +$101M -$14.5M +$86.8M QQQ, NOBL, FVD, EFAV, DGRO 13F-HR 7/17/2020, 08:14 PM
Q1 2020 58 $155M +$28.6M -$20.1M +$8.51M QQQ, EFA, SPY, CGW, IWD 13F-HR 4/14/2020, 04:26 PM
Q4 2019 64 $198M +$14.3M -$3.69M +$10.6M QQQ, EFA, CGW, PWB, SPY 13F-HR 1/23/2020, 04:03 PM
Q3 2019 59 $179M +$12.1M -$4.76M +$7.36M QQQ, EFA, CGW, PWB, SPY 13F-HR 10/30/2019, 09:28 AM
Q2 2019 58 $176M +$9.64M -$8.89M +$756K QQQ, EFA, CGW, PWB, SPY 13F-HR 8/6/2019, 12:59 PM
Q1 2019 56 $174M +$7.01M -$5.48M +$1.53M QQQ, EFA, IWD, CGW, SPY 13F-HR 5/3/2019, 06:08 PM
Q4 2018 53 $158M +$13.1M -$3.79M +$9.35M QQQ, EFA, IWD, SPY, CGW 13F-HR 1/22/2019, 04:29 PM
Q3 2018 54 $172M +$21.7M -$26.5M -$4.86M QQQ, EFA, IWD, SPY, CGW 13F-HR 10/25/2018, 06:53 PM
Q2 2018 56 $188M +$54.8M -$2.51M +$52.2M QQQ, SPY, EFA, EEM, IWD 13F-HR 7/13/2018, 02:07 PM
Q1 2018 53 $177M +$15.6M -$18.6M -$2.93M QQQXXXX, SPY, EFA, EEM, IWD Restatement 6/5/2018, 01:46 PM
Q4 2017 53 $181M QQQXXXX, SPY, EEM, EFA, IWD 13F-HR 2/12/2018, 04:14 PM