All Stocks Held By Personal Resources Investment & Strategic Management Inc.

As of 03/31/2024, we find all stocks held by Prism Advisors Inc. to be as follows, presented in the table below with each row detailing each Prism Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Prism Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Prism Advisors Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG)	573,287	+49,053	$26,337
IHDG	573,287	+49,053	$26,337
FIDELITY VALUE FACTOR ETF (FVAL)	448,153	+7,712	$25,567
FVAL	448,153	+7,712	$25,567
ISHARES CORE DIVIDEND GROWTH ETF (DGRO)	417,159	+7,185	$24,220
DGRO	417,159	+7,185	$24,220
ISHARES MSCI EAFE ETF (EFA)	300,581	+20,739	$24,004
EFA	300,581	+20,739	$24,004
COLUMBIA EM CORE EX CHINA ETF (XCEM)	751,186	+72,344	$23,362
XCEM	751,186	+72,344	$23,362
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV)	390,449	+2,260	$19,561
SPYV	390,449	+2,260	$19,561
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL)	153,579	-4,429	$15,574
NOBL	153,579	-4,429	$15,574
INVESCO S&P GLOBAL WATER INDEX ETF (CGW)	269,357	+25,602	$14,957
CGW	269,357	+25,602	$14,957
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)	78,878	+78,878	$13,360
RSP	78,878	+78,878	$13,360
INVESCO NASDAQ 100 ETF (QQQM)	69,589	-7,119	$12,713
QQQM	69,589	-7,119	$12,713
JPMORGAN ULTRA SHORT INCOME ETF ULTRA SHORT INCOME FUND (JPST)	247,306	+30,352	$12,477
JPST	247,306	+30,352	$12,477
FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS)	251,667	+38,132	$12,143
LMBS	251,667	+38,132	$12,143
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF (FNDX)	176,859	+5,081	$11,919
FNDX	176,859	+5,081	$11,919
JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND (JQUA)	224,535	-16,517	$11,871
JQUA	224,535	-16,517	$11,871
ISHARES RUSSELL 1000 VALUE ETF (IWD)	62,579	-46	$11,209
IWD	62,579	-46	$11,209
SPDR S&P 500 ETF TRUST (SPY)	20,630	-1,280	$10,791
SPY	20,630	-1,280	$10,791
INVESCO QQQ TRUST SERIES I	21,707	-3,016	$9,638
QQQ	21,707	-3,016	$9,638
ISHARES MSCI CHINA A ETF (CNYA)	348,723	+130,749	$9,049
CNYA	348,723	+130,749	$9,049
VANGUARD VALUE ETF (VTV)	38,149	-1,006	$6,213
VTV	38,149	-1,006	$6,213
ISHARES CORE MSCI EAFE ETF (IEFA)	57,440	UNCH	$4,263
IEFA	57,440	UNCH	$4,263
FIRST TRUST WATER ETF (FIW)	40,039	-498	$4,088
FIW	40,039	-498	$4,088
ISHARES MSCI EMERGING MARKETS ETF (EEM)	88,106	UNCH	$3,619
EEM	88,106	UNCH	$3,619
INVESCO LARGE CAP GROWTH ETF (PWB)	24,848	-86	$2,219
PWB	24,848	-86	$2,219
ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV)	31,007	UNCH	$2,198
EFAV	31,007	UNCH	$2,198
FREEDOM 100 EMERGING MARKETS ETF (FRDM)	46,944	+1,859	$1,583
FRDM	46,944	+1,859	$1,583
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY)	24,931	+794	$1,400
RDVY	24,931	+794	$1,400
COLUMBIA U.S. ESG EQUITY INCOME ETF (ESGS)	29,605	+874	$1,318
ESGS	29,605	+874	$1,318
ISHARES CORE S&P US VALUE ETF (IUSV)	13,200	UNCH	$1,194
IUSV	13,200	UNCH	$1,194
VANGUARD FTSE EUROPE ETF (VGK)	17,362	UNCH	$1,169
VGK	17,362	UNCH	$1,169
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP)	44,715	UNCH	$1,125
IBMP	44,715	UNCH	$1,125
APPLE INC COM	6,143	+693	$1,053
AAPL	6,143	+693	$1,053
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO)	35,665	UNCH	$904
IBMO	35,665	UNCH	$904
ISHARES S&P 500 VALUE ETF (IVE)	4,295	-573	$802
IVE	4,295	-573	$802
NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF (NUDM)	24,665	+1,838	$766
NUDM	24,665	+1,838	$766
ISHARES CORE S&P 500 ETF (IVV)	1,381	UNCH	$726
IVV	1,381	UNCH	$726
ISHARES MSCI KLD 400 SOCIAL ETF (DSI)	6,636	-123	$669
DSI	6,636	-123	$669
INVESCO WATER RESOURCES ETF (PHO)	9,336	+428	$621
PHO	9,336	+428	$621
ISHARES 7 10 YEAR TREASURY BOND ETF (IEF)	6,250	+618	$592
IEF	6,250	+618	$592
NUVEEN ESG LARGE CAP GROWTH ETF (NULG)	7,356	-218	$561
NULG	7,356	-218	$561
MICROSOFT CORP COM	1,287	+1	$541
MSFT	1,287	+1	$541
MASTERCARD INCORPORATED CL A	1,100	UNCH	$530
MA	1,100	UNCH	$530
INVESCO ESG NASDAQ 100 ETF (QQMG)	16,695	-570	$509
QQMG	16,695	-570	$509
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV)	6,542	-2,469	$497
SCHV	6,542	-2,469	$497
ISHARES CHINA LARGE CAP ETF (FXI)	18,764	-780	$452
FXI	18,764	-780	$452
CALVERT ULTRA SHORT INVESTMENT GRADE ETF (CVSB)	8,456	+853	$426
CVSB	8,456	+853	$426
ALPHABET INC CAP STK CL A	2,806	-8	$424
GOOGL	2,806	-8	$424
SPDR GOLD SHARES (GLD)	2,044	UNCH	$420
GLD	2,044	UNCH	$420
NVIDIA CORPORATION COM	459	-102	$415
NVDA	459	-102	$415
ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM)	2,147	UNCH	$402
MTUM	2,147	UNCH	$402
BERKSHIRE HATHAWAY INC DEL CL B NEW			$389
BRK.B	925	UNCH	$389
VISA INC COM CL A	1,302	UNCH	$363
V	1,302	UNCH	$363
SCHWAB US TIPS ETF (SCHP)	6,904	+438	$360
SCHP	6,904	+438	$360
INNOVATIVE INDL PPTYS INC COM	3,463	+82	$359
IIPR	3,463	+82	$359
MCDONALDS CORP COM	898	UNCH	$253
MCD	898	UNCH	$253
INVESCO WILDERHILL CLEAN ENERGY ETF (PBW)	9,355	+9,355	$216
PBW	9,355	+9,355	$216
ISHARES BIOTECHNOLOGY ETF (IBB)	1,517	-30	$208
IBB	1,517	-30	$208
TJX COS INC NEW COM	2,000	+2,000	$203
TJX	2,000	+2,000	$203
ADMA BIOLOGICS INC COM	19,404	+19,404	$128
ADMA	19,404	+19,404	$128
PITNEY BOWES INC COM	24,778	+0	$107
PBI	24,778	UNCH	$107
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF			$0 (exited)
CGXU	0	-21,762	$0
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND			$0 (exited)
FVD	0	-6,736	$0
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF			$0 (exited)
GEM	0	-16,055	$0
SPDR S&P CHINA ETF			$0 (exited)
GXC	0	-29,633	$0
BLACKROCK ULTRA SHORT TERM BOND ETF			$0 (exited)
ICSH	0	-22,426	$0
ISHARES RUSSELL MID CAP GROWTH ETF			$0 (exited)
IWP	0	-16,974	$0
JPMORGAN LIMITED DURATION BOND ETF			$0 (exited)
JPLD	0	-27,122	$0
JPMORGAN U.S. VALUE FACTOR ETF			$0 (exited)
JVAL	0	-7,630	$0
ISHARES MSCI USA QUALITY FACTOR ETF			$0 (exited)
QUAL	0	-91,405	$0
WISDOMTREE US VALUE FUND OF BENEF INTEREST	0	-4,222	$0 (exited)
WTV	0	-4,222	$0

See Summary: Prism Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Prism Advisors Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
RSP	+78,878	+$13,360
PBW	+9,355	+$216
TJX	+2,000	+$203
ADMA	+19,404	+$128

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
QUAL	-91,405	-$13,449
GXC	-29,633	-$2,019
IWP	-16,974	-$1,773
JPLD	-27,122	-$1,372
ICSH	-22,426	-$1,129
CGXU	-21,762	-$519
GEM	-16,055	-$493
JVAL	-7,630	-$294
WTV	-4,222	-$289
FVD	-6,736	-$273

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
CNYA	+130,749	+$3,421
XCEM	+72,344	+$2,813
IHDG	+49,053	+$4,324
LMBS	+38,132	+$1,825
JPST	+30,352	+$1,579
CGW	+25,602	+$2,036
EFA	+20,739	+$2,918
FVAL	+7,712	+$2,225
DGRO	+7,185	+$2,155
FNDX	+5,081	+$1,279

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
JQUA	-16,517	+$334
QQQM	-7,119	-$215
NOBL	-4,429	+$532
QQQ	-3,016	-$486
SCHV	-2,469	-$135
SPY	-1,280	+$377
VTV	-1,006	+$359
FXI	-780	-$18
IVE	-573	-$44

Prism Advisors Inc. Info

Size ($ in 1000's)
At 03/31/2024: $333,037
At 12/31/2023: $310,813

Prism Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prism Advisors Inc. 13F filings. Link to 13F filings: SEC filings

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