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The Analysis of Fischer Financial Services, Inc.'s Holdings & P&L

Currently, Fischer Financial Services, Inc. holds 56 types of securities in its portfolio with a total value $297.3M. In the most recent quarter, they have increased their positions in MSFT (+1.2K shares, valued at $457.9K), IWY (+1.6K shares, valued at $403.1K), FDIS (+4.0K shares, valued at $375.3K); decreased their positions in AAPL (-107.9K shares, valued at $27.4M), N/A (-24.2K shares, valued at $14.0M), AMZN (-29.1K shares, valued at $6.1M); initiated new positions in CVX (+1.3K shares, valued at $258.8K), GEV (+257 shares, valued at $224.3K).

1M P&L

+7.1M+2.46%

3M P&L

-30.8M-9.48%

HY P&L

-27.4M-8.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A182.9M

67.8%

2Semiconductors18.6M

6.9%

3Software - Infrastructure16.0M

5.9%

Top Industries by Stock Count

1N/A28 stocks

54.9%

2Drug Manufacturers - General2 stocks

3.9%

3Discount Stores2 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCSH VANGUARD SCOTTSDALE FDS415.2K shares1.11%2026-03-312026-04-28

IWY ISHARES TR85.2K shares1.94%2026-03-312026-04-28

NVDA NVIDIA CORPORATION106.4K shares0.08%2026-03-312026-04-28

FTEC FIDELITY COVINGTON TRUST88.1K shares1.83%2026-03-312026-04-28

ALPHABET INC ALPHABET INC52.7K shares-1.30%2026-03-312026-04-28

MSFT MICROSOFT CORP38.5K shares3.32%2026-03-312026-04-28

FDIS FIDELITY COVINGTON TRUST141.2K shares2.93%2026-03-312026-04-28

TIP ISHARES TR110.8K shares1.46%2026-03-312026-04-28

Sponsored

FHLC FIDELITY COVINGTON TRUST171.4K shares0.22%2026-03-312026-04-28

FNCL FIDELITY COVINGTON TRUST140.0K shares-0.51%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION7.9K shares0.88%2026-03-312026-04-28

BROADCOM INC BROADCOM INC24.9K shares1.21%2026-03-312026-04-28

FSTA FIDELITY COVINGTON TRUST143.7K shares1.19%2026-03-312026-04-28

MA MASTERCARD INCORPORATED14.5K shares-0.17%2026-03-312026-04-28

FCOM FIDELITY COVINGTON TRUST106.3K shares1.29%2026-03-312026-04-28

STIP ISHARES TR59.1K shares1.67%2026-03-312026-04-28

Sponsored

VGT VANGUARD WORLD FD8.1K shares1.45%2026-03-312026-04-28

WMT WALMART INC44.7K shares-0.61%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO18.9K shares1.15%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP5.8K shares-6.42%2026-03-312026-04-28

VUSB VANGUARD BD INDEX FDS103.5K shares1.59%2026-03-312026-04-28

FIDU FIDELITY COVINGTON TRUST59.0K shares-0.12%2026-03-312026-04-28

SCHZ SCHWAB STRATEGIC TR204.0K shares1.85%2026-03-312026-04-28

AAPL APPLE INC14.1K shares-88.43%2026-03-312026-04-28

Sponsored

IBB ISHARES TR20.2K shares-0.78%2026-03-312026-04-28

VHT VANGUARD WORLD FD12.0K shares1.72%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR5.6K shares-81.23%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC3.4K shares-0.03%2026-03-312026-04-28

HD HOME DEPOT INC8.1K shares-1.13%2026-03-312026-04-28

VCR VANGUARD WORLD FD6.5K shares0.81%2026-03-312026-04-28

NFLX NETFLIX INC.22.1K shares-0.72%2026-03-312026-04-28

VIS VANGUARD WORLD FD6.8K shares0.76%2026-03-312026-04-28

Sponsored

VDC VANGUARD WORLD FD9.2K shares1.15%2026-03-312026-04-28

LLY ELI LILLY & CO2.2K shares0.51%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC11.8K shares0.21%2026-03-312026-04-28

SCHP SCHWAB STRATEGIC TR61.4K shares1.03%2026-03-312026-04-28

SYK STRYKER CORPORATION4.8K shares-3.66%2026-03-312026-04-28

VTWO VANGUARD SCOTTSDALE FDS14.7K shares0.00%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC5.4K shares-22.54%2026-03-312026-04-28

VTI VANGUARD INDEX FDS4.0K shares0.00%2026-03-312026-04-28

Sponsored

VFH VANGUARD WORLD FD10.0K shares2.46%2026-03-312026-04-28

META META PLATFORMS INC1.9K shares1.68%2026-03-312026-04-28

TSLA TESLA INC2.7K shares0.00%2026-03-312026-04-28

XSOE WISDOMTREE TR24.3K shares2.80%2026-03-312026-04-28

AMZN AMAZON COM INC4.6K shares-86.45%2026-03-312026-04-28

ALPHABET INC ALPHABET INC3.1K shares-4.96%2026-03-312026-04-28

VTIP VANGUARD MALVERN FDS17.4K shares1.16%2026-03-312026-04-28

NTES NETEASE COM INC5.0K shares0.00%2026-03-312026-04-28

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares-90.91%2026-03-312026-04-28

ABBV ABBVIE INC1.8K shares0.00%2026-03-312026-04-28

IVV ISHARES TR586 shares0.00%2026-03-312026-04-28

VDE VANGUARD WORLD FD1.8K shares-13.63%2026-03-312026-04-28

FENY FIDELITY COVINGTON TRUST8.7K shares0.00%2026-03-312026-04-28

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-28

GEV GE VERNOVA INC257 sharesnew addition2026-03-312026-04-28

MPB MID PENN BANCORP INC6.7K shares0.80%2026-03-312026-04-28

Sponsored

VCSH

VANGUARD SCOTTSDALE FDS

1.11%

Shares415.2K

Event2026-03-31

Filed2026-04-28

IWY

ISHARES TR

1.94%

Shares85.2K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.08%

Shares106.4K

Event2026-03-31

Filed2026-04-28

FTEC

FIDELITY COVINGTON TRUST

1.83%

Shares88.1K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-1.30%

Shares52.7K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

3.32%

Shares38.5K

Event2026-03-31

Filed2026-04-28

FDIS

FIDELITY COVINGTON TRUST

2.93%

Shares141.2K

Event2026-03-31

Filed2026-04-28

TIP

ISHARES TR

1.46%

Shares110.8K

Event2026-03-31

Filed2026-04-28

FHLC

FIDELITY COVINGTON TRUST

0.22%

Shares171.4K

Event2026-03-31

Filed2026-04-28

FNCL

FIDELITY COVINGTON TRUST

-0.51%

Shares140.0K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

0.88%

Shares7.9K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

1.21%

Shares24.9K

Event2026-03-31

Filed2026-04-28

FSTA

FIDELITY COVINGTON TRUST

1.19%

Shares143.7K

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED

-0.17%

Shares14.5K

Event2026-03-31

Filed2026-04-28

FCOM

FIDELITY COVINGTON TRUST

1.29%

Shares106.3K

Event2026-03-31

Filed2026-04-28

STIP

ISHARES TR

1.67%

Shares59.1K

Event2026-03-31

Filed2026-04-28

VGT

VANGUARD WORLD FD

1.45%

Shares8.1K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-0.61%

Shares44.7K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

1.15%

Shares18.9K

Event2026-03-31

Filed2026-04-28

PARKER-HANNIFIN CORP

-6.42%

Shares5.8K

Event2026-03-31

Filed2026-04-28

VUSB

VANGUARD BD INDEX FDS

1.59%

Shares103.5K

Event2026-03-31

Filed2026-04-28

FIDU

FIDELITY COVINGTON TRUST

-0.12%

Shares59.0K

Event2026-03-31

Filed2026-04-28

SCHZ

SCHWAB STRATEGIC TR

1.85%

Shares204.0K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-88.43%

Shares14.1K

Event2026-03-31

Filed2026-04-28

IBB

ISHARES TR

-0.78%

Shares20.2K

Event2026-03-31

Filed2026-04-28

VHT

VANGUARD WORLD FD

1.72%

Shares12.0K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-81.23%

Shares5.6K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

-0.03%

Shares3.4K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

-1.13%

Shares8.1K

Event2026-03-31

Filed2026-04-28

VCR

VANGUARD WORLD FD

0.81%

Shares6.5K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC.

-0.72%

Shares22.1K

Event2026-03-31

Filed2026-04-28

VIS

VANGUARD WORLD FD

0.76%

Shares6.8K

Event2026-03-31

Filed2026-04-28

VDC

VANGUARD WORLD FD

1.15%

Shares9.2K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

0.51%

Shares2.2K

Event2026-03-31

Filed2026-04-28

PLTR

PALANTIR TECHNOLOGIES INC

0.21%

Shares11.8K

Event2026-03-31

Filed2026-04-28

SCHP

SCHWAB STRATEGIC TR

1.03%

Shares61.4K

Event2026-03-31

Filed2026-04-28

SYK

STRYKER CORPORATION

-3.66%

Shares4.8K

Event2026-03-31

Filed2026-04-28

VTWO

VANGUARD SCOTTSDALE FDS

0.00%

Shares14.7K

Event2026-03-31

Filed2026-04-28

UNH

UNITEDHEALTH GROUP INC

-22.54%

Shares5.4K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-28

VFH

VANGUARD WORLD FD

2.46%

Shares10.0K

Event2026-03-31

Filed2026-04-28