The Analysis of Price Financial Group Wealth Management, Inc's Holdings & P&L


Currently, Price Financial Group Wealth Management, Inc holds 17 types of securities in its portfolio with a total value $6.0M. In the most recent quarter, they have increased their positions in N/A (+1.2M shares, valued at $1.2M), N/A (+260.7K shares, valued at $260.7K), PANW (+14 shares, valued at $4.9K); decreased their positions in MSFT (-26 shares, valued at $10.2K); initiated new positions in N/A (+1.2M shares, valued at $1.2M), N/A (+260.7K shares, valued at $260.7K).


1M P&L
-9.2K-0.26%
3M P&L
+66.3K+1.89%
HY P&L
+376.5K+11.80%

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/A744.8K
18.5%
2Semiconductors735.4K
18.3%
3Software - Infrastructure573.4K
14.3%

Top Industries by Stock Count

1N/A3 stocks
23.1%
2Semiconductors2 stocks
15.4%
3Software - Infrastructure2 stocks
15.4%
Stock Holdings
SCHWAB PRIME ADVANTAGE MONEY ULTRA
SCHWAB PRIME ADVANTAGE MONEY ULTRA
New
Shares1.2M
Event2026-06-30
Filed2026-08-03
GOOGL
ALPHABET INC CLASS A
0.07%
Shares1.5K
Event2026-06-30
Filed2026-08-03
AFL
AFLAC INC
0.52%
Shares4.2K
Event2026-06-30
Filed2026-08-03
NVDA
NVIDIA CORP
0.09%
Shares2.3K
Event2026-06-30
Filed2026-08-03
MSFT
MICROSOFT CORP
-3.38%
Shares744
Event2026-06-30
Filed2026-08-03
AMD
ADVANCED MICRO DEVICES I
0.00%
Shares540
Event2026-06-30
Filed2026-08-03
PANW
PALO ALTO NETWORKS INC
1.77%
Shares805
Event2026-06-30
Filed2026-08-03
COSTCO WHSL CORP NEW
COSTCO WHSL CORP NEW
0.00%
Shares292
Event2026-06-30
Filed2026-08-03
AMZN
AMAZON.COM INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-08-03
SCHWAB US TREASURY MONEY INVESTOR
SCHWAB US TREASURY MONEY INVESTOR
New
Shares260.7K
Event2026-06-30
Filed2026-08-03
BDYN
BLACKROCK ISHARES DYNAMIC EQUITY ACTIVE ETF
0.00%
Shares9.2K
Event2026-06-30
Filed2026-08-03
VOO
VANGUARD S&P 500 ETF
0.28%
Shares358
Event2026-06-30
Filed2026-08-03
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
0.49%
Shares6.2K
Event2026-06-30
Filed2026-08-03
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
0.58%
Shares517
Event2026-06-30
Filed2026-08-03
XEL
XCEL ENERGY INC
0.00%
Shares2.7K
Event2026-06-30
Filed2026-08-03
SBUX
STARBUCKS CORP
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-03
GEV
GE VERNOVA INC
0.00%
Shares192
Event2026-06-30
Filed2026-08-03

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Price Financial Group Wealth Management, Inc Institutional Holdings, Portfolio & P&L β€” TradeFomo