Paller Financial Services Inc
Q4 2025 13F Holdings
- Locationcentennial, CO
- Num holdings
45
- Value ($000)
$124,737
- Date Filed01/15/2026
- Form type13F-HR
- CIK0002095931
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $7.48M | 6 % | 72,275 | ||
ETF SER SOLUTIONS | DEFIANCE QUANTUM | 26922A420 | $6.65M | 5 % | 60,638 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $6.02M | 5 % | 30,287 | ||
INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | 46137V811 | $5.95M | 5 % | 77,771 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $5.54M | 4 % | 9,183 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.45M | 4 % | 8,878 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | $5.29M | 4 % | 43,472 | ||
ROYCE SMALL CAP TRUST INC | COM | 780910105 | $5.11M | 4 % | 317,150 | ||
DBX ETF TR | XTRACK MSCI EAFE | 233051630 | $4.68M | 4 % | 150,902 | ||
FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 33734X143 | $4.35M | 4 % | 38,256 |
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