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Paller Financial Services Inc

Portfolio Manager
Paller Financial Services Inc
Performance
+3.02% (2026 Q1)
AUM (13F)
$120.90M
# of Holdings
43
Performance Rank
Allocation (Top 20)
75.21%

Paller Financial Services Inc Holdings Map

Top 43 Paller Financial Services Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MOAT
VANECK ETF TRUST
5.67%70.9K$6.9M
-1.86%(-1.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 72.3K shares2026-Q1: 70.9K shares
$101.33(-1.85%)
2026-03-31
PTF
INVESCO EXCHANGE TRADED FD T
5.32%74.6K$6.4M
-4.12%(-3.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 77.8K shares2026-Q1: 74.6K shares
$75.65(+61.80%)
2026-03-31
QTUM
ETF SER SOLUTIONS
5.25%59.2K$6.4M
-2.36%(-1.43K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 60.6K shares2026-Q1: 59.2K shares
$107.29(+36.82%)
2026-03-31
HDV
ISHARES TR
4.94%44.0K$6.0M
+1.26%(+548)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 43.5K shares2026-Q1: 44.0K shares
$24.42(+11.29%)
2026-03-31
QUAL
ISHARES TR
4.65%29.3K$5.6M
-3.26%(-988)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 30.3K shares2026-Q1: 29.3K shares
$196.56(+7.33%)
2026-03-31
MDY
STATE STR SPDR S&P MIDCAP 40
4.42%8.7K$5.3M
-5.58%(-512)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 9.2K shares2026-Q1: 8.7K shares
$599.66(+11.30%)
2026-03-31
NDIV
AMPLIFY ETF TR
4.36%146.9K$5.3M
-0.88%(-1.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 148.3K shares2026-Q1: 146.9K shares
$27.78(+28.17%)
2026-03-31
RVT
ROYCE SMALL CAP TRUST INC
4.24%308.9K$5.1M
-2.61%(-8.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 317.1K shares2026-Q1: 308.9K shares
$16.11(+14.61%)
2026-03-31
HDEF
DBX ETF TR
3.97%148.2K$4.8M
-1.76%(-2.66K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 150.9K shares2026-Q1: 148.2K shares
$30.20(+8.92%)
2026-03-31
QQQ
INVESCO QQQ TR
3.76%7.9K$4.5M
-11.28%(-1.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.9K shares2026-Q1: 7.9K shares
$607.34(+17.68%)
2026-03-31

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