Fischer-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "ADBE",
  "GOOGL",
  "VDE",
  null,
  "AVGO",
  null,
  null,
  null,
  "HD",
  "AMAT",
  "IVW",
  null,
  null,
  "MA",
  "MSFT",
  null,
  null,
  "VHT",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  null,
  "SYK",
  "SBUX",
  null,
  "AON",
  "AMD",
  "AMZN",
  "IVE",
  null,
  null,
  "NTES",
  null,
  "VGT",
  "VFH",
  null,
  "VTWO",
  "VUSB",
  "WMT",
  null,
  null,
  null,
  null,
  "BRK-A",
  "BRK-B",
  "BR",
  "CNI",
  "CVX",
  "COST",
  "DHR",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 63
Total Value: 310403480
Accession Number: 0002063364-25-000077
Form Type: 13F-HR
CIK: fischer-financial-services
Manager Name: Fischer-Financial-Services

Data Enrichment

68% identified

43 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

63 positions • $310.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.4K

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$310.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:8.5K

Value:$4.5M

% of Portfolio:1.4% ($4.5M/$310.4M)

Broadcom Inc.

AVGO|11135F101

Shares:26.2K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$310.4M)

Parker-Hannifin Corp

PH|701094104

Shares:6.9K

Value:$4.2M

% of Portfolio:1.4% ($4.2M/$310.4M)

316092709

Shares:59.1K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$310.4M)

808524839

Shares:161.2K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$310.4M)

92203C303

VUSB|92203C303

Shares:69.4K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$310.4M)

92204A504

VHT|92204A504

Shares:12.4K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$310.4M)

HOME DEPOT, INC.

HD|437076102

Shares:9.0K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$310.4M)

ADOBE INC.

ADBE|00724F101

Shares:7.3K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$310.4M)

464287556

Shares:21.6K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$310.4M)

92204A108

Shares:7.3K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$310.4M)

NETFLIX INC

NFLX|64110L106

Shares:2.5K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$310.4M)

Aon plc

AON|G0403H108

Shares:5.4K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$310.4M)

92204A207

Shares:9.7K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$310.4M)

ELI LILLY & Co

LLY|532457108

Shares:2.4K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$310.4M)

STRYKER CORP

SYK|863667101

Shares:5.2K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$310.4M)

92204A603

Shares:7.2K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$310.4M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$310.4M)

808524870

Shares:53.7K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$310.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.4K	QoQ +0.92% (+177) YoY-	All Managers (Combined)	$4.7M	1.5% ($4.7M/$310.4M)	QoQ +3.27% (+$150.6K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	8.5K	QoQ -3.45% (-304) YoY-	All Managers (Combined)	$4.5M	1.4% ($4.5M/$310.4M)	QoQ -0.04% (-$1.9K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	26.2K	QoQ +1.01% (-262) YoY-	All Managers (Combined)	$4.4M	1.4% ($4.4M/$310.4M)	QoQ -27.05% (-$1.6M) YoY-
Parker-Hannifin Corp(PHcusip701094104)	6.9K	QoQ -0.23% (-16) YoY-	All Managers (Combined)	$4.2M	1.4% ($4.2M/$310.4M)	QoQ -4.65% (-$204.8K) YoY-
(cusip316092709)✕	59.1K	QoQ -0.24% (-147) YoY-	All Managers (Combined)	$4.0M	1.3% ($4.0M/$310.4M)	QoQ -2.85% (-$119.0K) YoY-
(cusip808524839)✕	161.2K	QoQ +76.85% (+70.1K) YoY-	All Managers (Combined)	$3.7M	1.2% ($3.7M/$310.4M)	QoQ +80.44% (+$1.7M) YoY-
(VUSBcusip92203C303)	69.4K	QoQ +237.93% (+48.9K) YoY-	All Managers (Combined)	$3.5M	1.1% ($3.5M/$310.4M)	QoQ +239.53% (+$2.4M) YoY-
(VHTcusip92204A504)	12.4K	QoQ -0.67% (-85) YoY-	All Managers (Combined)	$3.3M	1.1% ($3.3M/$310.4M)	QoQ +3.64% (-$115.9K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	9.0K	QoQ +0.46% (-42) YoY-	All Managers (Combined)	$3.3M	1.1% ($3.3M/$310.4M)	QoQ -5.34% (-$186.0K) YoY-
ADOBE INC.(ADBEcusip00724F101)	7.3K	QoQ +0.11% (-8) YoY-	All Managers (Combined)	$2.8M	0.9% ($2.8M/$310.4M)	QoQ -13.65% (-$440.4K) YoY-
(cusip464287556)✕	21.6K	QoQ +0.58% (-125) YoY-	All Managers (Combined)	$2.8M	0.9% ($2.8M/$310.4M)	QoQ -2.69% (-$76.6K) YoY-
(cusip92204A108)✕	7.3K	QoQ -2.12% (-159) YoY-	All Managers (Combined)	$2.4M	0.8% ($2.4M/$310.4M)	QoQ -15.12% (-$424.7K) YoY-
NETFLIX INC(NFLXcusip64110L106)	2.5K	QoQ +1.36% (+33) YoY-	All Managers (Combined)	$2.3M	0.7% ($2.3M/$310.4M)	QoQ +6.04% (+$130.6K) YoY-
Aon plc(AONcusipG0403H108)	5.4K	QoQ -2.69% (-150) YoY-	All Managers (Combined)	$2.2M	0.7% ($2.2M/$310.4M)	QoQ +8.12% (-$162.2K) YoY-
(cusip92204A207)✕	9.7K	QoQ +0.10% (+10) YoY-	All Managers (Combined)	$2.1M	0.7% ($2.1M/$310.4M)	QoQ +3.62% (+$74.6K) YoY-
ELI LILLY & Co(LLYcusip532457108)	2.4K	QoQ -3.79% (-93) YoY-	All Managers (Combined)	$1.9M	0.6% ($1.9M/$310.4M)	QoQ +2.92% (-$55.4K) YoY-
STRYKER CORP(SYKcusip863667101)	5.2K	QoQ -2.30% (-123) YoY-	All Managers (Combined)	$1.9M	0.6% ($1.9M/$310.4M)	QoQ +1.02% (-$19.7K) YoY-
(cusip92204A603)✕	7.2K	QoQ -0.80% (-59) YoY-	All Managers (Combined)	$1.8M	0.6% ($1.8M/$310.4M)	QoQ -3.47% (-$64.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.6M	0.5% ($1.6M/$310.4M)	QoQ +17.25% (+$235.0K) YoY-
(cusip808524870)✕	53.7K	QoQ +78.62% (+23.6K) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$310.4M)	QoQ +85.95% (+$667.8K) YoY-