Fischer Financial Services, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed April 11, 2025), Fischer Financial Services, Inc. reported 64 stock positions worth $317.4 million. Its top holding was Apple (AAPL) at 10.0% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 7.4%) and iShares Russell Top 200 Grow (IWY, 5.7%).

Most Recent 13F
Q2 2026
Location
HARRISBURG, PA
CIK
0002064001
Portfolio Value
$317.4M (Q4 2024)
SEC Filing
0002063364-25-000023 ↗ filed Apr 11, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $317.4M $317.4M Q4 2024 Q1 2025: $310.4M Q1 2025 Q2 2025: $340.0M Q2 2025 Q3 2025: $371.4M Q3 2025 Q4 2025: $378.0M Q4 2025 Q1 2026: $297.3M Q1 2026 Q2 2026: $398.1M Q2 2026

Holdings 64 stocks · $317.4M

AAPL Apple Inc. 10.02% 127,009 $31.8M —
VCSH Vanguard S/T Corp. Bond ETF 7.36% 299,554 $23.4M —
IWY iShares Russell Top 200 Grow 5.68% 76,610 $18.0M —
FTEC Fidelity MSCI Info Tech Indx 5.50% 94,510 $17.5M —
MSFT Microsoft Corp. 4.89% 36,787 $15.5M —
NVDA Nvidia Corp. 4.66% 110,079 $14.8M —
QQQ Invesco QQQ Trust Series 1 4.53% 28,114 $14.4M —
FDIS Fidelity MSCI Cons Discr Ind 4.30% 140,168 $13.7M —
GOOGL Alphabet Inc. Class A 3.82% 64,109 $12.1M —
FHLC Fidelity MSCI Health Care 3.40% 165,298 $10.8M —
FNCL Fidelity MSCI Financial Indx 3.32% 153,403 $10.5M —
TIP iShares Tips Bond ETF 2.95% 87,862 $9.4M —
MA Mastercard Inc. Class A 2.51% 15,130 $8.0M —
FSTA Fidelity MSCI Cons Stap Indx 2.27% 145,446 $7.2M —
AMZN Amazon.com Inc. 2.23% 32,270 $7.1M —
COST Costco Wholesale Corp. 2.18% 7,538 $6.9M —
FCOM Fidelity MSCI Comm Serv Indx 1.96% 106,049 $6.2M —
VGT Vanguard Info Tech ETF 1.92% 9,815 $6.1M —
AVGO Broadcom Inc. 1.89% 25,896 $6.0M —
STIP iShares 0-5 Year Tips Bond E 1.68% 52,970 $5.3M —
BRK.B Berkshire Hathaway Inc. Class B 1.57% 11,025 $5.0M —
JPM JPMorgan Chase & Co. 1.45% 19,173 $4.6M —
UNH Unitedhealth Group Inc. 1.40% 8,808 $4.5M —
PH Parker Hannifin Corp. 1.39% 6,921 $4.4M —
FIDU Fidelity MSCI Indust Indx 1.31% 59,260 $4.2M —
HD Home Depot Inc. 1.10% 8,942 $3.5M —
ADBE Adobe Inc. 1.02% 7,252 $3.2M —
VHT Vanguard Health Care ETF 1.00% 12,534 $3.2M —
IBB iShares Biotechnology ETF 0.89% 21,483 $2.8M —
VCR Vanguard Consumer Discre ETF 0.88% 7,479 $2.8M —
NFLX Netflix Inc. 0.68% 2,423 $2.2M —
SCHZ Schwab US Aggregate Bond ETF 0.65% 91,155 $2.1M —
VDC Vanguard Consumer Staple ETF 0.65% 9,735 $2.1M —
AON Aon PLC Class A 0.63% 5,560 $2.0M —
SYK Stryker Corp. 0.61% 5,347 $1.9M —
LLY Eli Lilly & Co. 0.60% 2,452 $1.9M —
VIS Vanguard Industrials ETF 0.59% 7,308 $1.9M —
VFH Vanguard Financials ETF 0.44% 11,715 $1.4M —
TSLA Tesla Inc. 0.43% 3,416 $1.4M —
DHR Danaher Corp. 0.43% 5,949 $1.4M —
BRK.A Berkshire Hathaway Inc. Class A 0.43% 2 $1.4M —
CNI Canadian Natl Railway Co. 0.43% 13,326 $1.4M —
CVX Chevron Corp. 0.42% 9,250 $1.3M —
VTWO Vanguard Russell 2000 ETF 0.38% 13,655 $1.2M —
VTI VG Morningstar TS MKT ETF-US 0.37% 4,000 $1.2M —
SBUX Starbucks Corp. 0.35% 12,094 $1.1M —
AMAT Applied Materials Inc. 0.34% 6,590 $1.1M —
VUSB Vanguard Ultra Short Bond Et 0.32% 20,535 $1.0M —
SCHP Schwab U.S. Tips ETF 0.24% 30,080 $777K —
GOOG Alphabet Inc. Class C 0.24% 3,955 $753K —
VTIP Vanguard Short-Term Tips 0.19% 12,285 $595K —
VDE Vanguard Energy ETF 0.17% 4,485 $544K —
XOM Exxon Mobil Corp. 0.16% 4,837 $520K —
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.16% 16,982 $518K —
NTES Netease Inc.-ADR 0.14% 5,000 $446K —
WMT Walmart Inc. 0.13% 4,398 $397K —
AMD Advanced Micro Devices 0.12% 3,250 $393K —
IVV iShares Core S&P 500 ETF 0.11% 611 $360K —
FENY Fidelity MSCI Energy Index 0.10% 12,981 $309K —
ABBV Abbvie Inc. 0.10% 1,700 $302K —
IVW iShares S&P 500 Growth ETF 0.08% 2,600 $264K —
IVE iShares S&P 500 Value ETF 0.08% 1,375 $262K —
PYPL PayPal Holdings Inc. 0.08% 2,947 $252K —
BR Broadridge Financial Solutio 0.07% 1,000 $226K —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 65$398.1MAAPL, VCSH, FTEC, IWY, QQQ
Q1 2026 56$297.3MVCSH, IWY, NVDA, FTEC, GOOGL
Q4 2025 63$378.0MAAPL, VCSH, IWY, NVDA, FTEC
Q3 2025 64$371.4MVCSH, AAPL, IWY, NVDA, MSFT
Q2 2025 61$340.0MVCSH, AAPL, IWY, FTEC, MSFT
Q1 2025 63$310.4MVCSH, AAPL, IWY, FTEC, MSFT
Q4 2024 64$317.4MAAPL, VCSH, IWY, FTEC, MSFT