FFS

Fischer Financial Services Inc. Portfolio

Invests via Fischer Financial Services Inc. | Managed by Frederick D. Fischer
Invests via Fischer Financial Services Inc.
Managed by Frederick D. Fischer
Automatically Tracked
Tracking: 0 Updated: Aug 14 at 07:14 AM
Company Profile

Regional financial advisory and insurance holding focused on wealth management, retirement planning, and commercial insurance distribution, Fischer Financial Services Inc. operates through broker-dealer and agency channels serving affluent individuals and small businesses. The firm emphasizes fee and commission revenue diversification, cross‑sell distribution, and partnership-driven branch expansion; relevant to M&A, insurance-consolidation strategies, and mid-market acquirers seeking scale in the personal wealth and specialty-risk segments.

Regional financial advisory and insurance holding focused on wealth management, retirement planning, and commercial insurance distribution, Fischer Financial Services Inc. operates through broker-dealer and agency channels serving affluent individuals and small businesses. The firm emphasizes fee and commission revenue diversification, cross‑sell distribution, and partnership-driven branch expansion; relevant to M&A, insurance-consolidation strategies, and mid-market acquirers seeking scale in the personal wealth and specialty-risk segments.

Investment Philosophy & Strategy

Focuses on acquiring and scaling advisory and insurance distribution assets, prioritizing cash-flow‑stable businesses with recurring fee and commission income. Emphasizes accretive tuck‑ins, geographic and product diversification, and cross‑sell synergies to lift revenue per client. Underwrites deals with conservative leverage, disciplined expense integration, and rapid realization of distribution economics via branch partnerships and broker-dealer platforms. Capital allocation blends organic advisor recruitment with selective M&A to extend retirement, wealth management, and specialty-risk capabilities over a multi‑year horizon.

Focuses on acquiring and scaling advisory and insurance distribution assets, prioritizing cash-flow‑stable businesses with recurring fee and commission income. Emphasizes accretive tuck‑ins, geographic and product diversification, and cross‑sell synergies to lift revenue per client. Underwrites deals with conservative leverage, disciplined expense integration, and rapid realization of distribution economics via branch partnerships and broker-dealer platforms. Capital allocation blends organic advisor recruitment with selective M&A to extend retirement, wealth management, and specialty-risk capabilities over a multi‑year horizon.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
22.91%
Gain +2.29%
Monthly
1.07%
Yearly
13.61%
Drawdown
18%
$413.7M
Equity
Holdings
$413.7M
Investment
$347.04M
$72M
Profit +$8.55M
Realized
$5.35M
Unrealized
$66.66M
Dividends
$7.54M

Goals

Avg. 85.5% completed goals
Yearly
Gain > 5%
2026
71%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
2.29%
Profit
$8.55M
Win %
70%
This Week
Compared To Last Week
Gain
2.62%
Profit
$10.56M
Win %
70%
This Month
Compared to last month
Gain
4.11%
Profit
$16.33M
Win %
70%
This Year
Compared to last year
Gain
3.56%
Profit
$14.3M
Win %
70%
Mid Penn Bancorp Inc. logo
MPB Mid Penn Bancorp Inc.
+1.26%
+$3,156.52
Chevron Corporation logo
CVX Chevron Corporation
+0.9%
+$2,178.75
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+0.71%
+$8,038.84
Tesla, Inc. logo
TSLA Tesla, Inc.
+0.58%
+$5,253.46
AbbVie Inc. logo
ABBV AbbVie Inc.
0%
$0
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
0%
$0
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
0%
$0
Amphenol Corporation logo
APH Amphenol Corporation
0%
$0
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
0%
$0
Broadcom Inc. logo
AVGO Broadcom Inc.
0%
+$0.25
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
0%
$0
Alphabet Inc logo
GOOG Alphabet Inc
0%
$0
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
0%
-$0.03
The Home Depot, Inc. logo
HD The Home Depot, Inc.
0%
$0
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
0%
$0
Mastercard Incorporated logo
MA Mastercard Incorporated
0%
+$0.29
Microsoft Corp. logo
MSFT Microsoft Corp.
0%
+$0.08
Netflix, Inc. logo
NFLX Netflix, Inc.
0%
$0
NetEase, Inc. American Depositary Receipt logo
NTES NetEase, Inc. American Depositary Receipt
0%
$0
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
0%
$0
Stryker Corporation logo
SYK Stryker Corporation
0%
$0
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
0%
+$0.04
Walmart Inc. logo
WMT Walmart Inc.
0%
$0
Fidelity MSCI Consumer Discretionary Index ETF logo
FDIS Fidelity MSCI Consumer Discretionary Index ETF
0%
$0
Fidelity MSCI Energy Index ETF logo
FENY Fidelity MSCI Energy Index ETF
0%
$0
Fidelity MSCI Communication Services Index ETF logo
FCOM Fidelity MSCI Communication Services Index ETF
0%
$0
Fidelity MSCI Health Care Index ETF logo
FHLC Fidelity MSCI Health Care Index ETF
0%
$0
Fidelity MSCI Financials Index ETF logo
FNCL Fidelity MSCI Financials Index ETF
0%
$0
Fidelity MSCI Industrials Index ETF logo
FIDU Fidelity MSCI Industrials Index ETF
0%
-$0.18
Fidelity MSCI Information Technology Index ETF logo
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0
Fidelity MSCI Consumer Staples Index ETF logo
FSTA Fidelity MSCI Consumer Staples Index ETF
0%
$0
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
0%
+$0.01
iShares Russell Top 200 Growth ETF logo
IWY iShares Russell Top 200 Growth ETF
0%
-$0.86
Schwab U.S. TIPS ETF logo
SCHP Schwab U.S. TIPS ETF
0%
$0
Schwab U.S. Aggregate Bond ETF logo
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0
SPDR Portfolio S&P 500 Value ETF logo
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0
iShares 0-5 Year TIPS Bond ETF logo
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0
iShares TIPS Bond ETF logo
TIP iShares TIPS Bond ETF
0%
$0
VANGUARD CONSUMER STAPLES ETF logo
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0
Vanguard Energy ETF logo
VDE Vanguard Energy ETF
0%
-$0.01
Vanguard Consumer Discretionary ETF logo
VCR Vanguard Consumer Discretionary ETF
0%
$0
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0
Vanguard Industrials ETF logo
VIS Vanguard Industrials ETF
0%
-$0.07
Vanguard FTSE Europe ETF logo
VGK Vanguard FTSE Europe ETF
0%
$0
Vanguard Health Care ETF logo
VHT Vanguard Health Care ETF
0%
$0
Vanguard Financials ETF (primary ticker: VFH) logo
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
0%
$0
Vanguard Russell 2000 ETF logo
VTWO Vanguard Russell 2000 ETF
0%
$0
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0
Vanguard Ultra-Short Bond ETF logo
VUSB Vanguard Ultra-Short Bond ETF
0%
$0
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
0%
$0
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund logo
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
$0
GE Vernova Inc. logo
GEV GE Vernova Inc.
0%
+$0.01
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
0%
$0
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
0%
$0
Alphabet Inc logo
GOOGL Alphabet Inc
-3.84%
-$672,183.47
Amazon.com Inc logo
AMZN Amazon.com Inc
-2.09%
-$201,255.46
Eli Lilly and Company logo
LLY Eli Lilly and Company
-1.37%
-$39,812.62
Apple Inc. logo
AAPL Apple Inc.
-1.09%
-$391,534.6
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$75,794.4
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.32%
-$938.61
iShares Biotechnology ETF logo
IBB iShares Biotechnology ETF
-0.14%
-$5,644.04
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-0.02%
-$5,479
Vanguard Short-Term Inflation-Protected Securities Index Fund logo
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$175.8
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Dividends

Dividend Analysis

Yearly
$
Trades
397
Longs Won
276/397 69%
Profit Factor
13.3
Profitability
Shorts Won
0/0 0%
Standard Deviation
$901,597.72
Average Win
$282,100.18
Best Trade
(Aug 14) $9.66M
Sharpe Ratio
-11.78
Average Loss
-$48,394.73
Worst Trade
(Aug 12) -$1.2M
Z-Score
7.5 (100%)
Commissions
$0
Avg. Trade Length
10m 1w 6d
Expectancy
$181,370
Loss Size 100% 90% 80% 70% 60% 50% 40% 30% 20% 10%
Probability of Loss <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01%
Consecutive Losing Trades 8,547 7,692 6,838 5,983 5,128 4,274 3,419 2,564 1,709 855
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
116,876 $33.24M $35.64M - $2.39M 7.2%
-1.087%
AbbVie Inc. logo
ABBV AbbVie Inc.
1,918 $355,140.6 $475,606.46 - $120,465.86 33.92%
0.0
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
5,985 $4.33M $3.12M - -$1.2M -27.79%
0.0
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
3,250 $1.89M $1.53M - -$361,888 -19.17%
0.0
Amazon.com Inc logo
AMZN Amazon.com Inc
34,580 $8.15M $9.42M - $1.27M 15.53%
-2.093%
Amphenol Corporation logo
APH Amphenol Corporation
11,039 $1.95M $1.85M - -$95,116.7 -4.89%
0.0
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
751 $266,282 $201,155.36 - -$65,126.64 -24.46%
0.0
Broadcom Inc. logo
AVGO Broadcom Inc.
24,786 $5.75M $10.47M - $4.72M 81.99%
0.0
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
11,702 $5.83M $6.2M - $361,243.44 6.19%
0.0
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
7,976 $7.3M $7.6M - $296,940.73 4.07%
0.0
Chevron Corporation logo
CVX Chevron Corporation
1,245 $257,573.68 $244,841.7 - -$12,731.98 -4.94%
+0.898%
Fidelity MSCI Communication Services Index ETF logo
FCOM Fidelity MSCI Communication Services Index ETF
105,722 $6.22M $7.52M - $1.3M 20.83%
0.0
Fidelity MSCI Consumer Discretionary Index ETF logo
FDIS Fidelity MSCI Consumer Discretionary Index ETF
144,384 $14.07M $15.07M - $1.01M 7.17%
0.0
Fidelity MSCI Energy Index ETF logo
FENY Fidelity MSCI Energy Index ETF
7,228 $172,324.52 $241,776.6 - $69,452.08 40.3%
0.0
Fidelity MSCI Health Care Index ETF logo
FHLC Fidelity MSCI Health Care Index ETF
174,197 $11.46M $14.27M - $2.81M 24.52%
0.0
Fidelity MSCI Industrials Index ETF logo
FIDU Fidelity MSCI Industrials Index ETF
59,946 $4.26M $5.88M - $1.61M 37.83%
0.0
Fidelity MSCI Financials Index ETF logo
FNCL Fidelity MSCI Financials Index ETF
143,173 $9.86M $11.77M - $1.91M 19.36%
0.0
Fidelity MSCI Consumer Staples Index ETF logo
FSTA Fidelity MSCI Consumer Staples Index ETF
147,158 $7.29M $7.9M - $614,161.93 8.43%
0.0
Fidelity MSCI Information Technology Index ETF logo
FTEC Fidelity MSCI Information Technology Index ETF
88,406 $16.42M $25.37M - $8.95M 54.52%
0.0
GE Vernova Inc. logo
GEV GE Vernova Inc.
312 $288,967.23 $309,145.2 - $20,177.97 6.98%
0.0
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Fischer Financial Services Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Corporate Bond ETF - $2.15M, Alphabet Inc - $1.8M, Invesco QQQ Trust, Series 1 - $1.7M, Vanguard Information Technology ETF - $844,943.03, and iShares TIPS Bond ETF - $813,801.12. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $708,711.48, Adobe Inc - $669,369.1, Amazon.com Inc - $323,592.71, Danaher Corporation - $181,531.07, and PayPal Holdings Inc - $59,259.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fischer Financial Services Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.54M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $2.15M, iShares TIPS Bond ETF - $813,801.12, iShares 0-5 Year TIPS Bond ETF - $447,691.87, Vanguard Ultra-Short Bond ETF - $275,527.02, and Schwab U.S. Aggregate Bond ETF - $271,288.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fischer Financial Services Inc.'s monthly returns?
Fischer Financial Services Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Fischer Financial Services Inc.'s strategy be considered aggressive or moderate?
Fischer Financial Services Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Fischer Financial Services Inc.'s strategy?
Fischer Financial Services Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
Account USV