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
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
Yearly
Gain < 20% 2026
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%
MPB Mid Penn Bancorp Inc.
+1.26%
+$3,156.52 
CVX Chevron Corporation
+0.9%
+$2,178.75 
META Meta Platforms Inc Class A
+0.71%
+$8,038.84 
TSLA Tesla, Inc.
+0.58%
+$5,253.46 
ABBV AbbVie Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
AVGO Broadcom Inc.
0%
+$0.25 
COST Costco Wholesale Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.03 
HD The Home Depot, Inc.
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
MA Mastercard Incorporated
0%
+$0.29 
MSFT Microsoft Corp.
0%
+$0.08 
NFLX Netflix, Inc.
0%
$0 
NTES NetEase, Inc. American Depositary Receipt
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
SYK Stryker Corporation
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.04 
WMT Walmart Inc.
0%
$0 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
0%
$0 
FENY Fidelity MSCI Energy Index ETF
0%
$0 
FCOM Fidelity MSCI Communication Services Index ETF
0%
$0 
FHLC Fidelity MSCI Health Care Index ETF
0%
$0 
FNCL Fidelity MSCI Financials Index ETF
0%
$0 
FIDU Fidelity MSCI Industrials Index ETF
0%
-$0.18 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FSTA Fidelity MSCI Consumer Staples Index ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.86 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VDE Vanguard Energy ETF
0%
-$0.01 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
-$0.07 
VGK Vanguard FTSE Europe ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
PLTR Palantir Technologies Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$672,183.47 
AMZN Amazon.com Inc
-2.09%
-$201,255.46 
LLY Eli Lilly and Company
-1.37%
-$39,812.62 
AAPL Apple Inc.
-1.09%
-$391,534.6 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$75,794.4 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$938.61 
IBB iShares Biotechnology ETF
-0.14%
-$5,644.04 
NVDA NVIDIA Corporation
-0.02%
-$5,479 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$175.8 Events
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Dividends
Dividend Analysis
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| 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 $181,370 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 116,876 | $33.24M | $35.64M | - | $2.39M | 7.2% | -1.087% |
| ABBV AbbVie Inc. | 1,918 | $355,140.6 | $475,606.46 | - | $120,465.86 | 33.92% | 0.0 |
| AMAT Applied Materials, Inc. | 5,985 | $4.33M | $3.12M | - | -$1.2M | -27.79% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 3,250 | $1.89M | $1.53M | - | -$361,888 | -19.17% | 0.0 |
| AMZN Amazon.com Inc | 34,580 | $8.15M | $9.42M | - | $1.27M | 15.53% | -2.093% |
| APH Amphenol Corporation | 11,039 | $1.95M | $1.85M | - | -$95,116.7 | -4.89% | 0.0 |
| ARM Arm Holdings plc American Depositary Receipt | 751 | $266,282 | $201,155.36 | - | -$65,126.64 | -24.46% | 0.0 |
| AVGO Broadcom Inc. | 24,786 | $5.75M | $10.47M | - | $4.72M | 81.99% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 11,702 | $5.83M | $6.2M | - | $361,243.44 | 6.19% | 0.0 |
| COST Costco Wholesale Corporation | 7,976 | $7.3M | $7.6M | - | $296,940.73 | 4.07% | 0.0 |
| CVX Chevron Corporation | 1,245 | $257,573.68 | $244,841.7 | - | -$12,731.98 | -4.94% | +0.898% |
| FCOM Fidelity MSCI Communication Services Index ETF | 105,722 | $6.22M | $7.52M | - | $1.3M | 20.83% | 0.0 |
| FDIS Fidelity MSCI Consumer Discretionary Index ETF | 144,384 | $14.07M | $15.07M | - | $1.01M | 7.17% | 0.0 |
| FENY Fidelity MSCI Energy Index ETF | 7,228 | $172,324.52 | $241,776.6 | - | $69,452.08 | 40.3% | 0.0 |
| FHLC Fidelity MSCI Health Care Index ETF | 174,197 | $11.46M | $14.27M | - | $2.81M | 24.52% | 0.0 |
| FIDU Fidelity MSCI Industrials Index ETF | 59,946 | $4.26M | $5.88M | - | $1.61M | 37.83% | 0.0 |
| FNCL Fidelity MSCI Financials Index ETF | 143,173 | $9.86M | $11.77M | - | $1.91M | 19.36% | 0.0 |
| FSTA Fidelity MSCI Consumer Staples Index ETF | 147,158 | $7.29M | $7.9M | - | $614,161.93 | 8.43% | 0.0 |
| FTEC Fidelity MSCI Information Technology Index ETF | 88,406 | $16.42M | $25.37M | - | $8.95M | 54.52% | 0.0 |
| GEV GE Vernova Inc. | 312 | $288,967.23 | $309,145.2 | - | $20,177.97 | 6.98% | 0.0 |
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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.
