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:
21.58%
Gain +0.42%
Monthly
0.98%
Yearly
12.4%
Drawdown
18%
$409.73M
Equity
Holdings
$409.73M
Investment
$347.04M
$68.03M
Profit +$1.61M
Realized
$5.35M
Unrealized
$62.69M
Dividends
$7.54M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$1.61M
Win %
66%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$739,731.26
Win %
66%
This Month
Compared to last month
Gain
-0.02%
Profit
-$97,986.61
Win %
66%
This Year
Compared to last year
Gain
2.57%
Profit
$10.33M
Win %
66%
NVDA NVIDIA Corporation
+3.3%
+$787,332.3 
META Meta Platforms Inc Class A
+2.33%
+$25,848.61 
MPB Mid Penn Bancorp Inc.
+2.19%
+$5,294.22 
GEV GE Vernova Inc.
+1.99%
+$5,569.19 
NFLX Netflix, Inc.
+1.94%
+$34,174.19 
FCOM Fidelity MSCI Communication Services Index ETF
+1.69%
+$124,751.96 
MA Mastercard Incorporated
+1.28%
+$109,063.31 
BRK-B Berkshire Hathaway Inc.
+1.12%
+$65,882.26 
VTWO Vanguard Russell 2000 ETF
+1.03%
+$17,787.23 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.95%
+$10,418.48 
GOOGL Alphabet Inc
+0.88%
+$144,039.96 
FNCL Fidelity MSCI Financials Index ETF
+0.87%
+$100,779.47 
FHLC Fidelity MSCI Health Care Index ETF
+0.83%
+$120,195.93 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.82%
+$64,749.52 
VHT Vanguard Health Care ETF
+0.8%
+$28,643.16 
UNH UnitedHealth Group Incorporated
+0.74%
+$10,255.08 
IBB iShares Biotechnology ETF
+0.72%
+$30,437.07 
VDC VANGUARD CONSUMER STAPLES ETF
+0.7%
+$13,551.3 
GOOG Alphabet Inc
+0.65%
+$7,231.09 
WMT Walmart Inc.
+0.63%
+$29,325.23 
VCR Vanguard Consumer Discretionary ETF
+0.53%
+$12,287.33 
IWY iShares Russell Top 200 Growth ETF
+0.5%
+$122,673.98 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.47%
+$67,138.56 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.46%
+$1,885.7 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.45%
+$1,499.38 
CVX Chevron Corporation
+0.44%
+$1,145.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.43%
+$6,560.71 
SPY SPDR S&P 500 ETF Trust
+0.42%
+$1,221.69 
IVV iShares Core S&P 500 ETF
+0.41%
+$1,931.29 
VDE Vanguard Energy ETF
+0.36%
+$1,112.55 
FENY Fidelity MSCI Energy Index ETF
+0.32%
+$831.22 
LLY Eli Lilly and Company
+0.31%
+$8,376.68 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.3%
+$3,485.09 
VUG Vanguard Growth ETF
+0.26%
+$538.58 
AAPL Apple Inc.
+0.23%
+$87,657 
VGK Vanguard FTSE Europe ETF
+0.2%
+$468.61 
VIS Vanguard Industrials ETF
+0.14%
+$3,014.43 
FIDU Fidelity MSCI Industrials Index ETF
+0.12%
+$6,534.11 
QQQ Invesco QQQ Trust, Series 1
+0.12%
+$25,995.29 
HD The Home Depot, Inc.
+0.1%
+$2,019.78 
FTEC Fidelity MSCI Information Technology Index ETF
+0.06%
+$15,913.08 
VGT Vanguard Information Technology ETF
+0.06%
+$3,827.47 
ABBV AbbVie Inc.
+0.05%
+$268.54 
VUSB Vanguard Ultra-Short Bond ETF
+0.05%
+$2,713 
TIP iShares TIPS Bond ETF
+0.05%
+$5,681 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$14,929.42 
AMZN Amazon.com Inc
+0.03%
+$2,766.4 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$912.15 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$87.9 
PLTR Palantir Technologies Inc.
-5.48%
-$112,036.8 
APH Amphenol Corporation
-2.28%
-$82,130.16 
TSLA Tesla, Inc.
-1.11%
-$10,751.89 
SYK Stryker Corporation
-1%
-$14,625.51 
COST Costco Wholesale Corporation
-0.76%
-$56,789.28 
MSFT Microsoft Corp.
-0.75%
-$146,175.7 
ARM Arm Holdings plc American Depositary Receipt
-0.74%
-$1,298.7 
AMAT Applied Materials, Inc.
-0.73%
-$19,331.61 
AVGO Broadcom Inc.
-0.55%
-$50,563.19 
AMD Advanced Micro Devices, Inc.
-0.54%
-$8,108.72 
NTES NetEase, Inc. American Depositary Receipt
-0.37%
-$2,200 
GS The Goldman Sachs Group, Inc.
-0.27%
-$9,485.88 
PH Parker-Hannifin Corporation
-0.16%
-$8,730 
JPM JPMorgan Chase & Co.
-0.06%
-$4,297.68 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$1,056.97 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$311.18 Events
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Dividends
Dividend Analysis
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No Data
| Trades 397 | Longs Won 267/397 67% | Profit Factor 10.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $869,273.39 |
| Average Win $282,930.95 | Best Trade (Aug 14) $9.66M | Sharpe Ratio -11.78 |
| Average Loss -$57,756.5 | Worst Trade (Sep 02) -$1.7M | Z-Score 5.44 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $171,370.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 116,876 | $33.24M | $38.09M | - | $4.84M | 14.57% | +0.231% |
| ABBV AbbVie Inc. | 1,918 | $355,140.6 | $498,929.34 | - | $143,788.74 | 40.49% | +0.054% |
| AMAT Applied Materials, Inc. | 5,985 | $4.33M | $2.63M | - | -$1.7M | -39.34% | -0.731% |
| AMD Advanced Micro Devices, Inc. | 3,250 | $1.89M | $1.49M | - | -$402,334.25 | -21.31% | -0.543% |
| AMZN Amazon.com Inc | 34,580 | $8.15M | $8.82M | - | $668,503.97 | 8.2% | +0.031% |
| APH Amphenol Corporation | 22,078 | $1.95M | $3.52M | - | $1.57M | 80.88% | -2.28% |
| ARM Arm Holdings plc American Depositary Receipt | 751 | $266,282 | $175,051.12 | - | -$91,230.88 | -34.26% | -0.736% |
| AVGO Broadcom Inc. | 24,786 | $5.75M | $9.11M | - | $3.36M | 58.4% | -0.552% |
| BRK-B Berkshire Hathaway Inc. | 11,702 | $5.83M | $5.94M | - | $110,118.52 | 1.89% | +1.121% |
| COST Costco Wholesale Corporation | 7,976 | $7.3M | $7.44M | - | $138,138.57 | 1.89% | -0.757% |
| CVX Chevron Corporation | 1,245 | $257,573.68 | $263,902.65 | - | $6,328.97 | 2.46% | +0.436% |
| FCOM Fidelity MSCI Communication Services Index ETF | 105,722 | $6.22M | $7.53M | - | $1.31M | 21.02% | +1.685% |
| FDIS Fidelity MSCI Consumer Discretionary Index ETF | 144,384 | $14.07M | $14.48M | - | $418,852.41 | 2.98% | +0.466% |
| FENY Fidelity MSCI Energy Index ETF | 7,228 | $172,324.52 | $260,677.82 | - | $88,353.3 | 51.27% | +0.32% |
| FHLC Fidelity MSCI Health Care Index ETF | 174,197 | $11.46M | $14.6M | - | $3.14M | 27.41% | +0.83% |
| FIDU Fidelity MSCI Industrials Index ETF | 59,946 | $4.26M | $5.49M | - | $1.23M | 28.78% | +0.119% |
| FNCL Fidelity MSCI Financials Index ETF | 143,173 | $9.86M | $11.74M | - | $1.88M | 19.06% | +0.866% |
| FSTA Fidelity MSCI Consumer Staples Index ETF | 147,158 | $7.29M | $7.95M | - | $659,780.91 | 9.05% | +0.821% |
| FTEC Fidelity MSCI Information Technology Index ETF | 88,406 | $16.42M | $25.09M | - | $8.67M | 52.83% | +0.063% |
| GEV GE Vernova Inc. | 312 | $288,967.23 | $285,910.56 | - | -$3,056.67 | -1.06% | +1.987% |
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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.
