Paller Financial Services Inc - Portfolio overview

Paller Financial Services Inc has 43 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. MOAT - VANECK ETF TRUST, 5.67%
2. PTF - INVESCO EXCHANGE TRADED FD T, 5.32%
3. QTUM - ETF SER SOLUTIONS, 5.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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