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Jennifer McElderry

Paller Financial Services Inc

Assets Managed
$120.897M
Holdings
43
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-3.07%(2Q avg: -1.53%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Paller Financial Services Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Paller Financial Services Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 120.897M in assets, with a quarterly growth rate of -3.07% and a 2-quarter average growth rate of -1.53%. The portfolio is managed by Jennifer McElderry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -1.85%
5.68%
$6.859M
70,934 shares@ $96.71 avg price
PTF
Invesco Dorsey Wright Tech
Recent Activity
Decreased -4.11%
5.33%
$6.437M
74,568 shares@ $86.33 avg price
QTUM
Defiance Quantum Etf
Recent Activity
Decreased -2.36%
5.26%
$6.353M
59,205 shares@ $107.31 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 1.27%
4.95%
$5.974M
44,020 shares@ $135.72 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -3.26%
4.65%
$5.62M
29,299 shares@ $191.81 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -5.57%
4.43%
$5.348M
8,671 shares@ $616.77 avg price
NDIV
Amplify Natur Resources Dvd
Recent Activity
Decreased -0.88%
4.37%
$5.272M
146,947 shares@ $35.88 avg price
RVT
Royce Small-cap Trust Inc
Recent Activity
Decreased -2.6%
4.25%
$5.127M
308,877 shares@ $16.6 avg price
HDEF
Xtrackers Msci Eafe High Div
Recent Activity
Decreased -1.76%
3.98%
$4.805M
148,244 shares@ $32.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -11.27%
3.77%
$4.547M
7,877 shares@ $577.2 avg price

1-10 of 43