Portfolio Strategies, Inc.
All 13F Filings
- Location
- Montvale, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 863,690
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 60 | 863,690 | 13F-HR | Portfolio Strategies, Inc. |
| Q3 2025 | 10/29/2025 | 63 | 860,374 | 13F-HR | Portfolio Strategies, Inc. |
| Q2 2025 | 7/21/2025 | 52 | 767,580 | 13F-HR | Portfolio Strategies, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 354.3 K | 41.0% | 0 | 498 | -498 |
| ETFs | 507 K | 58.7% | 3.601 K | 0 | 3.601 K |
| Other | 2.417 K | 0.3% | 216 | 0 | 216 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
863,690
Holdings
60
QoQ value change ($000)
3,316
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.