SPC Financial
Latest statistics and disclosures from SPC Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, IEFA, GSEW, USFR, IQDG, and represent 25.08% of SPC Financial's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$18M), ROP, TMUS, GSEW, AMZN, NVDA, VOO, IEFA, IVV, SPLG.
- Started 21 new stock positions in VOO, VO, IWB, BP, CDE, BIL, ALL, HL, TJX, AMD. IQV, CL, SPGI, FI, DLN, VTIP, NXPI, SIL, EW, VXUS, GOOG.
- Reduced shares in these 10 stocks: TFLO (-$14M), UNH, CMCSA, ITB, MSI, DRI, GFF, , AAPL, VV.
- Sold out of its positions in ARKK, IEZ, DGRO, MLM, SPTM, CPA.
- SPC Financial was a net buyer of stock by $21M.
- SPC Financial has $1.1B in assets under management (AUM), dropping by 1.52%.
- Central Index Key (CIK): 0001415201
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Portfolio Holdings for SPC Financial
SPC Financial holds 243 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 6.6 | $71M | 432k | 164.28 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.1 | $66M | 901k | 72.64 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 5.8 | $62M | +2% | 874k | 71.16 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.4 | $36M | 723k | 50.31 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 3.3 | $36M | 973k | 37.09 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 3.2 | $35M | 784k | 44.65 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.1 | $34M | 196k | 170.76 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 2.7 | $29M | 116k | 246.63 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.4 | $26M | 511k | 50.88 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 2.4 | $26M | 200k | 128.43 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 2.3 | $25M | +2% | 529k | 46.33 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $24M | 255k | 92.54 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 2.2 | $24M | 242k | 97.27 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.1 | $22M | 147k | 150.50 |
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| Ishares Core Msci Emkt (IEMG) | 1.9 | $21M | +726% | 385k | 53.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $20M | 55k | 374.01 |
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| Ishares Tr U.s. Insrnce Etf (IAK) | 1.9 | $20M | 179k | 112.92 |
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| Ishares Tr Us Home Cons Etf (ITB) | 1.9 | $20M | -6% | 199k | 101.06 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.8 | $20M | 225k | 88.11 |
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| Ishares Tr Morningstar Valu (ILCV) | 1.8 | $19M | 254k | 76.32 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.8 | $19M | -2% | 77k | 249.62 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.8 | $19M | +3% | 300k | 64.00 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.7 | $19M | 166k | 113.46 |
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| Ishares Tr Us Aer Def Etf (ITA) | 1.7 | $18M | 138k | 132.05 |
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| Ishares Tr Expanded Tech (IGV) | 1.5 | $16M | +3% | 186k | 86.90 |
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| Microsoft Corporation (MSFT) | 1.1 | $12M | +3% | 26k | 446.94 |
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| Apple (AAPL) | 1.0 | $11M | -4% | 52k | 210.62 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.0 | $10M | +4% | 191k | 54.49 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.9 | $9.8M | +5% | 279k | 35.08 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.9 | $9.4M | -60% | 185k | 50.66 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $9.1M | +9% | 17k | 547.23 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $8.7M | +2% | 48k | 182.55 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $8.1M | 54k | 150.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $7.6M | 16k | 479.11 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $7.5M | +4% | 37k | 202.26 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $6.9M | +9% | 118k | 58.52 |
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| Motorola Solutions Com New (MSI) | 0.6 | $6.6M | -16% | 17k | 386.05 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.6 | $6.1M | +5% | 119k | 51.30 |
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| Strategy Day Hagan Ned (SSUS) | 0.5 | $5.5M | +8% | 140k | 39.51 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.5 | $5.5M | +10% | 96k | 57.27 |
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| Ishares Tr Select Divid Etf (DVY) | 0.5 | $5.4M | 45k | 120.98 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $5.2M | +13% | 49k | 106.66 |
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| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.5 | $5.2M | +4% | 26k | 197.46 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.5 | $5.1M | +9% | 103k | 49.76 |
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| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.5 | $5.1M | +2% | 75k | 68.31 |
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| Republic Services (RSG) | 0.5 | $5.0M | 26k | 194.34 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $4.8M | +6% | 51k | 93.65 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.4 | $4.8M | +4% | 47k | 101.08 |
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| Marathon Petroleum Corp (MPC) | 0.4 | $4.6M | +2% | 26k | 173.48 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.4 | $4.4M | +5% | 75k | 59.33 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $4.4M | +9% | 42k | 102.70 |
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| Wal-Mart Stores (WMT) | 0.4 | $4.3M | 64k | 67.71 |
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| Chubb (CB) | 0.4 | $4.2M | 16k | 255.08 |
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| Encompass Health Corp (EHC) | 0.4 | $4.0M | 47k | 85.79 |
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| Amazon (AMZN) | 0.4 | $3.9M | +62% | 20k | 193.25 |
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| Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) | 0.3 | $3.7M | +8% | 107k | 34.56 |
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| Pacer Fds Tr Trendpilot Intl (PTIN) | 0.3 | $3.6M | +12% | 126k | 28.92 |
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| Intercontinental Exchange (ICE) | 0.3 | $3.6M | +2% | 26k | 136.89 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $3.4M | +3% | 64k | 53.13 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $3.4M | +5% | 82k | 41.53 |
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| Roper Industries (ROP) | 0.3 | $3.2M | +1086% | 5.6k | 563.66 |
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| Eaton Corp SHS (ETN) | 0.3 | $3.1M | +5% | 10k | 313.55 |
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| Metropcs Communications (TMUS) | 0.3 | $3.1M | +108% | 18k | 176.18 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $3.0M | +5% | 80k | 37.67 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.3 | $3.0M | 30k | 99.52 |
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| International Business Machines (IBM) | 0.3 | $2.9M | 17k | 172.95 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.3 | $2.8M | 73k | 38.70 |
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| Cisco Systems (CSCO) | 0.3 | $2.7M | 58k | 47.51 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.6M | +6% | 18k | 146.16 |
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| Oneok (OKE) | 0.2 | $2.5M | 31k | 81.55 |
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| Merck & Co (MRK) | 0.2 | $2.5M | +2% | 20k | 123.80 |
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| Verizon Communications (VZ) | 0.2 | $2.5M | 60k | 41.24 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $2.4M | +2% | 26k | 91.15 |
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| Marriott Intl Cl A (MAR) | 0.2 | $2.2M | 9.0k | 241.77 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.1M | 68k | 31.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.1M | +9% | 12k | 182.15 |
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| Abbott Laboratories (ABT) | 0.2 | $2.0M | 19k | 103.91 |
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| Raymond James Financial (RJF) | 0.2 | $2.0M | -4% | 16k | 123.61 |
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| Dow (DOW) | 0.2 | $1.8M | 34k | 53.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.7M | +26% | 6.5k | 267.51 |
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| Cigna Corp (CI) | 0.2 | $1.7M | 5.1k | 330.57 |
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| Tractor Supply Company (TSCO) | 0.2 | $1.7M | 6.3k | 270.00 |
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| Procter & Gamble Company (PG) | 0.1 | $1.6M | 9.7k | 164.92 |
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| Godaddy Cl A (GDDY) | 0.1 | $1.6M | -3% | 11k | 139.71 |
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| Visa Com Cl A (V) | 0.1 | $1.6M | +8% | 5.9k | 262.47 |
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| Home Depot (HD) | 0.1 | $1.5M | +14% | 4.5k | 344.22 |
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| Steel Dynamics (STLD) | 0.1 | $1.5M | 12k | 129.50 |
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| Paccar (PCAR) | 0.1 | $1.4M | 14k | 102.94 |
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| Nucor Corporation (NUE) | 0.1 | $1.4M | 8.9k | 158.08 |
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| Broadcom (AVGO) | 0.1 | $1.4M | +19% | 872.00 | 1605.53 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $1.4M | +14% | 16k | 83.42 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.2M | 8.0k | 156.76 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.2M | +905% | 9.8k | 123.54 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.2M | +10% | 5.4k | 226.26 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $1.2M | 32k | 37.26 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.1M | 8.4k | 136.85 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | +7% | 28k | 39.77 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $1.1M | -7% | 61k | 17.36 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 0.1 | $1.0M | 7.6k | 133.34 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.0M | NEW | 2.0k | 500.13 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.1 | $1.0M | 16k | 61.94 |
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| Ishares Tr Exponential Tech (XT) | 0.1 | $978k | -10% | 17k | 58.83 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $967k | 2.1k | 467.19 |
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| McDonald's Corporation (MCD) | 0.1 | $951k | 3.7k | 254.83 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ) | 0.1 | $949k | 9.9k | 95.93 |
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| Hologic (HOLX) | 0.1 | $937k | -2% | 13k | 74.25 |
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| Chevron Corporation (CVX) | 0.1 | $887k | +23% | 5.7k | 156.41 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $876k | -2% | 28k | 30.85 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI) | 0.1 | $851k | +5% | 17k | 48.84 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $846k | 8.4k | 100.23 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $834k | +8% | 11k | 78.33 |
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| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.1 | $814k | -2% | 15k | 55.10 |
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| Medtronic SHS (MDT) | 0.1 | $811k | +11% | 10k | 78.71 |
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| Hershey Company (HSY) | 0.1 | $805k | +15% | 4.4k | 183.83 |
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| Amgen (AMGN) | 0.1 | $771k | +7% | 2.5k | 312.45 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $761k | +32% | 6.6k | 115.12 |
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $752k | -9% | 11k | 68.06 |
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| General Mills (GIS) | 0.1 | $746k | 12k | 63.26 |
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| Public Service Enterprise (PEG) | 0.1 | $738k | +27% | 10k | 73.70 |
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| Nasdaq Omx (NDAQ) | 0.1 | $730k | 12k | 60.26 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $729k | +2% | 5.3k | 138.20 |
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| Nextera Energy (NEE) | 0.1 | $713k | +39% | 10k | 70.81 |
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| American Express Company (AXP) | 0.1 | $711k | -6% | 3.1k | 231.55 |
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| CVS Caremark Corporation (CVS) | 0.1 | $708k | -7% | 12k | 59.06 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $702k | +2% | 3.6k | 194.53 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $700k | 1.6k | 444.85 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $693k | 3.2k | 218.04 |
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| Dupont De Nemours (DD) | 0.1 | $649k | 8.1k | 80.49 |
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| Devon Energy Corporation (DVN) | 0.1 | $645k | +19% | 14k | 47.40 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $619k | 6.7k | 92.71 |
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| Campbell Soup Company (CPB) | 0.1 | $600k | 13k | 45.19 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $599k | +4% | 12k | 49.10 |
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| Global X Fds Global X Silver (SIL) | 0.1 | $599k | NEW | 19k | 31.19 |
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| International Paper Company (IP) | 0.1 | $598k | -4% | 14k | 43.15 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $594k | -3% | 6.2k | 95.66 |
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| Old Republic International Corporation (ORI) | 0.1 | $588k | 19k | 30.90 |
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| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.1 | $582k | -8% | 32k | 18.45 |
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| Cme (CME) | 0.1 | $580k | +15% | 2.9k | 196.60 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $575k | -14% | 11k | 50.47 |
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| Intel Corporation (INTC) | 0.1 | $575k | +17% | 19k | 30.97 |
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| American Tower Reit (AMT) | 0.1 | $574k | +41% | 3.0k | 194.38 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $571k | -7% | 12k | 48.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $567k | 1.0k | 544.22 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $553k | +3% | 5.4k | 103.27 |
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| Altria (MO) | 0.1 | $550k | 12k | 45.55 |
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| Kellogg Company (K) | 0.1 | $545k | +6% | 9.5k | 57.68 |
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| Ferguson SHS (FERG) | 0.1 | $544k | 2.8k | 193.65 |
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| Meta Platforms Cl A (META) | 0.1 | $543k | +2% | 1.1k | 504.22 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.0 | $527k | -6% | 11k | 47.12 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $521k | +19% | 7.8k | 66.47 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $517k | -3% | 2.1k | 250.13 |
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| Ge Aerospace Com New (GE) | 0.0 | $517k | 3.3k | 158.98 |
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| Axon Enterprise (AXON) | 0.0 | $511k | -4% | 1.7k | 294.24 |
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| Air Products & Chemicals (APD) | 0.0 | $502k | 1.9k | 258.05 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $501k | 6.1k | 81.65 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.0 | $496k | -3% | 4.2k | 116.93 |
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| salesforce (CRM) | 0.0 | $495k | +31% | 1.9k | 257.10 |
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| Dominion Resources (D) | 0.0 | $495k | 10k | 49.00 |
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| Wec Energy Group (WEC) | 0.0 | $493k | 6.3k | 78.46 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $479k | -75% | 12k | 39.16 |
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| Clorox Company (CLX) | 0.0 | $476k | +2% | 3.5k | 136.47 |
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| Pepsi (PEP) | 0.0 | $475k | 2.9k | 164.94 |
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| Advanced Micro Devices (AMD) | 0.0 | $474k | NEW | 2.9k | 162.21 |
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $471k | -5% | 5.8k | 81.28 |
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| Darden Restaurants (DRI) | 0.0 | $468k | -74% | 3.1k | 151.32 |
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| Sotherly Hotels (SOHO) | 0.0 | $466k | 406k | 1.15 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $465k | 4.8k | 97.86 |
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| Eli Lilly & Co. (LLY) | 0.0 | $458k | 506.00 | 906.01 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $452k | 1.7k | 266.00 |
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| Prudential Financial (PRU) | 0.0 | $446k | +2% | 3.8k | 117.19 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $438k | 3.2k | 137.26 |
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| At&t (T) | 0.0 | $431k | +5% | 23k | 19.11 |
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| Kraft Heinz (KHC) | 0.0 | $419k | +4% | 13k | 32.22 |
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| MetLife (MET) | 0.0 | $418k | 6.0k | 70.19 |
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| Philip Morris International (PM) | 0.0 | $408k | +9% | 4.0k | 101.34 |
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| Trane Technologies SHS (TT) | 0.0 | $402k | +75% | 1.2k | 328.93 |
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| Yum! Brands (YUM) | 0.0 | $399k | -2% | 3.0k | 132.46 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $397k | 14k | 28.39 |
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| Norfolk Southern (NSC) | 0.0 | $387k | 1.8k | 214.69 |
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| Compass Diversified Sh Ben Int (CODI) | 0.0 | $385k | 18k | 21.89 |
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| Avista Corporation (AVA) | 0.0 | $381k | +19% | 11k | 34.61 |
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| Best Buy (BBY) | 0.0 | $374k | +12% | 4.4k | 84.29 |
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| Caterpillar (CAT) | 0.0 | $373k | +72% | 1.1k | 332.98 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $359k | 3.0k | 119.53 |
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| ConocoPhillips (COP) | 0.0 | $359k | -2% | 3.1k | 114.38 |
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| Wells Fargo & Company (WFC) | 0.0 | $354k | 6.0k | 59.39 |
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| Public Storage (PSA) | 0.0 | $352k | +13% | 1.2k | 287.65 |
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| State Street Corporation (STT) | 0.0 | $349k | 4.7k | 74.00 |
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| Gilead Sciences (GILD) | 0.0 | $342k | +18% | 5.0k | 68.61 |
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| Stryker Corporation (SYK) | 0.0 | $339k | -5% | 996.00 | 340.25 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $321k | 600.00 | 535.08 |
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| O'reilly Automotive (ORLY) | 0.0 | $309k | 293.00 | 1056.06 |
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| Bce Com New (BCE) | 0.0 | $307k | +11% | 9.5k | 32.37 |
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| ConAgra Foods (CAG) | 0.0 | $304k | +18% | 11k | 28.42 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $302k | 2.8k | 106.78 |
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| Pfizer (PFE) | 0.0 | $301k | -16% | 11k | 27.98 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $298k | NEW | 1.0k | 297.54 |
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| EastGroup Properties (EGP) | 0.0 | $298k | 1.8k | 170.10 |
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| TJX Companies (TJX) | 0.0 | $296k | NEW | 2.7k | 110.10 |
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| Oracle Corporation (ORCL) | 0.0 | $292k | 2.1k | 141.20 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $287k | NEW | 1.1k | 269.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $287k | NEW | 1.6k | 183.42 |
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| Ishares Tr New Zealand Etf (ENZL) | 0.0 | $284k | 6.3k | 45.46 |
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| Phillips 66 (PSX) | 0.0 | $281k | +2% | 2.0k | 141.17 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $278k | NEW | 3.0k | 91.78 |
|
| S&p Global (SPGI) | 0.0 | $275k | NEW | 616.00 | 446.00 |
|
| Unilever Spon Adr New (UL) | 0.0 | $274k | 5.0k | 54.99 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $272k | 1.7k | 160.41 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $270k | 1.0k | 264.30 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $268k | 628.00 | 427.19 |
|
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $268k | +4% | 6.5k | 41.22 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $265k | +20% | 4.0k | 66.68 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $262k | 5.6k | 46.77 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $262k | NEW | 3.6k | 72.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $262k | NEW | 1.1k | 242.10 |
|
| Griffon Corporation (GFF) | 0.0 | $258k | -82% | 4.0k | 63.86 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $254k | NEW | 4.2k | 60.30 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $252k | NEW | 5.2k | 48.54 |
|
| Travelers Companies (TRV) | 0.0 | $250k | 1.2k | 203.32 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $247k | 574.00 | 430.13 |
|
|
| Walt Disney Company (DIS) | 0.0 | $244k | 2.5k | 99.31 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $243k | -18% | 5.8k | 41.53 |
|
| Allstate Corporation (ALL) | 0.0 | $241k | NEW | 1.5k | 159.66 |
|
| Fortune Brands (FBIN) | 0.0 | $234k | 3.6k | 64.94 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $233k | +7% | 2.5k | 91.78 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $232k | -8% | 2.3k | 100.65 |
|
| Dollar General (DG) | 0.0 | $230k | 1.7k | 132.23 |
|
|
| UnitedHealth (UNH) | 0.0 | $229k | -91% | 449.00 | 509.26 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $228k | 2.0k | 116.97 |
|
|
| Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.0 | $228k | 4.8k | 47.42 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $227k | NEW | 2.3k | 97.04 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $225k | 3.5k | 65.21 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $224k | 4.0k | 56.04 |
|
|
| Verrica Pharmaceuticals (VRCA) | 0.0 | $219k | 30k | 7.29 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $217k | NEW | 1.0k | 211.44 |
|
| Edwards Lifesciences (EW) | 0.0 | $214k | NEW | 2.3k | 92.37 |
|
| BP Sponsored Adr (BP) | 0.0 | $213k | NEW | 5.9k | 36.10 |
|
| Fiserv (FI) | 0.0 | $206k | NEW | 1.4k | 149.04 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $202k | -3% | 496.00 | 406.80 |
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $152k | 18k | 8.47 |
|
|
| Hecla Mining Company (HL) | 0.0 | $67k | NEW | 14k | 4.85 |
|
| Coeur Mng Com New (CDE) | 0.0 | $65k | NEW | 12k | 5.62 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $44k | 16k | 2.83 |
|
Past Filings by SPC Financial
SEC 13F filings are viewable for SPC Financial going back to 2011
- SPC Financial 2024 Q2 restated filed Aug. 21, 2024
- SPC Financial 2024 Q2 filed Aug. 2, 2024
- SPC Financial 2024 Q1 filed May 3, 2024
- SPC Financial 2023 Q4 filed Feb. 5, 2024
- SPC Financial 2023 Q3 filed Nov. 9, 2023
- SPC Financial 2023 Q2 filed Aug. 3, 2023
- SPC Financial 2023 Q1 filed May 9, 2023
- SPC Financial 2022 Q4 filed Feb. 1, 2023
- SPC Financial 2022 Q3 filed Oct. 27, 2022
- SPC Financial 2022 Q2 filed Aug. 3, 2022
- SPC Financial 2022 Q1 filed May 2, 2022
- SPC Financial 2021 Q4 filed Jan. 31, 2022
- SPC Financial 2021 Q3 filed Nov. 5, 2021
- SPC Financial 2021 Q2 filed July 29, 2021
- SPC Financial 2021 Q1 filed April 22, 2021
- SPC Financial 2020 Q4 filed Jan. 29, 2021