Spectrum Strategic Capital Management as of Dec. 31, 2024
Portfolio Holdings for Spectrum Strategic Capital Management
Spectrum Strategic Capital Management holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 35.5 | $56M | 438k | 128.62 | |
| Ishares Tr Core S&p500 Etf (IVV) | 21.0 | $33M | 57k | 588.68 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 8.2 | $13M | 568k | 22.98 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.5 | $8.8M | 17k | 511.22 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.3 | $8.5M | 14k | 586.08 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.5 | $5.5M | 98k | 56.48 | |
| Apple (AAPL) | 2.9 | $4.5M | 18k | 250.42 | |
| NVIDIA Corporation (NVDA) | 2.0 | $3.1M | 23k | 134.29 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.9 | $3.1M | 29k | 106.84 | |
| Microsoft Corporation (MSFT) | 1.9 | $3.0M | 7.1k | 421.48 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.8 | $2.8M | 25k | 114.73 | |
| Amazon (AMZN) | 1.6 | $2.6M | 12k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.4M | 13k | 189.30 | |
| Advanced Micro Devices (AMD) | 1.1 | $1.7M | 14k | 120.79 | |
| Select Sector Spdr Tr Energy (XLE) | 1.0 | $1.6M | 19k | 85.66 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $1.5M | 17k | 87.33 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.9 | $1.4M | 15k | 92.45 | |
| Pepsi (PEP) | 0.7 | $1.1M | 7.5k | 152.06 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $858k | 4.1k | 210.45 | |
| Ishares Tr Core Total Usd (IUSB) | 0.4 | $572k | 13k | 45.20 | |
| Netflix (NFLX) | 0.3 | $459k | 515.00 | 891.32 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $442k | 4.1k | 107.57 | |
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $420k | 6.4k | 66.14 | |
| Yum! Brands (YUM) | 0.2 | $373k | 2.8k | 134.16 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $272k | 608.00 | 447.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $255k | 1.3k | 190.44 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $244k | 4.7k | 52.22 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $224k | 933.00 | 239.71 | |
| Trimble Navigation (TRMB) | 0.1 | $212k | 3.0k | 70.66 | |
| Ermenegildo Zegna N V Ord Shs (ZGN) | 0.1 | $92k | 11k | 8.26 |