Spectrum Financial Alliance LTD LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bank Of America Corp with a value of $45.5M, Qualcomm Inc with a value of $44.3M, Lockheed Martin Corp with a value of $42.6M, Boeing CO with a value of $40.4M, and Citigroup Inc with a value of $35.7M.

Examining the 13F form we can see an decrease of $152K in the current position value, from $280M to 279M.

Below you can find more details about Spectrum Financial Alliance LTD LLC portfolio as well as his latest detailed transactions.

Portfolio value $279 Million
Industrials: $122 Million
Financial Services: $88.4 Million
Technology: $51.6 Million
ETFs: $17.5 Million
Consumer Cyclical: $352,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $279 Million
  • Prior Value $280 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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