Spectrum Planning & Advisory Services Inc. Portfolio Holdings

Spectrum Planning & Advisory Services Inc.

  • $104 Million
  • Q1 2025

Spectrum Planning & Advisory Services Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $14.5M, Ishares S&P 500 Growth ETF with a value of $8.31M, Ishares Msci Usa Quality Facto with a value of $7.98M, Blackrock ETF Tr U S Equity Fa with a value of $7.51M, and Schwab Us Aggregate Bond ETF with a value of $7.32M.

Examining the 13F form we can see an decrease of $8.94M in the current position value, from $113M to 104M.

Below you can find more details about Spectrum Planning & Advisory Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $104 Million
ETFs: $93.3 Million
Technology: $2.97 Million
Consumer Cyclical: $2.11 Million
Industrials: $1.56 Million
Financial Services: $1.51 Million
Healthcare: $959,000
Communication Services: $407,000
Consumer Defensive: $321,000
Other: $0

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 64
  • Current Value $104 Million
  • Prior Value $113 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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