Spectrum Investment Advisors, Inc. has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $135 Billion distributed in 34 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $20.8B, Fidelity Covington Trust with a value of $20.3B, Vanguard Index Fds S&P 500 ETF with a value of $17.8B, Dimensional ETF Tr with a value of $12.7B, and Ishares Tr with a value of $10.8B.
Examining the 13F form we can see an increase of $9.31B in the current position value, from $126B to 135B.
Spectrum Investment Advisors, Inc. is based out at Mequon, WI
Below you can find more details about Spectrum Investment Advisors, Inc. portfolio as well as his latest detailed transactions.