Spectrum Investment Advisors, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $23.5B, Fidelity Covington Trust with a value of $22B, Vanguard Index Fds S&P 500 ETF with a value of $18.6B, Dimensional ETF Tr with a value of $16.1B, and Ishares Tr with a value of $13.5B.

Examining the 13F form we can see an increase of $9.2B in the current position value, from $137B to 146B.

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.

Portfolio value $146 Billion
ETFs: $120 Billion
Technology: $2.06 Billion
Financial Services: $929 Million
Healthcare: $826 Million
Consumer Defensive: $209 Million
Utilities: $208 Million

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 27
  • Current Value $146 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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