Spectrum Asset Management, Inc. Portfolio Holdings
Spectrum Asset Management, Inc.
- $237 Million
- Q3 2024
Spectrum Asset Management, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $237 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $15.9M, Ishares Gold Trust with a value of $12.4M, Invesco S&P 500 Equal Weight E with a value of $12M, Ishares Msci Usa Min Vol Facto with a value of $10.8M, and Schwab Strategic Tr Us Large C with a value of $9.65M.
Examining the 13F form we can see an increase of $24.9M in the current position value, from $212M to 237M.
Below you can find more details about Spectrum Asset Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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