Spectrum Financial Alliance LTD LLC Portfolio Holdings

Spectrum Financial Alliance LTD LLC

  • $308 Million
  • Q1 2025

Spectrum Financial Alliance LTD LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $308 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boeing CO with a value of $49.2M, Bank Of America Corp with a value of $44.2M, Citigroup Inc with a value of $43.5M, Qualcomm Inc with a value of $42.2M, and Lockheed Martin Corp with a value of $36.2M.

Examining the 13F form we can see an increase of $19.5M in the current position value, from $288M to 308M.

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

Portfolio value $308 Million
Industrials: $134 Million
Financial Services: $95.5 Million
Technology: $62.4 Million
ETFs: $15.1 Million
Consumer Cyclical: $342,000

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 20
  • Current Value $308 Million
  • Prior Value $288 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Spectrum Financial Alliance LTD LLC Portfolio

Follow Spectrum Financial Alliance LTD LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Financial Alliance LTD LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Financial Alliance LTD LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email