Spectrum Financial Alliance LTD LLC Portfolio Holdings

Spectrum Financial Alliance LTD LLC

  • $366 Million
  • Q2 2025

Spectrum Financial Alliance LTD LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $366 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boeing CO with a value of $59.6M, Citigroup Inc with a value of $52.4M, Bank Of America Corp with a value of $50.7M, Qualcomm Inc with a value of $44.7M, and Lockheed Martin Corp with a value of $40M.

Examining the 13F form we can see an increase of $58.3M in the current position value, from $308M to 366M.

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

Portfolio value $366 Million
Industrials: $156 Million
Financial Services: $112 Million
Technology: $74.5 Million
ETFs: $22.3 Million
Consumer Cyclical: $1.01 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 23
  • Current Value $366 Million
  • Prior Value $308 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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