Spectrum Investment Advisors, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $23.2B, Fidelity Covington Trust with a value of $20.9B, Vanguard Index Fds S&P 500 ETF with a value of $18B, Dimensional ETF Tr with a value of $16.9B, and Ishares Tr with a value of $13.8B.

Examining the 13F form we can see an increase of $5.14B in the current position value, from $150B to 155B.

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 $155 Billion
ETFs: $126 Billion
Technology: $1.68 Billion
Financial Services: $1.02 Billion
Healthcare: $908 Million
Consumer Defensive: $230 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $155 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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