Spectrum Investment Advisors, Inc. Portfolio Holdings
Spectrum Investment Advisors, Inc.
- $150 Billion
- Q4 2024
Spectrum Investment Advisors, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 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 $24.2B, Fidelity Covington Trust with a value of $23.5B, Vanguard Index Fds S&P 500 ETF with a value of $19B, Dimensional ETF Tr with a value of $15.5B, and Ishares Tr with a value of $12.8B.
Examining the 13F form we can see an increase of $3.98B in the current position value, from $146B to 150B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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