Spectrum Management Group, LLC has filed its 13F form on November 03, 2022 for Q3 2022 where it was disclosed a total value porftolio of $460 Million distributed in 245 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $61.5M, Ishares Core S&P 500 ETF with a value of $34.2M, Ishares Trust Ishares Esg Awar with a value of $20.8M, Apple Inc. with a value of $18.1M, and Technology Sector Spdr with a value of $17.7M.

Below you can find more details about Spectrum Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $460 Million
ETFs: $273 Million
Technology: $52.7 Million
Financial Services: $23.6 Million
Healthcare: $21.7 Million
Energy: $20.3 Million
Industrials: $20 Million
Consumer Cyclical: $19.8 Million
Consumer Defensive: $19.3 Million
Other: $10.2 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $460 Million
  • Prior Value $460 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 03, 2022
  • Form Type 13F-HR/A
  • Activity in Q3 2022
  • New Purchases 234 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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