Spectrum Planning & Advisory Services Inc. Purchases in Q2 2025

Spectrum Planning & Advisory Services Inc.

  • $133 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
104K
New
$100.35 - $100.71 $10.4M - $10.4M
104K $10.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
189K
New
$50.36 - $50.68 $9.53M - $9.59M
189K $9.59M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
26.9K
New
$97.29 - $105.63 $2.61M - $2.84M
26.9K $2.73M
ICVT
Ishares Tr Convertible Bond Et

ETFs
23.5K
+ 540.99%
$78.98 - $90.1 $1.85M - $2.12M
27.8K $2.51M
OEF
Ishares S&P 100 ETF

ETFs
7.56K
New
N/A
7.56K $2.01M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21.9K
+ 102.23%
$91.43 - $91.74 $2M - $2M
43.2K $3.97M
BNDX
Vanguard Total International B

ETFs
36.4K
New
$48.77 - $49.55 $1.77M - $1.8M
36.4K $1.8M
MSFT
Microsoft Corp

Technology
1.46K
+ 30.74%
$354.56 - $497.45 $517K - $725K
6.2K $3.08M
EFV
Msci Eafe Value ETF

ETFs
8.83K
+ 7.84%
$52.4 - $64.65 $463K - $571K
121K $7.71M
SPTS
Spdr Portfolio Short Term Trea

ETFs
27.7K
New
$29.07 - $29.38 $806K - $814K
27.7K $811K
VGSH
Vanguard

ETFs
13.7K
New
$58.32 - $58.95 $798K - $806K
13.7K $803K
AMZN
Amazon Com Inc

Consumer Cyclical
2.39K
+ 30.19%
$167.32 - $223.3 $400K - $533K
10.3K $2.26M
IDV
Ishares Tr

ETFs
21.6K
New
$27.79 - $34.84 $601K - $754K
21.6K $746K
GS
Goldman Sachs Group Inc

Financial Services
1.03K
New
$462.22 - $707.75 $477K - $730K
1.03K $730K
IEMG
Ishares Inc

ETFs
9.8K
+ 26.93%
N/A
46.2K $2.48M
UNH
Unitedhealth Group Inc

Healthcare
1.56K
New
$274.35 - $599.47 $427K - $932K
1.56K $485K
HD
Home Depot, Inc.

Consumer Cyclical
1.32K
New
$335.24 - $380.78 $444K - $504K
1.32K $485K
NVDA
Nvidia Corp

Technology
2.3K
+ 112.57%
$94.31 - $157.99 $217K - $364K
4.35K $686K
CAT
Caterpillar Inc

Industrials
1.11K
New
$273.94 - $388.21 $303K - $429K
1.11K $429K
CRM
Salesforce, Inc.

Technology
1.53K
New
$236.26 - $291.15 $361K - $445K
1.53K $417K
AXP
American Express CO

Financial Services
1.2K
New
$231.39 - $318.98 $277K - $382K
1.2K $381K
V
Visa Inc.

Financial Services
1.05K
+ 168.87%
$308.27 - $373.31 $323K - $391K
1.67K $591K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
14.1K
New
$23.54 - $27.53 $332K - $388K
14.1K $364K
SHW
Sherwin Williams CO

Basic Materials
1.01K
New
$313.51 - $363.51 $317K - $368K
1.01K $347K
BA
Boeing CO

Industrials
1.64K
New
$136.59 - $217.51 $224K - $357K
1.64K $344K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
749
New
$376.48 - $440.65 $282K - $330K
749 $330K
MCD
Mcdonalds Corp

Consumer Cyclical
1.08K
New
$285.55 - $321.23 $309K - $348K
1.08K $316K
SPY
Spdr S&P 500 ETF Trust

ETFs
494
New
$496.48 - $617.85 $245K - $305K
494 $305K
JPM
Jpmorgan Chase & CO

Financial Services
1.03K
New
$210.28 - $289.91 $217K - $299K
1.03K $298K
TRV
Travelers Companies, Inc.

Financial Services
1.07K
New
$233.83 - $276.34 $250K - $296K
1.07K $286K
IBM
International Business Machines Corp

Technology
964
New
$221.03 - $294.78 $213K - $284K
964 $284K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.75K
New
$102.02 - $103.5 $281K - $285K
2.75K $283K
HON
Honeywell International Inc

Industrials
1.21K
New
$182.86 - $232.88 $221K - $282K
1.21K $282K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.43K
New
$35.35 - $42.68 $227K - $275K
6.43K $274K
AMGN
Amgen Inc

Healthcare
919
New
$262.28 - $309.85 $241K - $285K
919 $256K
PG
Procter & Gamble CO

Consumer Defensive
1.6K
New
$157.66 - $172.39 $253K - $277K
1.6K $255K
DIS
Walt Disney CO

Communication Services
2.05K
New
$81.72 - $124.01 $167K - $254K
2.05K $253K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.32K
New
$141.87 - $164.49 $187K - $217K
1.32K $217K
AAPL
Apple Inc.

Technology
1.32K
+ 41.09%
$172.42 - $223.89 $228K - $296K
4.54K $932K
PLTR
Palantir Technologies Inc.

Technology
1.53K
New
$74.01 - $144.25 $113K - $221K
1.53K $208K
IVV
Ishares Core S&P 500 ETF

ETFs
327
New
$498.8 - $620.9 $163K - $203K
327 $203K
HEFA
Ishares Currency Hedged Msci E

ETFs
4.87K
+ 55.11%
$32.11 - $38.21 $156K - $186K
13.7K $520K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
161
+ 16.04%
$456.74 - $568.03 $73.5K - $91.5K
1.17K $661K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
444
+ 18.26%
$483.48 - $539.8 $215K - $240K
2.88K $1.4M
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 24.71%
$908.13 - $1056.85 $76.3K - $88.8K
424 $419K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
348
+ 2.23%
$44.58 - $54.92 $15.5K - $19.1K
15.9K $875K
EMB
Ishares Tr

ETFs
584
+ 5.07%
$86.54 - $92.62 $50.5K - $54.1K
12.1K $1.12M
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 3.92%
$221.86 - $362.89 $8.87K - $14.5K
1.06K $336K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
247
+ 11.64%
$108.06 - $135.3 $26.7K - $33.4K
2.37K $320K
Activity Summary
Buys All Purchases 57 New Holdings 34 Increased Positions 23 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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