Spectrum Planning & Advisory Services Inc. Incresed Positions in Q4 2024

Spectrum Planning & Advisory Services Inc.

  • $113 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
14.5K
+ 61.93%
$91.26 - $95.82 $1.32M - $1.39M
37.8K $3.47M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
25.2K
+ 19.54%
$45.07 - $47.1 $1.14M - $1.19M
154K $6.98M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.35K
+ 4.55%
$49.03 - $53.35 $311K - $339K
146K $7.47M
IVW
Ishares S&P 500 Growth ETF

ETFs
99
+ 0.12%
$94.43 - $105.47 $9.35K - $10.4K
84.4K $8.57M
AMZN
Amazon Com Inc

Consumer Cyclical
160
+ 2.0%
$180.88 - $232.93 $28.9K - $37.3K
8.17K $1.79M
AAPL
Apple Inc.

Technology
750
+ 25.35%
$221.69 - $259.02 $166K - $194K
3.71K $928K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.37K
+ 3.4%
$176.42 - $186.91 $242K - $257K
41.8K $7.44M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.88K
+ 48.89%
$22.39 - $23.45 $176K - $185K
24K $551K
IVE
Ishares S&P 500 Value ETF

ETFs
1.53K
+ 7.87%
$189.5 - $206.17 $291K - $316K
21K $4.01M
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 4.41%
$213.65 - $479.86 $9.61K - $21.6K
1.07K $430K
NEAR
Blackrock Short Maturity Bond

ETFs
2.29K
+ 26.48%
$50.28 - $51.08 $115K - $117K
11K $553K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
455
+ 23.13%
$124.61 - $133.96 $56.7K - $61K
2.42K $312K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.39%
$4100.99 - $5300.34 $4.1K - $5.3K
73 $362K
ICSH
Blackrock Ultra Short Term Bon

ETFs
806
+ 16.43%
$50.35 - $50.69 $40.6K - $40.9K
5.71K $288K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 6.58%
$873.59 - $994.69 $18.3K - $20.9K
340 $311K
NVDA
Nvidia Corp

Technology
1
+ 0.05%
$117.0 - $148.88 $117 - $149
2.05K $274K
IEMG
Ishares Inc

ETFs
342
+ 1.32%
N/A
26.3K $1.41M
USXF
Ishares Esg Advanced Msci Usa

Technology
156
+ 1.74%
$48.45 - $52.57 $7.56K - $8.2K
9.1K $452K
EMB
Ishares Tr

ETFs
425
+ 7.88%
$88.94 - $93.46 $37.8K - $39.7K
5.82K $517K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
493
+ 9.84%
$46.33 - $48.6 $22.8K - $24K
5.5K $255K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.57%
$567.81 - $607.81 $1.7K - $1.82K
533 $312K
IFRA
Ishares Tr

ETFs
234
+ 1.54%
$45.94 - $51.71 $10.7K - $12.1K
15.4K $713K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
55
+ 1.5%
$64.62 - $71.43 $3.55K - $3.93K
3.73K $241K
MSFT
Microsoft Corp

Technology
3
+ 0.06%
$406.35 - $454.46 $1.22K - $1.36K
4.74K $2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
59
+ 0.35%
$34.13 - $37.35 $2.01K - $2.2K
16.9K $575K
EFG
Msci Eafe Growth ETF

ETFs
3.56K
+ 6.7%
$96.83 - $106.88 $344K - $380K
56.7K $5.49M
EFV
Msci Eafe Value ETF

ETFs
1.46K
+ 1.47%
$51.78 - $57.15 $75.8K - $83.7K
101K $5.3M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
123K
+ 87.78%
$22.63 - $47.53 $2.79M - $5.85M
263K $5.98M
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Spectrum Planning & Advisory Services Inc. Portfolio

Follow Spectrum Planning & Advisory Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email