Spectrum Planning & Advisory Services Inc. Incresed Positions in Q3 2025

Spectrum Planning & Advisory Services Inc.

  • $148 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
57.5K
+ 124.34%
N/A
104K $5.56M
OEF
Ishares S&P 100 ETF

ETFs
8.9K
+ 117.67%
N/A
16.5K $4.38M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24.9K
+ 19.58%
$54.35 - $59.32 $1.35M - $1.48M
152K $9.01M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39.6K
+ 20.91%
$50.47 - $50.74 $2M - $2.01M
229K $11.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.9K
+ 19.15%
$100.37 - $100.74 $1.99M - $2M
124K $12.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.4K
+ 47.23%
$91.44 - $91.77 $1.87M - $1.87M
63.7K $5.84M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.4K
+ 284.21%
$85.01 - $90.35 $1.22M - $1.3M
19.4K $1.74M
IAU
Ishares Gold Trust

ETFs
10.8K
+ 47.14%
$61.62 - $72.77 $667K - $788K
33.8K $2.46M
NVDA
Nvidia Corp

Technology
3.55K
+ 81.71%
$153.3 - $186.58 $545K - $663K
7.9K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.08K
+ 37.6%
$459.11 - $506.91 $496K - $548K
3.96K $1.99M
IDV
Ishares Tr

ETFs
6.91K
+ 31.92%
$34.54 - $37.28 $239K - $258K
28.5K $1.04M
ICVT
Ishares Tr Convertible Bond Et

ETFs
151
+ 0.54%
$89.29 - $100.17 $13.5K - $15.1K
28K $2.8M
SLV
I Shares Silver Trust

ETFs
2.93K
+ 20.35%
$32.73 - $42.5 $95.7K - $124K
17.3K $732K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
646
+ 3.33%
$110.74 - $122.12 $71.5K - $78.9K
20K $2.42M
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
+ 10.13%
$211.65 - $238.24 $221K - $249K
11.3K $2.49M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.64K
+ 36.68%
$51.78 - $57.89 $137K - $153K
9.83K $565K
TSLA
Tesla, Inc.

Consumer Cyclical
95
+ 8.96%
$293.94 - $444.72 $27.9K - $42.2K
1.16K $513K
MSFT
Microsoft Corp

Technology
95
+ 1.53%
$491.09 - $535.64 $46.7K - $50.9K
6.29K $3.26M
OUNZ
Van Eck Merk Gold Trust

ETFs
544
+ 2.79%
$31.49 - $37.19 $17.1K - $20.2K
20K $745K
META
Meta Platforms, Inc.

Communication Services
171
+ 24.19%
$695.21 - $791.73 $119K - $135K
878 $644K
EMB
Ishares Tr

ETFs
967
+ 7.99%
$91.52 - $95.59 $88.5K - $92.4K
13.1K $1.24M
VGSH
Vanguard

ETFs
1.89K
+ 13.8%
$58.43 - $58.88 $110K - $111K
15.6K $916K
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.54K
+ 12.77%
$29.12 - $29.34 $103K - $104K
31.3K $916K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
+ 7.12%
$567.77 - $614.76 $47.1K - $51K
1.25K $764K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.63K
+ 25.3%
$42.26 - $47.16 $68.8K - $76.8K
8.06K $373K
UNH
Unitedhealth Group Inc

Healthcare
129
+ 8.3%
$237.77 - $353.61 $30.7K - $45.6K
1.68K $581K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.23K
+ 1.83%
$21.77 - $22.57 $48.6K - $50.4K
125K $2.79M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.34K
+ 10.22%
$39.8 - $42.86 $53.3K - $57.3K
14.4K $617K
PLTR
Palantir Technologies Inc.

Technology
52
+ 3.39%
$130.68 - $186.97 $6.8K - $9.72K
1.59K $289K
GLDM
World Gold Trust

ETFs
156
+ 2.54%
$64.73 - $76.45 $10.1K - $11.9K
6.29K $481K
SPY
Spdr S&P 500 ETF Trust

ETFs
68
+ 13.77%
$617.65 - $666.84 $42K - $45.3K
562 $374K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
246
+ 1.82%
$42.67 - $46.91 $10.5K - $11.5K
13.7K $642K
MCD
Mcdonalds Corp

Consumer Cyclical
131
+ 12.1%
$291.67 - $316.99 $38.2K - $41.5K
1.21K $368K
HEFA
Ishares Currency Hedged Msci E

ETFs
709
+ 5.17%
$37.2 - $39.61 $26.4K - $28.1K
14.4K $571K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
6
+ 0.07%
$67.21 - $72.65 $403 - $436
8.94K $648K
V
Visa Inc.

Financial Services
189
+ 11.34%
$332.09 - $358.86 $62.8K - $67.8K
1.86K $633K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.48K
+ 7.8%
$22.89 - $23.7 $33.8K - $35K
20.4K $481K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
53
+ 7.08%
$435.72 - $463.74 $23.1K - $24.6K
802 $371K
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 2.91%
$282.78 - $316.06 $8.48K - $9.48K
1.06K $334K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.14%
$546.99 - $602.2 $547 - $602
734 $440K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.28%
$303.93 - $329.86 $912 - $990
1.07K $352K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7
+ 0.3%
$134.94 - $145.86 $945 - $1.02K
2.38K $345K
BA
Boeing CO

Industrials
63
+ 3.83%
$209.79 - $237.38 $13.2K - $15K
1.71K $368K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 3.67%
$620.67 - $670.08 $7.45K - $8.04K
339 $226K
AMGN
Amgen Inc

Healthcare
66
+ 7.18%
$271.18 - $309.22 $17.9K - $20.4K
985 $277K
SHW
Sherwin Williams CO

Basic Materials
36
+ 3.56%
$330.88 - $375.23 $11.9K - $13.5K
1.05K $362K
PG
Procter & Gamble CO

Consumer Defensive
99
+ 6.17%
$150.47 - $161.22 $14.9K - $16K
1.7K $261K
EUSB
Ishares Tr Esg Advanced Total

Technology
26
+ 0.53%
$42.97 - $44.2 $1.12K - $1.15K
4.92K $216K
Blackrock ETF Trust
10.2K
+ 15.29%
N/A
76.9K $0
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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