Fund HoldingsSpectrum Strategic Capital Management, LLC

Total Portfolio Value
$131.14M
Total Bought
$11.00M
Total Sold
$8.95M
Net Transaction
+$2.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR473,307467,170-6,13749,80653,86541.07%+4,059
ISHARES TR20,77825,309+4,5319,92413,30610.15%+3,381
PACER FDS TR
US CASH COWS 100
048,017+48,01702,7902.13%+2,790
PACER FDS TR
US SM CAP CA ETF
038,658+38,65801,9001.45%+1,900
MICROSOFT CORP(MSFT)3,1196,653+3,5341,1732,7992.13%+1,626
NVIDIA CORPORATION(NVDA)4,5223,807-7152,2393,4402.62%+1,200
INVESCO QQQ TR15,89715,730-1676,5106,9845.33%+474
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,50417,193+1,6891,3001,6231.24%+323
ISHARES TR
US TREAS BD ETF
553,426572,125+18,69912,75113,0279.93%+276
AMAZON COM INC(AMZN)13,99413,215-7792,1262,3841.82%+257
ALPHABET INC(GOOG)01,340+1,34002040.16%+204
ISHARES TR13,50016,131+2,6311,3351,5261.16%+191
ALPHABET INC(GOOG)12,48212,514+321,7441,8891.44%+145
SPDR S&P 500 ETF TR(SPY)15,92214,636-1,2867,5687,6565.84%+88
EXXON MOBIL CORP4,1124,11204114780.36%+67
NETFLIX INC(NFLX)611596-152973620.28%+64
ISHARES TR
CORE MSCI TOTAL
7,8648,434+5705115720.44%+62
ISHARES TR22,37223,272+9002,4762,5351.93%+59
PENNYMAC CORP(PMT)3,822,0003,817,000-5,0003,7173,7602.87%+43
ISHARES INC
CORE MSCI EMKT
5,8206,323+5032943260.25%+32
YUM BRANDS INC(YUM)2,8272,82703693920.30%+23
PEPSICO INC(PEP)7,9967,813-1831,3581,3671.04%+9
ISHARES TR3,8553,916+612983040.23%+6
ADVANCED MICRO DEVICES INC(AMD)13,53510,174-3,3611,9951,8361.40%-159
APPLE INC(AAPL)19,66919,665-43,7873,3722.57%-415
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
34,38224,028-10,3543,1692,4411.86%-728
VANECK ETF TRUST
VIDEO GMNG ESPRT
25,5330-25,5331,4480-1,448
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