Fund HoldingsSpectrum Strategic Capital Management, LLC

Total Portfolio Value
$136.73M
Total Bought
$5.87M
Total Sold
$1.66M
Net Transaction
+$4.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR25,30930,105+4,79613,30616,47412.05%+3,169
NVIDIA CORPORATION(NVDA)3,80736,253+32,4463,4404,4793.28%+1,039
INVESCO QQQ TR15,73015,788+586,9847,5645.53%+580
APPLE INC(AAPL)19,66518,515-1,1503,3723,9002.85%+527
ALPHABET INC(GOOG)12,51412,414-1001,8892,2611.65%+373
ISHARES TR
US TREAS BD ETF
572,125589,686+17,56113,02713,3099.73%+282
MICROSOFT CORP(MSFT)6,6536,747+942,7993,0162.21%+217
AMAZON COM INC(AMZN)13,21513,090-1252,3842,5301.85%+146
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
24,02824,771+7432,4412,5441.86%+104
SPDR S&P 500 ETF TR(SPY)14,63614,234-4027,6567,7465.67%+91
ALPHABET INC(GOOG)1,3401,34002042460.18%+42
NETFLIX INC(NFLX)59659603624020.29%+40
PENNYMAC CORP(PMT)3,817,0003,814,000-3,0003,7603,7662.75%+7
ISHARES INC
CORE MSCI EMKT
6,3236,028-2953263230.24%-4
EXXON MOBIL CORP4,1124,11204784730.35%-5
ISHARES TR3,9163,832-843042960.22%-9
ISHARES TR23,27223,509+2372,5352,5181.84%-16
YUM BRANDS INC(YUM)2,8272,82703923740.27%-17
SELECT SECTOR SPDR TR
ST STR ENERG ETF
17,19317,442+2491,6231,5901.16%-33
ISHARES TR
CORE MSCI TOTAL
8,4347,953-4815725370.39%-35
ISHARES TR16,13116,093-381,5261,4771.08%-49
PEPSICO INC(PEP)7,8137,613-2001,3671,2560.92%-112
ADVANCED MICRO DEVICES INC(AMD)10,17410,583+4091,8361,7171.26%-120
PACER FDS TR
US CASH COWS 100
48,01748,815+7982,7902,6601.95%-130
PACER FDS TR
US SM CAP CA ETF
38,65839,400+7421,9001,7161.26%-184
ISHARES TR467,170450,887-16,28353,86553,55639.17%-308
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