Fund HoldingsSpectrum Financial Alliance Ltd LLC

Total Portfolio Value
$279.58M
Total Bought
$35.85M
Total Sold
$24.64M
Net Transaction
+$11.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
GE AEROSPACE(GE)098,757+98,757015,6995.62%+15,699
QUALCOMM INC(QCOM)261,076258,171-2,90544,20051,42218.39%+7,222
MICRON TECHNOLOGY INC(MU)11,51262,668+51,1561,3578,2432.95%+6,886
BOEING CO(BA)202,731236,375+33,64439,12543,02315.39%+3,898
BANK AMERICA CORP1,118,0441,137,353+19,30942,39645,23316.18%+2,836
LOCKHEED MARTIN CORP(LMT)57,09060,334+3,24425,96928,18210.08%+2,213
CITIGROUP INC(C)525,425557,635+32,21033,22835,38812.66%+2,160
SCHWAB CHARLES CORP(SCHW)135,820137,582+1,7629,82510,1383.63%+313
INVESCO QQQ TR0448+44802150.08%+215
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
106,078109,900+3,8226,1606,3732.28%+213
MICROSOFT CORP(MSFT)537585+482262610.09%+36
VANGUARD INDEX FDS44,20244,434+23210,1049,6883.47%-416
CAPITAL ONE FINL CORP(COF)28,94927,041-1,9084,3103,7441.34%-566
MARRIOTT INTL INC NEW(MAR)31,76330,507-1,2568,0147,3752.64%-639
DEERE & CO(DE)37,88039,067+1,18715,55914,5975.22%-962
GENERAL ELECTRIC CO92,3380-92,33816,2080-16,208
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