Fund HoldingsSpectrum Financial Alliance Ltd LLC

Total Portfolio Value
$370.93M
Total Bought
$49.44M
Total Sold
$19.50M
Net Transaction
+$29.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BOEING CO(BA)288,451284,484-3,96749,19564,28217.33%+15,087
CITIGROUP INC(C)612,964615,678+2,71443,51456,83315.32%+13,319
GE AEROSPACE(GE)110,264113,540+3,27622,06931,2468.42%+9,177
MICRON TECHNOLOGY INC(MU)228,350233,552+5,20219,84128,8957.79%+9,054
PROSHARES TR
ULTRPRO S&P500
29,41783,958+54,5412,1748,2342.22%+6,060
BANK AMERICA CORP1,059,9021,071,647+11,74544,23049,46713.34%+5,238
DEERE & CO(DE)52,48054,126+1,64624,63227,4417.40%+2,810
SCHWAB CHARLES CORP(SCHW)95,17991,335-3,8447,4518,9172.40%+1,466
ORACLE CORP(ORCL)02,878+2,87807270.20%+727
INTERNATIONAL PAPER CO(IP)014,120+14,12006660.18%+666
VANGUARD INDEX FDS46,37245,629-74310,28310,9262.95%+643
LOCKHEED MARTIN CORP(LMT)81,01986,360+5,34136,19236,8129.92%+620
VANGUARD INDEX FDS7281,674+9462005230.14%+323
VANGUARD INDEX FDS0469+46902740.07%+274
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
30,71335,299+4,5861,8032,0690.56%+266
SPDR S&P 500 ETF TR(SPY)0315+31502000.05%+200
MICROSOFT CORP(MSFT)71071002673700.10%+104
CAPITAL ONE FINL CORP(COF)1,9311,923-83464000.11%+54
INVESCO QQQ TR44844802102570.07%+47
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,1671,297+1302022370.06%+35
VANGUARD WORLD FD
FINANCIALS ETF
1,9491,94902332470.07%+14
MARRIOTT INTL INC NEW(MAR)1,4371,263-1743423260.09%-16
QUALCOMM INC(QCOM)275,028280,986+5,95842,24741,57811.21%-670
SPIRIT AEROSYSTEMS HLDGS INC64,7600-64,7602,2320-2,232
Page 1 of 1