Fund HoldingsSpectrum Financial Alliance Ltd LLC

Total Portfolio Value
$242.64M
Total Bought
$11.55M
Total Sold
$33.18M
Net Transaction
-$21.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BOEING CO(BA)178,341174,333-4,00832,97745,44218.73%+12,465
QUALCOMM INC(QCOM)264,494261,666-2,82828,74037,84515.60%+9,105
BANK AMERICA CORP1,098,4811,094,299-4,18229,39536,84515.19%+7,450
CITIGROUP INC(C)506,126512,784+6,65820,96926,37810.87%+5,409
DEERE & CO(DE)31,79337,643+5,85012,10215,0526.20%+2,950
SCHWAB CHARLES CORP(SCHW)141,952139,433-2,5197,2869,5933.95%+2,307
GENERAL ELECTRIC CO(GE)87,23288,296+1,0649,54111,2694.64%+1,728
MARRIOTT INTL INC NEW(MAR)82,65676,613-6,04315,94717,2777.12%+1,330
CAPITAL ONE FINL CORP(COF)29,00229,495+4932,7613,8671.59%+1,106
LOCKHEED MARTIN CORP(LMT)55,33354,386-94724,40524,65010.16%+245
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
67,05069,461+2,4113,8584,0521.67%+194
MICRON TECHNOLOGY INC(MU)8,7499,056+3076067730.32%+167
MICROSOFT CORP(MSFT)627537-902052020.08%-4
VANGUARD INDEX FDS52,53244,037-8,4959,6759,3943.87%-281
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