Fund HoldingsSpectrum Asset Management, Inc. (NB/CA)

Total Portfolio Value
$190.41M
Total Bought
$19.06M
Total Sold
$30.93M
Net Transaction
-$11.87M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SCHWAB CHARLES FAMILY FD04,343,000+4,343,00004,3432.28%+4,343
MEDTRONIC PLC(MDT)27,36681,544+54,1782,4306,4463.39%+4,016
WALMART INC(WMT)9,69823,815+14,1171,5243,8092.00%+2,284
CF INDS HLDGS INC(CF)26,18536,639+10,4541,8183,1411.65%+1,324
ISHARES TR
TRS FLT RT BD
018,542+18,54209410.49%+941
INTEL CORP(INTC)93,076107,833+14,7573,1123,8332.01%+721
VISA INC(V)1,8354,999+3,1644361,1500.60%+714
ISHARES INC
MSCI SINGPOR ETF
038,045+38,04506980.37%+698
HEXCEL CORP NEW(HXL)010,197+10,19706640.35%+664
GE HEALTHCARE TECHNOLOGIES I(GEHC)09,572+9,57206510.34%+651
BUNGE LIMITED26,77727,637+8602,5262,9921.57%+465
CHEVRON CORP NEW(CVX)44,13043,708-4226,9447,3703.87%+426
SELECT SECTOR SPDR TR
ST STR ENERG ETF
39,49539,760+2653,2063,5941.89%+388
EXXON MOBIL CORP37,57136,975-5964,0294,3472.28%+318
MERCADOLIBRE INC(MELI)0231+23102930.15%+293
CALIDI BIOTHERAPEUTICS INC083,247+83,24702770.15%+277
ABBVIE INC(ABBV)23,08822,595-4933,1113,3681.77%+257
PIONEER NAT RES CO0927+92702130.11%+213
ISHARES TR6,3758,975+2,6006567960.42%+140
CONOCOPHILLIPS(COP)8,2388,23808549870.52%+133
SCHLUMBERGER LTD(SLB)19,91418,599-1,3159791,0890.57%+110
TENON MEDICAL INC213,7861,082,606+868,820591680.09%+109
EMERSON ELEC CO(EMR)25,91225,282-6302,3422,4411.28%+99
INTUIT(INTU)1,8311,83108399360.49%+97
ISHARES TR3,0004,175+1,1752433380.18%+95
MORNINGSTAR INC(MORN)1,8001,80003534220.22%+69
ALPHABET INC(GOOG)6,2706,260-107518190.43%+69
COSTCO WHSL CORP NEW(COST)2,0292,02901,0931,1460.60%+54
BERKSHIRE HATHAWAY INC DEL8,2828,215-672,8242,8781.51%+54
TENON MEDICAL INC01,070,000+1,070,0000440.02%+44
GENERAL DYNAMICS CORP(GD)13,66013,445-2152,9392,9711.56%+32
UNITEDHEALTH GROUP INC(UNH)1,1531,15305545810.31%+27
MARRIOTT INTL INC NEW(MAR)2,0202,02003713970.21%+26
SCHWAB CHARLES CORP(SCHW)65,88468,407+2,5233,7343,7561.97%+21
SCHWAB STRATEGIC TR7,0307,630+6003463660.19%+19
ADOBE INC(ADBE)91791704484680.25%+19
GLOBAL X FDS
GLBL X MLP ETF
7,3427,415+733153310.17%+15
NVIDIA CORPORATION(NVDA)52952902242300.12%+6
INTEL CORP(INTC)(Call)0004349+6
MCKESSON CORP(MCK)60060002572610.14%+5
APPLE INC(AAPL)(Put)000610+4
CHESAPEAKE ENERGY CORP(EXE)32,42531,435-9902,7132,7111.42%-3
ABRDN ASIA PACIFIC INCOME FU11,20711,207030270.01%-3
HEARTBEAM INC42,90044,900+2,000103970.05%-7
SPDR GOLD TR(GLD)1,2541,25402242150.11%-9
NORTHROP GRUMMAN CORP(NOC)57457402622530.13%-9
SPDR INDEX SHS FDS
ST STR PO EX ETF
7,8857,88502572450.13%-12
VICI PPTYS INC(VICI)4330-433140-14
VANGUARD INDEX FDS1,9331,93304264110.22%-15
ISHARES TR2,4352,428-75935730.30%-21
ISHARES TR1,3451,341-45995780.30%-21
SPDR S&P 500 ETF TR(SPY)2,5732,613+401,1451,1210.59%-24
PFIZER INC(PFE)7,0407,04002582340.12%-25
DISNEY WALT CO(DIS)3,3573,35703002720.14%-28
ALKERMES PLC(ALKS)11,13511,13503493120.16%-37
IDEXX LABS INC(IDXX)57457402882510.13%-37
PEPSICO INC(PEP)2,4582,45804554160.22%-39
VOLITIONRX LTD55,59655,596077380.02%-39
CISCO SYS INC(CSCO)89,11684,978-4,1384,6114,5682.40%-42
VANGUARD TAX-MANAGED FDS19,89720,015+1189198750.46%-44
VANGUARD INDEX FDS9,0399,209+1702,5582,5081.32%-50
TEXAS INSTRS INC(TXN)1,8151,700-1153272700.14%-56
INMODE LTD(INMD)8,3808,38003132550.13%-58
NIKE INC(NKE)3,9843,98404413820.20%-59
MCDONALDS CORP(MCD)1,8131,81305414780.25%-63
SCHWAB STRATEGIC TR38,16038,130-301,9731,9011.00%-72
TESLA INC(TSLA)5,1735,113-601,3541,2790.67%-75
ISHARES TR
CORE UNIVRSL USD
6,6635,208-1,4553032280.12%-75
ISHARES TR
MSCI USA MIN ETF
53,59653,681+853,9843,9062.05%-78
DEERE & CO(DE)3,1313,13101,2731,1860.62%-87
QUALCOMM INC(QCOM)11,05511,045-101,3161,2270.64%-89
ACCENTURE PLC IRELAND
SHS CLASS A
11,54911,309-2403,5643,4731.82%-91
RTX CORPORATION(RTX)3,7983,779-193722720.14%-100
DUKE ENERGY CORP NEW(DUK)32,99132,091-9002,9612,8321.49%-128
SCHWAB STRATEGIC TR64,55263,572-9802,3012,1591.13%-142
ROCKWELL AUTOMATION INC(ROK)3,7453,74501,2341,0710.56%-163
SEMPRA(SRE)20,09140,225+20,1342,9252,7601.45%-165
SCHWAB STRATEGIC TR4,4200-4,4202120-212
VERIZON COMMUNICATIONS INC(VZ)41,40840,666-7421,5401,3180.69%-222
ABBOTT LABS16,22415,902-3221,7691,5400.81%-229
ISHARES TR2,4350-2,4352320-232
AMERICOLD REALTY TRUST INC(COLD)91,14788,567-2,5802,9642,7131.42%-251
ISHARES TR11,0480-11,0482560-256
EDWARDS LIFESCIENCES CORP2,7360-2,7362580-258
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
34,10334,168+655,1034,8412.54%-262
ISHARES TR5,4050-5,4052650-265
SCHWAB STRATEGIC TR94,10391,582-2,5217,0536,6603.50%-393
ISHARES TR
ESG AWR MSCI USA
63,53561,435-2,1006,1925,7943.04%-398
MICROSOFT CORP(MSFT)12,58012,301-2794,2843,8842.04%-400
ISHARES GOLD TR(IAU)224,788221,016-3,7728,1807,7334.06%-447
ORACLE CORP(ORCL)28,12127,211-9103,3492,8821.51%-467
BORGWARNER INC53,90853,368-5402,6372,1541.13%-482
APPLE INC(AAPL)20,16820,002-1663,9123,4251.80%-487
HONEYWELL INTL INC(HON)21,32421,010-3144,4253,8812.04%-543
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
16,53413,334-3,2003,3332,5961.36%-737
ISHARES TR40,9760-40,9761,0170-1,017
SCHWAB STRATEGIC TR235,552227,831-7,72115,80314,6867.71%-1,117
PROSHARES TR659,5510-659,5519,1550-9,155
ISHARES TR
US TREAS BD ETF
1,239,281785,340-453,94128,38017,3099.09%-11,071
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