SF

SPC Financial, Inc.

13F
SPC Financial, Inc.
Last update 2025-05-08 261 Stocks (11 new)
Value $1.14 Bil Turnover 9 %
Countries:
Top Holdings: RSP(6.51%)GSEW(6.19%)IEFA(5.50%)USFR(3.35%)IQDG(3.26%)
Summary Stock Picks Current Portfolio
SPC Financial, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RSP
Invesco S&P 500 Equal Weight ETF
427,607
74,074.4
+0.25%
6.510
+0.02%
0.100
+14.13%
+7.91%
75,230.7
 
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
925,556
70,379.3
+1.56%
6.190
+0.10%
5.950
+15.89%
+9.41%
1,316.9
 
IEFA
iShares Core MSCI EAFE ETF
826,316
62,510.8
+586.55%
5.500
+4.70%
0.050
+13.34%
+23.86%
147,518.3
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
757,862
38,143.2
-18.01%
3.350
-0.73%
0.200
+1.15%
+2.42%
18,858.3
 
IQDG
WisdomTree International Quality Dividend Growth Fund
WisdomTree International Quality Dividend Growth Fund
1,040,347
37,119.6
+3.46%
3.260
+0.11%
4.990
+11.77%
+17.39%
793.2
 
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
804,657
36,370.5
+4.21%
3.200
+0.13%
0.670
+0.70%
+0.97%
5,889.6
 
QUAL
iShares MSCI USA Quality Factor ETF
186,266
31,831.0
-0.37%
2.800
-0.01%
0.070
+14.04%
+5.05%
53,508.3
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
560,264
28,383.0
-64.99%
2.500
-4.58%
0.400
+1.11%
+2.43%
6,736.0
 
JAAA
Janus Henderson AAA CLO ETF
531,860
26,970.6
+4.55%
2.370
+0.10%
0.130
+0.58%
-0.06%
22,841.5
 
JCPB
JPMorgan Core Plus Bond ETF
560,615
26,371.3
+5.19%
2.320
+0.11%
0.420
+1.00%
+1.35%
7,022.2
 

SPC Financial, Inc.'s Historical Top Holdings Breakdowns

SPC Financial, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+4.70%
●
69.57 ($74.78) 78.65
$85.51
14.35%
Add 586.55%
826,316
705,959
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Reduce
Reduce
-4.58%
●
50.48 ($50.58) 50.68
$50.61
0.06%
Reduce -64.99%
560,264
-1,039,925
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
New Buy
New Buy
+0.92%
●
33.84 ($36.14) 37.77
$41.58
15.05%
New holding
286,250
286,250
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Sold Out
Sold Out
-0.82%
●
67.03 ($71.58) 74.61
$76.88
7.40%
Sold Out
0
-131,705
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Reduce
Reduce
-0.73%
●
50.29 ($50.4) 50.5
$50.46
0.12%
Reduce -18.01%
757,862
-166,474
IGV
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
2025-03-31
Add
Add
+0.42%
●
88.3 ($98.77) 107.83
$111.81
13.20%
Add 28.44%
241,292
53,423
XHB
SPDR Homebuilders ETF
2025-03-31
Sold Out
Sold Out
-0.42%
●
95.53 ($103.69) 112.45
$107.70
3.87%
Sold Out
0
-45,646
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.31%
●
217.89 ($238.81) 252.64
$247.42
3.61%
Add 30.01%
69,706
16,090
T
AT&T Inc
2025-03-31
Add
Add
+0.17%
●
21.56 ($25.15) 28.28
$27.75
10.34%
Add 267.01%
93,176
67,788
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
2025-03-31
Add
Add
+0.13%
●
43.53 ($44.61) 45.42
$44.61
0%
Add 4.21%
804,657
32,502

SPC Financial, Inc. Total Holding History ($B)

To

SPC Financial, Inc.'s Asset Allocation

To

SPC Financial, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SPC Financial, Inc.'s Hypothetical Growth since 2025-03-31

SPC Financial, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

SPC Financial, Inc.'s Holdings Heat Map

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SPC Financial, Inc.'s Holdings Bubble Chart

SPC Financial, Inc. News

  • 1

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