SF

SPC Financial, Inc.

13F
SPC Financial, Inc.
Last update 2025-02-06 259 Stocks (21 new)
Value $1.15 Bil Turnover 17 %
Countries:
Top Holdings: TFLO(7.04%)RSP(6.52%)GSEW(6.14%)USFR(4.06%)IQDG(3.00%)
Summary Stock Picks Current Portfolio
SPC Financial, Inc. Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TFLO 		iShares Treasury Floating Rate Bond ETF
1,600,189
80,761.5
+878.72%
7.040
+6.32%
1.260
+1.08%
+1.08%
6,729.8
 
RSP 		Invesco S&P 500 Equal Weight ETF
426,546
74,743.7
+1.81%
6.520
+0.12%
0.100
-0.56%
-0.56%
72,291.2
 
GSEW 		Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
911,297
70,370.4
+3.37%
6.140
+0.20%
6.460
-0.92%
-0.92%
1,155.4
 
USFR 		WisdomTree Floating Rate Treasury Fund
924,336
46,512.6
+31.71%
4.060
+0.98%
0.270
+1.06%
+1.06%
18,392.0
 
IQDG 		WisdomTree International Quality Dividend Growth Fund
1,005,526
34,399.0
+5.30%
3.000
+0.15%
4.100
+4.55%
+4.55%
751.5
 
JMBS 		Janus Henderson Mortgage-Backed Securities ETF
772,155
34,113.8
+1.84%
2.970
+0.05%
0.710
+3.61%
+3.61%
5,144.9
 
QUAL 		iShares MSCI USA Quality Factor ETF
186,949
33,291.9
+1.25%
2.900
+0.04%
0.070
-3.60%
-3.60%
48,579.0
 
IJT 		ISHARES TRUST
197,390
26,720.7
+2.26%
2.330
+0.05%
0.420
-7.76%
-7.76%
5,826.2
 
IJS 		iShares S&P Small-Cap 600 Value ETF
239,977
26,063.9
+2.06%
2.270
+0.05%
0.350
-9.79%
-9.79%
6,418.7
 
JAAA 		Janus Henderson AAA CLO ETF
508,700
25,796.2
+2.26%
2.250
+0.05%
0.130
+0.94%
+0.94%
21,188.1
 

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
TFLO 		iShares Treasury Floating Rate Bond ETF2024-12-31Add
+6.32%
●
50.37 ($50.51) 50.63
$50.49
-0.04%
Add 878.72%
1,600,189
1,436,691
IEFA 		iShares Core MSCI EAFE ETF2024-12-31Reduce
-5.18%
●
69.87 ($73.71) 77.25
$75.84
2.89%
Reduce -86.23%
120,357
-753,771
ITB 		iShares U.S. Home Construction ETF2024-12-31Reduce
-1.84%
●
103.31 ($118.48) 129.34
$95.22
-19.63%
Reduce -89.41%
19,470
-164,323
IEMG 		iShares Core MSCI Emerging Markets ETF2024-12-31Reduce
-1.61%
●
52.22 ($55.34) 58.91
$54.21
-2.04%
Reduce -83.05%
65,190
-319,300
VV 		Vanguard Large Cap ETF2024-12-31Reduce
-1.55%
●
260.27 ($271.12) 280.65
$257.99
-4.84%
Reduce -87.76%
9,359
-67,126
IYC 		iShares U.S. Consumer Discretionary ETF2024-12-31Add
+1.45%
●
85.96 ($93.43) 101.28
$89.02
-4.72%
Add 3152.17%
178,544
173,054
VTV 		Vanguard Value ETF2024-12-31Reduce
-1.38%
●
168.32 ($175.52) 181.87
$172.34
-1.81%
Reduce -94.68%
5,034
-89,651
VBK 		Vanguard Small Cap Growth ETF2024-12-31Add
+1.35%
●
264.18 ($282.94) 304.19
$252.92
-10.61%
Add 2710.85%
57,510
55,464
VB 		Vanguard Small Cap ETF2024-12-31Add
+1.06%
●
233.76 ($246.23) 261.58
$222.47
-9.65%
Add 1734.28%
53,616
50,693
USFR 		WisdomTree Floating Rate Treasury Fund2024-12-31Add
+0.98%
●
50.24 ($50.34) 50.46
$50.33
-0.02%
Add 31.71%
924,336
222,526

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 2024-12-31

SPC Financial, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

SPC Financial, Inc.'s Holdings Heat Map

Size field:

SPC Financial, Inc.'s Holdings Bubble Chart

SPC Financial, Inc. News

  • 1

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