SF

Spectrum Financial Alliance Ltd LLC

13F
Spectrum Financial Alliance Ltd LLC
Last update 2025-05-07 20 Stocks (1 new)
Value $308.00 Mil Turnover 7 %
Countries:
Top Holdings: BA(15.99%)BAC(14.38%)C(14.14%)QCOM(13.73%)LMT(11.76%)
Summary Stock Picks Current Portfolio
Spectrum Financial Alliance Lt... Top Holdings of 2025-03-31 View Full List
Ticker
BA
BAC
C
QCOM
LMT
DE
GE
MU
VB
SCHW
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BA
Boeing Co
288,451
49,195.3
+5.99%
15.990
+0.90%
0.040
+35.68%
+32.14%
176,346.8
Aerospace & Defense
BAC
Bank of America Corp
1,059,902
44,229.7
+5.03%
14.380
+0.69%
0.010
+24.96%
+10.87%
358,001.8
Banks
C
Citigroup Inc
612,964
43,514.3
+5.99%
14.140
+0.80%
0.030
+45.94%
+38.41%
176,708.0
Banks
QCOM
Qualcomm Inc
275,028
42,247.1
+5.33%
13.730
+0.69%
0.030
+14.51%
+5.26%
175,548.2
Semiconductors
LMT
Lockheed Martin Corp
81,019
36,192.2
+8.75%
11.760
+0.95%
0.030
-8.90%
-12.46%
97,912.9
Aerospace & Defense
DE
Deere & Co
52,480
24,631.5
+5.78%
8.010
+0.44%
0.020
+13.22%
+22.40%
139,522.0
Farm & Heavy Construction Machinery
GE
GE Aerospace
110,264
22,069.3
+8.39%
7.170
+0.56%
0.010
+36.08%
+58.32%
279,086.4
Aerospace & Defense
MU
Micron Technology Inc
228,350
19,841.3
+21.56%
6.450
+1.14%
0.020
+50.74%
+30.79%
122,913.5
Semiconductors
VB
Vanguard Small Cap ETF
46,372
10,283.0
+1.06%
3.340
+0.04%
0.020
+17.97%
+3.73%
62,181.4
 
SCHW
Charles Schwab Corp
95,179
7,450.6
-7.03%
2.420
-0.18%
0.010
+22.61%
+29.40%
172,884.7
Capital Markets

Spectrum Financial Alliance Ltd LLC's Historical Top Holdings Breakdowns

Spectrum Financial Alliance Ltd LLC's Top Stock Picks View Full List
Ticker
MU
LMT
BA
C
UPRO
BAC
QCOM
GE
DE
SCHW
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MU
Micron Technology Inc
2025-03-31
Add
Add
+1.14%
●
86.89 ($96.05) 109.38
$109.83
14.35%
Add 21.56%
228,350
40,494
LMT
Lockheed Martin Corp
2025-03-31
Add
Add
+0.95%
●
423.19 ($460.32) 506.29
$419.39
-8.89%
Add 8.75%
81,019
6,519
BA
Boeing Co
2025-03-31
Add
Add
+0.90%
●
148.15 ($173.09) 186.25
$233.88
35.12%
Add 5.99%
288,451
16,298
C
Citigroup Inc
2025-03-31
Add
Add
+0.80%
●
67.23 ($76.25) 84.63
$95.99
25.89%
Add 5.99%
612,964
34,641
UPRO
ProShares UltraPro S&P 500 ETF 3x Shares
ProShares UltraPro S&P 500 ETF 3x Shares
2025-03-31
New Buy
New Buy
+0.71%
●
71.19 ($87.8) 99.29
$98.08
11.71%
New holding
29,417
29,417
BAC
Bank of America Corp
2025-03-31
Add
Add
+0.69%
●
39.61 ($44.56) 47.74
$48.14
8.03%
Add 5.03%
1,059,902
50,795
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+0.69%
●
151.94 ($163) 175.86
$159.88
-1.91%
Add 5.33%
275,028
13,911
GE
GE Aerospace
2025-03-31
Add
Add
+0.56%
●
168.59 ($196.75) 212.13
$263.18
33.76%
Add 8.39%
110,264
8,539
DE
Deere & Co
2025-03-31
Add
Add
+0.44%
●
408.57 ($467.8) 509.27
$515.17
10.13%
Add 5.78%
52,480
2,867
SCHW
Charles Schwab Corp
2025-03-31
Reduce
Reduce
-0.18%
●
71.24 ($78.48) 83.64
$95.15
21.24%
Reduce -7.03%
95,179
-7,197

Spectrum Financial Alliance Ltd LLC Total Holding History ($B)

To

Spectrum Financial Alliance Ltd LLC's Asset Allocation

To

Spectrum Financial Alliance Ltd LLC Past Portfolios

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

Top Ranked Articles

  • 1

Spectrum Financial Alliance Ltd LLC's Hypothetical Growth since 2025-03-31

Spectrum Financial Alliance Ltd LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Spectrum Financial Alliance Ltd LLC's Holdings Heat Map

Size field:

Spectrum Financial Alliance Ltd LLC's Holdings Bubble Chart

Spectrum Financial Alliance Ltd LLC News

  • 1

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