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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
OEF +5,348+$1,195
EMXC +12,503+$693
IXC +8,317+$325
DSI +3,183+$290
USXF +7,251+$289
CRSP +3,522+$220
BA +800+$209
QQQ +510+$209
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
IJH -2,702-$674
VBLT -16,000-$4
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
SPLG +11,922+$2,625
SCHI +3,708+$180
LCTU +3,432+$206
SPDW +3,111+$135
XLSR +2,884+$169
IYW +2,255+$523
SCHZ +2,193+$177
TFLO +1,071+$52
IUSB +1,047+$99
IFRA +741+$95
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
EFG -17,131-$1,116
EFV -11,153-$242
GOVT -10,130-$199
USMV -4,970-$279
IEMG -3,665-$60
AMZN -1,150+$74
WWD -500+$39
NEAR -63$UNCH
ICSH -37-$2
Spectrum Planning & Advisory Services Inc. Info
Size ($ in 1000's)
At 12/31/2023: $70,599
At 09/30/2023: $63,412

Spectrum Planning & Advisory Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Spectrum Planning & Advisory Services Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Spectrum Planning & Advisory Services Inc.
As of  12/31/2023, we find all stocks held by Spectrum Planning & Advisory Services Inc. to be as follows, presented in the table below with each row detailing each Spectrum Planning & Advisory Services Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Spectrum Planning & Advisory Services Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Spectrum Planning & Advisory Services Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
SPDR SER TR (SPLG) 359,043 +11,922 $20,071
     SPLG359,043+11,922$20,071
ISHARES TR (QUAL) 38,424 +372 $5,654
     QUAL38,424+372$5,654
ISHARES TR (EFV) 95,978 -11,153 $5,000
     EFV95,978-11,153$5,000
ISHARES TR (ESGU) 45,419 +368 $4,765
     ESGU45,419+368$4,765
ISHARES TR (EFG) 34,332 -17,131 $3,325
     EFG34,332-17,131$3,325
PROSHARES TR (SH) 232,729 UNCH $3,023
     SH232,729UNCH$3,023
ISHARES TR (IYW) 16,071 +2,255 $1,973
     IYW16,071+2,255$1,973
ISHARES INC (IEMG) 38,130 -3,665 $1,929
     IEMG38,130-3,665$1,929
MICROSOFT CORP 4,381 +2 $1,647
     MSFT4,381+2$1,647
SCHWAB STRATEGIC TR 33,472 +2,193 $1,560
     SCHZ33,472+2,193$1,560
AMAZON COM INC 8,875 -1,150 $1,348
     AMZN8,875-1,150$1,348
ISHARES TR (IVW) 16,184 +362 $1,215
     IVW16,184+362$1,215
ISHARES TR (OEF) 5,348 +5,348 $1,195
     OEF5,348+5,348$1,195
WOODWARD INC 8,568 -500 $1,166
     WWD8,568-500$1,166
ISHARES TR (USMV) 14,311 -4,970 $1,117
     USMV14,311-4,970$1,117
ISHARES TR (IUSB) 22,624 +1,047 $1,042
     IUSB22,624+1,047$1,042
SPDR SER TR (SPTM) 16,366 +152 $957
     SPTM16,366+152$957
ISHARES TR (MBB) 10,049 +540 $945
     MBB10,049+540$945
BERKSHIRE HATHAWAY INC DEL      $864
     BRK.B2,423UNCH$864
ISHARES TR (IFRA) 18,483 +741 $744
     IFRA18,483+741$744
APPLE INC 3,637 +1 $700
     AAPL3,637+1$700
VANGUARD INDEX FDS (VTI) 2,951 +490 $700
     VTI2,951+490$700
ISHARES INC (EMXC) 12,503 +12,503 $693
     EMXC12,503+12,503$693
ALNYLAM PHARMACEUTICALS INC 3,560 UNCH $681
     ALNY3,560UNCH$681
ISHARES TR (TFLO) 11,602 +1,071 $586
     TFLO11,602+1,071$586
ISHARES TR (GOVT) 23,809 -10,130 $549
     GOVT23,809-10,130$549
VANGUARD INDEX FDS (VOO) 1,190 UNCH $520
     VOO1,190UNCH$520
SSGA ACTIVE TR 11,079 +2,884 $507
     XLSR11,079+2,884$507
BLACKROCK ETF TRUST (LCTU) 8,347 +3,432 $437
     LCTU8,347+3,432$437
SPDR INDEX SHS FDS (SPDW) 12,637 +3,111 $430
     SPDW12,637+3,111$430
SCHWAB STRATEGIC TR 8,700 +3,708 $391
     SCHI8,700+3,708$391
ISHARES TR (TLT) 3,654 +329 $361
     TLT3,654+329$361
PROSHARES TR (PSQ) 35,751 UNCH $339
     PSQ35,751UNCH$339
ISHARES TR (IXC) 8,317 +8,317 $325
     IXC8,317+8,317$325
ISHARES U S ETF TR (NEAR) 6,324 -63 $319
     NEAR6,324-63$319
META PLATFORMS INC 827 UNCH $293
     META827UNCH$293
ISHARES TR (DSI) 3,183 +3,183 $290
     DSI3,183+3,183$290
ISHARES TR (USXF) 7,251 +7,251 $289
     USXF7,251+7,251$289
TESLA INC 1,100 UNCH $273
     TSLA1,100UNCH$273
VANECK MERK GOLD TR 12,901 UNCH $258
     OUNZ12,901UNCH$258
PROSHARES TR (RWM) 12,146 UNCH $256
     RWM12,146UNCH$256
BOOKING HOLDINGS INC 72 UNCH $255
     BKNG72UNCH$255
VANGUARD WORLD FD (MGK) 898 UNCH $233
     MGK898UNCH$233
ISHARES SILVER TR (SLV) 10,335 UNCH $225
     SLV10,335UNCH$225
CRISPR THERAPEUTICS AG 3,522 +3,522 $220
     CRSP3,522+3,522$220
BOEING CO 800 +800 $209
     BA800+800$209
INVESCO QQQ TR 510 +510 $209
     QQQ510+510$209
ISHARES TR (ICSH) 4,062 -37 $205
     ICSH4,062-37$205
FORD MTR CO DEL 13,462 +29 $164
     F13,462+29$164
EDITAS MEDICINE INC 14,038 +0 $142
     EDIT14,038UNCH$142
ISHARES TR $0 (exited)
     IJH0-2,702$0
VASCULAR BIOGENICS LTD 0 -16,000 $0 (exited)
     VBLT0-16,000$0

See Summary: Spectrum Planning & Advisory Services Inc. Top Holdings
See Details: Top 10 Stocks Held By Spectrum Planning & Advisory Services Inc.

All Stocks Held By Spectrum Planning & Advisory Services Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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