Spectrum-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "ABBV", "VONG", null, null, null, "MUB", null, null, "MSFT", null, "AAPL", "SPY", "NVDA", "VO", null, null, null, "VBR", "VOO", "IXUS", "BRK-B", "COST", null, "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 25
- Total Value
- 154953891
- Accession Number
- 0000892712-25-000057
- Form Type
- 13F-HR
- Manager Name
- Spectrum-Investment-Advisors
Data Enrichment
60% identified15 identified10 unidentified
Holdings
25 positions • $155.0M total value
Manager:
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Shares:243
Value:$229.6K
% of Portfolio:0.1% ($229.6K/$155.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 2.5K | QoQ -1.65% (-42)YoY -9.71% (-269) | All Managers (Combined) | $331.6K | 0.2% ($331.6K/$155.0M) | ||
| 484 | QoQ -9.36% (-50)YoY +25.38% (+98) | All Managers (Combined) | $271.0K | 0.2% ($271.0K/$155.0M) | ||
| 243 | QoQ -10.98% (-30)YoY -15.62% (-45) | All Managers (Combined) | $229.6K | 0.1% ($229.6K/$155.0M) | ||
| 821 | QoQ +1.60% (-13)YoY NEW(+821) | All Managers (Combined) | $225.7K | 0.1% ($225.7K/$155.0M) | YoY NEW(+$225.7K) | |
NVIDIA CORP(NVDAcusip67066G104) | 2.0K | All Managers (Combined) | $215.4K | 0.1% ($215.4K/$155.0M) |