Spectrum Financial Alliance Ltd LLC

data from 31/03/2026

Capitalization

$ 520.307 M

2.82%

Performance

$ 171.794 M

75.13%

Average holding period

7 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Spectrum Financial Alliance Ltd LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 C CITIGROUP INC 14.35% 74.674 M $ 658445 2022/12/31 -2.103 M $ -2.81 %
2026/03/31 BA BOEING CO 12.99% 67.564 M $ 339466 2022/12/31 -5.835 M $ -8.33 %
2026/03/31 LMT LOCKHEED MARTIN CORP 12.12% 63.051 M $ 104321 2022/12/31 11.943 M $ 24.96 %
2026/03/31 BAC BANK AMERICA CORP 11.31% 58.829 M $ 1206752 2022/12/31 -7.099 M $ -11.36 %
2026/03/31 DE DEERE & CO 9.59% 49.887 M $ 88561 2022/12/31 8.341 M $ 20.99 %
2026/03/31 MU MICRON TECHNOLOGY INC 8.09% 42.108 M $ 124638 2023/03/31 13.417 M $ 18.37 %
2026/03/31 QCOM QUALCOMM INC 7.98% 41.523 M $ 322430 2022/12/31 -12.834 M $ -24.71 %
2026/03/31 GE GE AEROSPACE 7.22% 37.568 M $ 132388 2022/12/31 -3.024 M $ -7.88 %
2026/03/31 META META PLATFORMS INC 2.78% 14.458 M $ 25271 2026/03/31 0.000 $ 0.00 %
2026/03/31 UPRO PROSHARES TR 2.42% 12.598 M $ 129902 2025/03/31 -2.359 M $ -16.22 %
2026/03/31 VB VANGUARD INDEX FDS 2.29% 11.918 M $ 45501 2023/06/30 179.404 K $ 1.54 %
2026/03/31 MRVL MARVELL TECHNOLOGY INC 2.19% 11.413 M $ 115228 2026/03/31 0.000 $ 0.00 %
2026/03/31 SCHW SCHWAB CHARLES CORP 1.49% 7.746 M $ 82419 2023/06/30 -499.205 K $ -5.94 %
2026/03/31 F FORD MTR CO 1.31% 6.795 M $ 588830 2026/03/31 0.000 $ 0.00 %
2026/03/31 VGSH VANGUARD SCOTTSDALE FDS 1.22% 6.339 M $ 108286 2023/09/30 -19.373 K $ -0.32 %
2026/03/31 SCO PROSHARES TR II 1.08% 5.611 M $ 674350 2026/03/31 0.000 $ 0.00 %
2026/03/31 UDOW PROSHARES TR 0.86% 4.453 M $ 88732 2025/09/30 -273.858 K $ -13.35 %
2026/03/31 QQQ INVESCO QQQ TR 0.08% 427.690 K $ 741 2024/06/30 -27.401 K $ -6.04 %
2026/03/31 IP INTERNATIONAL PAPER CO 0.08% 410.550 K $ 11500 2025/06/30 -42.434 K $ -9.37 %
2026/03/31 UFIV RBB FD INC 0.07% 386.063 K $ 7908 2025/12/31 -3.479 K $ -0.89 %
2026/03/31 XFIV BONDBLOXX ETF TRUST 0.07% 380.056 K $ 7731 2025/12/31 -2.473 K $ -0.65 %
2026/03/31 MSFT MICROSOFT CORP 0.06% 293.367 K $ 793 2023/09/30 -87.583 K $ -23.44 %
2026/03/31 ORCL ORACLE CORP 0.06% 290.984 K $ 1978 2025/06/30 -94.548 K $ -24.52 %
2026/03/31 VFH VANGUARD WORLD FD 0.05% 273.031 K $ 2260 2024/09/30 -28.656 K $ -9.50 %
2026/03/31 NVDA NVIDIA CORPORATION 0.05% 243.258 K $ 1395 2025/12/31 -16.262 K $ -6.49 %
2026/03/31 VTI VANGUARD INDEX FDS 0.04% 232.908 K $ 726 2024/09/30 -10.497 K $ -4.31 %
2026/03/31 SPY STATE STR SPDR S&P 500 ETF T 0.04% 219.291 K $ 337 2025/06/30 -10.642 K $ -4.63 %
2026/03/31 AAPL APPLE INC 0.04% 215.669 K $ 850 2025/09/30 -15.485 K $ -6.65 %
2026/03/31 T AT&T INC 0.04% 200.727 K $ 6924 2026/03/31 0.000 $ 0.00 %
2026/03/31 COF CAPITAL ONE FINL CORP 0.04% 200.526 K $ 1099 2022/12/31 -67.780 K $ -24.73 %
2026/03/31 VOO VANGUARD INDEX FDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2026/03/31 AMZN AMAZON COM INC 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 ESGD ISHARES TR 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 RSP INVESCO EXCHANGE TRADED FD T 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %