The Analysis of Spectrum Planning & Advisory Services Inc.'s Holdings
Currently, Spectrum Planning & Advisory Services Inc. holds 105 types of securities in its portfolio with a total value $177.2M. In the most recent quarter, they have increased their positions in IEMG (+57.5K shares, valued at $3.8M), OEF (+8.9K shares, valued at $3.0M), JPST (+39.6K shares, valued at $2.0M); decreased their positions in EMXC (-37.3K shares, valued at $2.5M), EFG (-21.4K shares, valued at $2.4M), IYW (-10.9K shares, valued at $2.1M); initiated new positions in SHLD (+22.4K shares, valued at $1.6M), ETH (+9.7K shares, valued at $379.6K), ETHW (+11.4K shares, valued at $339.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SGOV ISHARES TR123.5K shares19.15%2025-09-302025-11-13
JPST J P MORGAN EXCHANGE TRADED F228.8K shares20.91%2025-09-302025-11-13 DYNF BLACKROCK ETF TRUST152.2K shares19.58%2025-09-302025-11-13 QUAL ISHARES TR42.0K shares-2.99%2025-09-302025-11-13 EFV ISHARES TR119.4K shares-1.66%2025-09-302025-11-13 IVW ISHARES TR62.6K shares-8.13%2025-09-302025-11-13 IEMG ISHARES INC103.7K shares124.34%2025-09-302025-11-13 BIL SPDR SERIES TRUST63.7K shares47.23%2025-09-302025-11-13 SPYM SPDR SERIES TRUST73.6K shares-6.07%2025-09-302025-11-13 BLCV BLACKROCK ETF TRUST154.5K shares11.45%2025-09-302025-11-13 OEF ISHARES TR16.5K shares117.67%2025-09-302025-11-13 BRTR BLACKROCK ETF TRUST II107.3K shares-5.14%2025-09-302025-11-13 SCHZ SCHWAB STRATEGIC TR166.9K shares-27.73%2025-09-302025-11-13 BINC BLACKROCK ETF TRUST II65.7K shares-2.65%2025-09-302025-11-13 MSFT MICROSOFT CORP6.3K shares1.53%2025-09-302025-11-13 BAI BLACKROCK ETF TRUST93.6K shares101.18%2025-09-302025-11-13 INRO BLACKROCK ETF TRUST91.9K shares8.05%2025-09-302025-11-13 THRO BLACKROCK ETF TRUST76.9K shares15.29%2025-09-302025-11-13 ICVT ISHARES TR28.0K shares0.54%2025-09-302025-11-13 SPMB SPDR SERIES TRUST124.5K shares1.83%2025-09-302025-11-13 TLH ISHARES TR25.0K shares-6.94%2025-09-302025-11-13 AMZN AMAZON COM INC11.3K shares10.13%2025-09-302025-11-13 IAU ISHARES GOLD TR33.8K shares47.14%2025-09-302025-11-13 SPMO INVESCO EXCH TRADED FD TR II20.0K shares3.33%2025-09-302025-11-13 WWD WOODWARD INC8.4K shares0.00%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL4.0K shares37.60%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS35.2K shares-3.22%2025-09-302025-11-13 TLT ISHARES TR19.4K shares284.21%2025-09-302025-11-13 IUSB ISHARES TR35.0K shares-7.10%2025-09-302025-11-13 SHLD GLOBAL X FDS22.4K sharesnew addition2025-09-302025-11-13 ALNY ALNYLAM PHARMACEUTICALS INC3.4K shares-0.27%2025-09-302025-11-13 NVDA NVIDIA CORPORATION7.9K shares81.71%2025-09-302025-11-13 AAPL APPLE INC5.3K shares17.43%2025-09-302025-11-13 EMXC ISHARES INC19.3K shares-65.96%2025-09-302025-11-13 EMB ISHARES TR13.1K shares7.99%2025-09-302025-11-13 IYW ISHARES TR5.6K shares-66.16%2025-09-302025-11-13 IDV ISHARES TR28.5K shares31.92%2025-09-302025-11-13 XLSR SSGA ACTIVE TR15.8K shares-0.73%2025-09-302025-11-13 GBTC GRAYSCALE BITCOIN TRUST ETF10.3K shares-34.83%2025-09-302025-11-13 SPTS SPDR SERIES TRUST31.3K shares12.77%2025-09-302025-11-13 VGSH VANGUARD SCOTTSDALE FDS15.6K shares13.80%2025-09-302025-11-13 EFG ISHARES TR8.0K shares-72.87%2025-09-302025-11-13 IVE ISHARES TR4.4K shares-12.01%2025-09-302025-11-13 VOO VANGUARD INDEX FDS1.2K shares7.12%2025-09-302025-11-13 OUNZ VANECK MERK GOLD ETF20.0K shares2.79%2025-09-302025-11-13 SLV ISHARES SILVER TR17.3K shares20.35%2025-09-302025-11-13 MBB ISHARES TR7.3K shares-8.42%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC831 shares-19.48%2025-09-302025-11-13 LCTU BLACKROCK ETF TRUST8.9K shares0.07%2025-09-302025-11-13 META META PLATFORMS INC878 shares24.19%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS13.7K shares1.82%2025-09-302025-11-13 V VISA INC1.9K shares11.34%2025-09-302025-11-13 XTEN BONDBLOXX ETF TRUST13.3K shares0.93%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS14.4K shares10.22%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC1.7K shares8.30%2025-09-302025-11-13 HEFA ISHARES TR14.4K shares5.17%2025-09-302025-11-13 XLG INVESCO EXCHANGE TRADED FD T9.8K shares36.68%2025-09-302025-11-13 HD HOME DEPOT INC1.3K shares-2.79%2025-09-302025-11-13 TSLA TESLA INC1.2K shares8.96%2025-09-302025-11-13 SUSC ISHARES TR20.4K shares7.80%2025-09-302025-11-13 GLDM WORLD GOLD TR6.3K shares2.54%2025-09-302025-11-13 QQQ INVESCO QQQ TR734 shares0.14%2025-09-302025-11-13 DSI ISHARES TR3.5K shares-0.20%2025-09-302025-11-13 EAGG ISHARES TR8.9K shares-0.20%2025-09-302025-11-13 USXF ISHARES TR7.2K shares-0.52%2025-09-302025-11-13 CAT CATERPILLAR INC856 shares-22.60%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW432 shares1.89%2025-09-302025-11-13 CRM SALESFORCE INC1.7K shares9.48%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC73 shares0.00%2025-09-302025-11-13 GOVT ISHARES TR16.5K shares-7.43%2025-09-302025-11-13 ETH GRAYSCALE ETHEREUM MINI TR E9.7K sharesnew addition2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR562 shares13.77%2025-09-302025-11-13 SPSM SPDR SERIES TRUST8.1K shares25.30%2025-09-302025-11-13 DIA SPDR DOW JONES INDL AVERAGE802 shares7.08%2025-09-302025-11-13 MCD MCDONALDS CORP1.2K shares12.10%2025-09-302025-11-13 BA BOEING CO1.7K shares3.83%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO1.0K shares3.56%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO1.1K shares-10.28%2025-09-302025-11-13 VTI VANGUARD INDEX FDS1.1K shares0.28%2025-09-302025-11-13 ESGU ISHARES TR2.4K shares0.30%2025-09-302025-11-13 MGK VANGUARD WORLD FD847 shares-5.78%2025-09-302025-11-13 ETHW BITWISE ETHEREUM ETF11.4K sharesnew addition2025-09-302025-11-13 COMT ISHARES U S ETF TR12.6K shares-10.60%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.1.1K shares2.91%2025-09-302025-11-13 TRV TRAVELERS COMPANIES INC1.1K shares-0.65%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC1.6K shares3.39%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS985 shares2.18%2025-09-302025-11-13 AMGN AMGEN INC985 shares7.18%2025-09-302025-11-13 STIP ISHARES TR2.6K shares-4.40%2025-09-302025-11-13 HON HONEYWELL INTL INC1.3K shares4.46%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO1.7K shares6.17%2025-09-302025-11-13 SPMD SPDR SERIES TRUST4.6K shares-1.02%2025-09-302025-11-13 DIS DISNEY WALT CO2.1K shares4.69%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-11-13 GE GE AEROSPACE760 sharesnew addition2025-09-302025-11-13 VOE VANGUARD INDEX FDS1.3K shares-0.83%2025-09-302025-11-13 IVV ISHARES TR339 shares3.67%2025-09-302025-11-13 NFLX NETFLIX INC189 sharesnew addition2025-09-302025-11-13 IGSB ISHARES TR4.3K sharesnew addition2025-09-302025-11-13 GOOG ALPHABET INC915 sharesnew addition2025-09-302025-11-13 EUSB ISHARES TR4.9K shares0.53%2025-09-302025-11-13 GOOGL ALPHABET INC888 sharesnew addition2025-09-302025-11-13 DMXF ISHARES TR2.7K sharesnew addition2025-09-302025-11-13 ESGE ISHARES INC4.6K sharesnew addition2025-09-302025-11-13 BFLY BUTTERFLY NETWORK INC23.7K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available