SP

Spectrum Planning & Advisory Services Inc.

13F
Spectrum Planning & Advisory Services Inc.
Last update 2025-04-22 64 Stocks (10 new)
Value $120.00 Mil Turnover 23 %
Countries:
Top Holdings: SPLG(12.07%)IVW(6.92%)QUAL(6.64%)DYNF(6.25%)SCHZ(6.09%)
Summary Stock Picks Current Portfolio
Spectrum Planning & Advisory S... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
220,538
14,502.5
-18.98%
12.070
-3.09%
0.020
+10.09%
+5.38%
71,810.3
 
IVW
iShares S&P 500 Growth ETF
89,509
8,309.1
+6.00%
6.920
+0.39%
0.020
+16.55%
+7.33%
60,018.1
 
QUAL
iShares MSCI USA Quality Factor ETF
46,675
7,976.4
+11.74%
6.640
+0.70%
0.020
+7.09%
+3.00%
53,139.7
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
153,935
7,505.9
+5.63%
6.250
+0.33%
0.050
+11.08%
+6.05%
19,053.4
 
SCHZ
Schwab US Aggregate Bond ETF
315,850
7,315.1
+19.92%
6.090
+1.01%
0.090
-0.13%
+1.98%
8,574.8
 
EFV
iShares MSCI EAFE Value ETF
112,584
6,635.7
+11.44%
5.520
+0.57%
0.030
+7.80%
+21.21%
26,077.7
 
EFG
iShares MSCI EAFE Growth ETF
58,285
5,828.5
+2.88%
4.850
+0.14%
0.050
+11.15%
+14.96%
13,091.3
 
BRTR
Vanguard Core Bond ETF
110,089
5,544.1
New Holding
4.610
+4.61%
2.820
+0.08%
+1.93%
221.2
 
INRO
BlackRock U.S. Industry Rotation ETF
BlackRock U.S. Industry Rotation ETF
138,078
3,610.7
New Holding
3.010
+3.01%
15.010
+10.06%
+3.96%
28.3
 
BINC
iShares Flexible Income Active ETF
67,827
3,552.8
+57.73%
2.960
+1.08%
0.040
+0.75%
+1.11%
9,789.0
 

Spectrum Planning & Advisory Services Inc.'s Historical Top Holdings Breakdowns

Spectrum Planning & Advisory Services Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-03-31
Sold Out
Sold Out
-5.29%
●
67.03 ($71.58) 74.61
$74.93
4.68%
Sold Out
0
-85,402
BRTR
Vanguard Core Bond ETF
2025-03-31
New Buy
New Buy
+4.61%
●
48.81 ($49.82) 50.55
$50.26
0.88%
New holding
110,089
110,089
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Reduce
Reduce
-3.74%
●
44.72 ($45.57) 46.25
$46.06
1.08%
Reduce -61.67%
59,195
-95,224
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-3.09%
●
64.88 ($69.16) 72.1
$72.65
5.05%
Reduce -18.98%
220,538
-51,649
INRO
BlackRock U.S. Industry Rotation ETF
BlackRock U.S. Industry Rotation ETF
2025-03-31
New Buy
New Buy
+3.01%
●
25.76 ($27.71) 29
$28.92
4.37%
New holding
138,078
138,078
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
2025-03-31
New Buy
New Buy
+2.59%
●
21.23 ($21.74) 22.14
$22.01
1.24%
New holding
141,047
141,047
MBB
iShares MBS ETF
2025-03-31
Reduce
Reduce
-2.12%
●
90.37 ($92.49) 94.08
$93.47
1.06%
Reduce -70.52%
11,153
-26,683
BLCV
iShares Large Cap Value Active ETF
2025-03-31
New Buy
New Buy
+2.06%
●
31.27 ($32.57) 33.34
$34.76
6.73%
New holding
76,361
76,361
IVE
iShares S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-1.53%
●
185.78 ($193.5) 198.58
$197.30
1.96%
Reduce -43.92%
11,792
-9,236
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+1.17%
●
91.45 ($91.59) 91.75
$91.44
-0.16%
Add 254.72%
21,379
15,352

Spectrum Planning & Advisory Services Inc. Total Holding History ($B)

To

Spectrum Planning & Advisory Services Inc.'s Asset Allocation

To

Spectrum Planning & Advisory Services Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Spectrum Planning & Advisory Services Inc.'s Hypothetical Growth since 2025-03-31

Spectrum Planning & Advisory Services Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Spectrum Planning & Advisory Services Inc.'s Holdings Heat Map

Size field:

Spectrum Planning & Advisory Services Inc.'s Holdings Bubble Chart

Spectrum Planning & Advisory Services Inc. News

  • 1

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