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Spectrum Strategic Capital Management, LLC 13F Holdings
Holdings from the most recent 13F from Spectrum Strategic Capital Management, LLC
Filed: 2024-02-14 (Q4 2023) | Holdings: 24 | Value: $116.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ITOT - ISHARES TR | New Purchase | 42.71% | $49.8M | +25.63% | +6.11% | +23.59% | |
| GOVT - ISHARES TR | New Purchase | 10.93% | $12.8M | +6.52% | +0.30% | +2.81% | |
| IVV - ISHARES TR | New Purchase | 8.51% | $9.9M | +27.00% | +6.48% | +24.16% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 6.49% | $7.6M | +26.87% | +6.44% | +24.04% | |
| QQQ - INVESCO QQQ TR | New Purchase | 5.58% | $6.5M | +28.74% | +4.51% | +25.04% | |
| AAPL - APPLE INC | New Purchase | 3.25% | $3.8M | +10.92% | +3.50% | +33.82% | |
| N/A - PENNYMAC CORP | New Purchase | 3.19% | $3.7M | ||||
| PPA - INVESCO EXCHANGE TRADED FD T | New Purchase | 2.72% | $3.2M | +53.79% | +10.38% | +24.96% | |
| LQD - ISHARES TR | New Purchase | 2.12% | $2.5M | +8.45% | +0.71% | +3.96% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 1.92% | $2.2M | +135.28% | +28.11% | +88.77% | |
| AMZN - AMAZON COM INC | New Purchase | 1.82% | $2.1M | +25.89% | +9.03% | +32.87% | |
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 1.71% | $2.0M | -4.15% | -10.87% | -36.21% | |
| GOOGL - ALPHABET INC | New Purchase | 1.50% | $1.7M | +32.92% | +20.52% | +28.85% | |
| ESPO - VANECK ETF TRUST | New Purchase | 1.24% | $1.4M | +74.01% | +10.77% | +57.86% | |
| PEP - PEPSICO INC | New Purchase | 1.16% | $1.4M | -12.71% | +7.67% | -11.45% | |
| TLT - ISHARES TR | New Purchase | 1.14% | $1.3M | -0.11% | -0.58% | -1.93% | |
| XLE - SELECT SECTOR SPDR TR | New Purchase | 1.11% | $1.3M | +7.88% | +13.68% | +13.27% | |
| MSFT - MICROSOFT CORP | New Purchase | 1.01% | $1.2M | +29.63% | +3.85% | +0.93% | |
| IXUS - ISHARES TR | New Purchase | 0.44% | $510.6K | +23.96% | +8.27% | +13.71% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.35% | $411.1K | +13.70% | +18.83% | +13.18% | |
| YUM - YUM BRANDS INC | New Purchase | 0.32% | $369.4K | +11.70% | +3.76% | +11.98% | |
| HYG - ISHARES TR | New Purchase | 0.26% | $298.3K | +13.56% | +2.21% | +9.90% | |
| NFLX - NETFLIX INC | New Purchase | 0.26% | $297.5K | +99.10% | +5.43% | +78.01% | |
| IEMG - ISHARES INC | New Purchase | 0.25% | $294.4K | +25.06% | +9.08% | +14.06% | |