Spectrum Financial Alliance Ltd LLC
CIK 1566531 · Holdings on Dec 31, 2024 · First reported Feb 4, 2025
Top ten holdings
Q4 2024- BA16.72%
- BAC15.39%
- C14.13%
- QCOM13.92%
- LMT12.56%
- DE7.29%
- GE5.89%
- MU5.49%
- VB3.83%
- SCHW2.63%
Share classes counted separately97.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUWeight increased · +2.98 pp2.51% → 5.49%Shares +120.30K (+178.07%)
- LMTWeight decreased · -2.67 pp15.23% → 12.56%Shares +1.68K (+2.31%)
- BAWeight increased · +2.27 pp14.45% → 16.72%Shares +6.66K (+2.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BABOEING CO/THE View history and evidence | $48.17M | 16.72% | 272.15K shares | 14.45% → 16.72%+2.27 pp +6.66K (+2.51%) | Added | ↗▾ |
| 02 | BACBANK OF AMERICA CORP View history and evidence | $44.35M | 15.39% | 1.01M shares | 16.29% → 15.39%-0.90 pp -137.78K (-12.01%) | Reduced | ↗▾ |
| 03 | CCITIGROUP INCCOM NEW View history and evidence | $40.71M | 14.13% | 578.32K shares | 12.77% → 14.13%+1.36 pp +8.45K (+1.48%) | Added | ↗▾ |
| 04 | QCOMQUALCOMM INC View history and evidence | $40.11M | 13.92% | 261.12K shares | 15.85% → 13.92%-1.93 pp +612 (+0.23%) | Added | ↗▾ |
| 05 | LMTLOCKHEED MARTIN CORP View history and evidence | $36.20M | 12.56% | 74.50K shares | 15.23% → 12.56%-2.67 pp +1.68K (+2.31%) | Added | ↗▾ |
| 06 | DEDEERE & CO View history and evidence | $21.02M | 7.29% | 49.61K shares | 7.20% → 7.29%+0.09 pp +1.41K (+2.92%) | Added | ↗▾ |
| 07 | GEGENERAL ELECTRICCOM NEW View history and evidence | $16.97M | 5.89% | 101.72K shares | 6.65% → 5.89%-0.76 pp +3.20K (+3.25%) | Added | ↗▾ |
| 08 | MUMICRON TECHNOLOGY INC View history and evidence | $15.81M | 5.49% | 187.86K shares | 2.51% → 5.49%+2.98 pp +120.30K (+178.07%) | Added | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $11.02M | 3.83% | 45.88K shares | 3.80% → 3.83%+0.03 pp +1.14K (+2.54%) | Added | ↗▾ |
| 10 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $7.58M | 2.63% | 102.38K shares | 2.49% → 2.63%+0.14 pp -4.78K (-4.46%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1566531 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 288164586
}Take these holdings further.
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