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Spc Financial, Inc.

Portfolio Manager
Spc Financial, Inc.
Performance
+4.64% (2025 Q3)
AUM (13F)
$1.28B
# of Holdings
278
Performance Rank
Allocation (Top 20)
55.84%

Spc Financial, Inc. Holdings Map

Top 50 Spc Financial, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RSP
INVESCO EXCHANGE TRADED FD T
7.86%530.4K$100.6M
+44.86%(+164.25K)
2024-Q3: 419.0K shares2024-Q4: 426.5K shares2025-Q1: 427.6K shares2025-Q2: 366.1K shares2025-Q3: 530.4K shares
$163.06(+17.95%)
2025-09-30
SPDW
SPDR INDEX SHS FDS
5.42%1.62M$69.4M
+7.36%(+111.20K)
2024-Q2: 279.0K shares2024-Q3: 280.9K shares2025-Q1: 286.3K shares2025-Q2: 1.51M shares2025-Q3: 1.62M shares
$36.73(+21.17%)
2025-09-30
IQDG
WISDOMTREE TR
3.41%1.10M$43.7M
+3.94%(+41.57K)
2024-Q3: 954.9K shares2024-Q4: 1.01M shares2025-Q1: 1.04M shares2025-Q2: 1.05M shares2025-Q3: 1.10M shares
$30.61(+34.99%)
2025-09-30
TFLO
ISHARES TR
3.33%843.5K$42.7M
-40.02%(-562.88K)
2024-Q3: 163.5K shares2024-Q4: 1.60M shares2025-Q1: 560.3K shares2025-Q2: 1.41M shares2025-Q3: 843.5K shares
$50.53(+0.03%)
2025-09-30
USFR
WISDOMTREE TR
3.08%784.7K$39.4M
-17.88%(-170.81K)
2024-Q3: 701.8K shares2024-Q4: 924.3K shares2025-Q1: 757.9K shares2025-Q2: 955.5K shares2025-Q3: 784.7K shares
$50.35(+0.11%)
2025-09-30
JMBS
JANUS DETROIT STR TR
2.97%832.7K$38.0M
+2.76%(+22.37K)
2024-Q3: 758.2K shares2024-Q4: 772.2K shares2025-Q1: 804.7K shares2025-Q2: 810.3K shares2025-Q3: 832.7K shares
$45.57(+0.58%)
2025-09-30
QUAL
ISHARES TR
2.79%183.7K$35.7M
-1.14%(-2.11K)
2024-Q3: 184.6K shares2024-Q4: 186.9K shares2025-Q1: 186.3K shares2025-Q2: 185.8K shares2025-Q3: 183.7K shares
$119.19(+66.22%)
2025-09-30
ITA
ISHARES TR
2.44%149.4K$31.3M
+17.81%(+22.58K)
2024-Q3: 130.6K shares2024-Q4: 131.9K shares2025-Q1: 131.0K shares2025-Q2: 126.8K shares2025-Q3: 149.4K shares
$116.56(+78.67%)
2025-09-30
IAI
ISHARES TR
2.34%169.2K$29.9M
+0.18%(+298)
2024-Q3: 132.0K shares2024-Q4: 169.7K shares2025-Q1: 169.7K shares2025-Q2: 168.9K shares2025-Q3: 169.2K shares
$127.11(+41.71%)
2025-09-30
IJT
ISHARES TR
2.21%199.5K$28.2M
-0.58%(-1.16K)
2024-Q3: 193.0K shares2024-Q4: 197.4K shares2025-Q1: 200.6K shares2025-Q2: 200.7K shares2025-Q3: 199.5K shares
$67.97(+111.07%)
2025-09-30

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