StockDriftsStockDriftsTop 50 Spectrum Asset Management, Inc. (NB/CA) Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | 10.49% | 414.7K | $33.0M | new | $86.40(-14.90%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 7.38% | 466.6K | $23.2M | +3.13%(+14.16K) | $49.93(-0.45%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.6% | 475.1K | $14.5M | +16.19%(+66.19K) | $21.37(+53.69%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.56% | 74.8K | $14.4M | +2.17%(+1.59K) | $166.26(+22.05%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 4.49% | 160.3K | $14.1M | -4.86%(-8.20K) | $40.19(+119.45%) | 2026-03-31 | |
| DSEP | FIRST TR EXCHNG TRADED FD VI | 3.57% | 255.4K | $11.2M | -1.66%(-4.32K) | $40.94(+14.49%) | 2026-03-31 | |
| DMAR | FIRST TR EXCHNG TRADED FD VI | 3.34% | 248.2K | $10.5M | +5.73%(+13.45K) | $36.48(+21.65%) | 2026-03-31 | |
| HECA | ETF OPPORTUNITIES TRUST | 3.18% | 346.5K | $10.0M | +95.18%(+168.97K) | $27.86(+0.13%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.18% | 40.5K | $6.9M | +4.09%(+1.59K) | $83.56(+81.39%) | 2026-03-31 | |
| YMAR | FIRST TR EXCHNG TRADED FD VI | 2.18% | 250.7K | $6.9M | new | $27.18(+4.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.71% | +35.70% |
| Top 20 Holdings Unweighted | +10.96% | +36.62% |
Sign up free to track Spectrum Asset Management, Inc. (NB/CA), compare funds side by side, and get alerts the moment positions change.