StockDriftsStockDriftsTop 50 Spectrum Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 13.36% | 172.2K | $61K | new | — | 2022-09-30 | |
| IVV | ISHARES TR | 7.44% | 95.4K | $34K | new | — | 2022-09-30 | |
| ESGU | ISHARES TR | 4.52% | 262.1K | $21K | new | — | 2022-09-30 | |
| AAPL | APPLE INC | 3.94% | 131.2K | $18K | new | — | 2022-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.85% | 149.4K | $18K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 2.62% | 51.8K | $12K | new | — | 2022-09-30 | |
| IUSB | ISHARES TR | 2.58% | 266.8K | $12K | new | — | 2022-09-30 | |
| GOVT | ISHARES TR | 2.23% | 451.3K | $10K | new | — | 2022-09-30 | |
| CVX | CHEVRON CORP NEW | 2.1% | 67.4K | $10K | new | — | 2022-09-30 | |
| PXD | PIONEER NAT RES CO | 2.07% | 44.1K | $10K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Spectrum Management Group, Llc reports $460.28K in US-listed equity holdings across 245 positions in its most recent 13F filing. Its largest disclosed positions are SPY (13.4%), IVV (7.4%) and ESGU (4.5%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Spectrum Management Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1534843). View Spectrum Management Group, Llc’s 13F filings on SEC