$711 Million is the total value of SPC Financial, Inc.'s 158 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 19.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $86,879,000 | +41.6% | 681,187 | +20.0% | 12.22% | +15.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $52,531,000 | +18.7% | 760,331 | +3.5% | 7.39% | -3.2% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $37,791,000 | +3.6% | 706,908 | +3.9% | 5.32% | -15.5% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $25,508,000 | +28.5% | 223,399 | +98.5% | 3.59% | +4.8% |
| SOXX | Buy | ISHARES TRphlx semicnd etf | $24,689,000 | +24.6% | 65,112 | +0.1% | 3.47% | +1.6% |
| IGV | Sell | ISHARES TRexpanded tech | $23,888,000 | +10.7% | 67,461 | -2.8% | 3.36% | -9.8% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $23,640,000 | +35.6% | 290,745 | +104.1% | 3.32% | +10.6% |
| IYW | Buy | ISHARES TRu.s. tech etf | $23,124,000 | +7.0% | 271,792 | +278.6% | 3.25% | -12.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $22,057,000 | +21.7% | 355,532 | +3.6% | 3.10% | -0.7% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $21,688,000 | -0.1% | 66,264 | -8.5% | 3.05% | -18.5% |
| IYC | Buy | ISHARES TRu.s. cnsm sv etf | $20,921,000 | +13.5% | 296,752 | +302.4% | 2.94% | -7.5% |
| ITB | Sell | ISHARES TRus home cons etf | $18,529,000 | -7.6% | 332,055 | -6.2% | 2.61% | -24.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $18,310,000 | +8.8% | 286,898 | +293.9% | 2.58% | -11.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $17,801,000 | +21.1% | 246,483 | +300.9% | 2.50% | -1.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $16,589,000 | +30.5% | 192,228 | +103.9% | 2.33% | +6.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $14,872,000 | +27.8% | 76,393 | +0.9% | 2.09% | +4.2% |
| ILCV | Buy | ISHARES TRmrngstr lg-cp vl | $14,631,000 | +14.5% | 130,332 | +0.8% | 2.06% | -6.6% |
| JPIB | Buy | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $14,126,000 | +11.3% | 272,285 | +8.1% | 1.99% | -9.2% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $13,700,000 | – | 96,339 | +100.0% | 1.93% | – |
| PFF | Buy | ISHARES TRpfd and incm sec | $11,619,000 | +362.4% | 301,722 | +337.6% | 1.63% | +277.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $10,448,000 | +53.1% | 89,910 | +36.7% | 1.47% | +24.9% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $9,301,000 | +41.7% | 236,534 | +31.8% | 1.31% | +15.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $7,786,000 | +18.0% | 36,713 | +0.3% | 1.10% | -3.8% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $7,631,000 | +6.8% | 37,451 | -2.8% | 1.07% | -12.9% |
| MSFT | Sell | MICROSOFT CORP | $6,717,000 | +0.6% | 30,201 | -4.9% | 0.94% | -17.9% |
| EPRF | New | INNOVATOR ETFS TR IIs&p invstmnt grd | $6,178,000 | – | 249,660 | +100.0% | 0.87% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $6,029,000 | +8.3% | 19,217 | -4.1% | 0.85% | -11.7% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $4,568,000 | +14.6% | 28,035 | -0.4% | 0.64% | -6.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,380,000 | +28.7% | 34,470 | -2.5% | 0.62% | +4.9% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $4,223,000 | +24.3% | 96,062 | +11.2% | 0.59% | +1.4% |
| JPUS | Buy | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $4,207,000 | +21.2% | 50,287 | +7.2% | 0.59% | -1.2% |
| NDAQ | Sell | NASDAQ INC | $3,905,000 | +7.8% | 29,420 | -0.4% | 0.55% | -12.2% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $3,754,000 | +22.6% | 33,571 | -0.3% | 0.53% | 0.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,649,000 | -2.6% | 26,227 | -2.7% | 0.51% | -20.6% |
| HD | Buy | HOME DEPOT INC | $3,601,000 | -4.1% | 13,556 | +0.2% | 0.51% | -21.8% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $3,422,000 | +18.4% | 24,785 | +0.5% | 0.48% | -3.6% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $3,405,000 | +13.7% | 16,045 | +0.9% | 0.48% | -7.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $3,393,000 | +29.2% | 100,538 | +12.0% | 0.48% | +5.3% |
| UNP | Buy | UNION PAC CORP | $3,368,000 | +6.4% | 16,174 | +0.6% | 0.47% | -13.2% |
| RSG | Sell | REPUBLIC SVCS INC | $3,258,000 | +1.6% | 33,830 | -1.5% | 0.46% | -17.2% |
| USMV | Buy | ISHARES TRmsci usa min vol | $3,158,000 | +20.0% | 46,518 | +12.6% | 0.44% | -2.2% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $3,038,000 | +9.3% | 17,864 | +0.8% | 0.43% | -10.9% |
| DVY | Buy | ISHARES TRselect divid etf | $2,944,000 | +36.6% | 30,605 | +15.8% | 0.41% | +11.3% |
| MDT | New | MEDTRONIC PLC | $2,807,000 | – | 23,962 | +100.0% | 0.40% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,756,000 | +0.0% | 46,909 | +1.3% | 0.39% | -18.3% |
| ICLN | New | ISHARES TRgl clean ene etf | $2,672,000 | – | 94,609 | +100.0% | 0.38% | – |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $2,583,000 | +35.4% | 63,947 | +9.4% | 0.36% | +10.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,440,000 | +19.6% | 10,618 | -3.5% | 0.34% | -2.6% |
| GSEW | Buy | GOLDMAN SACHS ETF TRequal weight us | $2,431,000 | +21.3% | 42,055 | +4.3% | 0.34% | -1.2% |
| TXN | Sell | TEXAS INSTRS INC | $2,365,000 | +14.5% | 14,412 | -0.4% | 0.33% | -6.5% |
| BBY | New | BEST BUY INC | $2,342,000 | – | 23,470 | +100.0% | 0.33% | – |
| XBI | New | SPDR SER TRs&p biotech | $2,170,000 | – | 15,412 | +100.0% | 0.30% | – |
| CSCO | Sell | CISCO SYS INC | $2,126,000 | +11.3% | 47,501 | -2.1% | 0.30% | -9.4% |
| AAPL | Buy | APPLE INC | $2,120,000 | +15.7% | 15,976 | +0.9% | 0.30% | -5.7% |
| ABT | Sell | ABBOTT LABS | $2,115,000 | -2.1% | 19,313 | -2.7% | 0.30% | -20.1% |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $1,997,000 | +12.0% | 22,755 | -2.4% | 0.28% | -8.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,938,000 | +5.7% | 12,314 | -0.0% | 0.27% | -13.6% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $1,821,000 | +34.8% | 50,862 | +3.1% | 0.26% | +9.9% |
| GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $1,748,000 | – | 17,460 | +100.0% | 0.25% | – |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,718,000 | +17.0% | 2,100 | +1.4% | 0.24% | -4.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,668,000 | +29.3% | 39,572 | +12.1% | 0.24% | +5.9% |
| IRDM | Sell | IRIDIUM COMMUNICATIONS INC | $1,616,000 | +49.6% | 41,085 | -2.7% | 0.23% | +22.0% |
| AMZN | Buy | AMAZON COM INC | $1,589,000 | +5.6% | 488 | +2.1% | 0.22% | -13.8% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,524,000 | +0.5% | 7,245 | +0.1% | 0.21% | -18.3% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $1,517,000 | +7.7% | 3,520 | -1.3% | 0.21% | -12.3% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $1,513,000 | +17.4% | 12,612 | +19.2% | 0.21% | -4.1% |
| SSUS | Buy | STRATEGY SHSday hagan ned | $1,448,000 | +50.2% | 49,510 | +34.9% | 0.20% | +22.9% |
| V | Sell | VISA INC | $1,392,000 | +8.6% | 6,363 | -0.8% | 0.20% | -11.3% |
| TGT | New | TARGET CORP | $1,243,000 | – | 7,043 | +100.0% | 0.18% | – |
| RJF | Buy | RAYMOND JAMES FINL INC | $1,234,000 | +34.6% | 12,900 | +2.4% | 0.17% | +10.1% |
| DWAW | Buy | ADVISORSHARES TRdorsy fsm alcp | $1,171,000 | +45.8% | 31,505 | +22.2% | 0.16% | +19.6% |
| CRM | Buy | SALESFORCE COM INC | $1,146,000 | +99.3% | 5,151 | +125.0% | 0.16% | +62.6% |
| AZO | New | AUTOZONE INC | $1,132,000 | – | 955 | +100.0% | 0.16% | – |
| SOHO | Sell | SOTHERLY HOTELS INC | $1,019,000 | +38.6% | 407,500 | -0.2% | 0.14% | +12.6% |
| NOW | New | SERVICENOW INC | $1,003,000 | – | 1,822 | +100.0% | 0.14% | – |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $957,000 | +40.5% | 7,251 | -1.4% | 0.14% | +15.4% |
| ETN | Sell | EATON CORP PLC | $878,000 | +14.6% | 7,304 | -2.7% | 0.12% | -6.1% |
| XT | Buy | ISHARES TRexponential tech | $858,000 | +30.2% | 14,990 | +10.5% | 0.12% | +6.1% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $859,000 | +48.4% | 14,115 | +17.3% | 0.12% | +21.0% |
| MCD | Sell | MCDONALDS CORP | $850,000 | -5.1% | 3,960 | -2.9% | 0.12% | -22.6% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $841,000 | +19.6% | 25,380 | +0.6% | 0.12% | -2.5% |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $815,000 | – | 6,173 | +100.0% | 0.12% | – |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $813,000 | -2.9% | 15,905 | -3.0% | 0.11% | -20.8% |
| D | Sell | DOMINION ENERGY INC | $787,000 | -6.6% | 10,461 | -2.1% | 0.11% | -23.4% |
| FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $780,000 | +19.6% | 15,330 | 0.0% | 0.11% | -1.8% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $754,000 | +18.7% | 19,900 | -6.1% | 0.11% | -3.6% |
| INTC | Buy | INTEL CORP | $745,000 | +5.1% | 14,951 | +9.2% | 0.10% | -13.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $738,000 | -9.6% | 2,078 | -2.3% | 0.10% | -26.2% |
| FTXR | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $724,000 | +20.3% | 25,790 | 0.0% | 0.10% | -1.9% | |
| CVS | Buy | CVS HEALTH CORP | $692,000 | +24.5% | 10,125 | +6.3% | 0.10% | +1.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $684,000 | -20.1% | 6,700 | -20.2% | 0.10% | -35.1% |
| T | Sell | AT&T INC | $654,000 | -21.3% | 22,736 | -22.0% | 0.09% | -35.7% |
| DIS | DISNEY WALT CO | $627,000 | +46.2% | 3,461 | 0.0% | 0.09% | +18.9% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $595,000 | -10.8% | 9,595 | -13.3% | 0.08% | -27.0% |
| WEC | Sell | WEC ENERGY GROUP INC | $591,000 | -15.0% | 6,425 | -10.4% | 0.08% | -30.8% |
| PFE | Buy | PFIZER INC | $587,000 | +2.8% | 15,950 | +2.6% | 0.08% | -15.3% |
| PEP | Sell | PEPSICO INC | $576,000 | -1.4% | 3,881 | -7.9% | 0.08% | -19.8% |
| BAC | Buy | BK OF AMERICA CORP | $574,000 | +30.8% | 18,942 | +4.0% | 0.08% | +6.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $567,000 | +2.2% | 4,502 | -1.3% | 0.08% | -16.7% |
| GIS | Sell | GENERAL MLS INC | $566,000 | -7.5% | 9,629 | -2.9% | 0.08% | -24.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $519,000 | -2.6% | 5,673 | -5.7% | 0.07% | -20.7% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $503,000 | -95.7% | 1,881 | -96.5% | 0.07% | -96.4% |
| MRK | Sell | MERCK & CO. INC | $500,000 | -8.6% | 6,107 | -7.4% | 0.07% | -25.5% |
| HSY | Sell | HERSHEY CO | $484,000 | +4.8% | 3,175 | -1.6% | 0.07% | -15.0% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $483,000 | +2.3% | 5,586 | +2.5% | 0.07% | -16.0% |
| IP | INTERNATIONAL PAPER CO | $472,000 | +22.6% | 9,500 | 0.0% | 0.07% | 0.0% | |
| PIE | Buy | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $462,000 | +24.9% | 20,190 | +5.3% | 0.06% | +1.6% |
| PIZ | Buy | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $456,000 | +14.6% | 13,485 | +5.1% | 0.06% | -7.2% |
| ENZL | ISHARES TRnew zealand etf | $449,000 | +18.2% | 6,600 | 0.0% | 0.06% | -4.5% | |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $442,000 | -0.2% | 2,515 | -11.1% | 0.06% | -18.4% |
| NUE | Buy | NUCOR CORP | $437,000 | +22.1% | 8,223 | +3.0% | 0.06% | -1.6% |
| K | Sell | KELLOGG CO | $437,000 | -8.8% | 7,015 | -5.4% | 0.06% | -26.5% |
| IEO | Buy | ISHARES TRus oil gs ex etf | $431,000 | +51.8% | 12,010 | +11.9% | 0.06% | +24.5% |
| KMB | Sell | KIMBERLY-CLARK CORP | $423,000 | -17.9% | 3,140 | -10.0% | 0.06% | -32.6% |
| PTF | Buy | INVESCO EXCHANGE TRADED FD Tdwa technology | $419,000 | +30.5% | 2,977 | +2.1% | 0.06% | +7.3% |
| PRN | Buy | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $403,000 | +34.8% | 4,334 | +10.6% | 0.06% | +9.6% |
| YUM | YUM BRANDS INC | $391,000 | +18.8% | 3,600 | 0.0% | 0.06% | -3.5% | |
| VHT | VANGUARD WORLD FDShealth car etf | $380,000 | +9.5% | 1,700 | 0.0% | 0.05% | -11.7% | |
| DHR | DANAHER CORPORATION | $364,000 | +3.4% | 1,637 | 0.0% | 0.05% | -16.4% | |
| PYZ | New | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $365,000 | – | 5,096 | +100.0% | 0.05% | – |
| PEZ | Sell | INVESCO EXCHANGE TRADED FD Tdwa cyclicals | $364,000 | -1.4% | 4,785 | -17.5% | 0.05% | -20.3% |
| LYB | LYONDELLBASELL INDUSTRIES N | $357,000 | +29.8% | 3,900 | 0.0% | 0.05% | +6.4% | |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $355,000 | -1.9% | 1,400 | -11.9% | 0.05% | -19.4% |
| MO | ALTRIA GROUP INC | $343,000 | +6.2% | 8,366 | 0.0% | 0.05% | -14.3% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $339,000 | -18.5% | 907 | -27.0% | 0.05% | -33.3% |
| CPB | CAMPBELL SOUP CO | $342,000 | 0.0% | 7,075 | 0.0% | 0.05% | -18.6% | |
| TIP | Buy | ISHARES TRtips bd etf | $333,000 | +3.1% | 2,610 | +2.1% | 0.05% | -16.1% |
| CVX | Sell | CHEVRON CORP NEW | $328,000 | +2.2% | 3,886 | -12.7% | 0.05% | -16.4% |
| NFLX | Buy | NETFLIX INC | $323,000 | +11.4% | 598 | +3.1% | 0.04% | -10.0% |
| AXP | AMERICAN EXPRESS CO | $312,000 | +20.5% | 2,582 | 0.0% | 0.04% | -2.2% | |
| GE | Buy | GENERAL ELECTRIC CO | $313,000 | +75.8% | 29,014 | +1.8% | 0.04% | +41.9% |
| DOW | Buy | DOW INC | $314,000 | +22.7% | 5,650 | +3.7% | 0.04% | 0.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $312,000 | +6.1% | 5,353 | 0.0% | 0.04% | -13.7% | |
| VLO | Sell | VALERO ENERGY CORP | $307,000 | +23.8% | 5,420 | -5.2% | 0.04% | 0.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $289,000 | -1.0% | 3,960 | -13.7% | 0.04% | -18.0% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $287,000 | +15.7% | 2,413 | -1.2% | 0.04% | -7.0% |
| ORI | Buy | OLD REP INTL CORP | $283,000 | +37.4% | 14,350 | +2.9% | 0.04% | +11.1% |
| BDX | Sell | BECTON DICKINSON & CO | $266,000 | -89.5% | 1,063 | -90.3% | 0.04% | -91.6% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $258,000 | +14.7% | 1,324 | 0.0% | 0.04% | -7.7% | |
| NEE | Buy | NEXTERA ENERGY INC | $255,000 | +9.9% | 3,300 | +294.7% | 0.04% | -10.0% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $259,000 | +13.1% | 7,730 | -3.7% | 0.04% | -7.7% |
| AMGN | Buy | AMGEN INC | $256,000 | -9.2% | 1,112 | +0.1% | 0.04% | -26.5% |
| IJR | New | ISHARES TRcore s&p scp etf | $247,000 | – | 2,688 | +100.0% | 0.04% | – |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $252,000 | +24.1% | 600 | 0.0% | 0.04% | 0.0% | |
| DD | New | DUPONT DE NEMOURS INC | $252,000 | – | 3,550 | +100.0% | 0.04% | – |
| BCE | BCE INC | $236,000 | +3.1% | 5,525 | 0.0% | 0.03% | -15.4% | |
| STX | New | SEAGATE TECHNOLOGY PLC | $236,000 | – | 3,800 | +100.0% | 0.03% | – |
| NKE | New | NIKE INCcl b | $227,000 | – | 1,606 | +100.0% | 0.03% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $217,000 | – | 1,535 | +100.0% | 0.03% | – |
| RZG | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $221,000 | – | 1,600 | +100.0% | 0.03% | – |
| PM | New | PHILIP MORRIS INTL INC | $218,000 | – | 2,631 | +100.0% | 0.03% | – |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $221,000 | 0.0% | 2,530 | -3.8% | 0.03% | -18.4% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $223,000 | -12.9% | 1,400 | -8.8% | 0.03% | -29.5% |
| KHC | New | KRAFT HEINZ CO | $211,000 | – | 6,080 | +100.0% | 0.03% | – |
| YUMC | New | YUM CHINA HLDGS INC | $211,000 | – | 3,700 | +100.0% | 0.03% | – |
| EGP | EASTGROUP PPTYS INC | $214,000 | +7.0% | 1,550 | 0.0% | 0.03% | -11.8% | |
| TLT | New | ISHARES TR20 yr tr bd etf | $204,000 | – | 1,295 | +100.0% | 0.03% | – |
| PFO | Buy | FLAHERTY & CRUMRINE PFD INCO | $159,000 | +26.2% | 12,100 | +14.2% | 0.02% | 0.0% |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -10,350 | -100.0% | -0.03% | – |
| PXI | Exit | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $0 | – | -17,346 | -100.0% | -0.04% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -11,525 | -100.0% | -0.17% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -28,195 | -100.0% | -0.19% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -7,619 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 3.9% |
| ISHARES TR | 42 | Q3 2023 | 4.0% |
| ISHARES TR | 42 | Q3 2023 | 3.2% |
| ISHARES TR | 42 | Q3 2023 | 3.3% |
| ISHARES TR | 42 | Q3 2023 | 2.8% |
| ISHARES TR | 42 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.7% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.5% |
| AT&T INC | 42 | Q3 2023 | 1.4% |
View SPC Financial, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-11-05 |
View SPC Financial, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.