$807 Million is the total value of SPC Financial, Inc.'s 172 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $23,246,000 | – | 1,131,730 | +100.0% | 2.88% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $2,835,000 | – | 34,595 | +100.0% | 0.35% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $2,673,000 | – | 18,177 | +100.0% | 0.33% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $2,661,000 | – | 23,095 | +100.0% | 0.33% | – |
| PFI | New | INVESCO EXCHANGE TRADED FD Tdwa finl mumt | $570,000 | – | 10,753 | +100.0% | 0.07% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $462,000 | – | 7,700 | +100.0% | 0.06% | – |
| New | GENERAL ELECTRIC CO | $336,000 | – | 3,257 | +100.0% | 0.04% | – | |
| MU | New | MICRON TECHNOLOGY INC | $243,000 | – | 3,419 | +100.0% | 0.03% | – |
| TFC | New | TRUIST FINL CORP | $235,000 | – | 4,000 | +100.0% | 0.03% | – |
| OEF | New | ISHARES TRs&p 100 etf | $200,000 | – | 1,015 | +100.0% | 0.02% | – |
| COIN | New | COINBASE GLOBAL INC | $201,000 | – | 884 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-05
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 | 2024-05-03 |
| 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 |
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.