$803 Million is the total value of SPC Financial, Inc.'s 188 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAK | New | ISHARES TRu.s. insrnce etf | $15,537,000 | – | 196,451 | +100.0% | 1.93% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $2,601,000 | – | 32,065 | +100.0% | 0.32% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $2,470,000 | – | 37,367 | +100.0% | 0.31% | – |
| CI | New | CIGNA CORP NEW | $1,553,000 | – | 5,596 | +100.0% | 0.19% | – |
| PFI | New | INVESCO EXCHANGE TRADED FD Tdwa finl mumt | $464,000 | – | 12,123 | +100.0% | 0.06% | – |
| ACWX | New | ISHARES TRmsci acwi ex us | $438,000 | – | 10,941 | +100.0% | 0.06% | – |
| O | New | REALTY INCOME CORP | $231,000 | – | 3,975 | +100.0% | 0.03% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $218,000 | – | 310 | +100.0% | 0.03% | – |
| New | GENERAL ELECTRIC CO | $210,000 | – | 3,391 | +100.0% | 0.03% | – | |
| CLX | New | CLOROX CO DEL | $200,000 | – | 1,560 | +100.0% | 0.02% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $125,000 | – | 14,600 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-27
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.