$891 Million is the total value of SPC Financial, Inc.'s 207 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IEZ | New | ISHARES TRus oil eq&sv etf | $15,230,374 | – | 633,543 | +100.0% | 1.71% | – |
ITA | New | ISHARES TRus aer def etf | $14,639,226 | – | 138,145 | +100.0% | 1.64% | – |
SPMD | New | SPDR SER TRportfolio s&p400 | $4,410,003 | – | 100,708 | +100.0% | 0.50% | – |
SPSM | New | SPDR SER TRportfolio s&p600 | $2,407,983 | – | 65,257 | +100.0% | 0.27% | – |
PXI | New | INVESCO EXCHANGE TRADED FD Tdorsey wrgt enrg | $700,027 | – | 15,139 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
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.