Spectrum Financial Alliance Ltd LLC Top Holdings and 13F Report (2025) About Spectrum Financial Alliance Ltd LLCInvestment ActivitySpectrum Financial Alliance Ltd LLC has $288.16 million in total holdings as of December 31, 2024.Spectrum Financial Alliance Ltd LLC owns shares of 20 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 11.89% of the portfolio was purchased this quarter.About 8.85% of the portfolio was sold this quarter.This quarter, Spectrum Financial Alliance Ltd LLC has purchased 15 new stocks and bought additional shares in 10 stocks.Spectrum Financial Alliance Ltd LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Boeing $48,171,014Bank of America $44,350,266Citigroup $40,708,126QUALCOMM $40,112,761Lockheed Martin $36,202,315 Largest New Holdings this Quarter Spirit AeroSystems $2,270,341 HoldingInvesco S&P 500 Equal Weight ETF $234,283 HoldingVanguard Financials ETF $230,118 HoldingDefiance Hotel, Airline, and Cruise ETF $226,881 HoldingVanguard Total Stock Market ETF $210,982 Holding Largest Purchases this Quarter Micron Technology 125,188 shares (about $10.54M)Lockheed Martin 14,166 shares (about $6.88M)Boeing 35,778 shares (about $6.33M)Deere & Company 10,546 shares (about $4.47M)Spirit AeroSystems 66,618 shares (about $2.27M) Largest Sales this Quarter Marriott International 29,056 shares (about $8.11M)Bank of America 128,246 shares (about $5.64M)Vanguard Short-Term Treasury Index ETF 80,201 shares (about $4.67M)Capital One Financial 25,214 shares (about $4.50M)Charles Schwab 35,206 shares (about $2.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpectrum Financial Alliance Ltd LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBABoeing$48,171,014$6,332,697 ▲15.1%272,15316.7%AerospaceBACBank of America$44,350,266$5,636,413 ▼-11.3%1,009,10715.4%FinanceCCitigroup$40,708,126$1,456,227 ▲3.7%578,32314.1%FinanceQCOMQUALCOMM$40,112,761$452,564 ▲1.1%261,11713.9%Computer and TechnologyLMTLockheed Martin$36,202,315$6,883,785 ▲23.5%74,50012.6%AerospaceDEDeere & Company$21,020,826$4,468,297 ▲27.0%49,6137.3%Industrial ProductsGEGeneral Electric$16,966,740$495,034 ▲3.0%101,7255.9%TransportationMUMicron Technology$15,809,985$10,535,838 ▲199.8%187,8565.5%Computer and TechnologyVBVanguard Small-Cap ETF$11,024,934$348,404 ▲3.3%45,8843.8%ETFSCHWCharles Schwab$7,576,856$2,605,599 ▼-25.6%102,3762.6%FinanceSPRSpirit AeroSystems$2,270,341$2,270,341 ▲New Holding66,6180.8%AerospaceVGSHVanguard Short-Term Treasury Index ETF$1,727,874$4,666,057 ▼-73.0%29,6990.6%ETFMARMarriott International$404,766$8,105,362 ▼-95.2%1,4510.1%Consumer DiscretionaryCOFCapital One Financial$325,874$4,497,311 ▼-93.2%1,8270.1%FinanceMSFTMicrosoft$299,265$52,688 ▲21.4%7100.1%Computer and TechnologyQQQInvesco QQQ$290,379$61,348 ▲26.8%5680.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$234,283$234,283 ▲New Holding1,3370.1%ETFVFHVanguard Financials ETF$230,118$230,118 ▲New Holding1,9490.1%ETFCRUZDefiance Hotel, Airline, and Cruise ETF$226,881$226,881 ▲New Holding8,6070.1%ManufacturingVTIVanguard Total Stock Market ETF$210,982$210,982 ▲New Holding7280.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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