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CIK: 0001415201
Total reported value
$1.3B
$1.3B
243 檔
21.2%
As reported in its official Q2 2024 Form 13F filing, SPC Financial, Inc.'s tracked investment portfolio stood at $1.3B with 243 total positions.
During Q2 2024, SPC Financial, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including RSP, IEFA, GSEW) accounted for 21.2% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.56% | +1.35% | +0.41% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.06% | -4.60% | +1.29% | |
| 3 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 5.76% | -5.61% | +2.47% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.37% | — | +1.99% | |
| 5 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 3.34% | +0.15% | +1.22% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.24% | -0.23% | +1.13% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.10% | -0.01% | -1.02% | |
| 8 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.66% | — | -0.29% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.41% | — | +1.41% | |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.38% | +0.01% | +0.27% | |
| 11 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.27% | — | +2.70% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.18% | +0.21% | -0.83% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.18% | +0.06% | +0.92% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.05% | -1.53% | -0.30% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.91% | +1.78% | +726.01% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.89% | +1.36% | -1.49% | |
| 17 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.87% | -0.36% | -1.68% | |
| 18 | ITB | Ishares U.s. Home Constructi | ETF-Other | 1.86% | — | -6.71% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.84% | +0.05% | -0.91% | |
| 20 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.79% | -0.05% | -0.14% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 1.78% | +1.41% | -2.56% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.26% | +3.96% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.75% | — | +0.36% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.69% | +0.68% | +0.66% | |
| 25 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.50% | +0.31% | +3.36% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | +0.23% | +3.91% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.04% | -4.62% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.96% | +0.08% | +4.85% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.91% | +4.50% | +5.37% | |
| 30 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.87% | +0.83% | -60.51% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.18% | +9.84% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | — | +2.24% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.75% | -0.73% | -1.12% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | — | -1.67% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.09% | +4.81% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | +0.08% | +9.10% | |
| 37 | MSI | Motorola Solutions Inc | Stock-Tech | 0.61% | — | -16.94% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.56% | — | +5.24% | |
| 39 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.51% | — | +8.42% | |
| 40 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.51% | +0.08% | +10.02% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.50% | -0.19% | +0.46% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.09% | +13.05% | |
| 43 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.48% | — | +4.50% | |
| 44 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.48% | — | +9.69% | |
| 45 | AIRR | First Trust Rba American Ind | ETF-Other | 0.47% | +0.18% | +2.57% | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.46% | — | -1.79% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.44% | — | +6.51% | |
| 48 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.44% | — | +4.57% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.42% | — | +2.96% | |
| 50 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.41% | — | +5.04% |
According to official SEC Form 13F filings, SPC Financial, Inc. reported a total U.S. public equity portfolio value of $1.3B across 243 disclosed positions in Q2 2024.
During Q2 2024, SPC Financial, Inc.'s top holdings by market value included RSP (6.6%)、IEFA (6.1%)、GSEW (5.8%). The largest single position, RSP, represented 6.6% of total portfolio value.
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In Q2 2024, SPC Financial, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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