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CIK: 0001415201
Total reported value
$1.3B
$1.3B
252 檔
22.2%
At the close of Q3 2024, SPC Financial, Inc. disclosed equity holdings valued at approximately $1.3B, spread across 252 reported holdings.
During Q3 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, GSEW, IEFA) accounted for 22.2% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.61% | +1.35% | -2.90% | |
| 2 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 6.02% | -5.61% | +0.87% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.01% | -4.60% | -3.03% | |
| 4 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 3.29% | +0.15% | -1.87% | |
| 5 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.12% | -0.23% | -3.30% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.10% | — | -2.90% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.92% | -0.01% | -5.89% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.37% | +0.01% | -3.50% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.23% | +0.06% | -2.69% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.23% | — | -2.72% | |
| 11 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.19% | — | -2.33% | |
| 12 | ITB | Ishares U.s. Home Constructi | ETF-Other | 2.06% | — | -7.45% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.03% | +0.21% | -5.64% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.94% | +1.78% | -0.24% | |
| 15 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.90% | -0.36% | -6.25% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.81% | -1.53% | -8.03% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.77% | +1.41% | -0.81% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | +0.26% | -0.72% | |
| 19 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.77% | -0.05% | -3.82% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.76% | +0.05% | -3.77% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.75% | — | -3.23% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.72% | +0.68% | -5.34% | |
| 23 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 1.49% | +0.25% | +3014.79% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 1.46% | — | +5482.84% | |
| 25 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.45% | +0.31% | -1.12% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.18% | +0.04% | +10.61% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | +0.23% | +4.51% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.99% | +0.08% | +1.97% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.18% | +11.03% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.93% | +4.50% | +0.67% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | — | -2.98% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.79% | -0.73% | -0.50% | |
| 33 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.73% | +0.83% | -11.50% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | +0.08% | +10.37% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.09% | -2.58% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | — | -2.79% | |
| 37 | MSI | Motorola Solutions Inc | Stock-Tech | 0.65% | — | -2.79% | |
| 38 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.59% | — | -74.94% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.57% | — | -0.14% | |
| 40 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.54% | +0.08% | +10.17% | |
| 41 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.54% | — | +6.00% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.09% | +6.97% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.52% | -0.19% | -2.26% | |
| 44 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.52% | — | +7.89% | |
| 45 | AIRR | First Trust Rba American Ind | ETF-Other | 0.50% | +0.18% | +1.94% | |
| 46 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.49% | — | -4.42% | |
| 47 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.46% | — | +4.24% | |
| 48 | RSG | Republic Services Inc | Stock-Industrials | 0.45% | — | -2.33% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.44% | — | +0.81% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | — | -3.86% |
According to official SEC Form 13F filings, SPC Financial, Inc. reported a total U.S. public equity portfolio value of $1.3B across 252 disclosed positions in Q3 2024.
During Q3 2024, SPC Financial, Inc.'s top holdings by market value included RSP (6.6%)、GSEW (6.0%)、IEFA (6.0%). The largest single position, RSP, represented 6.6% of total portfolio value.
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In Q3 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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