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CIK: 0001415201
Total reported value
$1.3B
$1.3B
261 檔
22.0%
The Q1 2025 SEC filing reveals that SPC Financial, Inc. held a total portfolio value of $1.3B, covering 261 public equity positions.
In Q1 2025, SPC Financial, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including RSP, GSEW, IEFA) accounted for 22.0% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.51% | +1.35% | +0.25% | |
| 2 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 6.19% | -5.61% | +1.56% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.50% | -4.60% | +586.55% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.35% | — | -18.01% | |
| 5 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 3.26% | +0.15% | +3.46% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.20% | -0.23% | +4.21% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.80% | -0.01% | -0.37% | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.50% | +0.83% | -64.99% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.37% | — | +4.55% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.32% | — | +5.19% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.20% | +0.01% | +1.64% | |
| 12 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.09% | +0.25% | +0.02% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.08% | +0.06% | +1.24% | |
| 14 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.99% | -0.36% | -2.39% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.91% | +0.21% | -1.39% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.89% | +0.31% | +28.44% | |
| 17 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.78% | -0.05% | -0.27% | |
| 18 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.76% | +0.68% | -0.69% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.73% | — | +0.43% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.26% | +1.78% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.65% | -1.53% | -0.62% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.64% | +0.05% | +1.22% | |
| 23 | IYC | Ishares US Consumer Discreti | ETF-Other | 1.42% | +0.09% | +2.53% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.04% | +0.53% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.36% | -1.31% | +30.01% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.31% | -1.26% | +3.12% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.18% | +1.21% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | +0.23% | +0.34% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.92% | +4.50% | — | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | — | +0.35% | |
| 31 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.78% | — | +3.95% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | +0.08% | +5.50% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.09% | -3.38% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.77% | -0.73% | +1.42% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.75% | +0.08% | +2.87% | |
| 36 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.67% | +0.15% | +4.76% | |
| 37 | MSI | Motorola Solutions Inc | Stock-Tech | 0.62% | — | -2.12% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | — | -1.38% | |
| 39 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.59% | +0.08% | +5.56% | |
| 40 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.57% | — | +5.08% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | +0.09% | +7.92% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.55% | — | +2.96% | |
| 43 | RSG | Republic Services Inc | Stock-Industrials | 0.54% | — | -0.22% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.51% | -0.19% | +1.32% | |
| 45 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 0.48% | -0.48% | EXIT | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | — | -2.67% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.47% | — | +3.90% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.46% | — | +4.61% | |
| 49 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.43% | — | +8.16% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | — | +9.56% |
According to official SEC Form 13F filings, SPC Financial, Inc. reported a total U.S. public equity portfolio value of $1.3B across 261 disclosed positions in Q1 2025.
During Q1 2025, SPC Financial, Inc.'s top holdings by market value included RSP (6.5%)、GSEW (6.2%)、IEFA (5.5%). The largest single position, RSP, represented 6.5% of total portfolio value.
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Top New Position Initiated
RSP
市值: $74.1M
In Q1 2025, SPC Financial, Inc. made 50 total portfolio adjustments, initiating 50 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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