Portfolio (Quarterly)
Guide ↗
Spectrum Planning & Advisory Services Inc.
· CIK 0001725394| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | Technology | 1,671 | $312K | 0.15% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 1,201 | $272K | 0.13% | SOLD |
| 3 | CVX | CHEVRON CORPORATION | Energy | 1,236 | $256K | 0.13% | SOLD |
| 4 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,697 | $245K | 0.12% | SOLD |
| 5 | VOE | VANGUARD INDEX FDS | — | 1,321 | $243K | 0.12% | SOLD |
| 6 | MRK | MERCK & CO INC | Healthcare | 2,007 | $241K | 0.12% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,585 | $232K | 0.12% | SOLD |
| 8 | SPTS | SPDR SERIES TRUST | — | 7,257 | $212K | 0.10% | SOLD |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | — | 3,590 | $210K | 0.10% | SOLD |
| 10 | SLV | ISHARES SILVER TR | Financial Services | 3,078 | $210K | 0.10% | SOLD |
| 11 | EUSB | ISHARES TR | — | 4,800 | $209K | 0.10% | SOLD |
| 12 | DIS | DISNEY WALT CO | Communication Services | 2,155 | $208K | 0.10% | SOLD |
Sector Allocation
Financial Services
25.3%
Technology
20.5%
Industrials
19.9%
Consumer Cyclical
16.8%
Healthcare
10.7%
Communication Services
2.8%
Consumer Defensive
1.5%
Basic Materials
0.9%
Utilities
0.8%
Energy
0.8%