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  Name: Spectrum Investment Advisors Inc.
  City: MEQUON
  State: WI
  Zip: 53092
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $135,423,000
  Total Value Change : $9,318,000
  Securities Held Change : 1
   
All Securities Held : 34
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 23
  Unchanged Positions : 4
  Decreased Positions : 4

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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PPSI)1 Year Chart         PPSI Pioneer Power Solutions Inc 21 - $4.00 $651,000 114,000 0.48% -123,000 0 1.306    N/A
   (FISV)1 Year Chart         FISV Fiserv Inc 25 - $153.68 $311,000 1,943 0.23% 53,000 0 0    Business Software & S...
   (NJUL)1 Year Chart         NJUL Innovator ETFs Tr 27 - $0.00 $295,000 5,121 0.22% 13,000 0 0.057    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 29 - $181.66 $254,000 1,392 0.19% 17,000 0 0    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
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