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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Decreased 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
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 11 - $96.29 $3,690,000 37,680 2.72% -318,000 -2,700 0.001    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 15 - $903.99 $876,000 969 0.65% 369,000 -54 0    Semiconductor - Speci...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 16 - $106.80 $855,000 7,944 0.63% -1,921,000 -17,665 0    Closed - End Fund - E...
   (BJUL)1 Year Chart         BJUL Innovator S&p 500 Buffer Et... 23 - $0.00 $342,000 8,487 0.25% 1,000 -587 0.094    N/A

      4 Records Found
  1    
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