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Company Main View
Name:
Spectrum Investment Advisors Inc.
City:
MEQUON
State:
WI
Zip:
53092
Achive data
View Filing Period:
Current Quarter
2023-12-31
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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Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
New 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
JPM
JP Morgan Chase & Co
31
New
$198.73
$220,000
1,097
0.16%
220,000
1,097
0
Domestic Money Center...
COST
Costco Wholesale Corp
33
New
$775.15
$211,000
288
0.16%
211,000
288
0
Discount, Variety Stores
SPY
Standard & Poors Depository...
34
New
$520.91
$202,000
386
0.15%
202,000
386
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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