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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 : 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)1 Year Chart         JPM JP Morgan Chase & Co 31 New $198.73 $220,000 1,097 0.16% 220,000 1,097 0    Domestic Money Center...
   (COST)1 Year Chart         COST Costco Wholesale Corp 33 New $775.15 $211,000 288 0.16% 211,000 288 0    Discount, Variety Stores
   (SPY)1 Year Chart         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
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