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Spectrum Planning & Advisory Services Inc.

All holdings · as of Dec 31, 2025

113 positions

CompanyClassValueShares% of portfolio
Visa Inc$653.8K1,8640.3%
SPDR INDEX SHS FDS$626.3K13,3790.3%
ISHARES TR$615.0K5,3980.3%
BONDBLOXX ETF TRUST$614.3K13,2900.3%
INVESCO EXCHANGE TRADED FD T$608.5K10,2640.3%
ISHARES TR$605.3K14,6350.3%
UNITEDHEALTH GROUP INC$582.9K1,7660.3%
Meta Platforms Inc$579.7K8780.3%
WORLD GOLD TR$543.2K6,3630.3%
Tesla Inc$519.4K1,1550.3%
VANECK ETF TRUST$489.4K5,7060.3%
CATERPILLAR INC$488.6K8530.3%
ISHARES TR$482.4K20,6300.2%
ISHARES U S ETF TR$462.1K4,9500.2%
HOME DEPOT, INC.$460.1K1,3370.2%
INVESCO QQQ TR$451.7K7350.2%
Salesforce Inc$450.8K1,7020.2%
ISHARES TR$448.3K3,4800.2%
ISHARES TR$430.0K8,9870.2%
SPDR DOW JONES INDL AVERAGE$423.3K8810.2%
ISHARES TR$414.0K7,1900.2%
ISHARES TR$412.7K8,1800.2%
VANGUARD INSTL INDEX FD$400.1K5,3040.2%
AMERICAN EXPRESS CO$396.5K1,0720.2%
Booking Holdings Inc$391.5K730.2%
The Boeing Company$373.9K1,7220.2%
MCDONALD'S CORP$373.5K1,2220.2%
COSTCO WHOLESALE CORP /NEW$366.8K4250.2%
iShares MSCI UAE ETF$365.1K15,8550.2%
SPDR SERIES TRUST$362.5K7,7350.2%
SPDR S&P 500 ETF TR$359.1K5270.2%
ISHARES TR$354.9K2,3820.2%
VANGUARD WORLD FD$349.9K8480.2%
VANGUARD INDEX FDS$345.0K1,0290.2%
JPMORGAN CHASE & CO$344.3K1,0690.2%
SHERWIN WILLIAMS CO$343.0K1,0580.2%
ISHARES U S ETF TR$339.4K13,6330.2%
AMGEN INC$324.2K9910.2%
ABRDN SILVER ETF TRUST$310.5K4,5900.2%
TRAVELERS COMPANIES, INC.$309.0K1,0650.2%
INTERNATIONAL BUSINESS MACHINES CORP$292.8K9880.2%
Alphabet Inc.$284.2K9060.1%
Palantir Technologies Inc$281.7K1,5850.1%
Alphabet Inc.$278.2K8890.1%
GRAYSCALE ETHEREUM MINI TR E$271.9K9,6890.1%
VANECK MERK GOLD ETF$270.2K6,5150.1%
SPDR SERIES TRUST$265.3K4,5810.1%
JOHNSON & JOHNSON$263.2K1,2720.1%
ELI LILLY & Co$251.8K2340.1%
PROCTER & GAMBLE Co$249.2K1,7390.1%
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