Spectrum Planning & Advisory Services Inc.
Top Portfolio Positions
46 positions ·
$26,317,795 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| WWD |
Woodward, Inc.
Industrials
|
8,418 | $3,012,970 | 11.45% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,346 | $2,571,301 | 9.77% |
| MSFT |
Microsoft Corp
Technology
|
6,484 | $2,400,182 | 9.12% |
| AAPL |
Apple Inc.
Technology
|
5,242 | $1,330,367 | 5.06% |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
3,350 | $1,108,414 | 4.21% |
| IAU |
Ishares Gold Trust
|
12,537 | $1,105,261 | 4.20% |
| NVDA |
Nvidia Corp
Technology
|
6,026 | $1,050,934 | 3.99% |
| GS |
Goldman Sachs Group Inc
Financial Services
|
907 | $767,312 | 2.92% |
| GLDM |
World Gold Trust
|
6,891 | $638,726 | 2.43% |
| CAT |
Caterpillar Inc
Industrials
|
816 | $578,103 | 2.20% |
Portfolio Trend
Holdings in ETHW
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $170,505 | 11,367 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $241,776 | 11,367 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $338,963 | 11,367 | Shares | Sole | 2025-11-13 | |
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