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SPECTRUM FINANCIAL ALLIANCE LTD LLC 13F portfolio summary

SPECTRUM FINANCIAL ALLIANCE LTD LLC of SPECTRUM FINANCIAL ALLIANCE LTD LLC has 30 current stock holdings with a reported portfolio value of $520.3M. The portfolio 1 year return is +40.33%. Top holdings include SPY (0.00%), QQQ (0.00%), XFIV (0.00%), C (14.38%), BA (13.01%).

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SPECTRUM FINANCIAL ALLIANCE LTD LLC

SPECTRUM FINANCIAL ALLIANCE LTD LLC
Latest filing: 2026-03-31

SPECTRUM FINANCIAL ALLIANCE LTD LLC runs SPECTRUM FINANCIAL ALLIANCE LTD LLC and currently holds 30 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $520.31M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SPECTRUM FINANCIAL ALLIANCE LTD LLC ranks #763 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SPECTRUM FINANCIAL ALLIANCE LTD LLC's portfolio at SPECTRUM FINANCIAL ALLIANCE LTD LLC has delivered returns of +40.33%. Their 3-year annualized return is +67.93%. Looking at the 5-year horizon, SPECTRUM FINANCIAL ALLIANCE LTD LLC has achieved +41.08% annualized returns at SPECTRUM FINANCIAL ALLIANCE LTD LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+40.33%
#246/1000
3 Year
+67.93%
#516/1000
5 Year
+41.08%
#861/1000

Portfolio Value

$520.31M

Alpha Score

44.9

#763 of 1000

Holdings

30

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change