Spectrum Asset Management, Inc. (NB/CA) has disclosed 96 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $235.00 Mil. The turnover rate is 21%.
In Spectrum Asset Management, Inc. (NB/CA)'s current portfolio as of 2024-09-30, the top 5 holdings are
Schwab U.S. Large-Cap Value ETF (SCHV), iShares Gold Trust (IAU), Invesco S&P 500 Equal Weight ETF (RSP), iShares MSCI USA Min Vol Factor ETF (USMV), Schwab U.S. Large-Cap Growth ETF (SCHG), not including call and put options.
Spectrum Asset Management, Inc. (NB/CA) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Spectrum Asset Management, Inc. (NB/CA), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Spectrum Asset Management, Inc. (NB/CA), which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Spectrum Asset Management, Inc. (NB/CA).