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SPIRIT OF AMERICA INCOME & OPPORTUNITY | SOAOXMutual Fund | |
| SPIRIT OF AMERICA INCOME & OPPORTUNITY | |
| Last update 2023-03-02 | 42 Stocks (0 new) |
| Value $9.00 Mil | Turnover 0 % |
| Portfolio Report | |
SPIRIT OF AMERICA INCOME & OPP... Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 75,000 | 1096.050 | -8.31% | 12.230 | -0.86% | 0.000 | +35.79% | +198.98% | 3638044.300 | Semiconductors | |
ABBV | AbbVie Inc | 4,000 | 646.440 | 0% | 7.210 | 0% | 0.000 | -9.12% | +14.69% | 302340.038 | Drug Manufacturers | |
DE | Deere & Co | 1,150 | 493.070 | 0% | 5.500 | 0% | 0.000 | +14.56% | -0.40% | 107729.927 | Farm & Heavy Construction Machinery | |
MSFT | Microsoft Corp | 2,000 | 479.640 | 0% | 5.350 | 0% | 0.000 | +4.33% | +13.28% | 3146664.593 | Software | |
GOOGL | Alphabet Inc | 5,000 | 441.150 | 0% | 4.920 | 0% | 0.000 | +11.94% | +30.19% | 2232238.632 | Interactive Media | |
AAPL | Apple Inc | 3,250 | 422.270 | 0% | 4.710 | 0% | 0.000 | +3.37% | +17.23% | 3389420.990 | Hardware | |
BX | Blackstone Inc | 5,500 | 408.050 | 0% | 4.550 | 0% | 0.000 | +40.20% | +41.26% | 137156.708 | Asset Management | |
PLD | Prologis Inc | 3,000 | 338.190 | 0% | 3.770 | 0% | 0.000 | -5.17% | -13.26% | 104426.232 | REITs | |
GOOG | Alphabet Inc | 3,800 | 337.170 | 0% | 3.760 | 0% | 0.000 | +11.82% | +30.23% | 2233226.439 | Interactive Media | |
HD | The Home Depot Inc | 1,000 | 315.860 | 0% | 3.520 | 0% | 0.000 | +17.46% | +18.73% | 400376.695 | Retail - Cyclical |
SPIRIT OF AMERICA INCOME & OPPORTUNITY's Historical Top Holdings Breakdowns
SPIRIT OF AMERICA INCOME & OPPORTUNITY's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LEN | Lennar Corp | 2022-12-31 | Sold Out | -2.18% | 71.38 ($83.66) 94.29 | $166.18 | 98.64% | Sold Out | 0 | -2,800 | |
VZ | Verizon Communications Inc | 2022-12-31 | Sold Out | -1.99% | 35.35 ($37.68) 39.81 | $40.40 | 7.22% | Sold Out | 0 | -5,000 | |
C | Citigroup Inc | 2022-12-31 | Sold Out | -1.53% | 40.45 ($45.43) 50.19 | $69.02 | 51.93% | Sold Out | 0 | -3,500 | |
UBER | Uber Technologies Inc | 2022-12-31 | Sold Out | -1.11% | 24.4 ($27.36) 31.57 | $71.37 | 160.86% | Sold Out | 0 | -4,000 | |
JPM | JPMorgan Chase & Co | 2022-12-31 | Sold Out | -1.09% | 101.96 ($126.71) 138.18 | $239.56 | 89.06% | Sold Out | 0 | -1,000 | |
HON | Honeywell International Inc | 2022-12-31 | Sold Out | -0.96% | 171.41 ($202.7) 220.05 | $233.91 | 15.40% | Sold Out | 0 | -550 | |
NVDA | NVIDIA Corp | 2022-12-31 | Reduce | -0.86% | 11.23 ($14.67) 18.07 | $148.29 | 910.84% | Reduce -8.31% | 75,000 | -680 | |
TRNO | Terreno Realty Corp | 2022-12-31 | Reduce | -0.55% | 51.04 ($56.14) 59.67 | $61.00 | 8.66% | Reduce -20% | 4,000 | -1,000 |
SPIRIT OF AMERICA INCOME & OPPORTUNITY Total Holding History ($B)
SPIRIT OF AMERICA INCOME & OPPORTUNITY's Asset Allocation
SPIRIT OF AMERICA INCOME & OPPORTUNITY Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SPIRIT OF AMERICA INCOME & OPPORTUNITY's Hypothetical Growth since 2022-12-31
SPIRIT OF AMERICA INCOME & OPPORTUNITY's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SPIRIT OF AMERICA INCOME & OPPORTUNITY's Holdings Heat Map
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SPIRIT OF AMERICA INCOME & OPPORTUNITY's Holdings Bubble Chart
SPIRIT OF AMERICA INCOME & OPPORTUNITY News
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