Long-term investor
Spectrum Planning & Advisory Services Inc. @spectrumplanningadvisory
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001725394).
Record
- Tracked since 2025-06-30 (473 days), 117 trades recorded
- Returns: week n/a · month n/a · 90 days +0.0% · 6 months +1.4% · 1 year -0.1% · all -0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 7.0% · long · since 2025-06-30
- 78468R663 · 6.5% · long · since 2025-06-30
- 46436E718 · 5.8% · long · since 2025-06-30
- 46641Q837 · 5.0% · long · since 2025-06-30
- 464287309 · 4.3% · long · since 2025-06-30
- 09290C764 · 4.2% · long · since 2026-03-31
- 09290C103 · 4.1% · long · since 2025-06-30
- 92203C303 · 4.0% · long · since 2026-03-31
- 72201R833 · 3.5% · long · since 2026-03-31
- 09290C616 · 3.1% · long · since 2026-03-31
- 464287101 · 2.6% · long · since 2025-06-30
- 46429B267 · 2.5% · long · since 2025-06-30