Spectrum Asset Management, Inc. (NB/CA)

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$223M
Signature - Title
Tony Jung - COO
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Spectrum Asset Management, Inc. (NB/CA). Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spectrum Asset Management, Inc. (NB/CA) reported 94 stock holdings with total value $223M as of Q4 2024. Top holdings included SCHV, RSP, SCHG, USMV, and IAU.
Holdings Value