Spectrum Investment Advisors, Inc.

13F Filings History

Latest 13F report: Q3 2024 - Nov 6, 2024
Value $: $146M
Signature - Title: Jonathan J. Marshall - Chief Investment Officer
Location: Mequon, WI
Summary: This page shows a list of all the recent 13F filings made by Spectrum Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spectrum Investment Advisors, Inc. reported 27 stock holdings with total value $146M as of Q3 2024. Top holdings included DFAU, FELG, VOO, DFAI, and IXUS.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	27	$146M	+$2.28M	-$884K	+$1.4M	DFAU, FELG, VOO, DFAI, IXUS	13F-HR	11/6/2024, 02:25 PM
Q2 2024	25	$137M	+$16.1M	-$16.8M	-$788K	DFAU, FELG, VOO, DFAI, IXUS	13F-HR	7/31/2024, 03:20 PM
Q1 2024	34	$135M	+$4.75M	-$3.55M	+$1.2M	DFAU, FELG, VOO, DFAI, IXUS	13F-HR	5/6/2024, 02:54 PM
Q4 2023	33	$126M	$0	$0		DFAU, FELG, VOO, DFAI, GOVI	13F-HR	2/7/2024, 02:17 PM