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Spc Financial, Inc. Top Holdings and 13F Report (2025)

About Spc Financial, Inc.

Investment Activity

  • Spc Financial, Inc. has $1.14 billion in total holdings as of March 31, 2025.
  • Spc Financial, Inc. owns shares of 261 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 8.76% of the portfolio was purchased this quarter.
  • About 7.45% of the portfolio was sold this quarter.
  • This quarter, Spc Financial, Inc. has purchased 259 new stocks and bought additional shares in 137 stocks.
  • Spc Financial, Inc. sold shares of 81 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

78463X889 - SPDR Portfolio Developed World ex-US ETF
$10,422,363 Holding
842587107 - Southern
$1,168,868 Holding
099502106 - Booz Allen Hamilton
$475,036 Holding
00287Y109 - AbbVie
$254,148 Holding
464287234 - iShares MSCI Emerging Markets ETF
$231,610 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF
705,959 shares (about $53.41M)
SPDR Portfolio Developed World ex-US ETF
286,250 shares (about $10.42M)
iShares Expanded Tech-Software Sector ETF
53,423 shares (about $4.75M)
Vanguard Small-Cap ETF
16,090 shares (about $3.57M)
AT&T
67,788 shares (about $1.92M)

Largest Sales this Quarter

iShares Treasury Floating Rate Bond ETF
1,039,925 shares (about $52.68M)
WisdomTree Floating Rate Treasury Fund
166,474 shares (about $8.38M)
Verizon Communications
29,067 shares (about $1.32M)
iShares U.S. Insurance ETF
4,016 shares (about $553.44K)
JPMorgan Chase & Co.
1,250 shares (about $306.63K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSpc Financial, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$74,074,373$183,797 0.2%427,6076.5%ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock logo
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
$70,379,293$1,084,255 1.6%925,5566.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$62,510,805$53,405,798 586.6%826,3165.5%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$38,143,184$8,378,634 -18.0%757,8623.4%Finance
WisdomTree International Quality Dividend Growth Fund stock logo
IQDG
WisdomTree International Quality Dividend Growth Fund
$37,119,598$1,242,414 3.5%1,040,3473.3%Finance
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$36,370,478$1,469,090 4.2%804,6573.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$31,830,997$116,718 -0.4%186,2662.8%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$28,382,974$52,682,600 -65.0%560,2642.5%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$26,970,610$1,174,443 4.6%531,8602.4%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$26,371,311$1,300,373 5.2%560,6152.3%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$24,978,186$403,131 1.6%200,6282.2%ETF
iShares U.S. Broker-Dealers & Securities Exchanges ETF stock logo
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$23,778,559$4,343 0.0%169,7142.1%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$23,683,838$290,880 1.2%242,9612.1%ETF
iShares U.S. Insurance ETF stock logo
IAK
iShares U.S. Insurance ETF
$22,578,653$553,445 -2.4%163,8392.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$21,688,894$306,246 -1.4%233,6411.9%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$21,472,575$4,754,113 28.4%241,2921.9%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$20,276,407$55,386 -0.3%248,9431.8%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$20,051,354$140,240 -0.7%130,9691.8%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$19,718,094$84,529 0.4%164,6881.7%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$19,598,143$342,610 1.8%298,0251.7%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$18,814,045$117,829 -0.6%133,9651.7%Manufacturing
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$18,668,544$224,939 1.2%224,1661.6%ETF
iShares U.S. Consumer Discretionary ETF stock logo
IYC
iShares U.S. Consumer Discretionary ETF
$16,168,864$398,964 2.5%183,0611.4%ETF
Apple Inc. stock logo
AAPL
Apple
$15,723,908$82,632 0.5%70,7871.4%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$15,457,306$3,567,958 30.0%69,7061.4%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$14,931,242$451,928 3.1%59,3051.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$11,309,923$134,856 1.2%20,1281.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$10,928,981$37,539 0.3%29,1141.0%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$10,422,363$10,422,363 New Holding286,2500.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,939,649$31,038 0.3%46,0830.8%ETF
Day Hagan/Ned Davis Research Smart Sector ETF stock logo
SSUS
Day Hagan/Ned Davis Research Smart Sector ETF
$8,905,068$338,178 3.9%218,7440.8%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,820,244$460,031 5.5%151,1610.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,755,535$306,626 -3.4%35,6930.8%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$8,751,367$122,653 1.4%54,5120.8%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$8,502,747$236,946 2.9%155,2730.7%ETF
J P MORGAN EXCHANGE TRADED F
$7,648,353$347,328 4.8%120,1440.7%EQUITY FOCUS ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$7,101,278$154,109 -2.1%16,2200.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,849,046$95,660 -1.4%14,6060.6%Finance
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$6,713,547$353,463 5.6%122,3760.6%Manufacturing
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$6,486,559$313,794 5.1%126,0750.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$6,387,554$468,996 7.9%61,0840.6%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$6,239,303$179,130 3.0%121,9090.5%ETF
Republic Services, Inc. stock logo
RSG
Republic Services
$6,161,035$13,319 -0.2%25,4420.5%Business Services
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$5,749,089$75,068 1.3%42,8110.5%ETF
SPDR S&P Insurance ETF stock logo
KIE
SPDR S&P Insurance ETF
$5,436,647$140,551 2.7%89,8170.5%ETF
Walmart Inc. stock logo
WMT
Walmart
$5,387,848$147,838 -2.7%61,3720.5%Retail/Wholesale
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$5,306,472$199,228 3.9%55,6410.5%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$5,261,346$232,088 4.6%50,7120.5%ETF
PTIN
Pacer Trendpilot International ETF
$4,843,341$365,415 8.2%165,1890.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,731,950$413,054 9.6%24,8710.4%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$4,690,722$149,196 3.3%18,8640.4%Computer and Technology
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$4,671,193$201,013 4.5%68,4830.4%Manufacturing
Encompass Health Co. stock logo
EHC
Encompass Health
$4,604,695$39,297 0.9%45,4650.4%Medical
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$4,560,208$11,469 -0.3%17,0980.4%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$4,426,871$75,196 -1.7%14,6590.4%Finance
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$4,403,148$181,049 4.3%43,0710.4%Manufacturing
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$4,294,786$104,536 -2.4%24,8970.4%Finance
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$3,936,544$398,316 11.3%27,0200.3%Energy
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$3,738,988$220,683 6.3%69,2790.3%ETF
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$3,668,395$157,945 4.5%149,8530.3%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$3,648,207$16,912 -0.5%15,3160.3%Consumer Discretionary
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$3,487,955$75,058 2.2%85,5520.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$3,478,739$120,242 3.6%85,3470.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,450,653$188,560 5.8%6,5880.3%Medical
ONEOK, Inc. stock logo
OKE
ONEOK
$3,327,740$227,611 7.3%33,5390.3%Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,322,396$29,263 0.9%30,6550.3%Computer and Technology
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$3,237,064$89,409 2.8%82,2220.3%ETF
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$3,110,624$1,399,663 81.8%5,2760.3%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$3,064,340$145,701 -4.5%11,2730.3%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,002,454$17,526 0.6%48,6540.3%Computer and Technology
iShares U.S. Oil & Gas Exploration & Production ETF stock logo
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
$2,723,904$111,226 -3.9%28,8000.2%ETF
AT&T Inc. stock logo
T
AT&T
$2,635,017$1,917,044 267.0%93,1760.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,607,492$135,657 -4.9%15,7230.2%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,526,421$32,708 1.3%27,0350.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,437,444$48,019 2.0%18,3750.2%Medical
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$2,214,056$191,487 -8.0%8,6140.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,145,968$126,806 -5.6%13,8770.2%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,023,509$21,511 -1.1%65,8480.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,016,776$4,672 0.2%7,3380.2%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,016,368$660,031 48.7%6,8370.2%Basic Materials
Invesco S&P 500 Pure Value ETF stock logo
RPV
Invesco S&P 500 Pure Value ETF
$2,001,686$129,290 6.9%21,6750.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,959,111$133,095 7.3%11,4960.2%Consumer Staples
GoDaddy Inc. stock logo
GDDY
GoDaddy
$1,891,830$58,185 -3.0%10,5020.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,884,815$196,262 -9.4%5,3780.2%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,827,805$146,490 8.7%20,3630.2%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$1,793,510$174,797 -8.9%10,7120.2%Computer and Technology
Sandy Spring Bancorp, Inc. stock logo
SASR
Sandy Spring Bancorp
$1,766,188$6,820 0.4%63,1910.2%Finance
Tractor Supply stock logo
TSCO
Tractor Supply
$1,749,315$3,141 -0.2%31,7480.2%Retail/Wholesale
iShares U.S. Home Construction ETF stock logo
ITB
iShares U.S. Home Construction ETF
$1,684,074$169,664 -9.2%17,6880.1%ETF
The Cigna Group stock logo
CI
The Cigna Group
$1,590,386$658,987 70.8%4,8340.1%Medical
Raymond James stock logo
RJF
Raymond James
$1,521,065$69,455 -4.4%10,9500.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,441,111$164,929 -10.3%3,9320.1%Retail/Wholesale
PACCAR Inc stock logo
PCAR
PACCAR
$1,412,741$35,248 2.6%14,5090.1%Auto/Tires/Trucks
McDonald's Co. stock logo
MCD
McDonald's
$1,404,416$16,243 1.2%4,4960.1%Retail/Wholesale
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$1,395,643$25,641 -1.8%11,1580.1%Basic Materials
Bank of America Co. stock logo
BAC
Bank of America
$1,322,434$11,977 -0.9%31,6900.1%Finance
Invesco S&P 500 Pure Growth ETF stock logo
RPG
Invesco S&P 500 Pure Growth ETF
$1,292,659$83,576 6.9%33,7950.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,270,059$23,362 -1.8%3,4250.1%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$1,216,651$15,490 1.3%9,9750.1%Utilities
Union Pacific Co. stock logo
UNP
Union Pacific
$1,184,035$20,317 -1.7%5,0120.1%Transportation

Showing largest 100 holdings. View all holdings.
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