SPECTRUM FINANCIAL ALLIANCE LTD LLC

PrivateCIK: 1566531
Location

NICHOLASVILLE, KY

30
Positions
$520.31M
Total AUM (reported)
4.88M
Total Shares

Allocation by class

TOTAL AUM$520.31M30 positions
COM$350.77M67.4%
COM NEW$112.24M21.6%
CL A$14.46M2.8%
ULTRPRO S&P500$12.60M2.4%
SMALL CP ETF$11.92M2.3%
SHORT TERM TREAS$6.34M1.2%
ULSHT BLOOMB OIL$5.61M1.1%

Portfolio Concentration

Top 339.5%4–1049.4%11–2511.0%Rest0.2%TOP 1088.8%0%100%
Top 3$205.29M39.5%
4–10$256.97M49.4%
11–25$56.98M11.0%
Rest$1.07M0.2%

Top 3 weight

39.5%

Top 10 weight

88.8%

Voting Authority Distribution

Total shares with voting rights: 4.88M

Sole

Full voting authority

4.88M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:

CITIGROUP INC

SOLE
COM NEW
Shares658.45K
TypeSH
Market value$74.67M
14.35%
Sole
658.45K
Shared
0.00
None
0.00

BOEING CO

SOLE
COM
Shares339.47K
TypeSH
Market value$67.56M
12.99%
Sole
339.47K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
COM
Shares104.32K
TypeSH
Market value$63.05M
12.12%
Sole
104.32K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares1.21M
TypeSH
Market value$58.83M
11.31%
Sole
1.21M
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares88.56K
TypeSH
Market value$49.89M
9.59%
Sole
88.56K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares124.64K
TypeSH
Market value$42.11M
8.09%
Sole
124.64K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares322.43K
TypeSH
Market value$41.52M
7.98%
Sole
322.43K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares132.39K
TypeSH
Market value$37.57M
7.22%
Sole
132.39K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares25.27K
TypeSH
Market value$14.46M
2.78%
Sole
25.27K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
ULTRPRO S&P500
Shares129.90K
TypeSH
Market value$12.60M
2.42%
Sole
129.90K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares45.50K
TypeSH
Market value$11.92M
2.29%
Sole
45.50K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares115.23K
TypeSH
Market value$11.41M
2.19%
Sole
115.23K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares82.42K
TypeSH
Market value$7.75M
1.49%
Sole
82.42K
Shared
0.00
None
0.00

FORD MTR CO

SOLE
COM
Shares588.83K
TypeSH
Market value$6.80M
1.31%
Sole
588.83K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHORT TERM TREAS
Shares108.29K
TypeSH
Market value$6.34M
1.22%
Sole
108.29K
Shared
0.00
None
0.00

PROSHARES TR II

SOLE
ULSHT BLOOMB OIL
Shares674.35K
TypeSH
Market value$5.61M
1.08%
Sole
674.35K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
ULTRPRO DOW30
Shares88.73K
TypeSH
Market value$4.45M
0.86%
Sole
88.73K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares741.00
TypeSH
Market value$427.7K
0.08%
Sole
741.00
Shared
0.00
None
0.00

INTERNATIONAL PAPER CO

SOLE
COM
Shares11.50K
TypeSH
Market value$410.6K
0.08%
Sole
11.50K
Shared
0.00
None
0.00

RBB FD INC

SOLE
US TREAS 5 YR NT
Shares7.91K
TypeSH
Market value$386.1K
0.07%
Sole
7.91K
Shared
0.00
None
0.00

BONDBLOXX ETF TRUST

SOLE
BLOOMBERG FVE YR
Shares7.73K
TypeSH
Market value$380.1K
0.07%
Sole
7.73K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares793.00
TypeSH
Market value$293.4K
0.06%
Sole
793.00
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares1.98K
TypeSH
Market value$291.0K
0.06%
Sole
1.98K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
FINANCIALS ETF
Shares2.26K
TypeSH
Market value$273.0K
0.05%
Sole
2.26K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares1.40K
TypeSH
Market value$243.3K
0.05%
Sole
1.40K
Shared
0.00
None
0.00
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