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Spectrum Investment Advisors, Inc. Historic Quarter Change: USA Stocks, Sold Out

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Spectrum Investment Advisors, Inc. historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Spectrum Investment Advisors, Inc. opened 50 positions, added to 74, reduced 28 and sold out of 15.

  • Q2 2026: Stock T; Country of operation United States; Class COM; Shares before 8,185.
  • Q1 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 724.
  • Q1 2026: Stock META; Country of operation United States; Class CL A; Shares before 306.
  • Q4 2025: Stock PLTR; Country of operation United States; Class CL A; Shares before 1,111.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1856042), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026T
AT&T INC		United StatesCOM8,1850-8,185$237,277$0-$237,2772026-07-30
Q1 2026GOOGL
ALPHABET INC		United StatesCAP STK CL A7240-724$226,672$0-$226,6722026-04-14
Q1 2026META
META PLATFORMS INC		United StatesCL A3060-306$201,709$0-$201,7092026-04-14
Q4 2025PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A1,1110-1,111$202,669$0-$202,6692026-01-28
Q1 2025JPM
JPMORGAN CHASE & CO.		United StatesCOM8780-878$210,459$0-$210,4592025-04-23
Q4 2024NEE
NEXTERA ENERGY INC		United StatesCOM2,4610-2,461$208,028$0-$208,0282025-01-28
Q2 2024PEP
PEPSICO INC		United StatesCOM4,5070-4,507$788,780$0-$788,7802024-07-31
Q2 2024PPSI
PIONEER PWR SOLUTIONS INC		United StatesCOM NEW114,0000-114,000$650,940$0-$650,9402024-07-31
Q2 2024FISV
FISERV INC		United StatesCOM1,9430-1,943$310,530$0-$310,5302024-07-31
Q2 2024AMZN
AMAZON COM INC		United StatesCOM1,6860-1,686$304,121$0-$304,1212024-07-31
Q2 2024MRK
MERCK & CO INC		United StatesCOM1,9520-1,952$257,623$0-$257,6232024-07-31
Q2 2024MCD
MCDONALDS CORP		United StatesCOM8860-886$249,864$0-$249,8642024-07-31
Q2 2024JPM
JPMORGAN CHASE & CO		United StatesCOM1,0970-1,097$219,800$0-$219,8002024-07-31
Q2 2024WEC
WEC ENERGY GROUP INC		United StatesCOM2,6510-2,651$217,724$0-$217,7242024-07-31
Q1 2024TSLA
TESLA INC		United StatesCOM1,2120-1,212$301,158$0-$301,1582024-05-06

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