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Desirae Hagan

Spectrum Financial Alliance Ltd Llc

Assets Managed
$520.307M
Holdings
30
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
2.82%(2Q avg: 13.48%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Spectrum Financial Alliance Ltd Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Spectrum Financial Alliance Ltd Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 520.307M in assets, with a quarterly growth rate of 2.82% and a 2-quarter average growth rate of 13.48%. The portfolio is managed by Desirae Hagan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
C
Citigroup Inc
Recent Activity
Increased 2.72%
14.36%
$74.674M
658,445 shares@ $113.42 avg price
BA
Boeing Co The
Recent Activity
Increased 5.24%
12.99%
$67.564M
339,466 shares@ $199.04 avg price
LMT
Lockheed Martin Corp
Recent Activity
Increased 5.45%
12.12%
$63.051M
104,321 shares@ $604.39 avg price
BAC
Bank Of America Corp
Recent Activity
Increased 6.25%
11.31%
$58.829M
1.207M shares@ $48.75 avg price
DE
Deere & Co
Recent Activity
Increased 3.77%
9.59%
$49.887M
88,561 shares@ $563.31 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -51.29%
8.1%
$42.108M
124,638 shares@ $337.84 avg price
QCOM
Qualcomm Inc
Recent Activity
Increased 6.2%
7.99%
$41.523M
322,430 shares@ $128.78 avg price
GE
General Electric
Recent Activity
Increased 6.2%
7.23%
$37.568M
132,388 shares@ $283.77 avg price
META
Meta Platforms Inc-class A
Recent Activity
New Position
2.78%
$14.458M
25,271 shares@ $572.14 avg price
UPRO
Proshares Ultrapro S&p 500
Recent Activity
Increased 3.43%
2.43%
$12.598M
129,902 shares@ $96.98 avg price

1-10 of 30