SPECTRUM PLANNING & ADVISORY SERVICES INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BFLY | 24K | $95.63K |
 | AMZN | 12K | $2.57M |
 | WWD | 8K | $3.01M |
 | MSFT | 6K | $2.40M |
 | NVDA | 6K | $1.05M |
 | AAPL | 5K | $1.33M |
 | BRK-B | 4K | $2.08M |
 | ALNY | 3K | $1.11M |
 | DIS | 2K | $207.73K |
 | MRK | 2K | $241.45K |
 | V | 2K | $572.95K |
 | BA | 2K | $357.06K |
 | UNH | 2K | $472.02K |
 | PG | 2K | $245.15K |
 | CRM | 2K | $311.98K |
 | PLTR | 2K | $231.85K |
 | HD | 1K | $427.67K |
 | JNJ | 1K | $315.50K |
 | CVX | 1K | $255.78K |
 | MCD | 1K | $382.63K |
Butterfly Network, Inc.
BFLY
Shares Held
24K
Value
$95.63K
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.57M
Woodward, Inc.
WWD
Shares Held
8K
Value
$3.01M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.40M
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.05M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.33M
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.08M
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
3K
Value
$1.11M
The Walt Disney Company
DIS
Shares Held
2K
Value
$207.73K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$241.45K
Visa Inc.
V
Shares Held
2K
Value
$572.95K
The Boeing Company
BA
Shares Held
2K
Value
$357.06K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$472.02K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$245.15K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$311.98K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$231.85K
The Home Depot, Inc.
HD
Shares Held
1K
Value
$427.67K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$315.50K
Chevron Corporation
CVX
Shares Held
1K
Value
$255.78K
McDonald's Corporation
MCD
Shares Held
1K
Value
$382.63K