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Spotlight Asset Group

Latest statistics and disclosures from Spotlight Asset Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are ACIO, AAPL, IVV, META, DRSK, and represent 34.90% of Spotlight Asset Group's stock portfolio.
Added to shares of these 10 stocks: DRSK (+$6.5M), ACIO, RSP, FRDM, JUCY, IJH, WMT, OSCV, FANG, GBTC.
Started 26 new stock positions in ACWI, BN, BIL, UHAL, CLX, CP, FANG, ARM, MLKN, FI.
Reduced shares in these 10 stocks: IEMG, EFA, AGG, GLD, JNJ, IVE, LQD, DE, ELV, STEP.
Sold out of its positions in DJP, BLK, F, GS, VRIG, USRT, LCID, LAZR, MINT, Seagen. SONY, STEP, TTWO, VNQ, WPC.
Spotlight Asset Group was a net buyer of stock by $10M.
Spotlight Asset Group has $140M in assets under management (AUM), dropping by 26.76%.
Central Index Key (CIK): 0001809159

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Portfolio Holdings for Spotlight Asset Group

Spotlight Asset Group holds 258 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Aptus Collared Investment Opportunity Etf Etf (ACIO)	8.2	$11M	+22%	318k	36.03	View chart
Apple Stock (AAPL)	8.1	$11M		66k	171.48	View chart
Ishares Core S&p 500 Etf Etf (IVV)	7.6	$11M		20k	525.73	View chart
Meta Platforms Inc Cl A Stock (META)	6.3	$8.9M		18k	485.58	View chart
Aptus Defined Risk Etf Etf (DRSK)	4.7	$6.5M	NEW	245k	26.66	View chart
Ishares S&p 500 Value Etf Etf (IVE)	4.4	$6.1M	-2%	33k	186.81	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	4.2	$5.9M	-8%	60k	97.94	View chart
Opus Small Cap Value Etf Etf (OSCV)	3.9	$5.4M	+8%	151k	35.96	View chart
Amazon Stock (AMZN)	3.8	$5.3M		30k	180.38	View chart
Vanguard Growth Etf Etf (VUG)	3.4	$4.8M		14k	344.20	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.8	$3.9M	-31%	49k	79.86	View chart
Aptus Enhanced Yield Etf Etf (JUCY)	2.5	$3.5M	+23%	150k	23.38	View chart
Microsoft Corp Stock (MSFT)	2.3	$3.2M	+6%	7.5k	420.72	View chart
Gilead Sciences Stock (GILD)	1.6	$2.2M		30k	73.25	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.5	$2.2M		4.1k	523.07	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	1.5	$2.0M		22k	94.66	View chart
Vanguard Mid-cap Etf Etf (VO)	1.3	$1.8M		7.3k	249.86	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.2	$1.7M	NEW	10k	169.37	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	1.2	$1.7M	NEW	50k	33.73	View chart
Sempra Stock (SRE)	1.1	$1.5M		22k	71.83	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.1	$1.5M	-2%	3.4k	444.01	View chart
Visa Inc Com Cl A Stock (V)	0.9	$1.3M	+12%	4.7k	279.08	View chart
Tg Therapeutics Stock (TGTX)	0.9	$1.2M	+3%	82k	15.21	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$1.2M	+16%	8.2k	150.93	View chart
Nvidia Corporation Stock (NVDA)	0.8	$1.2M		1.3k	903.56	View chart
Bristol-myers Squibb Stock (BMY)	0.8	$1.1M	+2%	20k	54.23	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.7	$1.0M	-76%	20k	51.60	View chart
Abbvie Stock (ABBV)	0.7	$1.0M		5.6k	182.10	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$974k		2.3k	420.52	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.6	$849k		2.5k	337.05	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$807k		5.3k	152.26	View chart
Spdr Gold Shares Etf (GLD)	0.6	$802k	-39%	3.9k	205.72	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$797k	+31%	4.0k	200.30	View chart
Deere & Co Stock (DE)	0.5	$753k	-12%	1.8k	410.74	View chart
Adobe Stock (ADBE)	0.5	$679k	+25%	1.3k	504.60	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$665k	+400%	11k	60.74	View chart
Relx Adr (RELX)	0.5	$642k		15k	43.29	View chart
Abbott Labs Stock (ABT)	0.5	$637k	-4%	5.6k	113.66	View chart
Pulse Biosciences Stock (PLSE)	0.4	$628k		72k	8.71	View chart
Netflix Stock (NFLX)	0.4	$621k		1.0k	607.33	View chart
Walmart Stock (WMT)	0.4	$601k	+276%	10k	60.17	View chart
Unitedhealth Group Stock (UNH)	0.4	$583k	+35%	1.2k	494.70	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.4	$569k		7.8k	73.15	View chart
Chevron Corp Stock (CVX)	0.4	$515k		3.3k	157.74	View chart
Broadcom Stock (AVGO)	0.4	$510k	+99%	385.00	1325.41	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$507k		2.8k	179.11	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$493k		1.0k	481.57	View chart
Copart Stock (CPRT)	0.3	$450k	+64%	7.8k	57.92	View chart
Diamondback Energy Stock (FANG)	0.3	$425k	NEW	2.1k	198.17	View chart
Broadridge Finl Solutions Stock (BR)	0.3	$394k	+74%	1.9k	204.86	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$387k		1.8k	210.30	View chart
Tesla Stock (TSLA)	0.3	$387k	+183%	2.2k	175.79	View chart
Chemed Corp Stock (CHE)	0.3	$386k	+77%	602.00	641.93	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.3	$385k	NEW	6.1k	63.17	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$381k		3.5k	107.60	View chart
Roper Technologies Stock (ROP)	0.3	$375k	+77%	669.00	560.84	View chart
Salesforce Stock (CRM)	0.3	$357k		1.2k	301.18	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.3	$356k		3.4k	104.73	View chart
Alerian Mlp Etf Etf (AMLP)	0.3	$356k		7.5k	47.46	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$344k		618.00	556.40	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.2	$338k		6.6k	51.36	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$337k		8.2k	41.08	View chart
American Tower Corp Reit (AMT)	0.2	$330k	+101%	1.7k	197.59	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$325k	+18%	2.9k	110.52	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$282k	-4%	1.9k	148.63	View chart
Iqvia Hldgs Stock (IQV)	0.2	$282k		1.1k	252.89	View chart
Oracle Corp Stock (ORCL)	0.2	$272k	+2%	2.2k	125.61	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$225k		3.6k	62.06	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$222k		5.7k	39.02	View chart
Vanguard Value Etf Etf (VTV)	0.2	$214k		1.3k	162.86	View chart
Booking Holdings Stock (BKNG)	0.2	$210k	+3%	58.00	3627.88	View chart
Starbucks Corp Stock (SBUX)	0.2	$210k		2.3k	91.39	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$202k	+47%	1.3k	161.60	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$197k		3.4k	58.06	View chart
Pfizer Stock (PFE)	0.1	$196k	+84%	7.1k	27.75	View chart
U.s. Global Jets Etf Etf (JETS)	0.1	$196k		9.3k	21.01	View chart
Pulte Group Stock (PHM)	0.1	$179k	-9%	1.5k	120.62	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$177k		3.5k	50.17	View chart
Pioneer Nat Res Stock (PXD)	0.1	$174k	-17%	664.00	262.50	View chart
General Dynamics Corp Stock (GD)	0.1	$170k		601.00	282.49	View chart
Intel Corp Stock (INTC)	0.1	$167k	-24%	3.8k	44.17	View chart
Cencora Stock (COR)	0.1	$159k	-15%	653.00	242.99	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$154k		3.7k	41.77	View chart
Paypal Hldgs Stock (PYPL)	0.1	$154k		2.3k	66.99	View chart
Home Depot Stock (HD)	0.1	$153k		400.00	383.60	View chart
Progressive Corp Stock (PGR)	0.1	$148k	-3%	717.00	206.82	View chart
Monroe Cap Corp Cef (MRCC)	0.1	$148k		21k	7.20	View chart
Costco Whsl Corp Stock (COST)	0.1	$147k		200.00	732.63	View chart
Nisource Stock (NI)	0.1	$138k		5.0k	27.66	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$138k	-8%	1.0k	136.05	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$135k		5.9k	23.01	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$128k		1.4k	94.41	View chart
Enbridge Stock (ENB)	0.1	$128k	-30%	3.5k	36.18	View chart
Conocophillips Stock (COP)	0.1	$125k		978.00	127.28	View chart
Huntington Bancshares Stock (HBAN)	0.1	$123k		8.8k	13.95	View chart
Disney Walt Stock (DIS)	0.1	$120k	-9%	982.00	122.36	View chart
Transunion Stock (TRU)	0.1	$120k	+50%	1.5k	79.80	View chart
Roblox Corp Cl A Stock (RBLX)	0.1	$119k	-32%	3.1k	38.18	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$119k	-32%	1.3k	91.86	View chart
Boeing Stock (BA)	0.1	$116k	NEW	600.00	192.99	View chart
Ishares Silver Trust Etf (SLV)	0.1	$114k		5.0k	22.75	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$110k		1.5k	74.22	View chart
Mgic Invt Corp Wis Stock (MTG)	0.1	$109k		4.9k	22.36	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$107k		371.00	288.03	View chart
Analog Devices Stock (ADI)	0.1	$106k		535.00	197.79	View chart
At&t Stock (T)	0.1	$106k		6.0k	17.60	View chart
Caretrust Reit Reit (CTRE)	0.1	$102k	+110%	4.2k	24.37	View chart
Novartis Adr (NVS)	0.1	$102k	+5%	1.1k	96.73	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$101k		2.0k	50.60	View chart
Phillips 66 Stock (PSX)	0.1	$99k		605.00	163.34	View chart
International Business Machs Stock (IBM)	0.1	$96k		500.00	190.96	View chart
Eaton Corp Stock (ETN)	0.1	$94k		300.00	312.68	View chart
Relmada Therapeutics Stock (RLMD)	0.1	$93k		20k	4.65	View chart
Sarepta Therapeutics Stock (SRPT)	0.1	$91k		700.00	129.46	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$90k		400.00	224.99	View chart
Mcdonalds Corp Stock (MCD)	0.1	$87k	-32%	308.00	281.95	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$85k		400.00	213.15	View chart
Marvell Technology Stock (MRVL)	0.1	$85k		1.2k	70.88	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.1	$84k		2.7k	31.21	View chart
Abrdn Physical Platinum Shares Etf Etf (PPLT)	0.1	$84k		1.0k	83.55	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$82k		314.00	259.90	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$81k		2.5k	32.23	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$78k	-34%	1.1k	72.34	View chart
Bank America Corp Stock (BAC)	0.1	$76k		2.0k	37.92	View chart
Ppg Inds Stock (PPG)	0.1	$73k	-44%	500.00	144.90	View chart
Mitek Sys Stock (MITK)	0.1	$71k		5.0k	14.10	View chart
Berkley W R Corp Stock (WRB)	0.0	$69k		778.00	88.44	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$66k	NEW	15k	4.29	View chart
Verizon Communications Stock (VZ)	0.0	$64k		1.5k	41.96	View chart
Wells Fargo Stock (WFC)	0.0	$63k	-9%	1.1k	57.96	View chart
Arm Holdings Adr (ARM)	0.0	$63k	NEW	500.00	124.99	View chart
Johnson & Johnson Stock (JNJ)	0.0	$62k	-78%	390.00	158.19	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$61k		1.0k	60.38	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$60k		262.00	228.59	View chart
Red Rock Resorts Inc Cl A Stock (RRR)	0.0	$60k		1.0k	59.82	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$60k		1.2k	50.10	View chart
Uber Technologies Stock (UBER)	0.0	$58k		756.00	76.99	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$56k		700.00	80.63	View chart
Nextera Energy Stock (NEE)	0.0	$54k		840.00	63.91	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$52k	-29%	1.8k	29.18	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$52k		400.00	129.35	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$52k		191.00	270.80	View chart
Archer Daniels Midland Stock (ADM)	0.0	$52k		822.00	62.81	View chart
Cdw Corp Stock (CDW)	0.0	$51k		200.00	255.78	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$51k		1.7k	29.75	View chart
Barrick Gold Corp Stock (GOLD)	0.0	$50k	-41%	3.0k	16.64	View chart
Coca Cola Stock (KO)	0.0	$48k		791.00	61.18	View chart
Altria Group Stock (MO)	0.0	$48k		1.1k	43.62	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$47k		795.00	58.65	View chart
Travelers Companies Stock (TRV)	0.0	$46k		200.00	230.14	View chart
Ebay Stock (EBAY)	0.0	$43k		813.00	52.78	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$43k		649.00	65.87	View chart
Cisco Sys Stock (CSCO)	0.0	$39k		787.00	49.91	View chart
Prologis Reit (PLD)	0.0	$39k		300.00	130.22	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$39k	-3%	245.00	158.81	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$39k	NEW	350.00	110.13	View chart
American Homes 4 Rent Cl A Reit (AMH)	0.0	$37k		1.0k	36.78	View chart
Cboe Global Mkts Stock (CBOE)	0.0	$37k	NEW	200.00	183.73	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$37k		2.0k	18.34	View chart
Spdr S&p Bank Etf Etf (KBE)	0.0	$33k		700.00	47.10	View chart
Mckesson Corp Stock (MCK)	0.0	$32k	+81%	60.00	536.85	View chart
Rio Tinto Adr (RIO)	0.0	$32k		500.00	63.74	View chart
Honeywell Intl Stock (HON)	0.0	$32k		154.00	205.25	View chart
Clorox Co Del Stock (CLX)	0.0	$31k	NEW	200.00	153.11	View chart
Southwest Airls Stock (LUV)	0.0	$29k	-50%	1.0k	29.19	View chart
Philip Morris Intl Stock (PM)	0.0	$26k		286.00	91.62	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$25k		600.00	42.14	View chart
Devon Energy Corp Stock (DVN)	0.0	$25k		500.00	50.18	View chart
British Amern Tob Adr (BTI)	0.0	$24k		774.00	30.50	View chart
Block Inc Cl A Stock (SQ)	0.0	$21k		250.00	84.58	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$21k		200.00	102.76	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.0	$21k		200.00	102.28	View chart
Elevance Health Stock (ELV)	0.0	$20k	-83%	38.00	518.55	View chart
Telus Corporation Stock (TU)	0.0	$19k		1.2k	16.01	View chart
Dupont De Nemours Stock (DD)	0.0	$19k		250.00	76.67	View chart
Rexford Indl Rlty Reit (REXR)	0.0	$19k		376.00	50.30	View chart
BP Adr (BP)	0.0	$19k		500.00	37.68	View chart
Pepsico Stock (PEP)	0.0	$19k	-14%	107.00	175.01	View chart
Ge Aerospace Stock (GE)	0.0	$19k		106.00	175.53	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$18k		67.00	260.72	View chart
Baidu Inc Spon Adr Rep A Adr (BIDU)	0.0	$17k	+6%	159.00	105.28	View chart
Trump Media & Technology Group Stock (DJT)	0.0	$17k		270.00	61.96	View chart
Procter And Gamble Stock (PG)	0.0	$16k		98.00	162.26	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$16k		500.00	31.67	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.0	$16k	NEW	1.0k	15.47	View chart
Dow Stock (DOW)	0.0	$15k		250.00	57.93	View chart
Corteva Stock (CTVA)	0.0	$14k		250.00	57.67	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$14k		1.0k	14.30	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$14k	+63%	31.00	454.87	View chart
Liberty All Star Equity Fd Sh Ben Int Cef (USA)	0.0	$14k	+4%	2.0k	7.15	View chart
Centene Corp Del Stock (CNC)	0.0	$13k	+102%	166.00	78.48	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.0	$13k		244.00	52.26	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$11k		180.00	63.33	View chart
Te Connectivity Stock (TEL)	0.0	$11k		75.00	145.24	View chart
Everi Hldgs Stock (EVRI)	0.0	$10k		1.0k	10.05	View chart
Mattel Stock (MAT)	0.0	$9.9k		500.00	19.81	View chart
Us Bancorp Del Stock (USB)	0.0	$8.9k		200.00	44.70	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$8.9k	-25%	206.00	43.35	View chart
Cedar Fair L P Depositry Unit Stock (FUN)	0.0	$8.4k		200.00	41.90	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$7.7k		100.00	76.81	View chart
Markel Group Stock (MKL)	0.0	$7.6k	NEW	5.00	1521.40	View chart
Carmax Stock (KMX)	0.0	$7.3k		84.00	87.11	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$7.2k	-94%	66.00	108.92	View chart
United Airls Hldgs Stock (UAL)	0.0	$7.2k		150.00	47.88	View chart
Fiserv Stock (FI)	0.0	$7.0k	NEW	44.00	159.82	View chart
American Airls Group Stock (AAL)	0.0	$6.9k		450.00	15.35	View chart
Equinor Asa Adr (EQNR)	0.0	$6.8k		250.00	27.03	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$6.7k	-42%	27.00	247.44	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$6.5k	NEW	156.00	41.87	View chart
Valvoline Stock (VVV)	0.0	$6.4k	NEW	144.00	44.57	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$6.3k		725.00	8.73	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.0	$6.3k		1.0k	6.29	View chart
Unilever Adr (UL)	0.0	$6.1k	+202%	121.00	50.19	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$5.9k	NEW	64.00	91.80	View chart
Cvs Health Corp Stock (CVS)	0.0	$5.7k	NEW	72.00	79.76	View chart
Medtronic Stock (MDT)	0.0	$5.7k		65.00	87.15	View chart
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC)	0.0	$5.4k		150.00	36.04	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$5.4k		1.2k	4.50	View chart
Lumen Technologies Stock (LUMN)	0.0	$5.2k		3.3k	1.56	View chart
Gamestop Corp New Cl A Stock (GME)	0.0	$5.0k		400.00	12.52	View chart
Oneok Stock (OKE)	0.0	$5.0k		62.00	80.18	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$4.4k		46.00	95.57	View chart
Millerknoll Stock (MLKN)	0.0	$4.3k	NEW	175.00	24.76	View chart
Cassava Sciences Stock (SAVA)	0.0	$4.3k		210.00	20.29	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$4.0k		50.00	80.52	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$3.9k	NEW	44.00	88.16	View chart
Viatris Stock (VTRS)	0.0	$3.8k		320.00	11.94	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$3.8k	NEW	14.00	271.79	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$3.6k		31.00	115.29	View chart
U Haul Holding Company Stock (UHAL)	0.0	$3.4k	NEW	51.00	67.55	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$3.2k		35.00	90.91	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$3.0k		26.00	114.96	View chart
Energizer Hldgs Stock (ENR)	0.0	$2.9k		100.00	29.44	View chart
Copt Defense Properties Shs Ben Int Reit (CDP)	0.0	$2.8k		117.00	24.17	View chart
Advance Auto Parts Stock (AAP)	0.0	$2.8k		33.00	85.09	View chart
Playstudios Inc Class A Stock (MYPS)	0.0	$2.8k		1.0k	2.78	View chart
Smith & Nephew Plc Spdn Adr (SNN)	0.0	$2.6k	NEW	103.00	25.36	View chart
Kyndryl Hldgs Stock (KD)	0.0	$2.2k		100.00	21.76	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.0	$2.2k	-91%	43.00	50.56	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.0	$1.9k	-89%	26.00	74.19	View chart
Citigroup Stock (C)	0.0	$1.9k		30.00	63.23	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.0	$1.8k	NEW	43.00	42.02	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$1.7k	-79%	29.00	57.62	View chart
Union Pac Corp Stock (UNP)	0.0	$1.5k	NEW	6.00	246.00	View chart
Omeros Corp Stock (OMER)	0.0	$1.1k		330.00	3.45	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.0	$890.000000		20.00	44.50	View chart
Chargepoint Holdings Inc Com Cl A Stock (CHPT)	0.0	$732.000500		385.00	1.90	View chart
Blink Charging Stock (BLNK)	0.0	$706.997500		235.00	3.01	View chart
Amc Entmt Hldgs Inc Cl A Stock (AMC)	0.0	$569.007000		153.00	3.72	View chart
Resideo Technologies Stock (REZI)	0.0	$561.000000		25.00	22.44	View chart
Aurinia Pharmaceuticals Stock (AUPH)	0.0	$375.997500		75.00	5.01	View chart
Cassava Sciences Inc Wt Exp 111524 Stock	0.0	$338.998800	NEW	84.00	4.04	View chart
Embecta Corp Stock (EMBC)	0.0	$332.000000	-13%	25.00	13.28	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$230.000100		3.00	76.67	View chart
Abvc Biopharma Stock (ABVC)	0.0	$131.000000		100.00	1.31	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$98.000000		2.00	49.00	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$90.000000		1.00	90.00	View chart
Kellanova Stock (K)	0.0	$0		0	0.00	View chart

Past Filings by Spotlight Asset Group

SEC 13F filings are viewable for Spotlight Asset Group going back to 2020

Spotlight Asset Group 2024 Q1 filed May 14, 2024
Spotlight Asset Group 2023 Q4 filed Feb. 5, 2024
Spotlight Asset Group 2023 Q3 filed Nov. 15, 2023
Spotlight Asset Group 2023 Q2 filed Aug. 9, 2023
Spotlight Asset Group 2023 Q1 filed May 16, 2023
Spotlight Asset Group 2022 Q3 filed Nov. 18, 2022
Spotlight Asset Group 2021 Q3 filed Oct. 28, 2021
Spotlight Asset Group 2021 Q2 filed Aug. 11, 2021
Spotlight Asset Group 2021 Q1 filed April 7, 2021
Spotlight Asset Group 2020 Q4 filed Feb. 8, 2021
Spotlight Asset Group 2020 Q3 filed Oct. 30, 2020
Spotlight Asset Group 2020 Q2 filed July 23, 2020
Spotlight Asset Group 2019 Q4 filed April 13, 2020
Spotlight Asset Group 2020 Q1 filed April 13, 2020

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