$SPMO completed its semi-annual rebalance, becoming effective yesteday, with 54 holdings replaced. Rebalance Overview: * 54 out of 99 holdings were substituted. * Roughly 40% of the portfolio weight shifted. * Technology weighting remains heavy at over 52%. Major Additions & Removals: * Added: Apple $AAPL entered near the top cap. * Added: Merck $MRK joined as a key healthcare addition. * Removed: Nvidia $NVDA was completely cut despite past gains. * Removed: Broadcom $AVGO was also removed from the fund. Top Post-Rebalance Holdings: * Micron $MU 9.21% * Apple $AAPL 9.04% * Alphabet $GOOGL/$GOOG: Combined weight near 8.9% * AMD $AMD 5.60% *Intel $INTC 5.56% * Johnson & Johnson $JNJ 4.54%
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17 Comments
Kevin Henderson@kev4hunnid · 16d
I’m curious as to why they took out nvidia and palantirðŸ˜ðŸ˜
Martin McClellan
@star87 · 16d
Nvidia out and Palantir as well !! I’m not happy.
AMDY
@penjen · 12d
Thanks for this .. I acquired SPMO very recently.
David Monroe
@d0p3y71 · 9d
I have XLV and a lot if this is overlap with FSELX and SCHB. Cool graphic tho
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