SPC Financial, Inc.
SPC Financial, Inc. is an independent investment advisory firm headquartered in Rockville, Maryland. Founded in 1978, SPC provides financial planning and portfolio management services to individuals, corporate, institutional, ERISA funds, and charitable clients. The firm is known for its specialized, multidisciplinary, tax-integrated, human-centric approach and has assisted over 2,000 families in achieving wealth management, estate, and tax planning goals, serving a diverse clientele that includes professionals, business owners, and retirees.
Investment Strategy
SPC Financial offers tailored investment advisory and portfolio management services based on individualized client needs, investment objectives, and financial circumstances. The firm primarily invests in equity securities, corporate debt, CDs, municipal securities, mutual funds, exchange-traded funds, U.S. government securities, options, and alternative investments. SPC emphasizes a personal approach, integrating financial and tax planning, and allows clients to set account-specific restrictions, focusing on long-term wealth accumulation, tax efficiency, and personalized risk management.
Top Holdings
Equity Positions (262)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TFLO | ISHARES TR | 5.97% | $71.2M | 1,406,426 | $50.58 | $50.65 | +$42.9M |
R RSP | INVESCO EXCHANGE TRADED FD T | 5.57% | $66.5M | 366,138 | $150.40 | $181.74 | -$7.5M |
S SPDW | SPDR INDEX SHS FDS | 5.13% | $61.2M | 1,511,472 | $39.72 | $40.49 | +$50.8M |
U USFR | WISDOMTREE TR | 4.03% | $48.1M | 955,512 | $50.32 | $50.31 | +$9.9M |
I IQDG | WISDOMTREE TR | 3.50% | $41.8M | 1,054,316 | $31.35 | $39.64 | +$4.7M |