General Counsel and Chief Compliance Officer

0001415201-23-000002.txt : 20230509 0001415201-23-000002.hdr.sgml : 20230509 20230509172741 ACCESSION NUMBER: 0001415201-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SPC Financial, Inc. CENTRAL INDEX KEY: 0001415201 IRS NUMBER: 520946018 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14057 FILM NUMBER: 23903514 BUSINESS ADDRESS: STREET 1: 3202 TOWER OAKS BLVD. STREET 2: SUITE 400 CITY: ROCKVILLE STATE: MD ZIP: 20852 BUSINESS PHONE: 301-770-6800 MAIL ADDRESS: STREET 1: 3202 TOWER OAKS BLVD. STREET 2: SUITE 400 CITY: ROCKVILLE STATE: MD ZIP: 20852 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001415201 XXXXXXXX 03-31-2023 03-31-2023 SPC Financial, Inc.

3202 TOWER OAKS BLVD. SUITE 400 ROCKVILLE MD 20852

13F HOLDINGS REPORT 028-14057 000104618 801-14191 N Daniel A. Ball General Counsel and Chief Compliance Officer 301-770-6800 Daniel A. Ball Rockville MD 05-09-2023 0 203 876806462 false INFORMATION TABLE 2 SPCFinancial_13f.xml HOLDINGS REPORT ABBOTT LABS COM 002824100 2031174 20059 SH SOLE 0 0 0 20059 ACADIA HEALTHCARE COMPANY IN COM 00404A109 1033392 14303 SH SOLE 0 0 0 14303 AIR PRODS & CHEMS INC COM 009158106 268541 935 SH SOLE 0 0 0 935 ALPHABET INC CAP STK CL A 02079K305 267831 2582 SH SOLE 0 0 0 2582 ALTRIA GROUP INC COM 02209S103 547698 12275 SH SOLE 0 0 0 12275 AMAZON COM INC COM 023135106 1421167 13759 SH SOLE 0 0 0 13759 AMERICAN EXPRESS CO COM 025816109 439097 2662 SH SOLE 0 0 0 2662 AMGEN INC COM 031162100 531850 2200 SH SOLE 0 0 0 2200 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 2324207 65526 SH SOLE 0 0 0 65526 APPLE INC COM 037833100 6981215 42336 SH SOLE 0 0 0 42336 ASTRAZENECA PLC SPONSORED ADR 046353108 284581 4100 SH SOLE 0 0 0 4100 AT&T INC COM 00206R102 452779 23521 SH SOLE 0 0 0 23521 ATLANTICA SUSTAINABLE INFR P SHS G0751N103 201747 6825 SH SOLE 0 0 0 6825 AXON ENTERPRISE INC COM 05464C101 337275 1500 SH SOLE 0 0 0 1500 BANK AMERICA CORP COM 060505104 695189 24307 SH SOLE 0 0 0 24307 BCE INC COM NEW 05534B760 370637 8275 SH SOLE 0 0 0 8275 BECTON DICKINSON & CO COM 075887109 258679 1045 SH SOLE 0 0 0 1045 BRISTOL-MYERS SQUIBB CO COM 110122108 723280 10435 SH SOLE 0 0 0 10435 BROADCOM INC COM 11135F101 361829 564 SH SOLE 0 0 0 564 CAMPBELL SOUP CO COM 134429109 606759 11036 SH SOLE 0 0 0 11036 CHEVRON CORP NEW COM 166764100 489154 2998 SH SOLE 0 0 0 2998 CHUBB LIMITED COM H1467J104 3032509 15617 SH SOLE 0 0 0 15617 CISCO SYS INC COM 17275R102 2641456 50530 SH SOLE 0 0 0 50530 CLOROX CO DEL COM 189054109 294326 1860 SH SOLE 0 0 0 1860 CME GROUP INC COM 12572Q105 239017 1248 SH SOLE 0 0 0 1248 COMPASS DIVERSIFIED SH BEN INT 20451Q104 317300 16630 SH SOLE 0 0 0 16630 CONOCOPHILLIPS COM 20825C104 202785 2044 SH SOLE 0 0 0 2044 COPA HOLDINGS SA CL A P31076105 1073476 11624 SH SOLE 0 0 0 11624 CVS HEALTH CORP COM 126650100 2008525 27029 SH SOLE 0 0 0 27029 DEVON ENERGY CORP NEW COM 25179M103 256289 5064 SH SOLE 0 0 0 5064 DISNEY WALT CO COM 254687106 320316 3199 SH SOLE 0 0 0 3199 DOLLAR GEN CORP NEW COM 256677105 334210 1588 SH SOLE 0 0 0 1588 DOMINION ENERGY INC COM 25746U109 562678 10064 SH SOLE 0 0 0 10064 DOW INC COM 260557103 1906019 34769 SH SOLE 0 0 0 34769 DUKE ENERGY CORP NEW COM NEW 26441C204 624706 6476 SH SOLE 0 0 0 6476 DUPONT DE NEMOURS INC COM 26614N102 426524 5943 SH SOLE 0 0 0 5943 EASTGROUP PPTYS INC COM 277276101 289310 1750 SH SOLE 0 0 0 1750 EATON CORP PLC SHS G29183103 1448680 8455 SH SOLE 0 0 0 8455 ENCOMPASS HEALTH CORP COM 29261A100 2563637 47387 SH SOLE 0 0 0 47387 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 725368 13256 SH SOLE 0 0 0 13256 EXXON MOBIL CORP COM 30231G102 385727 3517 SH SOLE 0 0 0 3517 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1532894 96046 SH SOLE 0 0 0 96046 FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150 797587 14358 SH SOLE 0 0 0 14358 FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 33734X168 681288 10430 SH SOLE 0 0 0 10430 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 2142923 47536 SH SOLE 0 0 0 47536 FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 33738R704 2921161 60838 SH SOLE 0 0 0 60838 FIRST TR EXCHANGE-TRADED FD NASDQ FOD BVRG 33738R852 214207 7969 SH SOLE 0 0 0 7969 FLAHERTY & CRUMRINE PFD INCO COM 33848E106 195525 23700 SH SOLE 0 0 0 23700 GENERAL ELECTRIC CO COM NEW 369604301 309840 3241 SH SOLE 0 0 0 3241 GENERAL MLS INC COM 370334104 908802 10634 SH SOLE 0 0 0 10634 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 691892 27133 SH SOLE 0 0 0 27133 GODADDY INC CL A 380237107 975386 12550 SH SOLE 0 0 0 12550 GOLDMAN SACHS ETF TR EQUAL WEIGHT US 381430438 3716701 61770 SH SOLE 0 0 0 61770 GRIFFON CORP COM 398433102 912989 28522 SH SOLE 0 0 0 28522 HERSHEY CO COM 427866108 866266 3405 SH SOLE 0 0 0 3405 HOLOGIC INC COM 436440101 1043370 12929 SH SOLE 0 0 0 12929 HOME DEPOT INC COM 437076102 3435492 11641 SH SOLE 0 0 0 11641 INNOVATOR ETFS TR S&P INVT GRD PFD 45783Y822 1020384 54948 SH SOLE 0 0 0 54948 INTEL CORP COM 458140100 345355 10571 SH SOLE 0 0 0 10571 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2736778 26242 SH SOLE 0 0 0 26242 INTERNATIONAL BUSINESS MACHS COM 459200101 2140609 16329 SH SOLE 0 0 0 16329 INTERNATIONAL PAPER CO COM 460146103 438129 12150 SH SOLE 0 0 0 12150 INTUITIVE SURGICAL INC COM NEW 46120E602 421526 1650 SH SOLE 0 0 0 1650 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 393525 5180 SH SOLE 0 0 0 5180 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 859264 11321 SH SOLE 0 0 0 11321 INVESCO EXCHANGE TRADED FD T DWA BASIC MATL 46137V704 609182 7166 SH SOLE 0 0 0 7166 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 6833873 47254 SH SOLE 0 0 0 47254 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 953693 6310 SH SOLE 0 0 0 6310 INVESCO EXCHANGE TRADED FD T DWA INDLS MUMT 46137V845 639329 6739 SH SOLE 0 0 0 6739 INVESCO EXCHANGE TRADED FD T DWA STAPLES 46137V886 674442 7832 SH SOLE 0 0 0 7832 INVESCO EXCHANGE TRADED FD T DWA ENERGY MNT 46137V878 565454 14186 SH SOLE 0 0 0 14186 INVESCO QQQ TR UNIT SER 1 46090E103 7152246 22286 SH SOLE 0 0 0 22286 IRIDIUM COMMUNICATIONS INC COM 46269C102 1331000 21492 SH SOLE 0 0 0 21492 ISHARES INC CORE MSCI EMKT 46434G103 1193403 24460 SH SOLE 0 0 0 24460 ISHARES TR CORE MSCI EAFE 46432F842 59518761 890333 SH SOLE 0 0 0 890333 ISHARES TR CORE HIGH DV ETF 46429B663 225482 2218 SH SOLE 0 0 0 2218 ISHARES TR CORE DIV GRWTH 46434V621 332883 6659 SH SOLE 0 0 0 6659 ISHARES TR EXPONENTIAL TECH 46434V381 918456 17428 SH SOLE 0 0 0 17428 ISHARES TR TRS FLT RT BD 46434V860 131494337 2599216 SH SOLE 0 0 0 2599216 ISHARES TR MSCI ACWI EX US 464288240 2436144 49952 SH SOLE 0 0 0 49952 ISHARES TR NEW ZEALAND ETF 464289123 312063 6250 SH SOLE 0 0 0 6250 ISHARES TR PFD AND INCM SEC 464288687 2515239 80565 SH SOLE 0 0 0 80565 ISHARES TR MSCI USA QLT FCT 46432F339 26168412 210925 SH SOLE 0 0 0 210925 ISHARES TR CORE S&P MCP ETF 464287507 3194793 12771 SH SOLE 0 0 0 12771 ISHARES TR S&P MC 400VL ETF 464287705 17107094 166460 SH SOLE 0 0 0 166460 ISHARES TR S&P MC 400GR ETF 464287606 16661401 232994 SH SOLE 0 0 0 232994 ISHARES TR CORE S&P SCP ETF 464287804 2070444 21411 SH SOLE 0 0 0 21411 ISHARES TR SP SMCP600VL ETF 464287879 21619009 230997 SH SOLE 0 0 0 230997 ISHARES TR S&P SML 600 GWT 464287887 22034065 200419 SH SOLE 0 0 0 200419 ISHARES TR CORE S&P500 ETF 464287200 3271375 7958 SH SOLE 0 0 0 7958 ISHARES TR S&P 500 GRWT ETF 464287309 17159257 268575 SH SOLE 0 0 0 268575 ISHARES TR 1 3 YR TREAS BD 464287457 463300 5639 SH SOLE 0 0 0 5639 ISHARES TR 20 YR TR BD ETF 464287432 216357 2034 SH SOLE 0 0 0 2034 ISHARES TR ISHARES BIOTECH 464287556 424936 3290 SH SOLE 0 0 0 3290 ISHARES TR U.S. FIN SVC ETF 464287770 263878 1748 SH SOLE 0 0 0 1748 ISHARES TR U.S. BAS MTL ETF 464287838 19503455 147163 SH SOLE 0 0 0 147163 ISHARES TR US CONSUM DISCRE 464287580 500312 7734 SH SOLE 0 0 0 7734 ISHARES TR US CONSM STAPLES 464287812 17548776 88083 SH SOLE 0 0 0 88083 ISHARES TR U.S. ENERGY ETF 464287796 17868069 408413 SH SOLE 0 0 0 408413 ISHARES TR U.S. TECH ETF 464287721 502473 5414 SH SOLE 0 0 0 5414 ISHARES TR MSCI EAFE ETF 464287465 414888 5801 SH SOLE 0 0 0 5801 ISHARES TR MORNINGSTAR VALU 464288109 16357314 255983 SH SOLE 0 0 0 255983 ISHARES TR ISHARES SEMICDTR 464287523 322830 726 SH SOLE 0 0 0 726 ISHARES TR EXPANDED TECH 464287515 368687 1210 SH SOLE 0 0 0 1210 ISHARES TR SELECT DIVID ETF 464287168 6147028 52458 SH SOLE 0 0 0 52458 ISHARES TR TIPS BD ETF 464287176 307818 2792 SH SOLE 0 0 0 2792 ISHARES TR U.S. MED DVC ETF 464288810 256513 4752 SH SOLE 0 0 0 4752 ISHARES TR US BR DEL SE ETF 464288794 19494760 212732 SH SOLE 0 0 0 212732 ISHARES TR U.S. INSRNCE ETF 464288786 16931869 197756 SH SOLE 0 0 0 197756 ISHARES TR US HOME CONS ETF 464288752 17560551 249830 SH SOLE 0 0 0 249830 ISHARES TR US OIL GS EX ETF 464288851 2346906 27350 SH SOLE 0 0 0 27350 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 758897 16024 SH SOLE 0 0 0 16024 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 24379773 484495 SH SOLE 0 0 0 484495 JANUS DETROIT STR TR HENDERSON MTG 47103U852 35607942 762646 SH SOLE 0 0 0 762646 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 25439476 513825 SH SOLE 0 0 0 513825 JOHNSON & JOHNSON COM 478160104 991973 6400 SH SOLE 0 0 0 6400 JPMORGAN CHASE & CO COM 46625H100 4677868 35898 SH SOLE 0 0 0 35898 KELLOGG CO COM 487836108 557158 8321 SH SOLE 0 0 0 8321 KIMBERLY-CLARK CORP COM 494368103 646775 4819 SH SOLE 0 0 0 4819 KRAFT HEINZ CO COM 500754106 359952 9308 SH SOLE 0 0 0 9308 LOCKHEED MARTIN CORP COM 539830109 896644 1897 SH SOLE 0 0 0 1897 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 518742 5525 SH SOLE 0 0 0 5525 MARATHON PETE CORP COM 56585A102 3100416 22995 SH SOLE 0 0 0 22995 MARRIOTT INTL INC NEW CL A 571903202 1110186 6686 SH SOLE 0 0 0 6686 MCDONALDS CORP COM 580135101 939326 3359 SH SOLE 0 0 0 3359 MEDTRONIC PLC SHS G5960L103 367542 4559 SH SOLE 0 0 0 4559 MERCK & CO INC COM 58933Y105 1184333 11132 SH SOLE 0 0 0 11132 METLIFE INC COM 59156R108 280774 4846 SH SOLE 0 0 0 4846 MICROSOFT CORP COM 594918104 7533923 26132 SH SOLE 0 0 0 26132 MOTOROLA SOLUTIONS INC COM NEW 620076307 5669094 19813 SH SOLE 0 0 0 19813 NASDAQ INC COM 631103108 686109 12550 SH SOLE 0 0 0 12550 NEW YORK CMNTY BANCORP INC COM 649445103 209728 23200 SH SOLE 0 0 0 23200 NIKE INC CL B 654106103 226271 1845 SH SOLE 0 0 0 1845 NUCOR CORP COM 670346105 1158216 7498 SH SOLE 0 0 0 7498 NVIDIA CORPORATION COM 67066G104 359434 1294 SH SOLE 0 0 0 1294 OLD REP INTL CORP COM 680223104 410757 16450 SH SOLE 0 0 0 16450 ONEOK INC NEW COM 682680103 1918209 30189 SH SOLE 0 0 0 30189 OREILLY AUTOMOTIVE INC COM 67103H107 247902 292 SH SOLE 0 0 0 292 PACCAR INC COM 693718108 995886 13605 SH SOLE 0 0 0 13605 PACER FDS TR TRENDP US LAR CP 69374H105 1901977 49960 SH SOLE 0 0 0 49960 PACER FDS TR TRENDPILOT INTL 69374H683 1403019 53428 SH SOLE 0 0 0 53428 PACER FDS TR US CASH COWS 100 69374H881 7178168 152890 SH SOLE 0 0 0 152890 PACER FDS TR LUNT LRG CP ALTR 69374H717 2537061 66818 SH SOLE 0 0 0 66818 PEPSICO INC COM 713448108 526847 2890 SH SOLE 0 0 0 2890 PFIZER INC COM 717081103 689397 16897 SH SOLE 0 0 0 16897 PHILIP MORRIS INTL INC COM 718172109 339472 3491 SH SOLE 0 0 0 3491 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 625275 6300 SH SOLE 0 0 0 6300 PROCTER AND GAMBLE CO COM 742718109 1321571 8888 SH SOLE 0 0 0 8888 PRUDENTIAL FINL INC COM 744320102 248385 3002 SH SOLE 0 0 0 3002 PUBLIC STORAGE COM 74460D109 369215 1222 SH SOLE 0 0 0 1222 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 396745 6353 SH SOLE 0 0 0 6353 RAYMOND JAMES FINL INC COM 754730109 1870064 20050 SH SOLE 0 0 0 20050 REALTY INCOME CORP COM 756109104 291652 4606 SH SOLE 0 0 0 4606 REPUBLIC SVCS INC COM 760759100 3621868 26785 SH SOLE 0 0 0 26785 ROPER TECHNOLOGIES INC COM 776696106 257804 585 SH SOLE 0 0 0 585 SALESFORCE INC COM 79466L302 280891 1406 SH SOLE 0 0 0 1406 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 307458 4650 SH SOLE 0 0 0 4650 SELECT SECTOR SPDR TR ENERGY 81369Y506 1884383 22750 SH SOLE 0 0 0 22750 SIRIUS XM HOLDINGS INC COM 82968B103 71897 18110 SH SOLE 0 0 0 18110 SMUCKER J M CO COM NEW 832696405 203007 1290 SH SOLE 0 0 0 1290 SOTHERLY HOTELS INC COM 83600C103 808973 405500 SH SOLE 0 0 0 405500 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1909300 55942 SH SOLE 0 0 0 55942 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6435062 200344 SH SOLE 0 0 0 200344 SPDR S&P 500 ETF TR TR UNIT 78462F103 228849 559 SH SOLE 0 0 0 559 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 275046 600 SH SOLE 0 0 0 600 SPDR SER TR PORTFOLIO S&P400 78464A847 3544288 80662 SH SOLE 0 0 0 80662 SPDR SER TR OILGAS EQUIP 78468R549 2499529 33234 SH SOLE 0 0 0 33234 SPDR SER TR S&P METALS MNG 78464A755 2979884 56055 SH SOLE 0 0 0 56055 SPDR SER TR S&P BIOTECH 78464A870 544673 7147 SH SOLE 0 0 0 7147 SPDR SER TR PORTFOLIO S&P500 78464A854 11337645 235465 SH SOLE 0 0 0 235465 SPDR SER TR PORTFOLIO S&P600 78468R853 1955336 51770 SH SOLE 0 0 0 51770 STATE STR CORP COM 857477103 340605 4500 SH SOLE 0 0 0 4500 STEEL DYNAMICS INC COM 858119100 1341909 11869 SH SOLE 0 0 0 11869 STRATEGY SHS DAY HAGAN NED 86280R803 2017703 61124 SH SOLE 0 0 0 61124 T-MOBILE US INC COM 872590104 1258660 8690 SH SOLE 0 0 0 8690 TEXAS INSTRS INC COM 882508104 608439 3271 SH SOLE 0 0 0 3271 THE CIGNA GROUP COM 125523100 1444256 5652 SH SOLE 0 0 0 5652 TRACTOR SUPPLY CO COM 892356106 1129602 4806 SH SOLE 0 0 0 4806 UNION PAC CORP COM 907818108 767203 3812 SH SOLE 0 0 0 3812 UNITED PARCEL SERVICE INC CL B 911312106 1779082 9171 SH SOLE 0 0 0 9171 VALERO ENERGY CORP COM 91913Y100 1026971 7357 SH SOLE 0 0 0 7357 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 7700485 54925 SH SOLE 0 0 0 54925 VANGUARD INDEX FDS SML CP GRW ETF 922908595 482378 2229 SH SOLE 0 0 0 2229 VANGUARD INDEX FDS SMALL CP ETF 922908751 620999 3276 SH SOLE 0 0 0 3276 VANGUARD INDEX FDS GROWTH ETF 922908736 15566054 62404 SH SOLE 0 0 0 62404 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7787992 58089 SH SOLE 0 0 0 58089 VANGUARD INDEX FDS LARGE CAP ETF 922908637 16236218 86913 SH SOLE 0 0 0 86913 VANGUARD INDEX FDS TOTAL STK MKT 922908769 419426 2055 SH SOLE 0 0 0 2055 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 301232 801 SH SOLE 0 0 0 801 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 657812 13756 SH SOLE 0 0 0 13756 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 347293 2255 SH SOLE 0 0 0 2255 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 405382 1700 SH SOLE 0 0 0 1700 VERIZON COMMUNICATIONS INC COM 92343V104 1452169 37340 SH SOLE 0 0 0 37340 VISA INC COM CL A 92826C839 1252205 5554 SH SOLE 0 0 0 5554 WALMART INC COM 931142103 319229 2165 SH SOLE 0 0 0 2165 WEC ENERGY GROUP INC COM 92939U106 498785 5262 SH SOLE 0 0 0 5262 WELLS FARGO CO NEW COM 949746101 207272 5545 SH SOLE 0 0 0 5545 WEYERHAEUSER CO MTN BE COM NEW 962166104 1779960 59076 SH SOLE 0 0 0 59076 WISDOMTREE TR US MIDCAP DIVID 97717W505 245634 5994 SH SOLE 0 0 0 5994 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 42358492 842620 SH SOLE 0 0 0 842620 WISDOMTREE TR INTL QULTY DIV 97717X131 30937801 913428 SH SOLE 0 0 0 913428 YUM BRANDS INC COM 988498101 421467 3191 SH SOLE 0 0 0 3191 YUM CHINA HLDGS INC COM 98850P109 240311 3791 SH SOLE 0 0 0 3791