StockDriftsStockDriftsTop 50 Spectrum Wealth Counsel, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 13.98% | 208.2K | $116.5M | -0.89%(-1.87K) | — | 2025-03-31 | |
| IVV | ISHARES TR | 9.63% | 142.7K | $80.2M | +2.27%(+3.16K) | — | 2025-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.93% | 158.5K | $32.7M | -11.37%(-20.32K) | — | 2025-03-31 | |
| AAPL | APPLE INC | 3.21% | 120.4K | $26.7M | +17.58%(+18.00K) | — | 2025-03-31 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 3.02% | 1.06M | $25.2M | +1.05%(+11.05K) | — | 2025-03-31 | |
| QUAL | ISHARES TR | 2.66% | 129.5K | $22.1M | +16.29%(+18.14K) | — | 2025-03-31 | |
| IUSB | ISHARES TR | 2.49% | 451.0K | $20.8M | -2.16%(-9.96K) | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 2.34% | 51.9K | $19.5M | +2.17%(+1.10K) | — | 2025-03-31 | |
| LLY | ELI LILLY & CO | 2.25% | 22.7K | $18.7M | +1.89%(+421) | — | 2025-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 1.92% | 321.4K | $16.0M | +47.39%(+103.33K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Spectrum Wealth Counsel, Llc reports $833.11M in US-listed equity holdings across 368 positions in its most recent 13F filing. Its largest disclosed positions are SPY (14.0%), IVV (9.6%) and XLK (3.9%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Spectrum Wealth Counsel, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011274). View Spectrum Wealth Counsel, Llc’s 13F filings on SEC