Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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