StockDrifts LogoStockDrifts

Spectrum Wealth Counsel, Llc

Portfolio Manager
Spectrum Wealth Counsel, Llc
Performance
0% (N/A)
AUM (13F)
$833.11M
# of Holdings
368
Performance Rank
N/A
Allocation (Top 20)
N/A

Spectrum Wealth Counsel, Llc Holdings Map

Top 50 Spectrum Wealth Counsel, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
13.98%208.2K$116.5M
-0.89%(-1.87K)
2024-Q1: 204.4K shares2024-Q2: 203.2K shares2024-Q3: 208.5K shares2024-Q4: 210.1K shares2025-Q1: 208.2K shares2025-03-31
IVV
ISHARES TR
9.63%142.7K$80.2M
+2.27%(+3.16K)
2024-Q1: 167.4K shares2024-Q2: 150.4K shares2024-Q3: 151.6K shares2024-Q4: 139.6K shares2025-Q1: 142.7K shares2025-03-31
XLK
SELECT SECTOR SPDR TR
3.93%158.5K$32.7M
-11.37%(-20.32K)
2024-Q1: 220.8K shares2024-Q2: 193.1K shares2024-Q3: 178.5K shares2024-Q4: 178.8K shares2025-Q1: 158.5K shares2025-03-31
AAPL
APPLE INC
3.21%120.4K$26.7M
+17.58%(+18.00K)
2024-Q1: 125.6K shares2024-Q2: 109.4K shares2024-Q3: 102.8K shares2024-Q4: 102.4K shares2025-Q1: 120.4K shares2025-03-31
RDVI
FIRST TR EXCHANGE-TRADED FD
3.02%1.06M$25.2M
+1.05%(+11.05K)
2024-Q1: 906.7K shares2024-Q2: 864.2K shares2024-Q3: 1.05M shares2024-Q4: 1.05M shares2025-Q1: 1.06M shares2025-03-31
QUAL
ISHARES TR
2.66%129.5K$22.1M
+16.29%(+18.14K)
2024-Q1: 122.1K shares2024-Q2: 117.5K shares2024-Q3: 116.4K shares2024-Q4: 111.3K shares2025-Q1: 129.5K shares2025-03-31
IUSB
ISHARES TR
2.49%451.0K$20.8M
-2.16%(-9.96K)
2024-Q1: 320.8K shares2024-Q2: 432.8K shares2024-Q3: 507.9K shares2024-Q4: 461.0K shares2025-Q1: 451.0K shares2025-03-31
MSFT
MICROSOFT CORP
2.34%51.9K$19.5M
+2.17%(+1.10K)
2024-Q1: 55.2K shares2024-Q2: 53.2K shares2024-Q3: 51.1K shares2024-Q4: 50.8K shares2025-Q1: 51.9K shares2025-03-31
LLY
ELI LILLY & CO
2.25%22.7K$18.7M
+1.89%(+421)
2024-Q1: 20.2K shares2024-Q2: 19.5K shares2024-Q3: 19.3K shares2024-Q4: 22.2K shares2025-Q1: 22.7K shares2025-03-31
XLF
SELECT SECTOR SPDR TR
1.92%321.4K$16.0M
+47.39%(+103.33K)
2024-Q3: 215.8K shares2024-Q4: 218.1K shares2025-Q1: 321.4K shares2025-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Spectrum Wealth Counsel, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all