StockDriftsStockDriftsTop 50 Spotlight Asset Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 9.75% | 66.3K | $14.0M | +0.00%(+0) | — | 2024-06-30 | |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 8.2% | 311.8K | $11.7M | -1.82%(-5.79K) | — | 2024-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 7.69% | 20.1K | $11.0M | -0.05%(-10) | — | 2024-06-30 | |
| META | META PLATFORMS INC CL A | 6.43% | 18.2K | $9.2M | +0.00%(+0) | — | 2024-06-30 | |
| DRSK | APTUS DEFINED RISK ETF | 4.47% | 236.7K | $6.4M | -3.27%(-8.00K) | — | 2024-06-30 | |
| IVE | ISHARES S&P 500 VALUE ETF | 4.1% | 32.3K | $5.9M | -1.32%(-432) | — | 2024-06-30 | |
| AMZN | AMAZON COM INC COM | 4.01% | 29.7K | $5.7M | +0.42%(+125) | — | 2024-06-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3.8% | 56.0K | $5.4M | -6.39%(-3.83K) | — | 2024-06-30 | |
| VUG | VANGUARD GROWTH ETF | 3.59% | 13.7K | $5.1M | -1.21%(-168) | — | 2024-06-30 | |
| OSCV | OPUS SMALL CAP VALUE ETF | 3.54% | 146.9K | $5.1M | -2.73%(-4.13K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Spotlight Asset Group, Inc. reports $143.18M in US-listed equity holdings across 260 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.8%), ACIO (8.2%) and IVV (7.7%). Figures reflect the Q2 2024 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 Spotlight Asset Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1809159). View Spotlight Asset Group, Inc.’s 13F filings on SEC