Spectrum Wealth Counsel, LLC Portfolio Holdings

Spectrum Wealth Counsel, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $851 Billion distributed in 362 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $123B, Ishares Core S&P 500 ETF with a value of $82.2B, Technology Sector Spdr with a value of $41.6B, Apple Inc. with a value of $25.6B, and First Tr Exc Tr Fd Iv Cboe Vst with a value of $25.5B.

Examining the 13F form we can see an increase of $4.07B in the current position value, from $847B to 851B.

Spectrum Wealth Counsel, LLC is based out at Indianapolis, IN

Below you can find more details about Spectrum Wealth Counsel, LLC portfolio as well as his latest detailed transactions.