Spectrum Wealth Counsel, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $833 Billion distributed in 368 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 $116B, Ishares Core S&P 500 ETF with a value of $80.2B, Technology Sector Spdr with a value of $32.7B, Apple Inc. with a value of $26.7B, and First Tr Exc Tr Fd Iv Cboe Vst with a value of $25.2B.

Examining the 13F form we can see an decrease of $17.8B in the current position value, from $851B to 833B.

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.

Portfolio value $833 Billion
ETFs: $490 Billion
Technology: $76.3 Billion
Financial Services: $73.4 Billion
Consumer Cyclical: $51.6 Billion
Communication Services: $27.7 Billion
Healthcare: $27.7 Billion
Industrials: $24.7 Billion
Energy: $7.82 Billion
Other: $10.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 368
  • Current Value $833 Billion
  • Prior Value $851 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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