Spectrum Wealth Advisory Group, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $178 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $27.6M, Columbia ETF Tr I with a value of $27.6M, Invesco Qqq Trust, Series 1 with a value of $15.5M, Invesco Exchange Traded Fd Tr with a value of $14M, and First Trust Rising Dividend Ac with a value of $12.4M.

Examining the 13F form we can see an increase of $84.8M in the current position value, from $93.3M to 178M.

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

Portfolio value $178 Million
ETFs: $167 Million
Technology: $6.94 Million
Consumer Cyclical: $1.42 Million
Communication Services: $1.18 Million
Financial Services: $718,000
Consumer Defensive: $422,000
Industrials: $364,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $178 Million
  • Prior Value $93.3 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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