Spectrum Wealth Counsel, LLC Purchases in Q4 2024

Spectrum Wealth Counsel, LLC

  • $851 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
449
+ 7.87%
$49.87 - $52.46 $22.4K - $23.6K
6.15K $307M
ITOT
Ishares Core S&P Total U.S. St

ETFs
51
+ 7.05%
$124.26 - $134.12 $6.34K - $6.84K
774 $99.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
29
New
$264.18 - $304.19 $7.66K - $8.82K
29 $8.12M
VBR
Vanguard Small Cap Value ETF

ETFs
37
New
$197.36 - $217.3 $7.3K - $8.04K
37 $7.33M
VIG
Vanguard Dividend Appreciation

ETFs
33
+ 11.46%
N/A
321 $62.8M
DFIS
Dimensional ETF Tr Dimensional

ETFs
188
New
$24.25 - $26.7 $4.56K - $5.02K
188 $4.62M
Fidelity Wise Origin Bitcoin
18
+ 17.48%
N/A
121 $9.87M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
141
+ 0.6%
$25.0 - $25.11 $3.53K - $3.54K
23.6K $591M
Celestica Inc
25
New
N/A
25 $2.31M
COP
Conocophillips

Energy
21
New
$95.12 - $114.72 $2K - $2.41K
21 $2.08M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
92
+ 34.2%
$20.92 - $23.57 $1.92K - $2.17K
361 $7.71M
TGT
Target Corp

Consumer Defensive
15
+ 75.0%
$121.59 - $160.69 $1.82K - $2.41K
35 $4.73M
CRM
Salesforce, Inc.

Technology
4
New
$270.87 - $367.87 $1.08K - $1.47K
4 $1.34M
CVX
Chevron Corp

Energy
20
+ 3.01%
$141.15 - $162.53 $2.82K - $3.25K
684 $99.1M
PWR
Quanta Services, Inc.

Industrials
4
New
$296.05 - $346.6 $1.18K - $1.39K
4 $1.27M
MUB
Ishares National Muni Bond ETF

ETFs
265
+ 2.04%
$105.78 - $108.7 $28K - $28.8K
13.3K $1.41B
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
180
New
$6.37 - $7.15 $1.15K - $1.29K
180 $1.2M
AVDV
American Centy ETF Tr Avantis

ETFs
18
New
$63.85 - $70.4 $1.15K - $1.27K
18 $1.17M
ZTS
Zoetis Inc.

Healthcare
7
New
$162.24 - $194.42 $1.14K - $1.36K
7 $1.14M
SKX
Skechers Usa Inc

Consumer Cyclical
14
New
$59.24 - $72.0 $829 - $1.01K
14 $942K
NKE
Nike, Inc.

Consumer Cyclical
12
New
$73.36 - $89.13 $880 - $1.07K
12 $909K
VALE
Vale S.A.

Basic Materials
100
New
$8.74 - $11.78 $874 - $1.18K
100 $887K
UTZ
Utz Brands, Inc.

Consumer Defensive
50
New
$15.46 - $18.02 $773 - $901
50 $783K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
30
New
$17.13 - $34.23 $514 - $1.03K
30 $726K
URA
Global X Uranium ETF

ETFs
32
+ 32.32%
$26.78 - $33.46 $857 - $1.07K
131 $3.51M
ALCC
Alt C Acquisition Corp.

Financial Services
25
New
N/A
25 $531K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8
+ 1.7%
$100.24 - $101.35 $802 - $811
479 $48.2M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8
+ 1.34%
$50.73 - $51.08 $406 - $409
603 $30.7M
BIDU
Baidu, Inc.

Communication Services
3
New
$80.33 - $115.13 $241 - $345
3 $253K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
8
+ 34.78%
$82.28 - $117.52 $658 - $940
31 $2.63M
GM
General Motors CO

Consumer Cyclical
1
+ 5.0%
$44.82 - $60.2 $44.8 - $60.2
21 $1.09M
SCHA
Schwab Strategic Tr Us Small C

ETFs
188
+ 100.0%
$25.33 - $51.16 $4.76K - $9.62K
376 $9.72M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
16
+ 1.58%
$42.33 - $43.3 $677 - $693
1.03K $43.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
31
+ 1.16%
$34.42 - $35.88 $1.07K - $1.11K
2.71K $94.1M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
456
+ 99.78%
$22.02 - $46.16 $10K - $21K
913 $20.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
20
+ 0.91%
$51.54 - $52.55 $1.03K - $1.05K
2.22K $115M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
132
+ 0.55%
N/A
24K $579M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
35
+ 2.56%
$33.39 - $37.66 $1.17K - $1.32K
1.4K $46.8M
IGE
Ishares Tr North Amern Nat Res

ETFs
229
+ 2.29%
$41.52 - $48.01 $9.51K - $11K
10.2K $437M
EFA
Ishares Tr Msci Eafe ETF

ETFs
31
+ 2.83%
$75.1 - $82.99 $2.33K - $2.57K
1.13K $85.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
121
+ 0.51%
$23.88 - $24.32 $2.89K - $2.94K
23.9K $573M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
117
+ 0.52%
$24.82 - $25.48 $2.9K - $2.98K
22.8K $568M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
123
+ 0.5%
$22.71 - $23.47 $2.79K - $2.89K
24.6K $562M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
120
+ 4.16%
$99.04 - $109.59 $11.9K - $13.2K
3.01K $299M
IBDV
Ishares Tr

Technology
125
+ 0.48%
$21.24 - $22.15 $2.66K - $2.77K
26.4K $564M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
66
+ 0.24%
$20.28 - $21.2 $1.34K - $1.4K
27.3K $555M
IXUS
Ishares Tr

ETFs
250
+ 2.25%
$65.95 - $72.56 $16.5K - $18.1K
11.4K $751M
IAK
Ishares Tr

ETFs
604
+ 1.03%
$123.78 - $138.16 $74.8K - $83.4K
59.2K $7.49B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
95.6K
+ 203.37%
$26.93 - $84.95 $2.58M - $8.12M
143K $3.9B
Activity Summary
Buys All Purchases 104 New Holdings 31 Increased Positions 73 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 1 Puts 0
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