Spectrum Wealth Counsel, LLC Purchases in Q1 2025

Spectrum Wealth Counsel, LLC

  • $833 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
163K
+ 1016.05%
$69.57 - $78.65 $11.4M - $12.8M
179K $13.6B
IAU
Ishares Gold Trust

ETFs
186K
+ 798.3%
$49.74 - $58.96 $9.27M - $11M
210K $12.4B
AFL
Aflac Inc

Financial Services
76.2K
New
$100.99 - $111.19 $7.69M - $8.47M
76.2K $8.47B
IBM
International Business Machines Corp

Technology
23.7K
+ 2133.0%
$217.4 - $264.74 $5.16M - $6.28M
24.8K $6.17B
XLF
Financial Sector Spdr

ETFs
103K
+ 47.39%
$47.32 - $52.19 $4.89M - $5.39M
321K $16B
IEMG
Ishares Inc

ETFs
80.9K
+ 96.16%
N/A
165K $8.9B
PKG
Packaging Corp Of America

Consumer Cyclical
19.5K
New
$192.03 - $242.13 $3.74M - $4.71M
19.5K $3.85B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
32.8K
+ 1091.88%
$97.25 - $104.79 $3.19M - $3.44M
35.8K $3.72B
HEFA
Ishares Currency Hedged Msci E

ETFs
84K
+ 3101.48%
$34.83 - $37.52 $2.92M - $3.15M
86.7K $3.15B
IVE
Ishares S&P 500 Value ETF

ETFs
14.4K
+ 21.82%
$185.78 - $198.58 $2.67M - $2.85M
80.2K $15.3B
IAK
Ishares Tr

ETFs
12.3K
+ 20.78%
$121.85 - $137.9 $1.5M - $1.7M
71.5K $9.86B
V
Visa Inc.

Financial Services
2.86K
+ 7.54%
$306.92 - $362.71 $877K - $1.04M
40.7K $14.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
18.1K
+ 16.29%
$168.16 - $186.21 $3.05M - $3.38M
129K $22.1B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.4K
+ 73.49%
$196.12 - $229.48 $2.24M - $2.62M
27K $5.45B
Blackrock ETF Trust Ii
41.4K
+ 175.42%
N/A
65K $3.4B
FTNT
Fortinet, Inc.

Technology
19.3K
New
$92.49 - $114.57 $1.78M - $2.21M
19.3K $1.86B
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.37K
New
$1227.6 - $1458.46 $1.68M - $2M
1.37K $1.85B
JBL
Jabil Inc

Technology
13.2K
+ 2839.27%
$130.51 - $173.33 $1.73M - $2.29M
13.7K $1.86B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
42.3K
+ 37.43%
$48.06 - $53.73 $2.03M - $2.27M
155K $7.58B
LLY
Eli Lilly & CO

Healthcare
321
+ 1.45%
$725.72 - $929.72 $233K - $298K
22.5K $18.6B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
13K
+ 63.7%
$90.0 - $96.32 $1.17M - $1.26M
33.5K $3.09B
ABBV
Abb Vie Inc.

Healthcare
327
+ 0.98%
$169.2 - $216.66 $55.3K - $70.8K
33.6K $7.04B
AAPL
Apple Inc.

Technology
18K
+ 17.58%
$209.68 - $247.1 $3.77M - $4.45M
120K $26.7B
FISV
Fiserv Inc

Technology
4.54K
New
N/A
4.54K $1B
AIT
Applied Industrial Technologies Inc

Industrials
3.57K
New
$218.93 - $269.18 $782K - $962K
3.57K $805M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
XOM
Exxon Mobil Corp

Energy
33
+ 0.05%
$105.44 - $118.93 $3.48K - $3.92K
63.6K $7.57B
XLI
Industrial Sector Spdr

ETFs
3.83K
+ 4.6%
$128.78 - $141.67 $493K - $542K
87.1K $11.4B
WSO
Watsco Inc

Industrials
31
+ 0.27%
$463.86 - $530.75 $14.4K - $16.5K
11.6K $5.9B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
14.2K
+ 1072.25%
$24.21 - $25.09 $344K - $357K
15.5K $388M
OUNZ
Van Eck Merk Gold Trust

ETFs
9.94K
New
$25.41 - $30.14 $253K - $300K
9.94K $300M
Blackrock ETF Trust
7.75K
New
N/A
7.75K $246M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.69K
+ 1855.86%
$82.81 - $92.93 $223K - $250K
2.84K $241M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.19K
New
$182.82 - $196.21 $217K - $233K
1.19K $223M
NFLX
Netflix Inc

Communication Services
68
+ 2.38%
$828.4 - $1058.6 $56.3K - $72K
2.93K $2.73B
Blackrock ETF Trust Ii
3.06K
New
N/A
3.06K $151M
IWF
Ishares Russell 1000 Gr ETF

ETFs
316
New
$360.07 - $417.26 $114K - $132K
316 $114M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.04K
+ 70.18%
$87.68 - $94.52 $91.2K - $98.3K
2.52K $236M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.09K
+ 9.44%
$22.25 - $23.0 $91K - $94.1K
47.4K $1.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18
+ 0.01%
$27.01 - $28.54 $486 - $514
143K $3.99B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.48K
+ 25.71%
$43.76 - $45.31 $64.9K - $67.2K
7.26K $327M
SNV
Synovus Financial Corp

Financial Services
1.5K
New
$43.7 - $56.87 $65.6K - $85.3K
1.5K $70.1M
IXUS
Ishares Tr

ETFs
397
+ 3.49%
$65.06 - $72.31 $25.8K - $28.7K
11.8K $821M
IXN
Ishares Global Information Tec

ETFs
816
New
$75.73 - $88.4 $61.8K - $72.1K
816 $61.8M
FRME
First Merchants Corp

Financial Services
1.38K
New
$37.99 - $45.25 $52.4K - $62.4K
1.38K $55.8M
VZ
Verizon Communications Inc

Communication Services
1K
+ 128.37%
$37.81 - $46.49 $37.8K - $46.5K
1.78K $80.7M
OXY
Occidental Petroleum Corp

Energy
1K
+ 5000.0%
$45.45 - $52.7 $45.5K - $52.7K
1.02K $50.3M
BA
Boeing CO

Industrials
249
+ 237.14%
$148.15 - $186.25 $36.9K - $46.4K
354 $60.4M
PSA
Public Storage

Real Estate
100
New
$288.99 - $313.98 $28.9K - $31.4K
100 $29.9M
Activity Summary
Buys All Purchases 103 New Holdings 42 Increased Positions 61 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 2 Puts 0
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