Spectrum Wealth Counsel, LLC Reduced Holdings in Q1 2025

Spectrum Wealth Counsel, LLC

  • $833 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-29.2K
- 33.26%
$167.43 - $244.7 $4.88M - $7.13M
58.5K $9.79B
XLK
Technology Sector Spdr

ETFs
-20.3K
- 11.37%
$206.38 - $242.18 $4.19M - $4.92M
158K $32.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.87K
- 0.89%
$551.42 - $612.93 $1.03M - $1.15M
208K $116B
IWM
Ishares Russell 2000 ETF

ETFs
-24.1K
- 91.97%
$198.1 - $229.79 $4.78M - $5.54M
2.1K $420M
ITB
Ishares Tr

ETFs
-45.8K
- 99.39%
$93.86 - $111.45 $4.3M - $5.1M
282 $26.9M
EFG
Msci Eafe Growth ETF

ETFs
-44.5K
- 33.76%
$96.1 - $106.37 $4.28M - $4.73M
87.4K $8.74B
EFV
Msci Eafe Value ETF

ETFs
-84.7K
- 26.91%
$51.88 - $60.73 $4.39M - $5.14M
230K $13.6B
Arista Networks Inc
-17.1K
- 35.29%
N/A
31.4K $2.43B
IAT
Ishares Tr

ETFs
-54.5K
- 82.2%
$44.84 - $53.56 $2.45M - $2.92M
11.8K $551M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-21.9K
- 85.05%
$102.49 - $119.96 $2.25M - $2.63M
3.86K $403M
CAT
Caterpillar Inc

Industrials
-6.41K
- 98.46%
$326.75 - $407.63 $2.09M - $2.61M
100 $33M
XLU
Utilities Sector Spdr

ETFs
-30.3K
- 99.75%
$74.7 - $80.27 $2.26M - $2.43M
76 $5.99M
GOOGL
Alphabet Inc.

Communication Services
-333
- 0.53%
$154.33 - $206.19 $51.4K - $68.7K
62.8K $9.71B
MLI
Mueller Industries Inc

Industrials
-25.5K
- 40.7%
$76.14 - $82.67 $1.94M - $2.1M
37.1K $2.82B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-244
- 0.59%
$186.55 - $250.04 $45.5K - $61K
41K $8.26B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-19.2K
- 13.9%
$54.25 - $57.64 $1.04M - $1.1M
119K $6.54B
MBB
Ishares Tr

ETFs
-12K
- 17.73%
$90.37 - $94.08 $1.08M - $1.13M
55.5K $5.21B
CMI
Cummins Inc

Industrials
-170
- 0.85%
$312.92 - $386.07 $53.2K - $65.6K
19.9K $6.23B
WSM
Williams Sonoma Inc

Consumer Cyclical
-98
- 0.38%
$158.1 - $217.71 $15.5K - $21.3K
25.5K $4.03B
MS
Morgan Stanley

Financial Services
-660
- 1.08%
$111.68 - $141.08 $73.7K - $93.1K
60.4K $7.05B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-16.8K
- 71.1%
$25.05 - $25.16 $420K - $422K
6.82K $171M
SPG
Simon Property Group Inc

Real Estate
-687
- 1.59%
$159.48 - $187.78 $110K - $129K
42.6K $7.08B
XLC
Select Sector Spdr Tr Communic

ETFs
-3.07K
- 2.6%
$94.84 - $105.31 $292K - $324K
115K $11.1B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-7.65K
- 13.2%
$39.4 - $42.61 $301K - $326K
50.3K $2.03B
META
Meta Platforms, Inc.

Communication Services
-27
- 0.11%
$576.36 - $736.67 $15.6K - $19.9K
24.7K $14.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.43K
- 24.44%
$50.39 - $50.66 $223K - $224K
13.7K $693M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-242
- 13.7%
$522.96 - $601.18 $127K - $145K
1.53K $814M
IGV
Ishares Expanded Tech Software

ETFs
-1.41K
- 91.43%
$88.3 - $107.83 $124K - $152K
132 $11.7M
ITW
Illinois Tool Works Inc

Industrials
-132
- 0.75%
$244.9 - $274.48 $32.3K - $36.2K
17.5K $4.35B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-940
- 89.35%
$121.0 - $142.28 $114K - $134K
112 $13.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.63K
- 10.92%
N/A
21.4K $519M
MUB
Ishares National Muni Bond ETF

ETFs
-400
- 3.02%
$104.71 - $107.69 $41.9K - $43.1K
12.9K $1.36B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.96K
- 2.16%
$44.72 - $46.25 $446K - $461K
451K $20.8B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.38K
- 9.95%
$23.9 - $24.18 $56.8K - $57.5K
21.5K $520M
Ishares Bitcoin Trust ETF
-238
- 4.39%
N/A
5.18K $242M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.1K
- 9.2%
$24.79 - $25.26 $52K - $53K
20.7K $523M
IBDV
Ishares Tr

Technology
-2.2K
- 8.33%
$21.11 - $21.73 $46.4K - $47.8K
24.2K $526M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-1.98K
- 8.03%
$22.61 - $23.14 $44.7K - $45.8K
22.7K $524M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-50
- 20.41%
$507.05 - $563.67 $25.4K - $28.2K
195 $100M
COST
Costco Wholesale Corp

Consumer Defensive
-32
- 37.21%
$890.62 - $1076.86 $28.5K - $34.5K
54 $51.1M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-1.83K
- 6.72%
$20.1 - $20.8 $36.8K - $38.1K
25.4K $528M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-579
- 86.55%
$43.79 - $57.46 $25.4K - $33.3K
90 $5.15M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-310
- 14.44%
$45.72 - $51.73 $14.2K - $16K
1.84K $84.5M
SOXX
Ishares Semiconductor ETF

ETFs
-57
- 15.97%
$188.17 - $235.81 $10.7K - $13.4K
300 $56.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.32K
- 34.88%
$34.58 - $45.97 $45.5K - $60.5K
2.46K $113M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-93
- 2.03%
$83.18 - $89.27 $7.74K - $8.3K
4.49K $375M
ITA
Ishares Tr

ETFs
-97
- 83.62%
$144.84 - $159.5 $14K - $15.5K
19 $2.91M
JNJ
Johnson & Johnson

Healthcare
-117
- 43.82%
$142.06 - $167.7 $16.6K - $19.6K
150 $24.9M
WMT
Walmart Inc.

Consumer Defensive
-60
- 4.15%
$84.5 - $105.05 $5.07K - $6.3K
1.39K $122M
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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