Spectrum Wealth Counsel, LLC Reduced Holdings in Q4 2024

Spectrum Wealth Counsel, LLC

  • $851 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
-99
- 14.71%
$28.88 - $29.33 $2.86K - $2.9K
574 $16.7M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-51
- 1.01%
$22.72 - $23.0 $1.16K - $1.17K
5.01K $114M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-47
- 14.92%
$50.0 - $50.27 $2.35K - $2.36K
268 $13.4M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-49
- 0.99%
$23.25 - $23.37 $1.14K - $1.15K
4.88K $114M
BK
Bank Of New York Mellon Corp

Financial Services
-25
- 8.28%
$70.82 - $81.87 $1.77K - $2.05K
277 $21.3M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 2.27%
$873.59 - $994.69 $1.75K - $1.99K
86 $78.8M
IGV
Ishares Expanded Tech Software

ETFs
-6
- 0.39%
$87.5 - $110.17 $525 - $661
1.54K $154M
EW
Edwards Lifesciences Corp

Healthcare
-46
- 1.44%
$64.54 - $75.92 $2.97K - $3.49K
3.14K $233M
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 3.66%
$213.65 - $479.86 $4.27K - $9.6K
527 $213M
GWW
W.W. Grainger, Inc.

Industrials
-9
- 0.15%
$1023.06 - $1220.93 $9.21K - $11K
5.95K $6.27B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.1K
- 0.59%
$46.48 - $51.32 $51.3K - $56.7K
185K $8.92B
TJX
Tjx Companies Inc

Consumer Cyclical
-904
- 0.76%
$112.15 - $127.2 $101K - $115K
118K $14.3B
META
Meta Platforms, Inc.

Communication Services
-68
- 0.27%
$554.08 - $632.68 $37.7K - $43K
24.7K $14.5B
MLI
Mueller Industries Inc

Industrials
-448
- 0.71%
$71.2 - $95.34 $31.9K - $42.7K
62.5K $4.96B
DLR
Digital Realty Trust, Inc.

Real Estate
-80
- 0.29%
$156.46 - $195.69 $12.5K - $15.7K
27.5K $4.88B
CMI
Cummins Inc

Industrials
-48
- 0.24%
$324.93 - $383.42 $15.6K - $18.4K
20K $6.99B
WSM
Williams Sonoma Inc

Consumer Cyclical
-251
- 0.97%
$129.13 - $198.21 $32.4K - $49.8K
25.6K $4.73B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-130
- 0.31%
$193.7 - $235.05 $25.2K - $30.6K
41.2K $9.43B
GOOGL
Alphabet Inc.

Communication Services
-186
- 0.29%
$161.86 - $196.66 $30.1K - $36.6K
63.1K $11.9B
V
Visa Inc.

Financial Services
-335
- 0.88%
$273.87 - $320.91 $91.7K - $108K
37.9K $12B
GS
Goldman Sachs Group Inc

Financial Services
-68
- 0.33%
$486.1 - $608.57 $33.1K - $41.4K
20.4K $11.7B
JPM
Jpmorgan Chase & CO

Financial Services
-272
- 0.48%
$205.18 - $250.29 $55.8K - $68.1K
56.9K $13.6B
AAPL
Apple Inc.

Technology
-421
- 0.41%
$221.69 - $259.02 $93.3K - $109K
102K $25.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-638
- 1.11%
$180.88 - $232.93 $115K - $149K
56.6K $12.4B
AVGO
Broadcom Inc.

Technology
-947
- 1.07%
$159.67 - $250.0 $151K - $237K
87.7K $20.3B
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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