Spectrum Wealth Counsel, LLC Portfolio Holdings

Spectrum Wealth Counsel, LLC

  • $847 Billion
  • Q3 2024

Spectrum Wealth Counsel, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $847 Billion distributed in 385 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $120B, Ishares Core S&P 500 ETF with a value of $87.4B, Technology Sector Spdr with a value of $40.3B, First Tr Exc Tr Fd Iv Cboe Vst with a value of $26B, and Apple Inc. with a value of $24B.

Examining the 13F form we can see an increase of $56.4B in the current position value, from $790B to 847B.

Spectrum Wealth Counsel, LLC is based out at Indianapolis, IN

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

Portfolio value $847 Billion
ETFs: $501 Billion
Technology: $79.5 Billion
Financial Services: $62 Billion
Consumer Cyclical: $59.6 Billion
Industrials: $36.7 Billion
Communication Services: $27.4 Billion
Healthcare: $25.9 Billion
Real Estate: $11.8 Billion
Other: $12.5 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.2M
$1.82 Million 0.0% of portfolio
2,000
Q4 2023 New
$130M
$3.86 Million 0.0% of portfolio
2,840
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 385
  • Current Value $847 Billion
  • Prior Value $790 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 71 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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