Spectrum Wealth Counsel, LLC Portfolio Holdings

Spectrum Wealth Counsel, LLC

  • $851 Billion
  • Q4 2024

Spectrum Wealth Counsel, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $851 Billion distributed in 362 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 $123B, Ishares Core S&P 500 ETF with a value of $82.2B, Technology Sector Spdr with a value of $41.6B, Apple Inc. with a value of $25.6B, and First Tr Exc Tr Fd Iv Cboe Vst with a value of $25.5B.

Examining the 13F form we can see an increase of $4.07B in the current position value, from $847B to 851B.

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 $851 Billion
ETFs: $491 Billion
Technology: $79.2 Billion
Consumer Cyclical: $62.4 Billion
Financial Services: $58.1 Billion
Industrials: $36.8 Billion
Communication Services: $29.9 Billion
Healthcare: $25 Billion
Real Estate: $12.4 Billion
Other: $11.6 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.39 Million 0.0% of portfolio
500
Q4 2023 New
$44.6M
$2.02 Million 0.0% of portfolio
2,000
Q4 2023 New
$0
$1.2 Million 0.0% of portfolio
180
Q4 2024 New
$0
$5.5 Million 0.0% of portfolio
300
Q4 2023 New
$0
$3.8 Million 0.0% of portfolio
750
Q4 2023 New
$0
$531,000 0.0% of portfolio
25
Q4 2024 New
$0
$1.91 Million 0.0% of portfolio
215
Q1 2024 Added 168.75%

Summary

  • Portfolio
  • No. of Stocks 362
  • Current Value $851 Billion
  • Prior Value $847 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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