Spectrum Wealth Counsel, LLC Portfolio Holdings

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.