Spectrum Wealth Advisory Group, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $215 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Columbia ETF Tr I with a value of $30.8M, J P Morgan ETF Tr U S Quality with a value of $30.5M, Invesco Exchange Traded Fd Tr with a value of $20.3M, First Trust Rising Dividend Ac with a value of $18.6M, and First Tr ETF Viii Tcw Unconstr with a value of $17M.

Examining the 13F form we can see an increase of $6.34M in the current position value, from $208M to 215M.

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

Portfolio value $215 Million
ETFs: $193 Million
Technology: $10.9 Million
Communication Services: $3.34 Million
Consumer Cyclical: $2.16 Million
Financial Services: $1.52 Million
Utilities: $1.23 Million
Consumer Defensive: $874,000
Industrials: $780,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $215 Million
  • Prior Value $208 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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