Spectrum Wealth Advisory Group, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $86.9 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $29.4M, First Tr Morningstar Dividend with a value of $10.2M, First Tr Fd Ii Nasdaq Cybersec with a value of $7.5M, Ishares Core S&P U.S Growth Et with a value of $6.08M, and First Tr Value Line Divid Inde with a value of $5.9M.

Examining the 13F form we can see an increase of $5.88M in the current position value, from $81M to 86.9M.

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

Portfolio value $86.9 Million
ETFs: $77.2 Million
Technology: $5.78 Million
Communication Services: $1.36 Million
Consumer Cyclical: $1.17 Million
Financial Services: $728,000
Industrials: $357,000
Consumer Defensive: $350,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $86.9 Million
  • Prior Value $81 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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