Spectrum Wealth Advisory Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $208 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $34.6M, Columbia ETF Tr I with a value of $33.3M, Invesco Exchange Traded Fd Tr with a value of $17.4M, First Trust Rising Dividend Ac with a value of $17.2M, and Invesco Qqq Trust, Series 1 with a value of $13.6M.

Examining the 13F form we can see an decrease of $3.52M in the current position value, from $212M to 208M.

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

Portfolio value $208 Million
ETFs: $186 Million
Technology: $9.57 Million
Communication Services: $2.78 Million
Consumer Cyclical: $1.8 Million
Financial Services: $1.34 Million
Utilities: $1.25 Million
Consumer Defensive: $839,000
Industrials: $607,000
Other: $257,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $208 Million
  • Prior Value $212 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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