Spectrum Wealth Advisory Group, LLC Incresed Positions in Q1 2025

Spectrum Wealth Advisory Group, LLC

  • $208 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
176K
+ 86.35%
$24.5 - $24.95 $4.32M - $4.4M
381K $9.43M
QCON
American Centy ETF Tr Quality
71.1K
+ 401.67%
$44.15 - $47.12 $3.14M - $3.35M
88.8K $3.96M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
94.7K
+ 374.76%
$32.49 - $37.99 $3.08M - $3.6M
120K $4.02M
RDVY
First Trust Rising Dividend Ac

ETFs
43.7K
+ 17.53%
$57.22 - $63.39 $2.5M - $2.77M
293K $17.2M
DGS
Wisdomtree Emerging Markets Sm

ETFs
40K
+ 27.16%
$47.4 - $50.24 $1.9M - $2.01M
187K $9.05M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
19.4K
+ 3.27%
$55.41 - $60.74 $1.07M - $1.18M
612K $34.6M
SO
Southern CO

Utilities
756
+ 21.34%
$80.96 - $92.96 $61.2K - $70.3K
4.3K $395K
GLD
Spdr Gold Trust

ETFs
10
+ 0.62%
$243.19 - $288.14 $2.43K - $2.88K
1.63K $470K
D
Dominion Energy, Inc

Utilities
279
+ 6.13%
$52.85 - $57.43 $14.7K - $16K
4.83K $270K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.2%
$890.62 - $1076.86 $891 - $1.08K
489 $462K
CHGG
Chegg, Inc

Consumer Defensive
22.2K
+ 168.97%
$0.62 - $1.81 $13.8K - $40.2K
35.4K $22K
OMC
Omnicom Group Inc.

Communication Services
35
+ 0.85%
$79.43 - $88.34 $2.78K - $3.09K
4.16K $344K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.04%
$196.12 - $229.48 $196 - $229
2.44K $492K
HON
Honeywell International Inc

Industrials
10
+ 0.56%
$202.75 - $226.52 $2.03K - $2.27K
1.78K $376K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.52%
$542.38 - $646.34 $1.08K - $1.29K
387 $209K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.01%
$96.88 - $111.25 $194 - $223
16.5K $1.65M
MSFT
Microsoft Corp

Technology
7
+ 0.19%
$375.39 - $447.2 $2.63K - $3.13K
3.78K $1.42M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.38K
+ 6.34%
$192.82 - $222.1 $1.04M - $1.2M
90.3K $17.4M
RECS
Columbia ETF Tr I

ETFs
24.5K
+ 2.5%
$32.64 - $36.08 $798K - $882K
1M $33.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
25
+ 0.05%
$126.86 - $146.45 $3.17K - $3.66K
50.8K $6.45M
AAPL
Apple Inc.

Technology
118
+ 0.35%
$209.68 - $247.1 $24.7K - $29.2K
33.5K $7.44M
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Spectrum Wealth Advisory Group, LLC Portfolio

Follow Spectrum Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email