Spectrum Wealth Advisory Group, LLC Reduced Holdings in Q3 2025

Spectrum Wealth Advisory Group, LLC

  • $241 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-146K
- 70.9%
$98.53 - $107.1 $14.4M - $15.7M
60.1K $6.31M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-177K
- 70.11%
$28.38 - $29.05 $5.02M - $5.14M
75.4K $2.18M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-196K
- 78.48%
$21.99 - $23.38 $4.32M - $4.59M
53.9K $1.25M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-57.6K
- 8.43%
$24.73 - $25.29 $1.42M - $1.46M
626K $15.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.92K
- 26.8%
$50.53 - $50.82 $97.2K - $97.8K
5.25K $266K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.2K
- 2.78%
$70.85 - $76.96 $84.9K - $92.2K
41.9K $3.19M
FVD
First Tr Value Line Divid Inde

ETFs
-2.57K
- 7.69%
$44.73 - $46.86 $115K - $120K
30.8K $1.42M
D
Dominion Energy, Inc

Utilities
-1.16K
- 25.59%
$56.32 - $62.1 $65.6K - $72.3K
3.38K $206K
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 3.07%
$915.95 - $994.57 $13.7K - $14.9K
474 $438K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1
- 0.04%
$196.15 - $217.83 $196 - $218
2.46K $495K
V
Visa Inc.

Financial Services
-2
- 0.34%
$332.09 - $358.86 $664 - $718
586 $200K
ILCG
Ishares Morningstar Growth ETF
-240
- 10.53%
N/A
2.04K $0
MA
Mastercard Inc

Financial Services
-1
- 0.1%
$550.18 - $598.96 $550 - $599
976 $555K
FTCS
First Trust Capital Strength E

ETFs
-3
- 0.04%
$89.72 - $93.74 $269 - $281
6.83K $639K
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.51%
$282.78 - $316.06 $1.13K - $1.26K
787 $248K
NEE
Nextera Energy Inc

Utilities
-1
- 0.02%
$69.77 - $77.54 $69.8 - $77.5
5.2K $392K
AVGO
Broadcom Inc.

Technology
-119
- 8.24%
$264.74 - $369.57 $31.5K - $44K
1.33K $437K
MSFT
Microsoft Corp

Technology
-73
- 1.93%
$491.09 - $535.64 $35.8K - $39.1K
3.71K $1.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9
- 0.5%
$567.77 - $614.76 $5.11K - $5.53K
1.81K $1.11M
GLD
Spdr Gold Trust

ETFs
-5
- 0.31%
$300.96 - $355.47 $1.5K - $1.78K
1.63K $578K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-24
- 0.15%
$107.27 - $113.94 $2.57K - $2.73K
16.4K $1.86M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-298
- 1.28%
$128.6 - $136.01 $38.3K - $40.5K
23K $3.11M
SLV
I Shares Silver Trust

ETFs
-47
- 0.35%
$32.73 - $42.5 $1.54K - $2K
13.3K $565K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.02%
$617.65 - $666.84 $618 - $667
4.81K $3.21M
FPX
First Trust Us Equity Opportun

ETFs
-62
- 0.53%
$141.57 - $166.21 $8.78K - $10.3K
11.6K $1.93M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-153
- 0.3%
$148.97 - $165.88 $22.8K - $25.4K
50.6K $8.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-294
- 1.05%
$546.99 - $602.2 $161K - $177K
27.8K $16.7M
RECS
Columbia ETF Tr I

ETFs
-20.2K
- 2.41%
$36.82 - $40.35 $744K - $816K
818K $33M
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 29 Reductions 29 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