Spectrum Wealth Advisory Group, LLC Portfolio Holdings by Sector
Spectrum Wealth Advisory Group, LLC
- $215 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
RECS JQUA XMHQ RDVY UCON QQQ QQQM IUSG 33 stocks |
$193,145
90.19% of portfolio
|
9
|
20
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,830
3.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$2,501
1.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$2,288
1.07% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,860
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE D PEG 4 stocks |
$1,232
0.58% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,230
0.57% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$757
0.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$751
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$537
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$484
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$416
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON 1 stocks |
$364
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$332
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$302
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$298
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$294
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$239
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$229
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
CHGG 1 stocks |
$58
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|