Spectrum Wealth Advisory Group, LLC Portfolio Holdings by Sector
Spectrum Wealth Advisory Group, LLC
- $86.9 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQ FDL CIBR IUSG FVD ROBT SPY XMMO 20 stocks |
$77,158
88.79% of portfolio
|
  9  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,423
5.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,148
1.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$972
1.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$963
1.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$466
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$390
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$357
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$350
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$262
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
INTC 1 stocks |
$209
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$206
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|