Spectrum Wealth Counsel, LLC New Holdings in Q1 2025

Spectrum Wealth Counsel, LLC

  • $833 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
76.2K
New
$100.99 - $111.19 $7.69M - $8.47M
76.2K $8.47B
PKG
Packaging Corp Of America

Consumer Cyclical
19.5K
New
$192.03 - $242.13 $3.74M - $4.71M
19.5K $3.85B
RJF
Raymond James Financial Inc

Financial Services
17.2K
New
$137.62 - $172.64 $2.36M - $2.97M
17.2K $2.39B
FTNT
Fortinet, Inc.

Technology
19.3K
New
$92.49 - $114.57 $1.78M - $2.21M
19.3K $1.86B
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.37K
New
$1227.6 - $1458.46 $1.68M - $2M
1.37K $1.85B
FISV
Fiserv Inc

Technology
4.54K
New
N/A
4.54K $1B
AIT
Applied Industrial Technologies Inc

Industrials
3.57K
New
$218.93 - $269.18 $782K - $962K
3.57K $805M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
OUNZ
Van Eck Merk Gold Trust

ETFs
9.94K
New
$25.41 - $30.14 $253K - $300K
9.94K $300M
Blackrock ETF Trust
7.75K
New
N/A
7.75K $246M
Blackrock ETF Trust Ii
3.06K
New
N/A
3.06K $151M
IWF
Ishares Russell 1000 Gr ETF

ETFs
316
New
$360.07 - $417.26 $114K - $132K
316 $114M
SNV
Synovus Financial Corp

Financial Services
1.5K
New
$43.7 - $56.87 $65.6K - $85.3K
1.5K $70.1M
IXN
Ishares Global Information Tec

ETFs
816
New
$75.73 - $88.4 $61.8K - $72.1K
816 $61.8M
FRME
First Merchants Corp

Financial Services
1.38K
New
$37.99 - $45.25 $52.4K - $62.4K
1.38K $55.8M
PSA
Public Storage

Real Estate
100
New
$288.99 - $313.98 $28.9K - $31.4K
100 $29.9M
WRB
Berkley W R Corp

Financial Services
407
New
$56.7 - $71.27 $23.1K - $29K
407 $29M
XLY
Select Sector Spdr Consumer Di

ETFs
60
New
$192.6 - $233.2 $11.6K - $14K
60 $11.8M
TPL
Texas Pacific Land Corp

Energy
4
New
$1180.08 - $1431.01 $4.72K - $5.72K
4 $5.3M
MP
Mp Materials Corp.

Basic Materials
145
New
$16.39 - $26.93 $2.38K - $3.9K
145 $3.54M
Lithium Argentina Ag
1.36K
New
N/A
1.36K $2.91M
VEA
Vanguard Ftse Developed Market

ETFs
52
New
$47.4 - $52.99 $2.46K - $2.76K
52 $2.64M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
49
New
$37.07 - $40.63 $1.82K - $1.99K
49 $1.93M
EXEL
Exelixis, Inc.

Healthcare
50
New
$32.38 - $39.16 $1.62K - $1.96K
50 $1.85M
EMN
Eastman Chemical CO

Basic Materials
20
New
$87.05 - $103.47 $1.74K - $2.07K
20 $1.76M
DVN
Devon Energy Corp

Energy
30
New
$33.15 - $38.55 $995 - $1.16K
30 $1.12M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
15
New
$68.32 - $75.06 $1.02K - $1.13K
15 $1.12M
DELL
Dell Technologies Inc.

Technology
12
New
$90.34 - $124.66 $1.08K - $1.5K
12 $1.09M
VST
Vistra Corp.

Utilities
9
New
$108.49 - $191.89 $976 - $1.73K
9 $1.06M
GL
Globe Life Inc.

Financial Services
8
New
$111.2 - $131.72 $890 - $1.05K
8 $1.05M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
20
New
$42.3 - $53.69 $846 - $1.07K
20 $1.04M
MELI
Mercadolibre Inc

Consumer Cyclical
1
New
$1739.0 - $2260.0 $1.74K - $2.26K
1 $976K
AMCR
Amcor PLC

Consumer Cyclical
100
New
$9.33 - $10.39 $933 - $1.04K
100 $970K
GDDY
Go Daddy Inc.

Technology
4
New
$172.13 - $214.35 $689 - $857
4 $721K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
New
$126.11 - $135.06 $631 - $675
5 $645K
PFF
Ishares Trust Ishares Pfd And

ETFs
11
New
$30.73 - $32.26 $338 - $355
11 $339K
LFVN
Lifevantage Corp

Consumer Defensive
20
New
$14.42 - $25.62 $288 - $512
20 $292K
Lam Research Corp
4
New
N/A
4 $291K
Tempus Ai Inc
4
New
N/A
4 $193K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
8
New
$22.98 - $24.13 $184 - $193
8 $191K
FANG
Diamondback Energy, Inc.

Energy
1
New
$139.9 - $180.18 $140 - $180
1 $160K
Activity Summary
Buys All Purchases 103 New Holdings 42 Increased Positions 61 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 2 Puts 0
Track This Portfolio

Track Spectrum Wealth Counsel, LLC Portfolio

Follow Spectrum Wealth Counsel, 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 Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email