Spectrum Wealth Counsel, LLC Portfolio Holdings
Spectrum Wealth Counsel, LLC
- $790 Billion
- Q2 2024
Spectrum Wealth Counsel, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $790 Billion distributed in 418 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $111B, Ishares Core S&P 500 ETF with a value of $82.3B, Technology Sector Spdr with a value of $43.7B, Microsoft Corp with a value of $23.8B, and Apple Inc. with a value of $23B.
Examining the 13F form we can see an decrease of $27B in the current position value, from $817B to 790B.
Spectrum Wealth Counsel, LLC is based out at Indianapolis, IN
Below you can find more details about Spectrum Wealth Counsel, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 418
- Current Value $790 Billion
- Prior Value $817 Billion
- Filing
- Period Q2 2024
- Filing Date August 08, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 38 stocks
- Additional Purchases 52 stocks
- Sold out of 0 stocks
- Reduced holdings in 130 stocks