Spotlight Asset Group, Inc. has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $140 Million distributed in 260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14M, ETF Ser Solutions Aptus Collar with a value of $11.7M, Ishares Core S&P 500 ETF with a value of $11M, Meta Platforms, Inc. with a value of $9.2M, and ETF Ser Solutions Aptus Define with a value of $6.4M.
Examining the 13F form we can see an increase of $3.59M in the current position value, from $136M to 140M.
Spotlight Asset Group, Inc. is based out at Oakbrook Terrace, IL
Below you can find more details about Spotlight Asset Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$140 Million
ETFs: $75.7 Million
Technology: $22.7 Million
Communication Services: $13.5 Million
Healthcare: $8.39 Million
Consumer Cyclical: $7.49 Million
Financial Services: $4.89 Million
Industrials: $2.05 Million
Energy: $1.47 Million
Other: $3.46 Million
Stock Holdings Table Market Cap. of $200 Billions or more
