Spectrum Wealth Advisory Group
Latest statistics and disclosures from Spectrum Wealth Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, FDL, CIBR, IUSG, FVD, and represent 68.07% of Spectrum Wealth Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: ROBT, LOW, VGT, FDL, SPY, FVD, AMZN, OMC, SPGP, HON.
- Started 2 new stock positions in VGT, LOW.
- Reduced shares in these 10 stocks: QQQ, XSLV, , CIBR, CWB, IUSG, INTC, AAPL, XMMO, DIS.
- Sold out of its positions in XSLV, TSLA.
- Spectrum Wealth Advisory Group was a net buyer of stock by $102k.
- Spectrum Wealth Advisory Group has $87M in assets under management (AUM), dropping by 7.27%.
- Central Index Key (CIK): 0001776821
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Spectrum Wealth Advisory Group holds 31 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Spectrum Wealth Advisory Group
SEC 13F filings are viewable for Spectrum Wealth Advisory Group going back to 2019
- Spectrum Wealth Advisory Group 2024 Q1 filed April 18, 2024
- Spectrum Wealth Advisory Group 2023 Q4 filed Jan. 25, 2024
- Spectrum Wealth Advisory Group 2023 Q3 filed Oct. 25, 2023
- Spectrum Wealth Advisory Group 2023 Q2 filed July 20, 2023
- Spectrum Wealth Advisory Group 2023 Q1 filed May 10, 2023
- Spectrum Wealth Advisory Group 2022 Q4 filed Jan. 25, 2023
- Spectrum Wealth Advisory Group 2022 Q3 filed Oct. 24, 2022
- Spectrum Wealth Advisory Group 2022 Q2 filed July 29, 2022
- Spectrum Wealth Advisory Group 2022 Q1 filed April 22, 2022
- Spectrum Wealth Advisory Group 2021 Q4 filed Feb. 10, 2022
- Spectrum Wealth Advisory Group 2021 Q3 filed Oct. 15, 2021
- Spectrum Wealth Advisory Group 2021 Q2 filed July 27, 2021
- Spectrum Wealth Advisory Group 2021 Q1 filed April 19, 2021
- Spectrum Wealth Advisory Group 2020 Q4 filed Jan. 19, 2021
- Spectrum Wealth Advisory Group 2020 Q3 filed Oct. 23, 2020
- Spectrum Wealth Advisory Group 2020 Q2 filed July 15, 2020