Spectrum Wealth Advisory Group
Latest statistics and disclosures from Spectrum Wealth Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQM, JQUA, RECS, FLCC, MFSI, and represent 48.01% of Spectrum Wealth Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: FLCC (+$30M), QQQM (+$13M), MFSI (+$6.9M), JHMD (+$6.5M), SPTI (+$5.4M), VNLA, XAGG, SDVY, RECS, XCEM.
- Started 485 new stock positions in SPCX, CII, FTV, HWM, AIRR, IVV, GTLB, INSW, BHF, MRSH.
- Reduced shares in these 10 stocks: RDVY (-$26M), CWB (-$6.2M), JPIB, PHYL, SPLB, FLXR, UCON, QQQ, DGS, TSLA.
- Spectrum Wealth Advisory Group was a net buyer of stock by $43M.
- Spectrum Wealth Advisory Group has $351M in assets under management (AUM), dropping by 30.55%.
- Central Index Key (CIK): 0001776821
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Portfolio Holdings for Spectrum Wealth Advisory Group
Spectrum Wealth Advisory Group holds 543 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Spectrum Wealth Advisory Group has 543 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Spectrum Wealth Advisory Group June 30, 2026 positions
- Download the Spectrum Wealth Advisory Group June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 12.5 | $44M | +42% | 145k | 302.97 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 11.0 | $39M | 535k | 72.28 |
|
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 10.6 | $37M | +3% | 857k | 43.28 |
|
| Federated Hermes Etf Trust Mdt Large Cap (FLCC) | 8.4 | $30M | NEW | 839k | 35.13 |
|
| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 5.5 | $19M | +56% | 592k | 32.48 |
|
| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 5.4 | $19M | +52% | 427k | 44.41 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.3 | $19M | 25k | 736.41 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 4.9 | $17M | -59% | 214k | 81.06 |
|
| Tcw Etf Trust Flexible Income (FLXR) | 4.4 | $16M | -6% | 396k | 39.21 |
|
| Apple (AAPL) | 2.7 | $9.4M | +2% | 33k | 289.36 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 2.4 | $8.6M | 46k | 188.09 |
|
|
| Spdr Series Trust St Inter Etf (SPTI) | 1.9 | $6.7M | +410% | 237k | 28.39 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.8 | $6.3M | 56k | 112.88 |
|
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 1.7 | $6.0M | +36% | 139k | 43.14 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 1.6 | $5.5M | -3% | 86k | 64.71 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 1.0 | $3.5M | NEW | 72k | 48.87 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.0 | $3.5M | 21k | 170.14 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 1.0 | $3.5M | 39k | 89.85 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $3.4M | 4.5k | 746.84 |
|
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.9 | $3.1M | -66% | 29k | 107.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.4M | +8% | 6.8k | 357.35 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.7 | $2.3M | 11k | 206.18 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.2M | +5% | 6.1k | 353.33 |
|
| Amazon (AMZN) | 0.6 | $2.2M | 9.1k | 238.34 |
|
|
| Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG) | 0.6 | $2.0M | NEW | 41k | 49.99 |
|
| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) | 0.5 | $1.9M | -17% | 77k | 24.88 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.5 | $1.6M | 13k | 122.29 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $1.5M | +16% | 4.0k | 373.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.5M | 2.2k | 686.83 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.4 | $1.4M | -2% | 30k | 48.66 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.4M | +3% | 7.0k | 200.08 |
|
| First Tr Exchange-traded SHS (FVD) | 0.3 | $1.2M | -2% | 25k | 48.18 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.3 | $1.1M | NEW | 20k | 52.88 |
|
| General Dynamics Corporation (GD) | 0.3 | $982k | 2.8k | 354.25 |
|
|
| Spdr Series Trust St Long Bd Etf (SPLB) | 0.3 | $894k | -69% | 40k | 22.40 |
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.2 | $876k | -77% | 25k | 34.88 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $872k | 16k | 53.47 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.2 | $809k | 8.4k | 96.76 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $779k | -3% | 2.3k | 342.89 |
|
| Applied Materials (AMAT) | 0.2 | $766k | 1.1k | 723.01 |
|
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $725k | -83% | 15k | 48.35 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $717k | 1.9k | 368.38 |
|
|
| First Tr Exchange-traded Hlth Care Alph (FXH) | 0.2 | $706k | 5.8k | 122.40 |
|
|
| First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) | 0.2 | $651k | NEW | 15k | 43.42 |
|
| Walt Disney Company (DIS) | 0.2 | $568k | 5.9k | 96.24 |
|
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.2 | $550k | NEW | 4.5k | 122.01 |
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.2 | $546k | 8.2k | 66.33 |
|
|
| Broadcom (AVGO) | 0.2 | $543k | 1.4k | 377.84 |
|
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.2 | $531k | +2% | 1.9k | 283.72 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $514k | NEW | 1.6k | 327.39 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $499k | 4.3k | 116.67 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $492k | 5.2k | 93.91 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $479k | NEW | 8.4k | 56.98 |
|
| Tesla Motors (TSLA) | 0.1 | $468k | -19% | 1.1k | 420.60 |
|
| Nextera Energy (NEE) | 0.1 | $456k | 5.2k | 87.77 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $416k | -3% | 445.00 | 935.34 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $383k | -20% | 7.6k | 50.49 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $373k | +701% | 3.1k | 119.53 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $370k | 3.9k | 95.63 |
|
|
| Southern Company (SO) | 0.1 | $347k | 3.6k | 95.72 |
|
|
| International Business Machines (IBM) | 0.1 | $303k | +7% | 1.1k | 281.22 |
|
| Cisco Systems (CSCO) | 0.1 | $302k | NEW | 2.6k | 117.48 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $297k | 804.00 | 369.91 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $273k | +14% | 484.00 | 563.69 |
|
| Axon Enterprise (AXON) | 0.1 | $247k | NEW | 440.00 | 560.61 |
|
| Advanced Micro Devices (AMD) | 0.1 | $246k | NEW | 423.00 | 580.91 |
|
| Dominion Resources (D) | 0.1 | $233k | 3.4k | 68.29 |
|
|
| Intel Corporation (INTC) | 0.1 | $231k | NEW | 1.7k | 139.59 |
|
| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.1 | $228k | NEW | 2.4k | 94.69 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $212k | NEW | 3.1k | 67.39 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $206k | NEW | 1.8k | 117.02 |
|
| American Tower Reit (AMT) | 0.1 | $202k | NEW | 1.2k | 163.52 |
|
| Micron Technology (MU) | 0.1 | $201k | NEW | 174.00 | 1154.37 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $196k | NEW | 392.00 | 500.39 |
|
| Ge Vernova (GEV) | 0.1 | $193k | NEW | 164.00 | 1175.85 |
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $192k | NEW | 990.00 | 193.77 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $189k | NEW | 367.00 | 513.62 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $179k | NEW | 3.4k | 52.41 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $176k | NEW | 1.4k | 126.56 |
|
| Abbvie (ABBV) | 0.0 | $171k | NEW | 680.00 | 251.50 |
|
| 3M Company (MMM) | 0.0 | $168k | NEW | 1.0k | 161.91 |
|
| Lowe's Companies (LOW) | 0.0 | $159k | NEW | 719.00 | 220.40 |
|
| First Tr Exchange Traded Nasdq Artfcial (ROBT) | 0.0 | $149k | NEW | 2.7k | 56.27 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $144k | NEW | 1.8k | 77.79 |
|
| First Tr Exchange-traded A Com Shs (FTA) | 0.0 | $142k | NEW | 1.5k | 96.80 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $140k | NEW | 1.0k | 136.75 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $138k | NEW | 1.1k | 124.75 |
|
| Public Service Enterprise (PEG) | 0.0 | $137k | -35% | 1.7k | 81.17 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $133k | NEW | 702.00 | 189.74 |
|
| Ge Aerospace Com New (GE) | 0.0 | $131k | NEW | 350.00 | 374.04 |
|
| Palo Alto Networks (PANW) | 0.0 | $126k | NEW | 368.00 | 341.02 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $124k | NEW | 746.00 | 166.67 |
|
| Wal-Mart Stores (WMT) | 0.0 | $124k | NEW | 1.1k | 113.28 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $123k | NEW | 245.00 | 501.36 |
|
| Merck & Co (MRK) | 0.0 | $122k | NEW | 952.00 | 128.51 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $121k | NEW | 495.00 | 245.28 |
|
| Procter & Gamble Company (PG) | 0.0 | $118k | NEW | 804.00 | 146.64 |
|
| Caterpillar (CAT) | 0.0 | $114k | NEW | 107.00 | 1065.02 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $113k | NEW | 148.00 | 763.14 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $111k | NEW | 656.00 | 169.88 |
|
| Consolidated Edison (ED) | 0.0 | $107k | NEW | 970.00 | 110.66 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $106k | NEW | 354.00 | 299.19 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $101k | NEW | 151.00 | 666.90 |
|
| Entergy Corporation (ETR) | 0.0 | $100k | NEW | 874.00 | 114.86 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $99k | NEW | 11k | 8.75 |
|
| Verizon Communications (VZ) | 0.0 | $97k | NEW | 2.3k | 42.33 |
|
| Home Depot (HD) | 0.0 | $95k | NEW | 270.00 | 352.69 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $90k | NEW | 3.1k | 29.43 |
|
| At&t (T) | 0.0 | $90k | NEW | 4.3k | 20.70 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $88k | NEW | 1.5k | 57.67 |
|
| Wec Energy Group (WEC) | 0.0 | $87k | NEW | 744.00 | 116.83 |
|
| Chevron Corporation (CVX) | 0.0 | $85k | NEW | 510.00 | 165.62 |
|
| Coca-Cola Company (KO) | 0.0 | $83k | NEW | 1.0k | 81.28 |
|
| Target Corporation (TGT) | 0.0 | $76k | NEW | 583.00 | 130.62 |
|
| Ivanhoe Electric (IE) | 0.0 | $76k | NEW | 7.9k | 9.61 |
|
| Ishares Tr Msci Us Garp Etf (GARP) | 0.0 | $74k | NEW | 901.00 | 82.56 |
|
| Philip Morris International (PM) | 0.0 | $74k | NEW | 410.00 | 180.95 |
|
| Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.0 | $71k | NEW | 579.00 | 122.68 |
|
| Chubb (CB) | 0.0 | $70k | NEW | 206.00 | 340.75 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $70k | NEW | 4.0k | 17.35 |
|
| Visa Com Cl A (V) | 0.0 | $68k | NEW | 199.00 | 343.17 |
|
| Sempra Energy (SRE) | 0.0 | $67k | NEW | 723.00 | 92.71 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $67k | NEW | 168.00 | 397.68 |
|
| Chegg (CHGG) | 0.0 | $65k | 65k | 1.01 |
|
|
| J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU) | 0.0 | $65k | NEW | 833.00 | 77.77 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $64k | NEW | 466.00 | 137.53 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $64k | NEW | 543.00 | 117.74 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $62k | NEW | 518.00 | 118.88 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $62k | NEW | 82.00 | 749.76 |
|
| McDonald's Corporation (MCD) | 0.0 | $61k | NEW | 224.00 | 270.64 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.0 | $61k | NEW | 896.00 | 67.57 |
|
| Cathay General Ban (CATY) | 0.0 | $60k | NEW | 966.00 | 61.99 |
|
| CenterPoint Energy (CNP) | 0.0 | $59k | NEW | 1.3k | 44.03 |
|
| Boeing Company (BA) | 0.0 | $59k | NEW | 272.00 | 216.47 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $58k | NEW | 587.00 | 99.54 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $57k | NEW | 1.7k | 33.29 |
|
| Workday Cl A (WDAY) | 0.0 | $57k | NEW | 464.00 | 122.42 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $56k | NEW | 542.00 | 103.91 |
|
| Ameren Corporation (AEE) | 0.0 | $55k | NEW | 483.00 | 113.05 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $54k | NEW | 146.00 | 371.68 |
|
| Pepsi (PEP) | 0.0 | $52k | NEW | 385.00 | 135.40 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $52k | NEW | 601.00 | 86.09 |
|
| Netflix (NFLX) | 0.0 | $51k | NEW | 720.00 | 71.40 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $51k | NEW | 320.00 | 158.18 |
|
| BlackRock Enhanced Capital and Income (CII) | 0.0 | $51k | NEW | 1.9k | 26.14 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $50k | NEW | 166.00 | 298.30 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $50k | NEW | 334.00 | 148.21 |
|
| Marvell Technology (MRVL) | 0.0 | $50k | NEW | 166.00 | 297.90 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $48k | NEW | 627.00 | 77.10 |
|
| Cummins (CMI) | 0.0 | $48k | NEW | 68.00 | 710.09 |
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.0 | $46k | NEW | 1.2k | 39.66 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $46k | NEW | 438.00 | 103.88 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $44k | NEW | 490.00 | 90.18 |
|
| PPL Corporation (PPL) | 0.0 | $44k | NEW | 1.2k | 36.36 |
|
| Dell Technologies CL C (DELL) | 0.0 | $44k | NEW | 101.00 | 431.80 |
|
| Qualcomm (QCOM) | 0.0 | $43k | NEW | 231.00 | 184.50 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $43k | NEW | 936.00 | 45.52 |
|
| Ida (IDA) | 0.0 | $42k | NEW | 280.00 | 151.30 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $42k | NEW | 880.00 | 47.68 |
|
| American Express Company (AXP) | 0.0 | $42k | NEW | 123.00 | 338.28 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.0 | $41k | NEW | 638.00 | 63.96 |
|
| Constellation Energy (CEG) | 0.0 | $41k | NEW | 164.00 | 248.52 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $40k | NEW | 450.00 | 88.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $40k | NEW | 412.00 | 96.60 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $40k | NEW | 83.00 | 478.73 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $38k | NEW | 168.00 | 227.06 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $38k | NEW | 473.00 | 80.62 |
|
| Centene Corporation (CNC) | 0.0 | $38k | NEW | 594.00 | 64.19 |
|
| Essex Property Trust (ESS) | 0.0 | $38k | NEW | 129.00 | 291.59 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $37k | NEW | 210.00 | 176.33 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $36k | NEW | 303.00 | 119.13 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $34k | NEW | 335.00 | 100.28 |
|
| Goldman Sachs Etf Tr Core Bond Etf (GBND) | 0.0 | $33k | NEW | 651.00 | 50.56 |
|
| Oge Energy Corp (OGE) | 0.0 | $33k | NEW | 675.00 | 48.66 |
|
| WESCO International (WCC) | 0.0 | $33k | NEW | 95.00 | 344.43 |
|
| Oracle Corporation (ORCL) | 0.0 | $32k | NEW | 221.00 | 146.45 |
|
| NetApp (NTAP) | 0.0 | $31k | NEW | 202.00 | 154.78 |
|
| Itt (ITT) | 0.0 | $31k | NEW | 156.00 | 197.46 |
|
| Johnson & Johnson (JNJ) | 0.0 | $30k | NEW | 119.00 | 253.30 |
|
| Altria (MO) | 0.0 | $30k | NEW | 415.00 | 71.99 |
|
| MercadoLibre (MELI) | 0.0 | $29k | NEW | 17.00 | 1697.41 |
|
| Kinder Morgan (KMI) | 0.0 | $28k | NEW | 874.00 | 31.98 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $28k | NEW | 650.00 | 42.66 |
|
| Amgen (AMGN) | 0.0 | $27k | NEW | 76.00 | 360.07 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $27k | NEW | 1.1k | 24.55 |
|
| General Motors Company (GM) | 0.0 | $27k | NEW | 346.00 | 77.14 |
|
| Enbridge (ENB) | 0.0 | $26k | NEW | 476.00 | 54.21 |
|
| D.R. Horton (DHI) | 0.0 | $25k | NEW | 155.00 | 162.90 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $25k | NEW | 870.00 | 28.96 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $25k | NEW | 923.00 | 26.66 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $24k | NEW | 80.00 | 303.49 |
|
| Garmin SHS (GRMN) | 0.0 | $24k | NEW | 100.00 | 237.54 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $24k | NEW | 115.00 | 205.03 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $23k | NEW | 137.00 | 170.86 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $23k | NEW | 122.00 | 190.92 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $23k | NEW | 467.00 | 49.85 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $23k | NEW | 91.00 | 254.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $23k | NEW | 319.00 | 71.33 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $23k | NEW | 23.00 | 983.96 |
|
| Sitime Corp (SITM) | 0.0 | $22k | NEW | 30.00 | 745.57 |
|
| Sprout Social Com Cl A (SPT) | 0.0 | $22k | NEW | 2.9k | 7.55 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $21k | NEW | 90.00 | 236.11 |
|
| Wisdomtree Bitcoin Shs Ben Int (BTCW) | 0.0 | $21k | NEW | 342.00 | 62.00 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $21k | NEW | 881.00 | 23.68 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $20k | NEW | 92.00 | 217.85 |
|
| Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.0 | $20k | NEW | 264.00 | 74.30 |
|
| Southwest Airlines (LUV) | 0.0 | $20k | NEW | 381.00 | 51.40 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $20k | NEW | 255.00 | 76.63 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $20k | NEW | 205.00 | 94.96 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $19k | NEW | 1.5k | 12.76 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $19k | NEW | 317.00 | 59.66 |
|
| CryoLife (AORT) | 0.0 | $19k | NEW | 840.00 | 22.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $19k | NEW | 151.00 | 124.81 |
|
| Microchip Technology (MCHP) | 0.0 | $19k | NEW | 204.00 | 91.09 |
|
| Edison International (EIX) | 0.0 | $18k | NEW | 245.00 | 74.47 |
|
| Cava Group Ord (CAVA) | 0.0 | $18k | NEW | 230.00 | 78.48 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $18k | NEW | 308.00 | 57.84 |
|
| Simon Property (SPG) | 0.0 | $18k | NEW | 80.00 | 222.50 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $17k | NEW | 116.00 | 146.19 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $17k | NEW | 150.00 | 112.49 |
|
| Wells Fargo & Company (WFC) | 0.0 | $17k | NEW | 200.00 | 82.64 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $16k | NEW | 162.00 | 100.98 |
|
| Deere & Company (DE) | 0.0 | $16k | NEW | 25.00 | 634.40 |
|
| Paylocity Holding Corporation (PCTY) | 0.0 | $16k | NEW | 150.00 | 104.53 |
|
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.0 | $15k | NEW | 304.00 | 50.66 |
|
| Carrier Global Corporation (CARR) | 0.0 | $15k | NEW | 201.00 | 73.36 |
|
| Trane Technologies SHS (TT) | 0.0 | $14k | NEW | 28.00 | 491.25 |
|
| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.0 | $13k | NEW | 149.00 | 88.50 |
|
| Nike CL B (NKE) | 0.0 | $13k | NEW | 319.00 | 41.00 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $13k | NEW | 30.00 | 433.33 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $13k | NEW | 25.00 | 516.96 |
|
| Grayscale Solana Staking Etf SHS (GSOL) | 0.0 | $13k | NEW | 2.3k | 5.53 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $12k | NEW | 81.00 | 152.17 |
|
| salesforce (CRM) | 0.0 | $12k | NEW | 75.00 | 156.72 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $12k | NEW | 120.00 | 97.84 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $12k | NEW | 975.00 | 11.89 |
|
| Coeur Mng Com New (CDE) | 0.0 | $11k | NEW | 696.00 | 16.32 |
|
| L3harris Technologies (LHX) | 0.0 | $11k | NEW | 39.00 | 290.36 |
|
| Carnival Corp Common Shares (CCL) | 0.0 | $11k | NEW | 379.00 | 28.57 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $11k | NEW | 9.00 | 1201.11 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $10k | NEW | 120.00 | 85.66 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $10k | NEW | 125.00 | 82.08 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $10k | NEW | 77.00 | 133.25 |
|
| Goldman Sachs Etf Tr Corporate Bd Etf (GIGL) | 0.0 | $9.9k | NEW | 195.00 | 50.59 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $9.8k | NEW | 205.00 | 47.85 |
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.0 | $9.8k | NEW | 51.00 | 191.75 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $9.7k | NEW | 10.00 | 966.40 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $9.4k | NEW | 100.00 | 93.64 |
|
| ON Semiconductor (ON) | 0.0 | $9.4k | NEW | 99.00 | 94.55 |
|
| PG&E Corporation (PCG) | 0.0 | $9.3k | NEW | 550.00 | 16.83 |
|
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 2026 Q2 filed Aug. 6, 2026
- Spectrum Wealth Advisory Group 2026 Q1 filed May 6, 2026
- Spectrum Wealth Advisory Group 2025 Q4 filed Feb. 11, 2026
- Spectrum Wealth Advisory Group 2025 Q3 filed Nov. 14, 2025
- Spectrum Wealth Advisory Group 2025 Q2 filed Aug. 12, 2025
- Spectrum Wealth Advisory Group 2025 Q1 filed May 15, 2025
- Spectrum Wealth Advisory Group 2024 Q4 filed Jan. 31, 2025
- Spectrum Wealth Advisory Group 2024 Q3 filed Nov. 7, 2024
- Spectrum Wealth Advisory Group 2024 Q2 filed Aug. 7, 2024
- 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