Latest statistics and disclosures from Spectrum Wealth Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FVD, FDV, CWB, Lattice Strategies Tr dev mk x us st, First Tr Exchange Traded Fd nasdaq cea cyb, and represent 49.94% of Spectrum Wealth Advisory's stock portfolio.
- Added to shares of these 9 stocks: FDV (+$7.82M), Invesco Exchange Traded Fd T russel 200 gwt, FBT, ITA, FVD, Invesco Exchange Traded Fd T rusel mdcp gwt, Invesco Exchng Traded Fd Tr s&p midcp low, BA, INTU.
- Started 6 new stock positions in Invesco Exchange Traded Fd T russel 200 gwt, Invesco Exchng Traded Fd Tr s&p midcp low, FBT, FDV, Invesco Exchange Traded Fd T rusel mdcp gwt, ITA.
- Reduced shares in these 10 stocks: CWB (-$6.01M), Invesco Exchange Traded Fd T zacks mid cap, Spdr Series Trust aerospace def, Victory Cemp Us Eq Income etf, SPY, FPX, Ishares Tr Msci Usa Momentum Factor, Proshares Tr mdcp 400 divid, FXH, D First Tr Exchange-traded Fd.
- Sold out of its positions in Alphabet Inc Class C cs, IBM, CMF, Ishares 2020 Amt-free Muni Bond Etf, QLD.
- Spectrum Wealth Advisory was a net seller of stock by $17.00M.
- Spectrum Wealth Advisory has $48.96M in assets under management (AUM), dropping by -23.44%.