Spectrum Wealth Counsel, LLC - Portfolio overview

Spectrum Wealth Counsel, LLC has 365 reported holdings in this dataset, with the latest filing dated 2025-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 14.00%
2. IVV - ISHARES TR, 9.64%
3. XLK - SELECT SECTOR SPDR TR, 3.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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