Spectrum Wealth Advisory Group, LLC - Portfolio overview
Spectrum Wealth Advisory Group, LLC has 68 reported holdings in this dataset, with the latest filing dated 2026-05-06.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- RDVY - FIRST TRUST, 13.35%
- JQUA - JPMORGAN US, 12.04%
- RECS - COLUMBIA RESEARCH, 11.87%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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