§ 13F · FUND PROFILE
Spectrum Wealth Counsel, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 368Turnover · — · Q1Filed · May 7, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 7, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 208K | $116.5T | 14.0% | — |
| 2 | IVV | ISHARES TR | 143K | $80.2T | 9.6% | — |
| 3 | XLK | SELECT SECTOR SPDR TR | 158K | $32.7T | 3.9% | — |
| 4 | AAPL | APPLE INC | 120K | $26.7T | 3.2% | — |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | 1.06M | $25.2T | 3.0% | — |
| 6 | QUAL | ISHARES TR | 129K | $22.1T | 2.7% | — |
| 7 | IUSB | ISHARES TR | 451K | $20.8T | 2.5% | — |
| 8 | MSFT | MICROSOFT CORP | 52K | $19.5T | 2.3% | — |
| 9 | LLY | ELI LILLY & CO | 22K | $18.6T | 2.2% | — |
| 10 | XLF | SELECT SECTOR SPDR TR | 321K | $16.0T | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPECTRUM SIGNAL
AC read
Spectrum Wealth Counsel, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed