Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spectrum Wealth Counsel, LLC (CIK 2011274) reported $833.1M across 363 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: SPY ($116.5M, 13.98%), IVV ($80.2M, 9.63%), XLK ($32.7M, 3.93%), AAPL ($26.7M, 3.21%), RDVI ($25.2M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $116.5M | 13.98% | 208,198 | Trimmed |
| 2 | IVV | ISHARES TR | $80.2M | 9.63% | 142,740 | Added |
| 3 | XLK | SELECT SECTOR SPDR TR | $32.7M | 3.93% | 158,473 | Trimmed |
| 4 | AAPL | APPLE INC | $26.7M | 3.21% | 120,395 | Added |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | $25.2M | 3.02% | 1.1M | Added |
| 6 | QUAL | ISHARES TR | $22.1M | 2.66% | 129,458 | Added |
| 7 | IUSB | ISHARES TR | $20.8M | 2.49% | 450,995 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $19.5M | 2.34% | 51,894 | Added |
| 9 | LLY | ELI LILLY & CO | $18.7M | 2.25% | 22,666 | Added |
| 10 | XLF | SELECT SECTOR SPDR TR | $16.0M | 1.92% | 321,387 | Added |
| 11 | IVE | ISHARES TR | $15.3M | 1.83% | 80,206 | Added |
| 12 | TJX | TJX COS INC NEW | $14.4M | 1.73% | 118,096 | Trimmed |
| 13 | META | META PLATFORMS INC | $14.3M | 1.72% | 24,814 | Added |
| 14 | V | VISA INC | $14.3M | 1.71% | 40,739 | Added |
| 15 | JPM | JPMORGAN CHASE & CO. | $13.9M | 1.67% | 56,869 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.8M | 1.66% | 25,989 | Hold |
| 17 | IEFA | ISHARES TR | $13.6M | 1.63% | 179,371 | Added |
| 18 | EFV | ISHARES TR | $13.6M | 1.63% | 229,934 | Trimmed |
| 19 | IAU | ISHARES GOLD TR | $12.4M | 1.48% | 209,790 | Added |
| 20 | XLI | SELECT SECTOR SPDR TR | $11.4M | 1.37% | 87,050 | Added |
| 21 | GS | GOLDMAN SACHS GROUP INC | $11.2M | 1.34% | 20,443 | Added |
| 22 | XLC | SELECT SECTOR SPDR TR | $11.1M | 1.33% | 115,286 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $10.8M | 1.30% | 56,709 | Added |
| 24 | IAK | ISHARES TR | $9.9M | 1.18% | 71,539 | Added |
| 25 | AVGO | BROADCOM INC | $9.8M | 1.18% | 58,499 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31