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Home > Institutional Investor > Spectrum Wealth Advisory Group, Llc > 13F Holdings

Instuitional Investor - Spectrum Wealth Advisory Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 611,963 $34,557,537 16.58%
2.
Columbia Etf Tr I
 1,003,213 $33,316,702 15.99%
3.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 90,275 $17,424,937 8.36%
4.
First Tr Exchange Traded Fd
 293,346 $17,172,457 8.24%
5.
Invesco Qqq Tr
 29,020 $13,608,208 6.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)