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Home > Institutional Investor > Spectrum Wealth Counsel, Llc > Profile

Instuitional Investor - Spectrum Wealth Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Spectrum Wealth Counsel, Llc
Portfolio Value $721,839,777
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 195,421 $92,885,556 12.86%
2.
Ishares Trust
 IEF 164,652 $78,642,880 10.89%
3.
Sector Spdr Trust
 XLB 176,642 $34,000,053 4.71%
4.
Apple Inc.
 AAPL 130,100 $25,048,097 3.47%
5.
Microsoft Corp
 MSFT 53,470 $20,106,993 2.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)