Spectrum Wealth Advisory Group, LLC Top Holdings and 13F Report (2024) → The Best AI Stock to Own in the World Today is Trading for Just $25 (From Banyan Hill Publishing) (Ad) About Spectrum Wealth Advisory Group, LLCInvestment ActivitySpectrum Wealth Advisory Group, LLC has $86.93 million in total holdings as of March 31, 2024.Spectrum Wealth Advisory Group, LLC owns shares of 31 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.26% of the portfolio was purchased this quarter.About 1.15% of the portfolio was sold this quarter.This quarter, Spectrum Wealth Advisory Group, LLC has purchased 31 new stocks and bought additional shares in 13 stocks.Spectrum Wealth Advisory Group, LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco QQQ $29,456,448First Trust Morningstar Dividend Leaders Index $10,237,149First Trust Nasdaq Cybersecurity ETF $7,496,394iShares Core S&P U.S. Growth ETF $6,083,617First Trust Value Line Dividend Index Fund $5,900,721 Largest New Holdings this Quarter Lowe's Companies $206,249 HoldingVanguard Information Technology ETF $200,984 Holding Largest Purchases this Quarter First Trust Nasdaq Artificial Intelligence and Robotics ETF 5,087 shares (about $230.14K)Lowe's Companies 810 shares (about $206.25K)Vanguard Information Technology ETF 383 shares (about $200.98K)First Trust Morningstar Dividend Leaders Index 4,743 shares (about $182.51K)SPDR S&P 500 ETF Trust 224 shares (about $117.18K) Largest Sales this Quarter Invesco QQQ 528 shares (about $234.54K)First Trust Nasdaq Cybersecurity ETF 2,466 shares (about $139.08K)SPDR Bloomberg Convertible Securities ETF 1,719 shares (about $125.55K)iShares Core S&P U.S. Growth ETF 117 shares (about $13.71K)Intel 234 shares (about $10.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpectrum Wealth Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$29,456,448$234,536 ▼-0.8%66,31433.9%FinanceFDLFirst Trust Morningstar Dividend Leaders Index$10,237,149$182,507 ▲1.8%266,04311.8%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$7,496,394$139,083 ▼-1.8%132,9148.6%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$6,083,617$13,713 ▼-0.2%51,9047.0%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$5,900,721$78,164 ▲1.3%139,7356.8%ETFAAPLApple$4,423,430$9,260 ▼-0.2%25,7955.1%Computer and TechnologyROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$4,416,685$230,136 ▲5.5%97,6285.1%ManufacturingSPYSPDR S&P 500 ETF Trust$3,055,986$117,176 ▲4.0%5,8423.5%FinanceXMMOInvesco S&P MidCap Momentum ETF$2,786,494$2,183 ▼-0.1%24,2583.2%ETFSPGPInvesco S&P 500 GARP ETF$1,832,769$2,449 ▲0.1%17,2112.1%ETFFPXFirst Trust US Equity Opportunities ETF$1,306,9030.0%12,3531.5%ETFMSFTMicrosoft$1,148,306$841 ▲0.1%2,7301.3%Computer and TechnologyDISWalt Disney$972,228$612 ▼-0.1%7,9451.1%Consumer DiscretionaryAMZNAmazon.com$963,589$71,791 ▲8.1%5,3421.1%Retail/WholesaleCWBSPDR Bloomberg Convertible Securities ETF$770,992$125,553 ▼-14.0%10,5560.9%ETFFXHFirst Trust Health Care AlphaDEX Fund$706,604$110 ▲0.0%6,4480.8%ETFFTCSFirst Trust Capital Strength ETF$657,069$1,799 ▲0.3%7,6720.8%ETFXMLVInvesco S&P MidCap Low Volatility ETF$481,548$282 ▲0.1%8,5370.6%ETFMAMastercard$466,2100.0%9680.5%Business ServicesMTUMiShares MSCI USA Momentum Factor ETF$456,086$375 ▼-0.1%2,4340.5%ETFQLDProShares Ultra QQQ$444,3990.0%5,0800.5%ETFOMCOmnicom Group$390,418$2,999 ▲0.8%4,0350.4%Business ServicesHONHoneywell International$357,767$1,847 ▲0.5%1,7430.4%Multi-Sector ConglomeratesCOSTCostco Wholesale$350,580$1,467 ▲0.4%4780.4%Consumer DefensiveDGRWWisdomTree U.S. Quality Dividend Growth Fund$323,8080.0%4,2500.4%ManufacturingGLDSPDR Gold Shares$289,4480.0%1,4070.3%FinanceXARSPDR S&P Aerospace & Defense ETF$276,7350.0%1,9690.3%ETFBRK.BBerkshire Hathaway$262,8260.0%6250.3%FinanceINTCIntel$209,914$10,334 ▼-4.7%4,7530.2%Computer and TechnologyLOWLowe's Companies$206,249$206,249 ▲New Holding8100.2%Retail/WholesaleVGTVanguard Information Technology ETF$200,984$200,984 ▲New Holding3830.2%ETFXSLVInvesco S&P SmallCap Low Volatility ETF$0$230,597 ▼-100.0%00.0%ETFTSLATesla$0$230,590 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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