• 13F History

Spectrum Wealth Advisory Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$212M
Signature - Title
Kenneth Christie - Chief Compliance Officer
Location
Granite Bay, CA
Summary
This page shows a list of all the recent 13F filings made by Spectrum Wealth Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spectrum Wealth Advisory Group, LLC reported 56 stock holdings with total value $212M as of Q4 2024. Top holdings included JQUA, RECS, QQQM, QQQ, and RDVY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 56 $212M +$35.8M -$4.41M +$31.4M JQUA, RECS, QQQM, QQQ, RDVY 13F-HR 1/30/2025, 05:40 PM
Q3 2024 45 $178M +$121M -$41.5M +$80M JQUA, RECS, QQQ, QQQM, RDVY 13F-HR 11/7/2024, 04:35 PM
Q2 2024 36 $93.5M +$4.08M -$690K +$3.39M QQQ, FDL, CIBR, IUSG, FVD 13F-HR 8/7/2024, 04:45 PM
Q1 2024 31 $86.9M +$1.1M -$997K +$102K QQQ, FDL, CIBR, IUSG, FVD 13F-HR 4/18/2024, 04:48 PM
Q4 2023 31 $81M +$5.28M -$4.9M +$378K QQQ, FDL, CIBR, FVD, IUSG 13F-HR 1/25/2024, 05:18 PM
Q3 2023 30 $72.3M +$707K -$242K +$466K QQQ, FDL, CIBR, IUSG, FVD 13F-HR 10/25/2023, 04:49 PM
Q2 2023 31 $75.5M +$13.8M -$11.5M +$2.28M QQQ, FDL, CIBR, IUSG, FVD 13F-HR 7/20/2023, 04:35 PM
Q1 2023 31 $74.2M +$1.42M -$4.4M -$2.99M QQQ, CIBR, FVD, FDL, IUSG 13F-HR 5/10/2023, 09:54 AM
Q4 2022 30 $71.8M +$10.2M -$2M +$8.22M QQQ, FVD, FDL, CIBR, IUSG 13F-HR 1/25/2023, 06:36 AM
Q3 2022 37 $79.6M +$1.54M -$2.06M -$525K QQQ, FVD, FDL, FYX, CIBR 13F-HR 10/24/2022, 03:38 PM
Q2 2022 43 $85.9M +$10.6M -$5.01M +$5.59M QQQ, FVD, FDL, FYX, CIBR 13F-HR 7/28/2022, 05:48 PM
Q1 2022 46 $99.2M +$8.91M -$11.6M -$2.66M QQQ, FVD, CIBR, FYX, XHE 13F-HR 4/21/2022, 07:48 PM
Q4 2021 49 $112M +$6.75M -$1.08M +$5.67M QQQ, FVD, FYX, CIBR, AAPL 13F-HR 2/10/2022, 02:55 PM
Q3 2021 42 $101M +$2.09M -$1.94M +$149K QQQ, FVD, FYX, CIBR, XMMO 13F-HR 10/15/2021, 03:52 PM
Q2 2021 44 $102M +$7.69M -$16.8M -$9.13M QQQ, FVD, FYX, XMMO, CIBR 13F-HR 7/26/2021, 07:00 PM
Q1 2021 39 $105M +$30.7M -$17.9M +$12.8M QQQ, FVD, XMMO, FPXI, XHE 13F-HR 4/19/2021, 09:33 AM
Q4 2020 35 $88.5M +$229K -$88.3M -$88.1M QQQ, FVD, XMLV, XSLV, CIBR 13F-HR 1/19/2021, 08:31 AM
Q3 2020 43 $156M +$85.4M -$1.83M +$83.6M QQQ, FVD, XMLV, XSLV, AAPL 13F-HR 10/23/2020, 05:15 PM
Q2 2020 33 $70.8M +$34.9M -$16.4M +$18.5M QQQ, FVD, XMLV, XSLV, CIBR 13F-HR 7/15/2020, 04:53 PM
Q1 2020 27 $46.2M +$3.54M -$1.26M +$2.29M FTCS, FVD, SPGP, FCAL, QQQ 13F-HR 4/21/2020, 04:23 PM
Q4 2019 27 $55.6M +$2.33M -$413K +$1.91M FTCS, FVD, SPGP, FCAL, RODM 13F-HR 1/23/2020, 03:50 PM
Q3 2019 26 $50.3M +$7.6M -$4.4M +$3.21M FTCS, FVD, SPGP, FCAL, RODM 13F-HR 11/8/2019, 12:53 PM
Q2 2019 33 $49M +$15M -$30.6M -$15.7M FVD, FTCS, CWB, RODM, CIBR 13F-HR 8/7/2019, 04:57 PM
Q1 2019 31 $63.7M CWB, FVD, FPX, SPY, XAR 13F-HR 5/23/2019, 05:03 PM