- New Purchases: SLYV, SLY, PRFZ, MSFT,
- Added Positions: QQQ, SPY, XMMO, AMZN, XMLV,
- Reduced Positions: FTCS, FVD, FPX, CWB, XAR, MTUM, FXH, FBT, IJH,
- Sold Out: INTU, BA, QLD, WDAY,
For the details of Spectrum Wealth Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/spectrum+wealth+advisory+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Spectrum Wealth Advisory Group, LLC- First Trust Capital Strength ETF (FTCS) - 176,939 shares, 25.27% of the total portfolio. Shares reduced by 2.52%
- First Trust VL Dividend (FVD) - 276,676 shares, 21.95% of the total portfolio. Shares reduced by 2.17%
- PowerShares QQQ Trust Ser 1 (QQQ) - 12,734 shares, 6.96% of the total portfolio. Shares added by 57.44%
- Apple Inc (AAPL) - 7,809 shares, 5.70% of the total portfolio. Shares added by 0.77%
- SPDR S&P 500 (SPY) - 7,239 shares, 5.36% of the total portfolio. Shares added by 74.48%
Spectrum Wealth Advisory Group, LLC initiated holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The purchase prices were between $35.74 and $66.24, with an estimated average price of $57.28. The stock is now traded at around $41.31. The impact to a portfolio due to this purchase was 1.74%. The holding were 14,818 shares as of .
New Purchase: SPDR S&P 600 Small Cap ETF (based on S&P SmallCap (SLY)Spectrum Wealth Advisory Group, LLC initiated holding in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap . The purchase prices were between $42.25 and $73.9, with an estimated average price of $65.1. The stock is now traded at around $49.18. The impact to a portfolio due to this purchase was 0.89%. The holding were 6,481 shares as of .
New Purchase: PowerShares FTSE RAFI US 1500 Small-Mid Portfolio (PRFZ)Spectrum Wealth Advisory Group, LLC initiated holding in PowerShares FTSE RAFI US 1500 Small-Mid Portfolio. The purchase prices were between $79.31 and $138.92, with an estimated average price of $122.33. The stock is now traded at around $91.51. The impact to a portfolio due to this purchase was 0.8%. The holding were 3,127 shares as of .
New Purchase: Microsoft Corp (MSFT)Spectrum Wealth Advisory Group, LLC initiated holding in Microsoft Corp. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $167.82. The impact to a portfolio due to this purchase was 0.75%. The holding were 1,648 shares as of .
Added: PowerShares QQQ Trust Ser 1 (QQQ)Spectrum Wealth Advisory Group, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 57.44%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $204.89. The impact to a portfolio due to this purchase was 2.54%. The holding were 12,734 shares as of .
Added: SPDR S&P 500 (SPY)Spectrum Wealth Advisory Group, LLC added to a holding in SPDR S&P 500 by 74.48%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $273.04. The impact to a portfolio due to this purchase was 2.29%. The holding were 7,239 shares as of .
Sold Out: Intuit Inc (INTU)Spectrum Wealth Advisory Group, LLC sold out a holding in Intuit Inc. The sale prices were between $194.72 and $305.61, with an estimated average price of $271.34.
Sold Out: Boeing Co (BA)Spectrum Wealth Advisory Group, LLC sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.
Sold Out: ProShares Ultra QQQ (QLD)Spectrum Wealth Advisory Group, LLC sold out a holding in ProShares Ultra QQQ. The sale prices were between $72.99 and $150.4, with an estimated average price of $121.09.
Sold Out: Workday Inc (WDAY)Spectrum Wealth Advisory Group, LLC sold out a holding in Workday Inc. The sale prices were between $113.87 and $199.38, with an estimated average price of $169.05.
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