Fund Holdings

Spectrum Wealth Advisory Group, LLC

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 157 of 57 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
FIRST TRUST0535,049+535,049037,169,812+37,169,812
JPMORGAN US0529,822+529,822033,474,127+33,474,127
COLUMBIA RESEARCH0816,228+816,228033,334,732+33,334,732
FIRST TRUST0516,444+516,444019,790,131+19,790,131
INVESCO QQQ026,083+26,083016,022,633+16,022,633
TCW FLEXIBLE0377,660+377,660014,955,347+14,955,347
INVESCO NASDAQ048,913+48,913012,371,099+12,371,099
JOHN HANCOCK0247,252+247,252010,268,378+10,268,378
MFS ACTIVE0319,738+319,73809,736,035+9,736,035
APPLE INC031,698+31,69808,617,343+8,617,343
ISHARES S&P048,493+48,49308,143,996+8,143,996
STATE STREET083,564+83,56407,453,859+7,453,859
STATE STREET0293,462+293,46206,626,387+6,626,387
INVESCO S&P058,180+58,18005,958,798+5,958,798
WISDOMTREE EMERGING096,956+96,95605,549,719+5,549,719
SPDR S&P04,478+4,47803,053,599+3,053,599
INVESCO S&P021,759+21,75903,012,776+3,012,776
FIRST TRUST040,531+40,53102,895,939+2,895,939
FIRST TRUST0111,945+111,94502,817,655+2,817,655
AMAZON COM08,590+8,59001,982,744+1,982,744
ALPHABET INC06,207+6,20701,942,730+1,942,730
FIRST TRUST011,622+11,62201,901,253+1,901,253
MICROSOFT CORP03,738+3,73801,807,736+1,807,736
ALPHABET INC05,752+5,75201,805,027+1,805,027
STATE STREET059,801+59,80101,724,652+1,724,652
VANGUARD S&P02,666+2,66601,671,952+1,671,952
INVESCO S&P014,670+14,67001,670,354+1,670,354
FIRST TRUST033,237+33,23701,473,723+1,473,723
FIRST TRUST026,705+26,70501,230,552+1,230,552
NVIDIA CORP06,213+6,21301,158,635+1,158,635
ISHARES SILVER016,372+16,37201,054,685+1,054,685
SPDR GOLD01,996+1,9960791,035+791,035
PALANTIR TECHNOLOGIES04,149+4,1490737,489+737,489
WALT DISNEY06,002+6,0020682,797+682,797
FIRST TRUST05,769+5,7690656,625+656,625
JPMORGAN013,118+13,1180638,868+638,868
TESLA INC01,361+1,3610612,069+612,069
ISHARES MSCI02,411+2,4110603,451+603,451
PROSHARES ULTRA08,360+8,3600588,627+588,627
FIRST TRUST05,742+5,7420531,206+531,206
INVESCO S&P08,356+8,3560521,130+521,130
BROADCOM INC01,429+1,4290494,489+494,489
COSTCO WHOLESALE0513+5130442,606+442,606
STATE STREER01,830+1,8300441,585+441,585
NEXTERA ENERGY05,200+5,2000417,456+417,456
WISDOMTREE US03,872+3,8720346,289+346,289
SOUTHERN COMPANY03,617+3,6170315,409+315,409
INTL BUSINESS01,000+1,0000296,210+296,210
VANGUARD INFORMATION0389+3890292,965+292,965
META PLATFORMS0430+4300283,973+283,973
APPLIED MATERIALS01,050+1,0500269,840+269,840
VANGUARD TOTAL0795+7950266,607+266,607
AXON ENTERPRISE0440+4400249,889+249,889
JPMORGAN CHASE0726+7260233,823+233,823
JANUS HENDERSON04,496+4,4960220,946+220,946
JANUS HENDERSON04,329+4,3290218,968+218,968
PUBLIC SERVICE02,604+2,6040209,102+209,102
Page 1 of 1