Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Spectrum Wealth Advisory Group, LLC

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001776821-25-000003

Total Value
$215.0M
Positions
62
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (62)

#IssuerTicker / CUSIPSharesValue% of Filing
1COLUMBIA RESEARCH19761L706837,922$30.8M14.34%
2JPMORGAN US46641Q761507,736$30.5M14.18%
3INVESCO S&PIVZ206,591$20.3M9.44%
4FIRST TRUST33738R506296,274$18.6M8.65%
5FIRST TRUST33740F888683,331$17.0M7.91%
6INVESCO QQQIVZ28,059$15.5M7.20%
7INVESCO NASDAQIVZ39,619$9.0M4.19%
8ISHARES S&P46428767150,797$7.6M3.55%
9SPDR INTERMEDIATE78464A672252,251$7.3M3.38%
10APPLE INCAAPL33,291$6.8M3.18%
11SPDR PORTFOLIO78464A367250,218$5.6M2.63%
12WISDOMTREE EMERGINGWT83,224$4.6M2.14%
13FIRST TRUST33741X102101,952$3.6M1.67%
14FIRST TRUST33734X84643,135$3.3M1.52%
15INVESCO S&PIVZ23,284$3.0M1.39%
16SPDR S&PSPY4,813$3.0M1.38%
17MICROSOFT CORPMSFT3,778$1.9M0.87%
18AMAZON COMAMZN8,479$1.9M0.87%
19INVESCO S&PIVZ16,420$1.8M0.82%
20FIRST TRUST33692010311,684$1.7M0.79%
21FIRST TRUST33691710935,766$1.5M0.70%
22FIRST TRUST33734H10633,376$1.5M0.69%
23ALPHABET INCGOOG6,168$1.1M0.51%
24VANGUARD S&P9229083631,815$1.0M0.48%
25ALPHABET INCGOOG5,574$988,7020.46%
26NVIDIA CORPNVDA5,272$832,9490.39%
27WALT DISNEY2546871066,057$751,1890.35%
28SPDR BLOOMBERG78464A3598,628$713,1880.33%
29PALANTIR TECHNOLOGIESPLTR4,570$622,9820.29%
30FIRST TRUST33733E1046,830$620,7600.29%
31FIRST TRUST33734X1435,769$598,1200.28%
32ISHARES MSCI46432F3962,409$578,9220.27%
33AMERICAN CENTURY02507252111,721$557,0630.26%
34MASTERCARD INCMA977$549,0740.26%
35MARSH & MCLENNAN5717481022,458$537,4170.25%
36INVESCO S&PIVZ8,344$514,5840.24%
37SPDR GOLDGLD1,633$497,7880.23%
38PROSHARES ULTRA74347R2064,180$492,0270.23%
39COSTCO WHOLESALE22160K105489$483,8240.23%
40ISHARES SILVERSLV13,390$439,3270.20%
41HONEYWELL INTL4385161061,790$416,7550.19%
42BROADCOM INCAVGO1,444$398,0990.19%
43SOUTHERN COMPANYSOMN4,304$395,2670.18%
44SPDR S&P78464A6311,855$391,3180.18%
45AXON ENTERPRISEAXON440$364,2940.17%
46JANUS HENDERSON47103U8457,178$364,2620.17%
47NEXTERA ENERGYNEE-PW5,201$361,0540.17%
48PROCTER & GAMBLE7427181092,085$332,1830.15%
49WISDOMTREE USWT3,962$331,7850.15%
50OMNICOM GROUPOMC4,201$302,2530.14%
51TESLA INCTSLA941$298,9190.14%
52INTL BUSINESSINTR1,000$294,7800.14%
53VANGUARD INFORMATION92204A702388$257,2300.12%
54DOMINION ENERGYD4,548$257,0530.12%
55VANGUARD TOTAL922908769788$239,6210.11%
56JPMORGAN CHASEVYLD791$229,4430.11%
57AVANTIS U S0250728772,491$226,9730.11%
58ISHARES MORNINGSTAR4642871192,280$220,9320.10%
59PUBLIC SERVICE7445731062,604$219,2040.10%
60META PLATFORMSMETA291$214,8660.10%
61VISA INCV588$208,8260.10%
62CHEGG INCCHGG48,370$58,5280.03%