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Kenneth Christie

Spectrum Wealth Advisory Group, Llc

Assets Managed
$268.946M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
2mo 9d ago
Growth Rate
-1.13%(2Q avg: 5.59%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Spectrum Wealth Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Spectrum Wealth Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 268.946M in assets, with a quarterly growth rate of -1.13% and a 2-quarter average growth rate of 5.59%. The portfolio is managed by Kenneth Christie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -0.56%
13.51%
$36.328M
532,040 shares@ $68.28 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 0.87%
12.19%
$32.769M
534,396 shares@ $61.33 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 1.58%
12.02%
$32.319M
829,116 shares@ $38.99 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 109.17%
9.04%
$24.31M
102,308 shares@ $237.62 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 12.57%
6.21%
$16.693M
425,095 shares@ $39.27 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.41%
5.47%
$14.692M
25,454 shares@ $577.19 avg price
JHMD
John Hancock Mf Dev Intl Etf
Recent Activity
Increased 13.19%
4.41%
$11.858M
279,863 shares@ $42.38 avg price
MFSI
Mfs Active International
Recent Activity
Increased 18.74%
4.2%
$11.283M
379,635 shares@ $29.72 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.21%
3%
$8.061M
31,762 shares@ $253.79 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Increased 2.47%
2.92%
$7.836M
85,625 shares@ $91.52 avg price

1-10 of 58