Spectrum Wealth Advisory Group, LLC
Spectrum Wealth Advisory Group, LLC is an independent investment advisory firm headquartered in Granite Bay, California. Founded in 2018, the firm is owned by Kenneth Christie and Michael Thompson and operates as a limited liability company. Spectrum Wealth Advisory Group primarily serves individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and corporations. With a small team of 4 employees, the firm specializes in providing personalized advisory and asset management services, emphasizing fiduciary responsibility and open client communication.
Investment Strategy
Spectrum Wealth Advisory Group employs an asset allocation approach, focusing on creating diversified portfolios tailored to each client's individual risk tolerance, investment goals, and time horizons. Their strategy emphasizes balancing risk versus reward by adjusting portfolio compositions according to market and economic condition changes. Clients’ portfolios typically include individual stocks, bonds, and mutual funds to ensure diversification and reduce overall portfolio risk. The firm maintains a strong client relationship by educating clients about the investment process and strives to act in their best interest as fiduciaries.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RECS | COLUMBIA RESEARCH | 14.34% | $30.8M | 837,922 | $34.01 | $36.79 | -$2.5M |
J JQUA | JPMORGAN US | 14.18% | $30.5M | 507,736 | $56.69 | $60.05 | -$4.1M |
X XMHQ | INVESCO S&P | 9.44% | $20.3M | 206,591 | $100.01 | $98.24 | +$11.1M |
R RDVY | FIRST TRUST | 8.65% | $18.6M | 296,274 | $59.14 | $62.74 | +$1.4M |
U UCON | FIRST TRUST | 7.91% | $17.0M | 683,331 | $24.87 | $24.89 | +$7.6M |