SEC 13F Intelligence

Spectrum Wealth Counsel, LLC / MSFT

Spectrum Wealth Counsel, LLC’s Microsoft Corp Position

Does Spectrum Wealth Counsel, LLC own Microsoft Corp (MSFT)? Yes — 51.9K shares worth $19M (+2.34% of its 13F portfolio) as of Q1 2025, up from 50.8K shares the prior filed quarter.

Position Value
$19M
Q1 2025
Shares
51.9K
% of Portfolio
+2.34%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $20MQ4 ’23Q1 ’24: $23MQ1 ’24Q2 ’24: $24MQ2 ’24Q3 ’24: $22MQ3 ’24Q4 ’24: $21MQ4 ’24Q1 ’25: $19MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202551.9K$19M+2.34%
Q4 202450.8K$21M+2.52%
Q3 202451.1K$22M+2.60%
Q2 202453.2K$24M+3.01%
Q1 202455.2K$23M+2.84%
Q4 202353.5K$20M+2.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spectrum Wealth Counsel, LLC’s full portfolio or all institutional holders of MSFT.