SEC 13F Intelligence

Spectrum Wealth Counsel, LLC / V

Spectrum Wealth Counsel, LLC’s Visa Inc Position

Does Spectrum Wealth Counsel, LLC own Visa Inc (V)? Yes — 40.7K shares worth $14M (+1.71% of its 13F portfolio) as of Q1 2025, up from 37.9K shares the prior filed quarter.

Position Value
$14M
Q1 2025
Shares
40.7K
% of Portfolio
+1.71%
Quarters Held
6
currently held

Position History V

Reported value by quarter
Q4 ’23: $10MQ4 ’23Q1 ’24: $11MQ1 ’24Q2 ’24: $10MQ2 ’24Q3 ’24: $11MQ3 ’24Q4 ’24: $12MQ4 ’24Q1 ’25: $14MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202540.7K$14M+1.71%
Q4 202437.9K$12M+1.41%
Q3 202438.2K$11M+1.24%
Q2 202438.3K$10M+1.27%
Q1 202439.9K$11M+1.36%
Q4 202340.0K$10M+1.44%

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 V.