13F Filings History of Spotlight Asset Group, Inc.

Latest 13F report
Q2 2024 - 24 Jul 2024
Value $
$143,175,925
Signature - Title
Stephen A. Greco - Chief Executive Officer
Location
Oakbrook Terrace, IL
Summary
This page shows a list of all the recent 13F filings made by Spotlight Asset Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spotlight Asset Group, Inc. reported 260 stock holdings with total value $143,175,925 as of Q2 2024. Top holdings included AAPL, ACIO, IVV, META, and DRSK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2024 260 $143,175,925 +$2,875,906 -$3,304,320 -$428,414 AAPL, ACIO, IVV, META, DRSK 13F-HR 23 Jul 2024, 18:23
Q1 2024 257 $139,752,380 +$17,680,514 -$8,034,708 +$9,645,806 ACIO, AAPL, IVV, META, DRSK 13F-HR 13 May 2024, 19:34
Q4 2023 247 $107,416,310 $0 $0 $0 AAPL, IVV, ACIO, AGG, META 13F-HR 05 Feb 2024, 15:14
Q3 2023 247 $110,249,722 +$7,108,015 -$1,783,407 +$5,324,608 AAPL, IVV, ACIO, AGG, META 13F-HR 14 Nov 2023, 20:08
Q2 2023 247 $111,611,465 +$19,205,662 -$21,759,136 -$2,553,474 AAPL, IVV, ACIO, AGG, IVE 13F-HR 09 Aug 2023, 16:40
Q1 2023 76 $91,215,000 $0 $0 $0 AAPL, IVV, AMZN, ACIO, DRSK 13F-HR 15 May 2023, 19:54
Q3 2022 76 $98,238,000 $0 $0 $0 AAPL, IVV, AMZN, ACIO, DRSK 13F-HR 18 Nov 2022, 11:24
Q3 2021 116 $200,494,000 +$7,059,974 -$62,313,318 -$55,253,344 IVV, AAPL, AGG, EFA, AMZN 13F-HR 28 Oct 2021, 12:52
Q2 2021 129 $259,471,000 +$24,619,956 -$43,693,135 -$19,073,179 IVV, AGG, AAPL, EFA, IVE 13F-HR 11 Aug 2021, 15:49
Q1 2021 132 $265,865,000 +$31,602,504 -$41,594,002 -$9,991,498 AGG, IVV, EFA, AAPL, LQD 13F-HR 06 Apr 2021, 19:04
Q4 2020 134 $268,050,000 +$31,882,028 -$33,211,371 -$1,329,343 AGG, IVV, EFA, AAPL, LQD 13F-HR 08 Feb 2021, 11:57
Q3 2020 142 $254,064,000 +$28,377,145 -$16,713,600 +$11,663,545 AGG, IVV, EFA, AAPL, LQD 13F-HR 30 Oct 2020, 12:00
Q2 2020 137 $238,442,000 +$69,170,035 -$50,016,897 +$19,153,138 AGG, IVV, EFA, LQD, AAPL 13F-HR 23 Jul 2020, 11:59
Q1 2020 114 $187,808,000 +$3,069,796 -$11,807,708 -$8,737,912 IVV, IEMG, EFA, AGG, IVE 13F-HR 13 Apr 2020, 14:25
Q4 2019 126 $171,344,000 $0 $0 $0 IVV, EFA, AGG, IVE, AAPL 13F-HR 13 Apr 2020, 13:58