SWC
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Spectrum Wealth Counsel’s Curtiss-Wright CW Stock Holding History

Spectrum Wealth Counsel’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$193K Hold
608
– – 0.02% 121
2024
Q4 		$216K Hold
608
– – 0.03% 117
2024
Q3 		$200K Hold
608
– – 0.02% 116
2024
Q2 		$165K Hold
608
– – 0.02% 128
2024
Q1 		$156K Hold
608
– – 0.02% 142
2023
Q4 		$135K Buy
+608
New +$127K 0.02% 148

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Spectrum Wealth Counsel's CW Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Curtiss-Wright (CW) position steady in Q1 2025 at 608 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #121.

Spectrum Wealth Counsel first reported a position in CW in Q4 2023 and has held it in 6 quarters since. The position peaked at $216K in Q4 2024. 646 funds tracked by Wall St. Rank hold CW as of Q1 2025.

  • Spectrum Wealth Counsel held 608 shares of Curtiss-Wright worth $193K as of Q1 2025.
  • Spectrum Wealth Counsel left its Curtiss-Wright share count unchanged in Q1 2025.
  • Curtiss-Wright made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #121 holding.
  • Spectrum Wealth Counsel first reported a position in Curtiss-Wright in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Curtiss-Wright position peaked at $216K in Q4 2024.
  • 646 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.