Spectrum Wealth Advisory Group, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1776821
GRANITE BAY, CA
Position in OTIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,802
New position
Shares Held
95
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,108
of 1,216 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $307,177 across 10 Specialty Industrial Machinery names. OTIS ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
164 | $192,677 | |
| 2 | CMI |
Cummins Inc
|
68 | $48,498 | |
| 3 | ITT |
Itt Inc.
|
156 | $30,850 | |
| 4 | PH |
Parker-Hannifin Corp
|
23 | $22,496 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
95 | $6,802 | |
| 6 | ETN |
Eaton Corp plc
|
8 | $3,408 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4 | $1,081 | |
| 8 | EMR |
Emerson Electric Co
|
5 | $715 |
All Filings in OTIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,802 | 95 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||