Spire-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
2,463
Total Value
3121299956
Accession Number
0001858740-25-000002
Form Type
13F-HR
Manager Name
Spire-Wealth-Management
Data Enrichment
68% identified
1,686 identified777 unidentified

Holdings

2,463 positions • $3.1B total value
Manager:
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Page 105 of 124
J M SMUCKER Co
Shares:39
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$3.1B)
CHEMED CORP
Shares:7
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$3.1B)
BROWN FORMAN CORP
Shares:135
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$3.1B)
ROKU, INC
Shares:65
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$3.1B)
33734X127
Shares:277
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$3.1B)
TRUSTCO BANK CORP N Y
Shares:150
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$3.1B)
VODAFONE GROUP PUBLIC LTD CO
Shares:487
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$3.1B)
78463X848
Shares:154
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$3.1B)
45782C862
Shares:100
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$3.1B)
Fortis Inc.
Shares:99
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$3.1B)
Wingstop Inc.
Shares:20
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$3.1B)
Eaton Vance Tax-Managed Buy-Write Income Fund
Shares:330
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$3.1B)
92189F593
Shares:135
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$3.1B)
IHS Holding Ltd
Shares:853
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$3.1B)
38500T200
Shares:900
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$3.1B)
46431W853
Shares:167
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$3.1B)
MongoDB, Inc.
Shares:25
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$3.1B)
PagSeguro Digital Ltd.
Shares:574
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$3.1B)
46138E198
Shares:70
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$3.1B)
Net Lease Office Properties
Shares:137
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$3.1B)