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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NUVEEN NEW YORK MUNICIPAL VALUE FUND
Shares:519
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$3.1B)
Gildan Activewear Inc.
Shares:96
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$3.1B)
37954Y624
Shares:200
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$3.1B)
BENCHMARK ELECTRONICS INC
Shares:111
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$3.1B)
Mission Produce, Inc.
Shares:400
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$3.1B)
Revolution Medicines, Inc.
Shares:118
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$3.1B)
HARLEY-DAVIDSON, INC.
Shares:165
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$3.1B)
45782C797
Shares:107
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$3.1B)
BALCHEM CORP
Shares:25
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$3.1B)
Eaton Vance Floating-Rate Income Trust
Shares:330
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$3.1B)
CCC Intelligent Solutions Holdings Inc.
Shares:458
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$3.1B)
Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares:342
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$3.1B)
Niu Technologies
Shares:1.0K
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$3.1B)
Paramount Global
Shares:341
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$3.1B)
74349Y837
Shares:100
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$3.1B)
OFS Capital Corp
Shares:435
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$3.1B)
THOR INDUSTRIES INC
Shares:53
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$3.1B)
BLACKSTONE MORTGAGE TRUST, INC.
Shares:200
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$3.1B)
SYNOVUS FINANCIAL CORP
Shares:85
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$3.1B)
97717W869
Shares:65
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$3.1B)