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 110 of 124
CIENA CORP
Shares:52
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$3.1B)
Tilray Brands, Inc.
Shares:4.7K
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$3.1B)
PIMCO Income Strategy Fund II
Shares:409
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$3.1B)
Laser Photonics Corp
Shares:1.0K
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$3.1B)
Lloyds Banking Group plc
Shares:800
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$3.1B)
Enphase Energy, Inc.
Shares:49
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$3.1B)
BLACKROCK CREDIT ALLOCATION INCOME TRUST
Shares:283
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$3.1B)
N-able, Inc.
Shares:422
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$3.1B)
46434G863
Shares:85
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$3.1B)
RAYMOND JAMES FINANCIAL INC
Shares:21
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
Concentra Group Holdings Parent, Inc.
Shares:135
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
Sunrun Inc.
Shares:500
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
Alexander & Baldwin, Inc.
Shares:170
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
46137V761
Shares:100
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
GRAIL, Inc.
Shares:114
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
00162Q858
Shares:50
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
464288430
Shares:40
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
46431W705
Shares:31
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
92189H748
Shares:54
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)
78464A656
Shares:109
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$3.1B)