Spire Wealth Management

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001858740
Manager Name: Spire Wealth Management

Data Enrichment

68% identified

1,686 identified777 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,463 positions • $3,121,299.956K total value

2,463 positions

Manager:

SEC FilingSEC DataHachi Filing

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UNIVERSAL HEALTH SERVICES INC

UHS|913903100

7(+0.0%)

Value:

$1.3M(+4.7%)

Clean Energy Fuels Corp.

CLNE|184499101

844(+0.0%)

Value:

$1.3M(-38.2%)

Helmerich & Payne, Inc.

HP|423452101

50(+0.0%)

Value:

$1.3M(-18.4%)

Innoviz Technologies Ltd.

INVZ|M5R635108

2006(+100.6%)

Value:

$1.3M(-22.4%)

Bank OZK

OZK|06417N103

30(-91.2%)

Value:

$1.3M(-91.4%)

DYNAVAX TECHNOLOGIES CORP

DVAX|268158201

100(+0.0%)

Value:

$1.3M(+1.6%)

ImmunityBio, Inc.

IBRX|45256X103

422(+0.0%)

Value:

$1.3M(+17.6%)

Goosehead Insurance, Inc.

GSHD|38267D109

11(+10.0%)

Value:

$1.3M(+14.9%)

NEXSTAR MEDIA GROUP, INC.

NXST|65336K103

7(-12.5%)

Value:

$1.3M(+4.9%)

Tenaya Therapeutics, Inc.

TNYA|87990A106

2200(-94.0%)

Value:

$1.3M(-97.6%)

KOHLS Corp

KSS|500255104

152(+17.8%)

Value:

$1.2M(-31.4%)

060505682

Value:

$1.2M

CorMedix Inc.

CRMD|21900C308

200(+0.0%)

Value:

$1.2M(-23.9%)

NEW YORK MORTGAGE TRUST, INC.

NYMT|649604840

187(+0.0%)

Value:

$1.2M(+7.1%)

DoubleLine Opportunistic Credit Fund

DBL|258623107

77(+0.0%)

Value:

$1.2M(+0.8%)

Core & Main, Inc.

CNM|21874C102

25(-26.5%)

Value:

$1.2M(-30.2%)

INTERCONTINENTAL HOTELS GROUP PLC /NEW/

IHG|45857P806

Value:

$1.2M

INTERNATIONAL BANCSHARES CORP

IBOC|459044103

19(+0.0%)

Value:

$1.2M(-0.2%)

MGE ENERGY INC

MGEE|55277P104

13(+0.0%)

Value:

$1.2M(-1.1%)

PRECIGEN, INC.

PGEN|74017N105

800(-42.9%)

Value:

$1.2M(-24.0%)

Instrument	Shares		Other Manager	Value
Universal Health Services Inc(UHScusip913903100)	7	QoQ 0.00% (+0) YoY +16.66% (+1)	All Managers (Combined)	$1.3K	QoQ +4.69% (+$59) YoY +20.09% (+$220)
Clean Energy Fuels Corp.(CLNEcusip184499101)	844	QoQ 0.00% (-0) YoY -53.42% (-968)	All Managers (Combined)	$1.3K	QoQ -38.24% (-$810) YoY -73.06% (-$3.5K)
Helmerich & Payne, Inc.(HPcusip423452101)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3K	QoQ -18.42% (-$295) YoY -37.89% (-$797)
Innoviz Technologies Ltd.(INVZcusipM5R635108)	2.0K	QoQ +100.60% (-1.0K) YoY NEW(+2.0K)	All Managers (Combined)	$1.3K	QoQ -22.38% (-$376) YoY NEW(+$1.3K)
Bank Ozk(OZKcusip06417N103)	30	QoQ -91.17% (-310) YoY -90.74% (-294)	All Managers (Combined)	$1.3K	QoQ -91.38% (-$13.8K) YoY -91.14% (-$13.4K)
Dynavax Technologies Corp(DVAXcusip268158201)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3K	QoQ +1.56% (+$20) YoY +4.51% (+$56)
Immunitybio, Inc.(IBRXcusip45256X103)	422	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.3K	QoQ +17.59% (+$190) YoY -43.95% (-$996)
Goosehead Insurance, Inc.(GSHDcusip38267D109)	11	QoQ +10.00% (+1) YoY NEW(+11)	All Managers (Combined)	$1.3K	QoQ +14.94% (+$165) YoY NEW(+$1.3K)
Nexstar Media Group, Inc.(NXSTcusip65336K103)	7	QoQ -12.50% (-1) YoY -98.47% (-452)	All Managers (Combined)	$1.3K	QoQ +4.93% (-$59) YoY -98.41% (-$77.8K)
Tenaya Therapeutics, Inc.(TNYAcusip87990A106)	2.2K	QoQ -94.03% (-34.7K) YoY NEW(+2.2K)	All Managers (Combined)	$1.3K	QoQ -97.62% (-$51.5K) YoY NEW(+$1.3K)
Kohls Corp(KSScusip500255104)	152	QoQ +17.82% (-23) YoY -78.16% (-544)	All Managers (Combined)	$1.2K	QoQ -31.38% (-$570) YoY -93.86% (-$19.1K)
(cusip060505682)✕	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$1.2K	QoQ NEW(+$1.2K) YoY NEW(+$1.2K)
Cormedix Inc.(CRMDcusip21900C308)	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	QoQ -23.95% (-$388) YoY +45.28% (+$384)
New York Mortgage Trust, Inc.(NYMTcusip649604840)	187	QoQ 0.00% (+0) YoY NEW(+187)	All Managers (Combined)	$1.2K	QoQ +7.14% (+$81) YoY NEW(+$1.2K)
Doubleline Opportunistic Credit Fund(DBLcusip258623107)	77	QoQ 0.00% (+0) YoY -65.15% (-144)	All Managers (Combined)	$1.2K	QoQ +0.83% (+$10) YoY -64.49% (-$2.2K)
Core & Main, Inc.(CNMcusip21874C102)	25	QoQ -26.47% (-9) YoY NEW(+25)	All Managers (Combined)	$1.2K	QoQ -30.21% (-$523) YoY NEW(+$1.2K)
Intercontinental Hotels Group Plc /New/(IHGcusip45857P806)	11	QoQ NEW(+11) YoY NEW(+11)	All Managers (Combined)	$1.2K	QoQ NEW(+$1.2K) YoY NEW(+$1.2K)
International Bancshares Corp(IBOCcusip459044103)	19	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	QoQ -0.16% (-$2) YoY +12.27% (+$131)
Mge Energy Inc(MGEEcusip55277P104)	13	QoQ 0.00% (-0) YoY NEW(+13)	All Managers (Combined)	$1.2K	QoQ -1.07% (-$13) YoY NEW(+$1.2K)
Precigen, Inc.(PGENcusip74017N105)	800	QoQ -42.85% (-600) YoY -42.85% (-600)	All Managers (Combined)	$1.2K	QoQ -23.97% (-$376) YoY -41.28% (-$838)