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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81369Y860
Shares:65.7K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.1B)
Ulta Beauty, Inc.
Shares:7.5K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.1B)
SCHLUMBERGER LIMITED/NV
Shares:65.6K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.1B)
00888H786
Shares:90.1K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.1B)
33734X176
Shares:20.7K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.1B)
PayPal Holdings, Inc.
Shares:41.7K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.1B)
922908652
Shares:15.3K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.1B)
922042742
Shares:22.5K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.1B)
ORACLE CORP
Shares:18.5K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.1B)
GENERAL ELECTRIC CO
Shares:12.9K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.1B)
45782C532
Shares:75.3K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.1B)
33740F839
Shares:61.2K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.1B)
QUALCOMM INC/DE
Shares:16.6K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.1B)
922042775
Shares:41.8K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.1B)
Eaton Vance Tax-Advantaged Dividend Income Fund
Shares:108.0K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.1B)
46429B697
Shares:26.8K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.1B)
00888H794
Shares:83.6K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.1B)
85207K107
Shares:213.0K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.1B)
922908751
Shares:10.9K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.1B)
33738R704
Shares:35.3K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.1B)