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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SPDR S&P MIDCAP 400 ETF TRUST
Shares:2.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
92203J407
Shares:27.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
DOMINION ENERGY, INC
Shares:23.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
33740F854
Shares:33.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
92189F106
Shares:28.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
IRON MOUNTAIN INC
Shares:15.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
25434V740
Shares:47.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
STRYKER CORP
Shares:3.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
464287101
Shares:4.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
WELLS FARGO & COMPANY/MN
Shares:17.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
SOUTHERN CO
Shares:13.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
33738D408
Shares:30.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.1B)
316092808
Shares:7.7K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)
25460G195
Shares:30.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)
Flex LNG Ltd.
Shares:54.1K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)
COMCAST CORP
Shares:33.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)
LENNOX INTERNATIONAL INC
Shares:2.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)
78464A789
Shares:20.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)
Phillips Edison & Company, Inc.
Shares:33.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)
46140H106
Shares:46.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.1B)