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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381430503
Shares:9.0K
Value:$993.7K
% of Portfolio:0.0% ($993.7K/$3.1B)
92204A504
Shares:3.8K
Value:$993.6K
% of Portfolio:0.0% ($993.6K/$3.1B)
Warner Bros. Discovery, Inc.
Shares:92.1K
Value:$988.7K
% of Portfolio:0.0% ($988.7K/$3.1B)
Arthur J. Gallagher & Co.
Shares:2.8K
Value:$982.0K
% of Portfolio:0.0% ($982.0K/$3.1B)
Nuveen AMT-Free Quality Municipal Income Fund
Shares:87.4K
Value:$979.0K
% of Portfolio:0.0% ($979.0K/$3.1B)
SoFi Technologies, Inc.
Shares:83.4K
Value:$969.5K
% of Portfolio:0.0% ($969.5K/$3.1B)
DoorDash, Inc.
Shares:5.3K
Value:$969.0K
% of Portfolio:0.0% ($969.0K/$3.1B)
46137V233
Shares:21.0K
Value:$965.2K
% of Portfolio:0.0% ($965.2K/$3.1B)
THERMO FISHER SCIENTIFIC INC.
Shares:1.9K
Value:$959.7K
% of Portfolio:0.0% ($959.7K/$3.1B)
Public Storage
Shares:3.2K
Value:$957.2K
% of Portfolio:0.0% ($957.2K/$3.1B)
UNILEVER PLC
Shares:16.1K
Value:$956.5K
% of Portfolio:0.0% ($956.5K/$3.1B)
97717W109
Shares:12.4K
Value:$953.9K
% of Portfolio:0.0% ($953.9K/$3.1B)
92204A884
Shares:6.4K
Value:$953.6K
% of Portfolio:0.0% ($953.6K/$3.1B)
46641Q209
Shares:16.6K
Value:$947.4K
% of Portfolio:0.0% ($947.4K/$3.1B)
921932828
Shares:9.7K
Value:$940.3K
% of Portfolio:0.0% ($940.3K/$3.1B)
AMERICAN TOWER CORP /MA/
Shares:4.3K
Value:$935.9K
% of Portfolio:0.0% ($935.9K/$3.1B)
922908637
Shares:3.6K
Value:$934.0K
% of Portfolio:0.0% ($934.0K/$3.1B)
45782C649
Shares:27.1K
Value:$934.0K
% of Portfolio:0.0% ($934.0K/$3.1B)
BARCLAYS PLC
Shares:60.8K
Value:$933.7K
% of Portfolio:0.0% ($933.7K/$3.1B)
464288414
Shares:8.7K
Value:$920.8K
% of Portfolio:0.0% ($920.8K/$3.1B)