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 22 of 124
Palomar Holdings, Inc.
Shares:6.7K
Value:$916.0K
% of Portfolio:0.0% ($916.0K/$3.1B)
381430438
Shares:12.0K
Value:$914.7K
% of Portfolio:0.0% ($914.7K/$3.1B)
TG THERAPEUTICS, INC.
Shares:23.1K
Value:$912.8K
% of Portfolio:0.0% ($912.8K/$3.1B)
PSQ Holdings, Inc.
Shares:396.8K
Value:$908.6K
% of Portfolio:0.0% ($908.6K/$3.1B)
HALOZYME THERAPEUTICS, INC.
Shares:14.2K
Value:$907.8K
% of Portfolio:0.0% ($907.8K/$3.1B)
DANAHER CORP /DE/
Shares:4.4K
Value:$906.5K
% of Portfolio:0.0% ($906.5K/$3.1B)
NOVO NORDISK A S
Shares:12.9K
Value:$893.1K
% of Portfolio:0.0% ($893.1K/$3.1B)
Vistra Corp.
Shares:7.6K
Value:$892.9K
% of Portfolio:0.0% ($892.9K/$3.1B)
Duke Energy CORP
Shares:7.2K
Value:$874.2K
% of Portfolio:0.0% ($874.2K/$3.1B)
46138J619
Shares:16.3K
Value:$870.6K
% of Portfolio:0.0% ($870.6K/$3.1B)
00888H687
Shares:30.5K
Value:$869.7K
% of Portfolio:0.0% ($869.7K/$3.1B)
922908538
Shares:3.5K
Value:$866.6K
% of Portfolio:0.0% ($866.6K/$3.1B)
CAVA GROUP, INC.
Shares:10.0K
Value:$866.5K
% of Portfolio:0.0% ($866.5K/$3.1B)
EverQuote, Inc.
Shares:33.1K
Value:$865.8K
% of Portfolio:0.0% ($865.8K/$3.1B)
46137V431
Shares:8.7K
Value:$865.4K
% of Portfolio:0.0% ($865.4K/$3.1B)
46435U168
Shares:37.1K
Value:$861.7K
% of Portfolio:0.0% ($861.7K/$3.1B)
46138G649
Shares:4.5K
Value:$859.3K
% of Portfolio:0.0% ($859.3K/$3.1B)
EOG RESOURCES INC
Shares:6.6K
Value:$847.9K
% of Portfolio:0.0% ($847.9K/$3.1B)
Texas Pacific Land Corp
Shares:637
Value:$844.0K
% of Portfolio:0.0% ($844.0K/$3.1B)
NASDAQ, INC.
Shares:11.0K
Value:$837.0K
% of Portfolio:0.0% ($837.0K/$3.1B)