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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86280R506
Shares:26.1K
Value:$551.2K
% of Portfolio:0.0% ($551.2K/$3.1B)
33740F714
Shares:13.1K
Value:$550.8K
% of Portfolio:0.0% ($550.8K/$3.1B)
78464A631
Shares:3.4K
Value:$550.3K
% of Portfolio:0.0% ($550.3K/$3.1B)
Shares:3.7K
Value:$548.3K
% of Portfolio:0.0% ($548.3K/$3.1B)
69374H105
Shares:10.6K
Value:$547.0K
% of Portfolio:0.0% ($547.0K/$3.1B)
46137V464
Shares:4.8K
Value:$545.8K
% of Portfolio:0.0% ($545.8K/$3.1B)
Nuveen Preferred & Income Opportunities Fund
Shares:68.4K
Value:$544.4K
% of Portfolio:0.0% ($544.4K/$3.1B)
Autodesk, Inc.
Shares:2.1K
Value:$543.2K
% of Portfolio:0.0% ($543.2K/$3.1B)
FRANCO NEVADA Corp
Shares:3.4K
Value:$540.5K
% of Portfolio:0.0% ($540.5K/$3.1B)
45782C417
Shares:15.0K
Value:$535.8K
% of Portfolio:0.0% ($535.8K/$3.1B)
EVERSOURCE ENERGY
Shares:8.5K
Value:$525.6K
% of Portfolio:0.0% ($525.6K/$3.1B)
ASTRAZENECA PLC
Shares:7.1K
Value:$519.3K
% of Portfolio:0.0% ($519.3K/$3.1B)
MICRON TECHNOLOGY INC
Shares:6.0K
Value:$517.5K
% of Portfolio:0.0% ($517.5K/$3.1B)
45782C839
Shares:15.3K
Value:$512.3K
% of Portfolio:0.0% ($512.3K/$3.1B)
ROYAL CARIBBEAN CRUISES LTD
Shares:2.5K
Value:$512.1K
% of Portfolio:0.0% ($512.1K/$3.1B)
46137V613
Shares:12.5K
Value:$506.8K
% of Portfolio:0.0% ($506.8K/$3.1B)
XCEL ENERGY INC
Shares:7.1K
Value:$505.4K
% of Portfolio:0.0% ($505.4K/$3.1B)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
Shares:2.1K
Value:$503.8K
% of Portfolio:0.0% ($503.8K/$3.1B)
DIGITAL REALTY TRUST, INC.
Shares:3.5K
Value:$499.8K
% of Portfolio:0.0% ($499.8K/$3.1B)
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
Shares:20.8K
Value:$497.9K
% of Portfolio:0.0% ($497.9K/$3.1B)