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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78464A797
Shares:5.1K
Value:$272.7K
% of Portfolio:0.0% ($272.7K/$3.1B)
45782C292
Shares:8.1K
Value:$272.1K
% of Portfolio:0.0% ($272.1K/$3.1B)
GE HealthCare Technologies Inc.
Shares:3.4K
Value:$271.8K
% of Portfolio:0.0% ($271.8K/$3.1B)
VALERO ENERGY CORP/TX
Shares:2.1K
Value:$271.7K
% of Portfolio:0.0% ($271.7K/$3.1B)
92189F437
Shares:9.4K
Value:$271.4K
% of Portfolio:0.0% ($271.4K/$3.1B)
METTLER TOLEDO INTERNATIONAL INC/
Shares:229
Value:$270.4K
% of Portfolio:0.0% ($270.4K/$3.1B)
464287796
Shares:5.5K
Value:$270.2K
% of Portfolio:0.0% ($270.2K/$3.1B)
33734K109
Shares:2.6K
Value:$269.6K
% of Portfolio:0.0% ($269.6K/$3.1B)
464289883
Shares:7.1K
Value:$267.6K
% of Portfolio:0.0% ($267.6K/$3.1B)
14021D107
Shares:8.6K
Value:$267.4K
% of Portfolio:0.0% ($267.4K/$3.1B)
45782C664
Shares:6.4K
Value:$266.4K
% of Portfolio:0.0% ($266.4K/$3.1B)
UiPath, Inc.
Shares:25.9K
Value:$266.4K
% of Portfolio:0.0% ($266.4K/$3.1B)
00162Q452
Shares:5.1K
Value:$265.7K
% of Portfolio:0.0% ($265.7K/$3.1B)
HDFC BANK LTD
Shares:4.0K
Value:$265.1K
% of Portfolio:0.0% ($265.1K/$3.1B)
VALLEY NATIONAL BANCORP
Shares:29.6K
Value:$263.3K
% of Portfolio:0.0% ($263.3K/$3.1B)
032108664
Shares:3.6K
Value:$262.1K
% of Portfolio:0.0% ($262.1K/$3.1B)
Shares:7.7K
Value:$261.6K
% of Portfolio:0.0% ($261.6K/$3.1B)
46435U713
Shares:5.8K
Value:$260.2K
% of Portfolio:0.0% ($260.2K/$3.1B)
Nuveen Quality Municipal Income Fund
Shares:22.5K
Value:$259.7K
% of Portfolio:0.0% ($259.7K/$3.1B)
REALTY INCOME CORP
Shares:4.5K
Value:$259.5K
% of Portfolio:0.0% ($259.5K/$3.1B)