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 42 of 124
FORD MOTOR CO
Shares:20.3K
Value:$203.8K
% of Portfolio:0.0% ($203.8K/$3.1B)
37950E259
Shares:2.5K
Value:$202.1K
% of Portfolio:0.0% ($202.1K/$3.1B)
45784N809
Shares:8.0K
Value:$201.1K
% of Portfolio:0.0% ($201.1K/$3.1B)
Elevance Health, Inc.
Shares:462
Value:$200.8K
% of Portfolio:0.0% ($200.8K/$3.1B)
PIMCO MUNICIPAL INCOME FUND II
Shares:24.5K
Value:$198.4K
% of Portfolio:0.0% ($198.4K/$3.1B)
464287341
Shares:4.7K
Value:$197.2K
% of Portfolio:0.0% ($197.2K/$3.1B)
Vulcan Materials CO
Shares:836
Value:$195.1K
% of Portfolio:0.0% ($195.1K/$3.1B)
92206C680
Shares:2.1K
Value:$193.0K
% of Portfolio:0.0% ($193.0K/$3.1B)
Ventas, Inc.
Shares:2.8K
Value:$192.7K
% of Portfolio:0.0% ($192.7K/$3.1B)
W. P. Carey Inc.
Shares:3.1K
Value:$192.6K
% of Portfolio:0.0% ($192.6K/$3.1B)
WEYERHAEUSER CO
Shares:6.6K
Value:$191.8K
% of Portfolio:0.0% ($191.8K/$3.1B)
Vertiv Holdings Co
Shares:2.7K
Value:$191.6K
% of Portfolio:0.0% ($191.6K/$3.1B)
CMS ENERGY CORP
Shares:2.5K
Value:$191.5K
% of Portfolio:0.0% ($191.5K/$3.1B)
SONOCO PRODUCTS CO
Shares:4.0K
Value:$189.2K
% of Portfolio:0.0% ($189.2K/$3.1B)
45782C581
Shares:5.0K
Value:$189.1K
% of Portfolio:0.0% ($189.1K/$3.1B)
CALAMOS CONVERTIBLE & HIGH INCOME FUND
Shares:18.6K
Value:$188.1K
% of Portfolio:0.0% ($188.1K/$3.1B)
Rocket Lab USA, Inc.
Shares:10.4K
Value:$186.0K
% of Portfolio:0.0% ($186.0K/$3.1B)
46436E718
Shares:1.8K
Value:$185.0K
% of Portfolio:0.0% ($185.0K/$3.1B)
33939L662
Shares:4.6K
Value:$184.3K
% of Portfolio:0.0% ($184.3K/$3.1B)
SiriusPoint Ltd
Shares:10.6K
Value:$184.1K
% of Portfolio:0.0% ($184.1K/$3.1B)