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 43 of 124
InvenTrust Properties Corp.
Shares:6.3K
Value:$183.8K
% of Portfolio:0.0% ($183.8K/$3.1B)
33737J307
Shares:4.9K
Value:$182.5K
% of Portfolio:0.0% ($182.5K/$3.1B)
78468R739
Shares:3.8K
Value:$180.6K
% of Portfolio:0.0% ($180.6K/$3.1B)
Dutch Bros Inc.
Shares:2.9K
Value:$177.6K
% of Portfolio:0.0% ($177.6K/$3.1B)
Hewlett Packard Enterprise Co
Shares:11.5K
Value:$177.1K
% of Portfolio:0.0% ($177.1K/$3.1B)
KIMBERLY CLARK CORP
Shares:1.2K
Value:$176.6K
% of Portfolio:0.0% ($176.6K/$3.1B)
45784N205
Shares:7.1K
Value:$176.2K
% of Portfolio:0.0% ($176.2K/$3.1B)
Vertex, Inc.
Shares:5.0K
Value:$176.1K
% of Portfolio:0.0% ($176.1K/$3.1B)
74347Y888
Shares:6.5K
Value:$175.9K
% of Portfolio:0.0% ($175.9K/$3.1B)
LENNAR CORP /NEW/
Shares:1.5K
Value:$175.8K
% of Portfolio:0.0% ($175.8K/$3.1B)
46138E628
Shares:2.8K
Value:$175.3K
% of Portfolio:0.0% ($175.3K/$3.1B)
Shake Shack Inc.
Shares:2.0K
Value:$174.8K
% of Portfolio:0.0% ($174.8K/$3.1B)
26922A420
Shares:2.3K
Value:$174.0K
% of Portfolio:0.0% ($174.0K/$3.1B)
LyondellBasell Industries N.V.
Shares:2.5K
Value:$174.0K
% of Portfolio:0.0% ($174.0K/$3.1B)
MID AMERICA APARTMENT COMMUNITIES INC.
Shares:1.0K
Value:$173.4K
% of Portfolio:0.0% ($173.4K/$3.1B)
97717W505
Shares:3.5K
Value:$172.6K
% of Portfolio:0.0% ($172.6K/$3.1B)
WILLIAMS SONOMA INC
Shares:1.1K
Value:$172.3K
% of Portfolio:0.0% ($172.3K/$3.1B)
First Trust Intermediate Duration Preferred & Income Fund
Shares:9.4K
Value:$172.3K
% of Portfolio:0.0% ($172.3K/$3.1B)
97717W307
Shares:2.2K
Value:$172.1K
% of Portfolio:0.0% ($172.1K/$3.1B)
Apollo Global Management, Inc.
Shares:1.3K
Value:$171.4K
% of Portfolio:0.0% ($171.4K/$3.1B)