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 5 of 124
Tesla, Inc.
Shares:31.6K
Value:$8.2M
% of Portfolio:0.3% ($8.2M/$3.1B)
808524797
Shares:289.9K
Value:$8.1M
% of Portfolio:0.3% ($8.1M/$3.1B)
FISERV INC
Shares:36.4K
Value:$8.0M
% of Portfolio:0.3% ($8.0M/$3.1B)
81369Y886
Shares:101.7K
Value:$8.0M
% of Portfolio:0.3% ($8.0M/$3.1B)
25434V500
Shares:134.1K
Value:$8.0M
% of Portfolio:0.3% ($8.0M/$3.1B)
SHOPIFY INC.
Shares:82.9K
Value:$7.9M
% of Portfolio:0.3% ($7.9M/$3.1B)
464287721
Shares:55.1K
Value:$7.7M
% of Portfolio:0.2% ($7.7M/$3.1B)
TransDigm Group INC
Shares:5.6K
Value:$7.7M
% of Portfolio:0.2% ($7.7M/$3.1B)
LINDE PLC
Shares:16.5K
Value:$7.7M
% of Portfolio:0.2% ($7.7M/$3.1B)
81369Y506
Shares:81.8K
Value:$7.6M
% of Portfolio:0.2% ($7.6M/$3.1B)
KLA CORP
Shares:11.1K
Value:$7.5M
% of Portfolio:0.2% ($7.5M/$3.1B)
464287804
Shares:68.5K
Value:$7.2M
% of Portfolio:0.2% ($7.2M/$3.1B)
FAIR ISAAC CORP
Shares:3.9K
Value:$7.1M
% of Portfolio:0.2% ($7.1M/$3.1B)
SPDR GOLD TRUST
Shares:24.3K
Value:$7.0M
% of Portfolio:0.2% ($7.0M/$3.1B)
78464A508
Shares:135.4K
Value:$6.9M
% of Portfolio:0.2% ($6.9M/$3.1B)
922908736
Shares:18.6K
Value:$6.9M
% of Portfolio:0.2% ($6.9M/$3.1B)
Kinsale Capital Group, Inc.
Shares:13.9K
Value:$6.8M
% of Portfolio:0.2% ($6.8M/$3.1B)
464288877
Shares:115.0K
Value:$6.8M
% of Portfolio:0.2% ($6.8M/$3.1B)
COPART INC
Shares:117.5K
Value:$6.6M
% of Portfolio:0.2% ($6.6M/$3.1B)
922908769
Shares:23.4K
Value:$6.4M
% of Portfolio:0.2% ($6.4M/$3.1B)