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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74347X633
Shares:1.2K
Value:$109.4K
% of Portfolio:0.0% ($109.4K/$3.1B)
00888H695
Shares:3.6K
Value:$109.0K
% of Portfolio:0.0% ($109.0K/$3.1B)
33740U653
Shares:3.1K
Value:$108.9K
% of Portfolio:0.0% ($108.9K/$3.1B)
92204A306
Shares:839
Value:$108.8K
% of Portfolio:0.0% ($108.8K/$3.1B)
Airbnb, Inc.
Shares:909
Value:$108.6K
% of Portfolio:0.0% ($108.6K/$3.1B)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
Shares:7.5K
Value:$108.5K
% of Portfolio:0.0% ($108.5K/$3.1B)
Cloudflare, Inc.
Shares:962
Value:$108.4K
% of Portfolio:0.0% ($108.4K/$3.1B)
78464A698
Shares:1.9K
Value:$108.1K
% of Portfolio:0.0% ($108.1K/$3.1B)
Sunrise Realty Trust, Inc.
Shares:9.8K
Value:$108.1K
% of Portfolio:0.0% ($108.1K/$3.1B)
ROYAL BANK OF CANADA
Shares:955
Value:$107.6K
% of Portfolio:0.0% ($107.6K/$3.1B)
MANULIFE FINANCIAL CORP
Shares:3.4K
Value:$107.4K
% of Portfolio:0.0% ($107.4K/$3.1B)
Apple Hospitality REIT, Inc.
Shares:8.3K
Value:$106.9K
% of Portfolio:0.0% ($106.9K/$3.1B)
AMBEV S.A.
Shares:45.6K
Value:$106.4K
% of Portfolio:0.0% ($106.4K/$3.1B)
LANDSTAR SYSTEM INC
Shares:707
Value:$106.2K
% of Portfolio:0.0% ($106.2K/$3.1B)
Shares:1.9K
Value:$106.0K
% of Portfolio:0.0% ($106.0K/$3.1B)
BROOKFIELD Corp /ON/
Shares:2.0K
Value:$105.5K
% of Portfolio:0.0% ($105.5K/$3.1B)
78464A862
Shares:525
Value:$105.4K
% of Portfolio:0.0% ($105.4K/$3.1B)
BLACKROCK MUNIYIELD QUALITY FUND, INC.
Shares:9.0K
Value:$105.4K
% of Portfolio:0.0% ($105.4K/$3.1B)
Electromed, Inc.
Shares:4.4K
Value:$105.1K
% of Portfolio:0.0% ($105.1K/$3.1B)
ANSYS INC
Shares:330
Value:$104.5K
% of Portfolio:0.0% ($104.5K/$3.1B)