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 57 of 124
JACOBS SOLUTIONS INC.
Shares:665
Value:$80.4K
% of Portfolio:0.0% ($80.4K/$3.1B)
Piedmont Office Realty Trust, Inc.
Shares:10.9K
Value:$80.4K
% of Portfolio:0.0% ($80.4K/$3.1B)
Rithm Capital Corp.
Shares:7.0K
Value:$80.2K
% of Portfolio:0.0% ($80.2K/$3.1B)
Ladder Capital Corp
Shares:7.0K
Value:$79.9K
% of Portfolio:0.0% ($79.9K/$3.1B)
PRICE T ROWE GROUP INC
Shares:864
Value:$79.3K
% of Portfolio:0.0% ($79.3K/$3.1B)
MICROCHIP TECHNOLOGY INC
Shares:1.6K
Value:$79.1K
% of Portfolio:0.0% ($79.1K/$3.1B)
nVent Electric plc
Shares:1.5K
Value:$79.0K
% of Portfolio:0.0% ($79.0K/$3.1B)
KONINKLIJKE PHILIPS NV
Shares:3.1K
Value:$78.7K
% of Portfolio:0.0% ($78.7K/$3.1B)
AMERICAN STATES WATER CO
Shares:1.0K
Value:$78.7K
% of Portfolio:0.0% ($78.7K/$3.1B)
Eaton Vance Ltd Duration Income Fund
Shares:7.8K
Value:$78.2K
% of Portfolio:0.0% ($78.2K/$3.1B)
ROLLINS INC
Shares:1.4K
Value:$78.0K
% of Portfolio:0.0% ($78.0K/$3.1B)
25400Q105
Shares:4.0K
Value:$78.0K
% of Portfolio:0.0% ($78.0K/$3.1B)
GRACO INC
Shares:933
Value:$77.9K
% of Portfolio:0.0% ($77.9K/$3.1B)
PPL Corp
Shares:2.2K
Value:$77.9K
% of Portfolio:0.0% ($77.9K/$3.1B)
Lucid Group, Inc.
Shares:32.1K
Value:$77.6K
% of Portfolio:0.0% ($77.6K/$3.1B)
NCR Voyix Corp
Shares:7.9K
Value:$77.3K
% of Portfolio:0.0% ($77.3K/$3.1B)
FIRST HORIZON CORP
Shares:4.0K
Value:$77.1K
% of Portfolio:0.0% ($77.1K/$3.1B)
Blackstone Senior Floating Rate 2027 Term Fund
Shares:5.4K
Value:$76.9K
% of Portfolio:0.0% ($76.9K/$3.1B)
abrdn Silver ETF Trust
Shares:2.4K
Value:$76.8K
% of Portfolio:0.0% ($76.8K/$3.1B)
25459Y207
Shares:881
Value:$76.8K
% of Portfolio:0.0% ($76.8K/$3.1B)