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 68 of 124
Ardagh Metal Packaging S.A.
Shares:13.9K
Value:$42.1K
% of Portfolio:0.0% ($42.1K/$3.1B)
Invesco Senior Income Trust
Shares:11.2K
Value:$42.0K
% of Portfolio:0.0% ($42.0K/$3.1B)
Lantheus Holdings, Inc.
Shares:429
Value:$41.9K
% of Portfolio:0.0% ($41.9K/$3.1B)
StepStone Group Inc.
Shares:800
Value:$41.8K
% of Portfolio:0.0% ($41.8K/$3.1B)
Vista Energy, S.A.B. de C.V.
Shares:895
Value:$41.7K
% of Portfolio:0.0% ($41.7K/$3.1B)
EDISON INTERNATIONAL
Shares:706
Value:$41.6K
% of Portfolio:0.0% ($41.6K/$3.1B)
Noble Corp plc
Shares:1.8K
Value:$41.5K
% of Portfolio:0.0% ($41.5K/$3.1B)
Maplebear Inc.
Shares:1.0K
Value:$41.4K
% of Portfolio:0.0% ($41.4K/$3.1B)
Dave Inc./DE
Shares:500
Value:$41.3K
% of Portfolio:0.0% ($41.3K/$3.1B)
Blue Owl Capital Corp
Shares:2.8K
Value:$41.0K
% of Portfolio:0.0% ($41.0K/$3.1B)
GLOBUS MEDICAL INC
Shares:560
Value:$41.0K
% of Portfolio:0.0% ($41.0K/$3.1B)
DHT Holdings, Inc.
Shares:3.9K
Value:$41.0K
% of Portfolio:0.0% ($41.0K/$3.1B)
78464A599
Shares:254
Value:$40.7K
% of Portfolio:0.0% ($40.7K/$3.1B)
Neuberger Berman Energy Infrastructure & Income Fund Inc.
Shares:4.5K
Value:$40.6K
% of Portfolio:0.0% ($40.6K/$3.1B)
74347B235
Shares:1.5K
Value:$40.5K
% of Portfolio:0.0% ($40.5K/$3.1B)
78464A649
Shares:1.6K
Value:$40.4K
% of Portfolio:0.0% ($40.4K/$3.1B)
BCE INC
Shares:1.8K
Value:$40.2K
% of Portfolio:0.0% ($40.2K/$3.1B)
25434V708
Shares:1.2K
Value:$40.1K
% of Portfolio:0.0% ($40.1K/$3.1B)
PEOPLES BANCORP INC
Shares:1.4K
Value:$40.0K
% of Portfolio:0.0% ($40.0K/$3.1B)
FS Credit Opportunities Corp.
Shares:5.7K
Value:$40.0K
% of Portfolio:0.0% ($40.0K/$3.1B)