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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Nuveen Dynamic Municipal Opportunities Fund
Shares:3.5K
Value:$35.9K
% of Portfolio:0.0% ($35.9K/$3.1B)
Baker Hughes Co
Shares:815
Value:$35.8K
% of Portfolio:0.0% ($35.8K/$3.1B)
CRH PUBLIC LTD CO
Shares:406
Value:$35.7K
% of Portfolio:0.0% ($35.7K/$3.1B)
Doximity, Inc.
Shares:615
Value:$35.7K
% of Portfolio:0.0% ($35.7K/$3.1B)
Andersons, Inc.
Shares:828
Value:$35.5K
% of Portfolio:0.0% ($35.5K/$3.1B)
Solventum Corp
Shares:467
Value:$35.5K
% of Portfolio:0.0% ($35.5K/$3.1B)
KEYCORP /NEW/
Shares:2.2K
Value:$35.5K
% of Portfolio:0.0% ($35.5K/$3.1B)
46137V282
Shares:1.0K
Value:$35.2K
% of Portfolio:0.0% ($35.2K/$3.1B)
464288562
Shares:406
Value:$35.1K
% of Portfolio:0.0% ($35.1K/$3.1B)
46137V472
Shares:383
Value:$35.1K
% of Portfolio:0.0% ($35.1K/$3.1B)
GREIF, INC
Shares:635
Value:$34.9K
% of Portfolio:0.0% ($34.9K/$3.1B)
TAPESTRY, INC.
Shares:493
Value:$34.7K
% of Portfolio:0.0% ($34.7K/$3.1B)
PIONEER HIGH INCOME FUND, INC.
Shares:4.5K
Value:$34.7K
% of Portfolio:0.0% ($34.7K/$3.1B)
74933W601
Shares:622
Value:$34.6K
% of Portfolio:0.0% ($34.6K/$3.1B)
MGM Resorts International
Shares:1.2K
Value:$34.5K
% of Portfolio:0.0% ($34.5K/$3.1B)
STEEL DYNAMICS INC
Shares:276
Value:$34.5K
% of Portfolio:0.0% ($34.5K/$3.1B)
Jazz Pharmaceuticals plc
Shares:278
Value:$34.5K
% of Portfolio:0.0% ($34.5K/$3.1B)
UDR, Inc.
Shares:763
Value:$34.5K
% of Portfolio:0.0% ($34.5K/$3.1B)
BOEING CO
Shares:575
Value:$34.4K
% of Portfolio:0.0% ($34.4K/$3.1B)
ENI SPA
Shares:1.1K
Value:$34.3K
% of Portfolio:0.0% ($34.3K/$3.1B)