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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808524862
Shares:1.2K
Value:$29.8K
% of Portfolio:0.0% ($29.8K/$3.1B)
Calamos Global Dynamic Income Fund
Shares:4.7K
Value:$29.8K
% of Portfolio:0.0% ($29.8K/$3.1B)
316092402
Shares:1.2K
Value:$29.7K
% of Portfolio:0.0% ($29.7K/$3.1B)
46641Q217
Shares:528
Value:$29.6K
% of Portfolio:0.0% ($29.6K/$3.1B)
ZILLOW GROUP, INC.
Shares:430
Value:$29.5K
% of Portfolio:0.0% ($29.5K/$3.1B)
301505731
Shares:666
Value:$29.5K
% of Portfolio:0.0% ($29.5K/$3.1B)
BlackRock Science & Technology Trust
Shares:892
Value:$29.4K
% of Portfolio:0.0% ($29.4K/$3.1B)
BlackRock Municipal 2030 Target Term Trust
Shares:1.4K
Value:$29.4K
% of Portfolio:0.0% ($29.4K/$3.1B)
74347X831
Shares:509
Value:$29.2K
% of Portfolio:0.0% ($29.2K/$3.1B)
00768Y297
Shares:2.5K
Value:$29.0K
% of Portfolio:0.0% ($29.0K/$3.1B)
H&R BLOCK INC
Shares:528
Value:$29.0K
% of Portfolio:0.0% ($29.0K/$3.1B)
PERDOCEO EDUCATION Corp
Shares:1.1K
Value:$29.0K
% of Portfolio:0.0% ($29.0K/$3.1B)
TRI-CONTINENTAL Corp
Shares:939
Value:$28.8K
% of Portfolio:0.0% ($28.8K/$3.1B)
Franklin BSP Realty Trust, Inc.
Shares:2.2K
Value:$28.5K
% of Portfolio:0.0% ($28.5K/$3.1B)
46138E594
Shares:1.7K
Value:$28.4K
% of Portfolio:0.0% ($28.4K/$3.1B)
CENTENE CORP
Shares:466
Value:$28.3K
% of Portfolio:0.0% ($28.3K/$3.1B)
46434V290
Shares:454
Value:$28.2K
% of Portfolio:0.0% ($28.2K/$3.1B)
464289875
Shares:642
Value:$28.2K
% of Portfolio:0.0% ($28.2K/$3.1B)
46432F859
Shares:580
Value:$28.0K
% of Portfolio:0.0% ($28.0K/$3.1B)
CITIZENS FINANCIAL GROUP INC/RI
Shares:681
Value:$27.9K
% of Portfolio:0.0% ($27.9K/$3.1B)