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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316092501
Shares:400
Value:$27.8K
% of Portfolio:0.0% ($27.8K/$3.1B)
Iridium Communications Inc.
Shares:1.0K
Value:$27.5K
% of Portfolio:0.0% ($27.5K/$3.1B)
Fresenius Medical Care AG
Shares:1.1K
Value:$27.3K
% of Portfolio:0.0% ($27.3K/$3.1B)
GOLUB CAPITAL BDC, Inc.
Shares:1.8K
Value:$27.2K
% of Portfolio:0.0% ($27.2K/$3.1B)
78468R101
Shares:924
Value:$27.0K
% of Portfolio:0.0% ($27.0K/$3.1B)
37960A644
Shares:1.0K
Value:$27.0K
% of Portfolio:0.0% ($27.0K/$3.1B)
GLOBAL PARTNERS LP
Shares:500
Value:$26.7K
% of Portfolio:0.0% ($26.7K/$3.1B)
46436E247
Shares:821
Value:$26.7K
% of Portfolio:0.0% ($26.7K/$3.1B)
Global Net Lease, Inc.
Shares:3.3K
Value:$26.4K
% of Portfolio:0.0% ($26.4K/$3.1B)
HANCOCK WHITNEY CORP
Shares:501
Value:$26.3K
% of Portfolio:0.0% ($26.3K/$3.1B)
GENERAC HOLDINGS INC.
Shares:207
Value:$26.2K
% of Portfolio:0.0% ($26.2K/$3.1B)
Hercules Capital, Inc.
Shares:1.4K
Value:$26.1K
% of Portfolio:0.0% ($26.1K/$3.1B)
Anheuser-Busch InBev SA/NV
Shares:420
Value:$25.8K
% of Portfolio:0.0% ($25.8K/$3.1B)
45783Y236
Shares:962
Value:$25.7K
% of Portfolio:0.0% ($25.7K/$3.1B)
CINCINNATI FINANCIAL CORP
Shares:174
Value:$25.7K
% of Portfolio:0.0% ($25.7K/$3.1B)
Fox Corp
Shares:454
Value:$25.7K
% of Portfolio:0.0% ($25.7K/$3.1B)
CHESAPEAKE UTILITIES CORP
Shares:200
Value:$25.7K
% of Portfolio:0.0% ($25.7K/$3.1B)
XPO, Inc.
Shares:238
Value:$25.6K
% of Portfolio:0.0% ($25.6K/$3.1B)
Esperion Therapeutics, Inc.
Shares:17.8K
Value:$25.6K
% of Portfolio:0.0% ($25.6K/$3.1B)
COUSINS PROPERTIES INC
Shares:864
Value:$25.5K
% of Portfolio:0.0% ($25.5K/$3.1B)