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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46641Q225
Shares:240
Value:$17.2K
% of Portfolio:0.0% ($17.2K/$3.1B)
464289511
Shares:341
Value:$17.1K
% of Portfolio:0.0% ($17.1K/$3.1B)
SMITH & WESSON BRANDS, INC.
Shares:1.8K
Value:$17.1K
% of Portfolio:0.0% ($17.1K/$3.1B)
00214Q401
Shares:180
Value:$17.0K
% of Portfolio:0.0% ($17.0K/$3.1B)
TEXTRON INC
Shares:235
Value:$17.0K
% of Portfolio:0.0% ($17.0K/$3.1B)
808524748
Shares:469
Value:$17.0K
% of Portfolio:0.0% ($17.0K/$3.1B)
464287275
Shares:175
Value:$17.0K
% of Portfolio:0.0% ($17.0K/$3.1B)
ENVIRI Corp
Shares:2.5K
Value:$16.8K
% of Portfolio:0.0% ($16.8K/$3.1B)
46435G524
Shares:232
Value:$16.8K
% of Portfolio:0.0% ($16.8K/$3.1B)
INNOVATIVE INDUSTRIAL PROPERTIES INC
Shares:310
Value:$16.8K
% of Portfolio:0.0% ($16.8K/$3.1B)
CARVANA CO.
Shares:80
Value:$16.7K
% of Portfolio:0.0% ($16.7K/$3.1B)
316092865
Shares:328
Value:$16.7K
% of Portfolio:0.0% ($16.7K/$3.1B)
DAVITA INC.
Shares:109
Value:$16.7K
% of Portfolio:0.0% ($16.7K/$3.1B)
Zscaler, Inc.
Shares:84
Value:$16.7K
% of Portfolio:0.0% ($16.7K/$3.1B)
HAWKINS INC
Shares:157
Value:$16.6K
% of Portfolio:0.0% ($16.6K/$3.1B)
abrdn Precious Metals Basket ETF Trust
Shares:128
Value:$16.6K
% of Portfolio:0.0% ($16.6K/$3.1B)
ESSENTIAL PROPERTIES REALTY TRUST, INC.
Shares:506
Value:$16.5K
% of Portfolio:0.0% ($16.5K/$3.1B)
Hess Midstream LP
Shares:390
Value:$16.5K
% of Portfolio:0.0% ($16.5K/$3.1B)
COMERICA INC /NEW/
Shares:279
Value:$16.5K
% of Portfolio:0.0% ($16.5K/$3.1B)
OmniAb, Inc.
Shares:6.8K
Value:$16.3K
% of Portfolio:0.0% ($16.3K/$3.1B)