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 99 of 124
FEDERAL REALTY INVESTMENT TRUST
Shares:72
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$3.1B)
Restaurant Brands International Inc.
Shares:105
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$3.1B)
CSW INDUSTRIALS, INC.
Shares:24
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$3.1B)
Hyatt Hotels Corp
Shares:57
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$3.1B)
74347B698
Shares:106
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$3.1B)
ZTO Express (Cayman) Inc.
Shares:350
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$3.1B)
032108615
Shares:104
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$3.1B)
VAIL RESORTS INC
Shares:43
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$3.1B)
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Shares:517
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$3.1B)
N20944109
Shares:556
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$3.1B)
PIMCO CORPORATE & INCOME STRATEGY FUND
Shares:500
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$3.1B)
ChampionX Corp
Shares:229
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$3.1B)
ZILLOW GROUP, INC.
Shares:102
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$3.1B)
AGIOS PHARMACEUTICALS, INC.
Shares:230
Value:$6.7K
% of Portfolio:0.0% ($6.7K/$3.1B)
Byrna Technologies Inc.
Shares:400
Value:$6.7K
% of Portfolio:0.0% ($6.7K/$3.1B)
464289859
Shares:88
Value:$6.7K
% of Portfolio:0.0% ($6.7K/$3.1B)
BRUNSWICK CORP
Shares:125
Value:$6.7K
% of Portfolio:0.0% ($6.7K/$3.1B)
Xenon Pharmaceuticals Inc.
Shares:200
Value:$6.7K
% of Portfolio:0.0% ($6.7K/$3.1B)
Six Flags Entertainment Corporation/NEW
Shares:188
Value:$6.7K
% of Portfolio:0.0% ($6.7K/$3.1B)
Chord Energy Corp
Shares:59
Value:$6.7K
% of Portfolio:0.0% ($6.7K/$3.1B)