Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CLNE | CLEAN ENERGY FUELS CORP | Energy | 18,753 | $47K | 0.00% | SOLD |
| 22 | FERG | FERGUSON ENTERPRISES INC | Industrials | 190 | $44K | 0.00% | SOLD |
| 23 | SPHY | SPDR SER TR | — | 1,801 | $42K | 0.00% | SOLD |
| 24 | PKST | PEAKSTONE REALTY TRUST | Real Estate | 1,971 | $41K | 0.00% | SOLD |
| 25 | JAZZ | JAZZ PHARMACEUTICALS PLC | Healthcare | 201 | $38K | 0.00% | SOLD |
| 26 | — | THOMSON REUTERS CORP | — | 387 | $35K | 0.00% | SOLD |
| 27 | PSIL | ADVISORSHARES TR | — | 2,000 | $34K | 0.00% | SOLD |
| 28 | EMC | GLOBAL X FDS | — | 1,040 | $32K | 0.00% | SOLD |
| 29 | GGN | GAMCO GLOBAL GOLD NAT RES | Financial Services | 6,000 | $32K | 0.00% | SOLD |
| 30 | SSRM | SSR MINING IN | Basic Materials | 1,050 | $31K | 0.00% | SOLD |
| 31 | GBAB | GUGGENHEIM TAXABLE MUNICP BO | Financial Services | 2,000 | $29K | 0.00% | SOLD |
| 32 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 500 | $25K | 0.00% | SOLD |
| 33 | NRP | NATURAL RESOURCE PARTNERS L | Energy | 200 | $24K | 0.00% | SOLD |
| 34 | WBS | WEBSTER FINL CORP | Financial Services | 339 | $24K | 0.00% | SOLD |
| 35 | AMSF | AMERISAFE INC | Financial Services | 700 | $23K | 0.00% | SOLD |
| 36 | CLH | CLEAN HARBORS INC | Industrials | 77 | $22K | 0.00% | SOLD |
| 37 | AMTM | AMENTUM HOLDINGS INC | Industrials | 846 | $22K | 0.00% | SOLD |
| 38 | — | ENVIRI CORP | — | 1,089 | $21K | 0.00% | SOLD |
| 39 | ECC | EAGLE POINT CREDIT COMPANY I | Financial Services | 5,600 | $21K | 0.00% | SOLD |
| 40 | AOD | ABRDN TOTAL DYNAMIC DIVIDEND | Financial Services | 2,200 | $20K | 0.00% | SOLD |
Sector Allocation
Technology
41.6%
Financial Services
15.3%
Communication Services
9.3%
Consumer Cyclical
9.1%
Industrials
8.7%
Healthcare
6.3%
Consumer Defensive
3.7%
Energy
2.2%
Utilities
1.6%
Real Estate
1.3%