Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SNPG | DBX ETF TR | — | 398 | $19K | 0.00% | SOLD |
| 42 | MKL | MARKEL GROUP INC | Financial Services | 10 | $19K | 0.00% | SOLD |
| 43 | AMRX | AMNEAL PHARMACEUTICALS INC | Healthcare | 1,535 | $19K | 0.00% | SOLD |
| 44 | GSEW | GOLDMAN SACHS ETF TR | — | 221 | $19K | 0.00% | SOLD |
| 45 | BBDC | BARINGS BDC INC | Financial Services | 2,248 | $19K | 0.00% | SOLD |
| 46 | PALL | ABRDN PALLADIUM ETF TRUST | Financial Services | 135 | $18K | 0.00% | SOLD |
| 47 | DSU | BLACKROCK DEBT STRATEGIES FD | Financial Services | 1,758 | $17K | 0.00% | SOLD |
| 48 | STEP | STEPSTONE GROUP INC | Financial Services | 300 | $14K | — | SOLD |
| 49 | RS | RELIANCE INC | Basic Materials | 47 | $14K | — | SOLD |
| 50 | — | INNOVATOR ETFS TRUST | — | 400 | $13K | — | SOLD |
| 51 | BCS | BARCLAYS PLC | Financial Services | 616 | $13K | — | SOLD |
| 52 | — | NEXTNAV INC | — | 2,000 | $13K | — | SOLD |
| 53 | FSV | FIRSTSERVICE CORP NEW | Real Estate | 85 | $12K | — | SOLD |
| 54 | GDV | GABELLI DIVID INCOME TR | Financial Services | 408 | $11K | — | SOLD |
| 55 | UTWY | RBB FD INC | — | 250 | $11K | — | SOLD |
| 56 | CCK | CROWN HLDGS INC | Consumer Cyclical | 105 | $11K | — | SOLD |
| 57 | PI | IMPINJ INC | Technology | 101 | $10K | — | SOLD |
| 58 | AR | ANTERO RESOURCES CORP | Energy | 227 | $10K | — | SOLD |
| 59 | WCC | WESCO INTL INC | Industrials | 33 | $9K | — | SOLD |
| 60 | SOCL | GLOBAL X FDS | — | 205 | $9K | — | 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%