Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | DMB | BNY MELLON MUN BD INFRASTRUC | Financial Services | 811 | $9K | — | SOLD |
| 62 | WF | WOORI FINL GROUP INC | Financial Services | 125 | $8K | — | SOLD |
| 63 | Z | ZILLOW GROUP INC | Communication Services | 200 | $8K | — | SOLD |
| 64 | LKQ | LKQ CORP | Consumer Cyclical | 281 | $8K | — | SOLD |
| 65 | VIGI | VANGUARD WHITEHALL FDS | — | 93 | $8K | — | SOLD |
| 66 | HTHT | H WORLD GROUP LTD | Consumer Cyclical | 162 | $8K | — | SOLD |
| 67 | WDH | WATERDROP INC | Financial Services | 5,000 | $8K | — | SOLD |
| 68 | PDT | HANCOCK JOHN PREM DIVID FD | Financial Services | 617 | $8K | — | SOLD |
| 69 | CWEN | CLEARWAY ENERGY INC | Utilities | 200 | $8K | — | SOLD |
| 70 | BRKR | BRUKER CORP | Healthcare | 210 | $8K | — | SOLD |
| 71 | OII | OCEANEERING INTL INC | Energy | 203 | $7K | — | SOLD |
| 72 | MTG | MGIC INVT CORP WIS | Financial Services | 271 | $7K | — | SOLD |
| 73 | MASI | MASIMO CORP | Healthcare | 39 | $7K | — | SOLD |
| 74 | — | HOLOGIC INC | — | 89 | $7K | — | SOLD |
| 75 | DXC | DXC TECHNOLOGY CO | Technology | 531 | $7K | — | SOLD |
| 76 | — | ANGLOGOLD ASHANTI PLC | — | 68 | $7K | — | SOLD |
| 77 | MSEX | MIDDLESEX WTR CO | Utilities | 127 | $7K | — | SOLD |
| 78 | HODL | VANECK BITCOIN ETF | — | 340 | $7K | — | SOLD |
| 79 | TTAN | SERVICETITAN INC | Technology | 100 | $6K | — | SOLD |
| 80 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 300 | $6K | — | SOLD |
Sector Allocation
Technology
42.6%
Financial Services
15.6%
Consumer Cyclical
9.3%
Industrials
8.9%
Communication Services
7.2%
Healthcare
6.5%
Consumer Defensive
3.8%
Energy
2.2%
Utilities
1.6%
Real Estate
1.3%