Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | — | AIR LEASE CORP | — | 91 | $6K | — | SOLD |
| 82 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 139 | $6K | — | SOLD |
| 83 | OSK | OSHKOSH CORP | Industrials | 38 | $6K | — | SOLD |
| 84 | DJAN | FIRST TR EXCHNG TRADED FD VI | — | 130 | $6K | — | SOLD |
| 85 | AVO | MISSION PRODUCE INC | Consumer Defensive | 400 | $6K | — | SOLD |
| 86 | R | RYDER SYS INC | Industrials | 26 | $5K | — | SOLD |
| 87 | GHC | GRAHAM HLDGS CO | Consumer Defensive | 5 | $5K | — | SOLD |
| 88 | SIG | SIGNET JEWELERS LIMITED | Consumer Cyclical | 62 | $5K | — | SOLD |
| 89 | AGO | ASSURED GUARANTY LTD | Financial Services | 64 | $5K | — | SOLD |
| 90 | NXE | NEXGEN ENERGY LTD | Energy | 441 | $5K | — | SOLD |
| 91 | ACI | ALBERTSONS COS INC | Consumer Defensive | 298 | $5K | — | SOLD |
| 92 | RRC | RANGE RES CORP | Energy | 110 | $5K | — | SOLD |
| 93 | RWAY | RUNWAY GROWTH FINANCE CORP | Financial Services | 700 | $5K | — | SOLD |
| 94 | ETB | EATON VANCE TAX MNGED BUY WR | Financial Services | 330 | $5K | — | SOLD |
| 95 | JBGS | JBG SMITH PPTYS | Real Estate | 305 | $4K | — | SOLD |
| 96 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 31 | $4K | — | SOLD |
| 97 | MMS | MAXIMUS INC | Industrials | 69 | $4K | — | SOLD |
| 98 | VIRT | VIRTU FINL INC | Financial Services | 99 | $4K | — | SOLD |
| 99 | AI | C3 AI INC | Technology | 500 | $4K | — | SOLD |
| 100 | GSM | FERROGLOBE PLC | Basic Materials | 1,018 | $4K | — | 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%