Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | AGCO | AGCO CORP | Industrials | 36 | $4K | — | SOLD |
| 102 | ZG | ZILLOW GROUP INC | Communication Services | 100 | $4K | — | SOLD |
| 103 | TEM | TEMPUS AI INC | Healthcare | 91 | $4K | — | SOLD |
| 104 | MOTI | VANECK ETF TRUST | — | 118 | $4K | — | SOLD |
| 105 | ACLS | AXCELIS TECHNOLOGIES INC | Technology | 43 | $4K | — | SOLD |
| 106 | ELAN | ELANCO ANIMAL HEALTH INC | Healthcare | 164 | $4K | — | SOLD |
| 107 | NUV | NUVEEN MUN VALUE FD INC | Financial Services | 430 | $4K | — | SOLD |
| 108 | PDN | INVESCO EXCH TRADED FD TR II | — | 88 | $4K | — | SOLD |
| 109 | HXL | HEXCEL CORP NEW | Industrials | 47 | $4K | — | SOLD |
| 110 | PAM | PAMPA ENERGIA S A | Utilities | 42 | $4K | — | SOLD |
| 111 | EFT | EATON VANCE FLTING RATE INC | Financial Services | 330 | $4K | — | SOLD |
| 112 | CELC | CELCUITY INC | Healthcare | 30 | $3K | — | SOLD |
| 113 | SPRY | ARS PHARMACEUTICALS INC | Healthcare | 400 | $3K | — | SOLD |
| 114 | SPIB | SPDR SER TR | — | 94 | $3K | — | SOLD |
| 115 | PGEN | PRECIGEN INC | Healthcare | 800 | $3K | — | SOLD |
| 116 | SKM | SK TELECOM CO LTD | Communication Services | 105 | $3K | — | SOLD |
| 117 | JLL | JONES LANG LASALLE INC | Real Estate | 10 | $3K | — | SOLD |
| 118 | EZPW | EZCORP INC | Financial Services | 115 | $3K | — | SOLD |
| 119 | BTZ | BLACKROCK CR ALLOCATION INCO | Financial Services | 283 | $3K | — | SOLD |
| 120 | CPA | COPA HOLDINGS SA | Industrials | 25 | $3K | — | 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%