Portfolio (Quarterly)
Guide ↗
Spire Wealth Management
· CIK 0001858740| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | KEP | KOREA ELEC PWR CORP | Utilities | 187 | $3K | — | SOLD |
| 122 | AXS | AXIS CAP HLDGS LTD | Financial Services | 25 | $3K | — | SOLD |
| 123 | SBI | WESTERN ASSET INTER MUNI FD | Financial Services | 330 | $3K | — | SOLD |
| 124 | BBAI | BIGBEAR AI HLDGS INC | Technology | 700 | $2K | — | SOLD |
| 125 | GETY | GETTY IMAGES HOLDINGS INC | Communication Services | 3,013 | $2K | — | SOLD |
| 126 | NVCT | NUVECTIS PHARMA INC | Healthcare | 300 | $2K | — | SOLD |
| 127 | LPLA | LPL FINL HLDGS INC | Financial Services | 7 | $2K | — | SOLD |
| 128 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 108 | $2K | — | SOLD |
| 129 | CE | CELANESE CORP DEL | Basic Materials | 33 | $2K | — | SOLD |
| 130 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 59 | $2K | — | SOLD |
| 131 | EQH | EQUITABLE HLDGS INC | Financial Services | 54 | $2K | — | SOLD |
| 132 | HP | HELMERICH PAYNE INC | Energy | 50 | $2K | — | SOLD |
| 133 | — | CRESUD S A C I F Y A | — | 130 | $2K | — | SOLD |
| 134 | EPOL | ISHARES TR | — | 45 | $2K | — | SOLD |
| 135 | FMC | FMC CORP | Basic Materials | 93 | $2K | — | SOLD |
| 136 | — | PETROLEO BRASILEIRO SA PETRO | — | 78 | $1K | — | SOLD |
| 137 | — | IRSA INVERSIONES Y REP S A | — | 87 | $1K | — | SOLD |
| 138 | AVTR | AVANTOR INC | Healthcare | 162 | $1K | — | SOLD |
| 139 | BSBR | BANCO SANTANDER BRASIL S A | Financial Services | 211 | $1K | — | SOLD |
| 140 | GPIX | GOLDMAN SACHS ETF TR | — | 25 | $1K | — | 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%